金吾财讯 | M/I Homes（MHO）公布第二季度经营财报，企业盈利与营收数据小幅高于市场预期，但营收规模同比出现下滑，房屋交付量同步回落，不过前端订单端收获积极信号，新签合同数量创下同期历史新高。财报显示，公司第二季度非GAAP每股收益3.14美元，超出市场预期0.01美元；实现营收10.6亿美元，同比下降8.6%，营收规模较市场预期高出1000万美元。从房地产业务经营数据来看，公司销售端呈现分化特征。第二季度新签合同数量同比增长15%至2387份，刷新公司二季度签约纪录，反映市场购房需求存在修复迹象，意向订单规模持续扩张。与之相对，当期完成交付房屋数量为2206套，同比下降6%，交付节奏有所放缓。订单与交付数据出现背离，或和项目施工进度、房屋建设周期安排存在关联，短期交付情况未能同步跟进新增订单增长。
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