-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點摘要如下： CarMax公司（KMX）公佈2月季調整後每股盈餘為0.34美元，高於市場預期的0.64美元（下降47%），遠超過市場普遍預期的0.21美元。調整後每股收益剔除了1.19美元的淨商譽和重組費用，因此公佈的每股收益為-0.85美元，而去年同期為0.58美元。業績超預期主要得益於營收成長強勁，淨銷售額下降1.0%至59.5億美元（較市場預期高出2.2億美元），毛利率下降90個基點至10.2%（比市場預期低20個基點）。銷售表現不一，定價疲軟。儘管KMX新任CEO基思·巴爾(Keith Barr)是在本季末才上任的，但我們認為他試圖扭轉公司頹勢的言論令人鼓舞。儘管業績超出預期，KMX股價在盤前交易中仍下跌了5%。我們認為這種反應反映了獲利回吐，因為KMX股價先前已從11月初的低點悄悄反彈了近60%。我們對本季業績感到鼓舞，因為KMX的營收和利潤均大幅超出預期，儘管一次性專案再次拖累了每股盈餘(EPS)。
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Research Alert: CFRA Maintains Hold Rating On Shares Of United Rentals Inc.
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