异动解读 | 詹姆斯哈迪股价盘中暴跌29.38%，业绩预期下调引发投资者恐慌

异动解读

Aug 20

周三盘中，纤维水泥生产商詹姆斯哈迪（James Hardie Industries，股票代码：JHX.AU）股价大幅下挫29.38%，创下近期最大单日跌幅。这一暴跌主要源于公司发布的最新财报和业绩预期大幅低于市场预期，引发投资者对公司未来发展前景的担忧。

根据公司最新公布的财报，詹姆斯哈迪第一季度调整后净收入从去年同期的1.776亿美元降至1.269亿美元，远低于分析师预期的1.585亿美元。更令市场担忧的是，公司下调了2026财年的盈利预期，预计调整后营业利润将在10.5亿美元至11.5亿美元之间，低于此前市场普遍预期的12.3亿美元。

詹姆斯哈迪首席执行官亚伦·埃特（Aaron Erter）在声明中表示，公司业绩下滑主要受到美国房地产市场需求疲软的影响。他指出，由于借贷成本上升和关税影响，美国房主正在推迟大额改建项目，如重新铺设护墙板等。此外，公司在北美地区的销售额（占总销售额近75%）同比下降12%至6.418亿美元，凸显了美国市场的重要性及其当前面临的挑战。值得注意的是，公司此前对AZEK的收购预期收益也被推迟，从原计划的2026财年下半年推迟到2027财年及以后，这进一步加剧了投资者的担忧情绪。

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