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北京时间·🕒 发布 19:10:01时区推断·⟳ 抓取 19:13:21·⚡ 决策 07-28 19:36:16 +22m55s·91.3 天前
Asbury Automotive二季度调整EPS超预期但收入低于预期，回购1.31亿美元
调整EPS 6.82美元超预期0.51美元，二季度净利润1.15亿美元并回购约66.8万股、金额1.31亿美元。
📄 原文Seeking Alpha↗ 原文
Asbury Automotive Non-GAAP EPS of $6.82 beats by $0.51, revenue of $4.4B misses by $90M
- Asbury Automotive press release (ABG): Q2 Non-GAAP EPS of $6.82 beats by $0.51. - Revenue of $4.4B (flat Y/Y) misses…
不做 Asbury Automotive（ABG.US）
EPS beat与回购被收入miss抵消，财报方向混合，不做。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
🔎 新鲜度:最早出现 2026-07-28 · 扩散 medium · price-in 风险 medium ↗
消息传播链
- 披露Q2调整EPS beat、收入miss、毛利与回购金额。
关键理由
- 调整EPS 6.82美元超预期0.51美元，二季度净利润1.15亿美元并回购约66.8万股、金额1.31亿美元。
- 收入44亿美元同比持平且低于预期9000万美元，汽车零售收入端没有形成清晰加速。
主要风险
- EPS beat与回购属于财报内资本配置信息，但收入miss使短线方向不够纯。
反向证据
- 做多前查反向 · 来源 web · 日期 2026-07-28 · 影响 weakens
收入低于预期9000万美元且同比持平，抵消EPS beat和回购的短线追多理由。
检索:Asbury Automotive Q2 2026 EPS 6.82 revenue 4.4B repurchased 668000 shares 131 million 原文 ↗
原文全文
展开原文 · 461 字
- Asbury Automotive press release (ABG): Q2 Non-GAAP EPS of $6.82 beats by $0.51.
- Revenue of $4.4B (flat Y/Y) misses by $90M.
- Gross Profit of $753 million
- Used Retail Gross Profit per Unit of $2,002, growth of 16%
- EPS of $6.25 per diluted share; adjusted EPS, a non-GAAP measure, of $6.82 per diluted share
- Net income of $115 million; adjusted net income, a non-GAAP measure, of $125 million
- Repurchased approximately 668,000 shares for $131 million
- Revenue of $4.4B (flat Y/Y) misses by $90M.
- Gross Profit of $753 million
- Used Retail Gross Profit per Unit of $2,002, growth of 16%
- EPS of $6.25 per diluted share; adjusted EPS, a non-GAAP measure, of $6.82 per diluted share
- Net income of $115 million; adjusted net income, a non-GAAP measure, of $125 million
- Repurchased approximately 668,000 shares for $131 million
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