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調査速報:ラッド:第1四半期決算は予想を大きく上回る好業績。自社株買いも好調

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-- 独立系調査会社CFRAは、に対し、以下の調査レポートを提供しました。CFRAのアナリストは、以下のように見解をまとめています。Lithia Motors(LAD)は、第1四半期の調整後EPSが7.34ドルとなり、市場予想の7.93ドル(7%減)を大きく上回りました。この好業績は、予想を上回る売上高と利益率によるもので、純売上高は1.0%増の92億7000万ドル(市場予想を5000万ドル上回る)、粗利益率は10ベーシスポイント低下して15.3%(市場予想を10ベーシスポイント上回る)となりました。LADは、新車部門(50ベーシスポイント減)と中古車部門(40ベーシスポイント減)で粗利益率が低下しましたが、アフターサービス部門の好調な業績(150ベーシスポイント増)によって部分的に相殺されました。 LADは第1四半期に発行済み株式総数の4.0%にあたる94万2000株を2億5900万ドルで買い戻した(平均価格は1株あたり274.62ドル)。LADは、第1四半期に買収した店舗が年間4億2500万ドルの収益を生み出すと見込んでいると述べた。LADの株価はプレマーケット取引で上昇している。我々は特に同社の自社株買いに感銘を受けた。ここ数日、他の自動車販売店の業績が期待外れだった後、LADは厳しいファンダメンタルズ環境の中で、買収、株主への現金還元、業務効率化に対する規律あるアプローチが功を奏していることを証明した。

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