异动解读 | KB Home盘中大跌5.18%,因一季度业绩疲软及2026年展望不及预期

异动解读
Mar 25

住宅建筑商KB Home(KBH)今日盘中股价大跌5.18%,引发了市场关注。

消息面上,该公司此前公布的第一季度业绩表现不佳,摊薄后每股收益为52美分,远低于去年同期的1.49美元。同时,季度收入下降23%至10.8亿美元,住宅交付量也下降了14%。公司执行主席Jeffrey Mezger指出,对中东冲突的担忧给本已面临挑战的消费者带来了更多不确定性。

此外,公司对2026年的住房收入预期区间为48亿至55亿美元,低于华尔街分析师普遍预期的56.2亿美元。业绩公布后,巴克莱和Truist Securities等多家券商相继下调了其目标价,反映了市场对其短期前景的担忧。

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