异动解读 | 霍顿房屋季度业绩超预期,盘中大涨10.45%

异动解读
Jul 22, 2025

美国最大房屋建筑商霍顿房屋(D.R. Horton)股价今日盘中大涨10.45%,主要受益于公司公布的第三季度业绩超出市场预期。

根据公司公告,霍顿房屋第三季度调整后每股收益为3.36美元,远高于分析师平均预期的2.88美元。公司季度营收达92.3亿美元,同比下降7.4%,但仍显著超过分析师预期的87.6亿美元。尽管整体房地产市场面临高利率和成本上升的挑战,霍顿房屋通过提供购房激励措施成功支撑了房屋销售。

公司首席执行官保罗·罗曼诺夫斯基表示,在可负担性持续受限和消费者情绪谨慎的情况下,新房需求将继续受到影响。霍顿房屋预计第四季度销售激励措施将继续保持高位并可能进一步增加。此外,公司将全年营收预测范围从此前的333亿至348亿美元收窄至337亿至342亿美元之间,显示出对未来业绩的信心。投资者对这一积极展望做出了正面回应,推动股价大幅上涨。

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