家居装修公司Masco因需求持续疲软，季度销售额未达预期

路透中文

Jul 29

家居装修公司Masco因需求持续疲软，季度销售额未达预期

路透7月29日 - 家居装修公司Masco（MAS.N）周三公布的第二季度销售额未达华尔街预期，主要原因是宏观经济不确定性导致消费者在非必需的装修项目上的支出减少，受此影响，该公司股价在开盘前下跌了6%。

由于对生活成本和借贷成本上升的担忧，加之就业市场形势严峻，房主们正在推迟大型翻新和升级计划。

具体情况如下：

据LSEG汇编的数据，这家总部位于密歇根州利沃尼亚的公司第二季度销售额下降3%，至19.9亿美元，未达到20.8亿美元的预期。
作为主要收入来源的管道产品部门净销售额较去年同期下降3%。
得益于预期将获得的关税退税，Masco将全年调整后每股收益预测区间从4.10至4.30美元上调至4.40至4.60美元。
首席执行官乔恩·努迪（Jon Nudi）预计，在第二季度录得约9500万美元净收益后，根据《国际紧急经济权力法》（IEEPA）获得的约8500万美元关税退税将推动其2026年的盈利前景。
该公司本季度经调整后每股收益为1.64美元，高于市场预期的1.32美元。
Masco旗下拥有Delta水龙头和Behr涂料等品牌，主要销售家居装修和建筑产品，其需求在很大程度上取决于住房维修和翻新活动。

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