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FINWIRES

調査速報:KMX:調整後EPSは市場予想を大きく上回る。新CEOのコメントは好材料。

-- 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。CarMax, Inc.(KMX)は、2月期の調整後EPSが0.34ドル(前年同期比47%減)となり、市場予想の0.21ドルを大きく上回りました。調整後EPSには、1株当たり1.19ドルの純のれん代およびリストラ費用が除外されており、報告EPSは前年同期の0.58ドルに対し、マイナス0.85ドルとなりました。予想を上回ったのは、売上高が予想以上に好調だったためです。純売上高は1.0%減の59億5000万ドル(市場予想を2億2000万ドル上回る)、粗利益率は90ベーシスポイント低下して10.2%(市場予想を20ベーシスポイント下回る)となりました。販売数量はまちまちでしたが、価格は低調でした。 KMXの新CEO、キース・バー氏は四半期末に任命されましたが、彼が経営再建に取り組んでいるというコメントは心強いものでした。予想を上回ったにもかかわらず、KMX株は現在、プレマーケット取引で5%下落しています。KMX株は11月初旬の安値から静かに60%近く回復していたため、この反応は利益確定売りを反映していると考えられます。KMXの売上高と利益は予想を大幅に上回ったため、四半期の業績には勇気づけられましたが、一時的な項目が再びヘッドラインEPSの重荷となりました。

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