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研究快讯:Gpi:第一季度业绩不及预期,但英国市场的改善带来了一线希望

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-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师的观点总结如下: Group 1 Automotive (GPI)公布的第一季度调整后每股收益为8.66美元,低于市场预期的10.17美元(下降15%),也低于市场普遍预期的8.82美元。营收下降1.8%至54.1亿美元(比市场预期低1000万美元),毛利率持平于16.2%(与市场预期一致)。该公司新车零售销量下降6.6%,二手车零售销量下降4.4%。业绩反映了汽车零售商面临的诸多不利因素,包括高利率、高车价以及消费者购买力下降,这些因素都对销量和利润率造成了压力。GPI在英国的业务表现亮眼,季度毛利润创下2.306亿美元的纪录(同比增长6.3%)。第一季度,GPI以平均每股353.08美元的价格回购了20.5万股股票,占其2026年初流通股总数的1.7%。我们认为,本季度业绩疲软,因为GPI的营收和利润均低于预期。对于这家此前在汽车零售行业拥有最佳盈利记录之一的公司而言,这已经是连续第三个季度利润未达预期了。

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