金吾财讯 | 劳氏（LOW）公布2026财年第二季度财务业绩。财报显示，公司二季度营收虽同比增长8.3%至259.6亿美元，但较市场预期低1.5亿美元；非GAAP每股收益为4.40美元，超预期0.18美元。二季度，公司同店销售额同比增长0.2%。其中，专业客户与家庭服务领域的强劲表现，以及线上销售额15.7%的快速增长，构成了主要支撑力量。在宏观经济环境与高利率背景下，消费者对自主装修（DIY）的大额非必要支出保持谨慎，对整体销售增速形成明显拖累。基于二季度的业务趋势，劳氏全面下调了2026财年的全年业绩指引：总销售额从此前预期的920亿至940亿美元下调至约920亿美元（低于市场普遍预期的929.4亿美元）。同店销售额由此前的“持平或增长2%”下调至“与上年持平”。调整后每股收益预计约为12.25美元（此前预期为12.25至12.75美元），同样低于市场普遍预期的12.45美元；调整后营业利润率预计为11.6%。
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