异动解读 | TopBuild股价盘中大涨5%,Q2业绩超预期且前景乐观

异动解读
Aug 06, 2025

TopBuild Corp.(NYSE: BLD)今日盘中大涨5%,引起市场广泛关注。该公司最新公布的第二季度财报显示业绩超出市场预期,同时管理层对未来前景持乐观态度,这些因素推动了股价的上涨。

根据公司财报,TopBuild第二季度调整后每股收益为5.31美元,虽较去年同期的5.42美元有所下降,但超过了分析师5.09美元的平均预期。尽管总销售额同比下降5%至13亿美元,公司仍保持了20.1%的调整后EBITDA利润率,仅比去年同期下降20个基点,显示出较强的成本控制能力。

公司管理层在财报电话会议上强调了业务的韧性和多元化,指出当前商业和工业终端市场在2025年占收入的约40%。同时,公司在新数据中心、技术和医疗保健领域取得了战略性胜利。管理层预计2025年全年销售额在51.5亿至53.5亿美元之间,调整后的EBITDA预计在9.7亿至10.7亿美元之间。此外,公司近期收购的Progressive Roofing预计将在下半年贡献约2.15亿美元的销售额,进一步增强了投资者信心。

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