异动解读 | 季度业绩超预期,拖拉机供应公司盘中大涨6.04%

异动解读
Oct 23

拖拉机供应公司(Tractor Supply Co,股票代码:TSCO)今日盘中股价大涨6.04%,引发市场广泛关注。这一显著涨幅主要源于公司发布的强劲第三季度财务业绩。

根据公司公告,拖拉机供应公司第三季度利润和可比销售额均超出市场预期。季度利润达到每股49美分,高于分析师预期的每股48美分。更为亮眼的是,公司可比销售额增幅介于4.6%至5.6%之间,明显高于此前预期的5.3%。这一优异表现主要得益于季节性产品需求的增长。

券商Truist Securities分析指出,流量的改善可能表明拖拉机供应公司终于消化了疫情期间带来的巨大销售增长。然而,值得注意的是,由于农村消费者对大件商品消费态度谨慎,公司对全年销售额和利润的预测略低于市场预期。尽管如此,投资者似乎更关注公司当前的强劲表现,推动股价大幅上涨。

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