金吾财讯 | BJ批发俱乐部（BJ）公布截至2026年8月1日的2026财年第二季度财务业绩。数据显示，二季度，公司净利润达1.74亿美元，同比增长15.4%，稀释后每股收益（EPS）及调整后每股收益均为1.36美元。调整后EBITDA同比增长14.3%至3.47亿美元。期内，总营收达62.27亿美元，同比增长15.7%；其中净销售额为60.91亿美元，同比增长15.9%。全店可比销售额同比增长11.9%；在剔除汽油销售影响后，同店销售额仍实现了3.1%的稳健增长。数字化赋能的可比销售额同比增长30%，两年复合增长率达64%。此外，会员费收入同比增长9.9%至1.36亿美元，会员总数创纪录地突破850万人。展望未来，公司上调2026财年全年业绩指引，调整后每股收益由此前的预期上调至4.60美元至4.80美元；同店销售额（剔除汽油影响）维持同比增长2.0%至3.0%的预期不变。
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