异动解读|CDW Corporation盘中下跌24.2%,Q2业绩双超预期但毛利率下滑引发抛售

行情直击
Aug 05

8月5日,CDW Corporation盘中下跌24.2%,报115.25美元/股,成交额7556.59万美元。

消息面上,公司盘前公布第二季度财报,调整后每股收益2.91美元,超出市场一致预期的2.80美元;营收65.72亿美元,超出预期的62.06亿美元。然而,营收增长主要由数据存储、服务器及移动设备等低毛利硬件产品驱动,整体毛利率从上年同期的20.8%下滑至20.1%,销售及管理费用同比增长8.6%,GAAP营业利润率从7.0%降至6.5%,净利润增幅仅为1.2%。尽管收入规模扩大,但盈利质量显著下降,市场对增长可持续性及利润率修复前景产生担忧。

CDW Corporation是财富500强及标普500成分股,为美国、英国和加拿大客户提供多品牌IT解决方案与服务。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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