Schwab Network 对 $KMX 的判断变化

频道资料 →本频道有 14 位标注的说话人:BFA and JP Morgan、Bank of America、Berenberg、Bird (analyst firm)、CEO、Citigroup、Citizens、JP Morgan Chase、Jefferies、Morgan Stanley、Oppenheimer、Truist、UBS、Wall Street Journal共 1 条
2026-09-29看涨
《Tuesday's First Moves: CCL & KMX Rally on Earnings, NFLX Upgrade》
CarMax 公布的业绩强劲、超出预期,得益于高销量与库存清理,但代价是利润率下降。

CarMax 的情况则不同。而 CarMax 则相反,基于更低的价格交出了一份非常出色的财报。他们牺牲了一些利润率,但尽管如此,他们仍大幅超出了预期,尤其是在销量方面。

Well, the situation is different for CarMax. while CarMax, in contrast, presented a very good report based on lower prices. They sacrificed some profit margins, but nevertheless, they significantly exceeded expectations, especially in terms of sales volume.

从本季度的营收来看,我们发现约为78亿美元,超过了70.8亿美元的预期。也就是说,它超出预期约8亿美元,同比增长19.5%。

Looking at the quarter's revenue, we find it to be around $7.8 billion , exceeding expectations of $7.08 billion. That is, it exceeded expectations by about $800 million , an increase of 19.5% year-on-year compared to last year.