异动解读 | 百思买Q2业绩超预期,盘前大涨5.30%

异动解读
Aug 28, 2025

电子产品零售巨头百思买(BBY)今日盘前股价大涨5.30%,主要受益于公司公布的第二季度财报好于市场预期。

财报显示,百思买二季度营收为94.4亿美元,同比增长1.6%,较市场预期高出2.1亿美元。非公认会计准则下,每股收益达1.28美元,超出分析师预期0.06美元。可比销售额增长1.6%,大幅优于分析师平均预期的下降0.52%。这标志着该公司结束了连续14个季度销售额下滑的局面。

百思买的强劲业绩主要得益于游戏和电脑设备的旺盛需求。公司在线销售表现尤为亮眼,美国在线可比销售额同比增长5.1%。此外,任天堂Switch 2等热门新品的发布也为公司业绩提供了支撑。尽管业绩超预期,百思买仍维持了2026财年的全年指引不变,预计调整后每股收益在6.15美元至6.30美元之间,全年营收在411亿美元至419亿美元之间。公司表示,下半年关税引发的不确定性是维持原有预期的主要原因。

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