周二夜盘，詹姆斯哈迪（JHX）股价大幅下挫26.77%，引发市场广泛关注。这一显著跌幅主要源于公司公布的2026财年第一季度业绩不及预期，同时对未来市场前景持谨慎态度。
根据詹姆斯哈迪发布的财报，2026财年第一季度总净销售额为9亿美元，同比下降9%；调整后EBITDA为2.26亿美元，同比大幅下降21%。北美市场表现尤为疲软，净销售额下降12%，主要受销量下降影响，尽管平均净销售价格上升了3%。这些数据显示，公司正面临严峻的市场挑战，特别是在其核心北美市场。
面对当前困境，詹姆斯哈迪管理层预计2026财年市场需求将下降高个位数，主要受房主可负担性压力和不确定的宏观经济条件影响。为应对这些挑战，公司计划通过战略性成本控制和严格的价格纪律来部分抵消销量下降和通胀压力带来的负面影响。尽管短期内面临挑战，管理层仍强调与AZEK的整合将增强公司在外部家居和户外生活解决方案领域的领导地位，为长期增长奠定基础。然而，这些战略措施似乎未能缓解投资者对公司短期业绩的担忧，导致股价出现大幅下跌。
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