家得宝和劳氏在专业市场的大规模投资值得关注

投资观察
Nov 14, 2025

0913 ET - 分析师W. Andrew Carter和Hannah Branstetter认为,家得宝和劳氏在专业建筑市场的大规模收购值得更多关注。家得宝的SRS部门在其最大的终端市场——屋顶业务中的表现疲软。“我们认为,此弱点尚未得到充分理解,对于家得宝在复杂专业投资上支出了超20亿美元的并购,风险显著,因为关于业务进展的更新有限、不频繁且不一致,”分析师表示。同时,分析师指出,劳氏对基础建筑材料的初步指引可能令人失望,并且收购所带来的重大支出引发了质疑。(nicholas.miller@wsj.com)

(完)道琼斯新闻社

2025年11月14日 09:13 ET(14:13 GMT)

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