-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點總結如下:Asbury Automotive Group (ABG)公佈了2026財年第一季調整後每股收益為5.37美元,低於去年同期的6.82美元(年減24%),低於市場普遍預期的5.62美元。營收下降1%至41.1億美元(比市場預期低2.6億美元),毛利率上升20個基點至17.7%(比市場預期高40個基點)。營收下滑主要由金融保險(-4%)、新車(-2%)和二手車(-2%)業務板塊造成,僅零件及服務(+7%)成長。銷售方面,新車(-5%)和二手車(-6%)均下滑,但平均售價有上漲(新車上漲4%,二手車上漲5%)。 ABG毛利率的提升主要得益於二手車業務(+60個基點),但部分被零件及服務業務毛利率持平以及新車業務毛利率下滑(-60個基點)所抵銷。第一季度,ABG回購了67.8萬股股票,總計1.47億美元。該季度是ABG近六個季度以來首次獲利未達預期。 ABG並未提供正式的績效指引,但其毛利率表現至少令人鼓舞。 ABG股價在盤前交易下跌1%。
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