异动解读 | 劳氏Q3业绩超预期,盘前股价大涨5.20%

异动解读
Nov 19, 2025

美国大型家居装修零售商劳氏(Lowe's,股票代码:LOW)今日盘前股价大涨5.20%,主要受益于公司发布的第三季度财报优于市场预期。

根据劳氏公布的财报显示,公司第三季度调整后每股收益达3.06美元,显著超过分析师预估的3美元。尽管同店销售增长0.4%低于预期的1.02%,但仍保持正增长。这一业绩表现在当前经济环境下显得尤为亮眼,特别是考虑到行业竞争对手家得宝(Home Depot)此前下调了前景指引并导致股价下跌。

值得注意的是,劳氏预计全年调整后每股收益约为12.25美元,略低于市场预期的12.40美元。公司同时将全年资本支出预期从"约25亿美元"调整为"不超过25亿美元"。尽管全年指引略有下调,投资者似乎更关注公司当季的强劲表现,推动股价大幅上涨。这一反应表明,市场对劳氏在充满挑战的零售环境中的表现持积极态度,并对公司未来的经营前景保持信心。

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