伯灵顿百货公司(BURL)一季度调整后每股收益达2.10美元 同比大幅增长26%胜预期

金吾财讯
May 28

金吾财讯 | 伯灵顿百货公司(BURL)发布2026财年第一季度财报。公司当期营收、盈利双双大幅跑赢市场指引,实现连续14个季度每股收益(EPS)双位数增长,同时上调全年业绩预期,叠加利润率稳步改善、门店扩张提速,核心经营增长动能持续释放。财报显示,公司一季度整体营收表现亮眼,总销售额同比增长14%至28.52亿美元,同店销售额同比提升6%,延续稳健的终端销售势能。盈利端增长尤为突出,当期GAAP净利润1.15亿美元,对应稀释每股收益1.79美元;剔除一次性租赁相关费用后,调整后每股收益达2.10美元,同比大幅增长26%,显著超出前期市场预期。本季度公司盈利能力持续优化,毛利率同比提升30个基点至44.1%,主要得益于商品毛利改善及物流运费成本优化;调整后息税前利润率同比扩张20个基点,营收转化盈利的能力持续增强。资产端,一季度库存同比增长10%,主要匹配新增门店及同店备货需求,库存结构整体健康。财务流动性保持稳健,期末可用流动性达16.89亿美元,同时公司持续回馈股东,当期斥资81亿美元回购25.79万股普通股,剩余回购额度充足;截至季末公司总负债19.17亿美元,整体财务结构平稳。基于一季度强劲经营表现,公司上调2026财年全年业绩指引。预计全年总销售额同比增长9%-11%,同店销售额增长2%-4%,调整后每股收益区间上调至11.45-11.80美元,同比增幅达13%-16%。

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