异动解读 | RH夜盘大跌16.71%,因关税相关资源调配致订单积压及年度预测黯淡

异动解读
Apr 01

奢华家具零售商RH今日夜盘股价大跌16.71%,引发了市场的高度关注。

消息面上,公司披露因关税相关的资源调配问题,导致待处理订单与特殊订单余额超出预期水平,对第四季度及全年营收造成了约3000万美元的冲击。此外,公司第四季度净营收为8.43亿美元,低于预期的8.73亿美元;调整后每股收益为1.53美元,也低于预期的2.22美元。

同时,公司给出的年度财务预测也较为黯淡,预计年收入增长4%至8%,低于市场预期的8.8%;预计年度调整后EBITDA利润率为14%至16%,低于2025年报告的17.3%。这些负面财务消息直接打击了投资者的信心,导致股价在夜盘时段大幅下挫。

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