异动解读 | Q1业绩超预期并上调全年展望,拉夫劳伦盘中大涨5.09%

异动解读
Aug 06

拉夫劳伦(RL)今日盘中大幅上涨5.09%,引发市场广泛关注。

消息面上,公司于盘前公布了2027财年第一季度财报,业绩表现全面超出市场预期。数据显示,拉夫劳伦第一季度实现营收19.6亿美元,高于分析师预期的18.7亿美元;调整后每股收益达4.59美元,同样超出市场预期的4.32美元。全球直营业务(DTC)可比销售额实现低双位数增长,批发渠道销售额录得中双位数增幅,反映出各市场层面的广泛需求与战略执行的有效性。其中,亚洲市场表现尤为亮眼,中国市场营收同比激增超40%,领跑全球。

基于强劲的Q1业绩,公司同步上调了全年财务展望,预计2027财年按固定汇率计算的营收增速为5%至6%,并对未来增长轨迹表达了谨慎乐观。此外,公司预计第二财季营收在固定汇率下同样将实现5%至6%的增长。亮眼的财报数据叠加积极的未来展望,成为推动股价盘中大幅走高的核心动力。

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