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D.R. Horton第二季業績超乎預期，但下調營收預期

-- D.R. Horton (DHI) 公佈的第二財季業績好於預期，儘管這家住宅建築商下調了全年營收預期。 截至3月31日的季度，該公司每股淨收益從去年同期的2.58美元降至2.24美元，但仍高於FactSet調查的2.13美元的預期。營收從77.3億美元降至75.6億美元，低於分析師預期的75.5億美元。 週二盤中，該股上漲7.7%，年初至今累計上漲約15%。 根據FactSet的財報電話會議記錄，首席執行官保羅·羅曼諾夫斯基在財報電話會議上表示：“新房需求仍然受到購房能力限制和消費者謹慎情緒的影響。然而，我們經驗豐富的團隊將繼續以嚴謹的態度應對當前的市場狀況。” 羅曼諾夫斯基表示，該公司未售庫存較去年同期減少了35%。截至3月底，霍頓公司庫存房屋38,200套，其中22,900套尚未售出。 該公司目前預計2026財年營收將在335億美元至345億美元之間，先前預期上限為350億美元。華爾街的預期為332.9億美元。該公司目前預計本財年將完成86,000至87,500套房屋的交付，低於先前預期的88,000套房屋。 「我們預計2026財年的銷售激勵措施將保持在較高水平，具體激勵力度將取決於市場需求、抵押貸款利率和其他市場狀況，」執行董事長大衛·奧爾德在一份聲明中表示。 該公司第二季房屋建造收入下降2%至70.6億美元，房屋交付量增加1%至19,486套。淨銷售訂單量增加11%，達24,992套，訂單總額達92億美元。 D.R. Horton公司高級副總裁兼通訊與人力資源主管傑西卡·漢森在電話會議上告訴分析師，公司預計本季營收將在88億美元至93億美元之間。分析師此前預計第三季營收為89.5億美元。 「我們意識到當前整體經濟情勢的波動性和不確定性，我們將繼續以嚴謹的態度調整策略以適應市場變化，同時專注於提升D.R. Horton的長期價值。」羅曼諾夫斯基表示。

Price: $165.63, Change: $+12.29, Percent Change: +8.01%

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