<p>加利福尼亚州圣地亚哥 -2026 年 3 月 23 日：家得宝的标志在加利福尼亚州圣地亚哥的一家商店外展示。（照片由 Kevin Carter/Getty Images 提供）</p>
<p>Kevin Carter | Getty Images News | Getty Images</p>
<p>家得宝周二表示，其核心家庭用户在面对高油价和消费者信心骤降的情况下仍然保持韧性，这使得零售商在超出财政第一季度预期后重申了全年指导。</p>
<p>&#34;在相关意义上，家庭用户的财务状况可能比其他客户群体更有保障，因此我们继续看到他们的参与，&#34; 财务主管 Richard McPhail 在接受 CNBC 采访时表示。</p>
<p>尽管面临日益加剧的地缘政治紧张局势、消费者信心骤降和破裂的住房市场，这些购物者的参与仍然&#34;在某种程度上&#34;，McPhail 说。</p>
<p>&#34;他们继续告诉我们，他们将推迟在更大项目上的支出，&#34;他说。&#34;这与他们过去几年的说法一致。&#34;</p>
<p>以下是家得宝的表现与华尔街预期的对比，基于 LSEG 对分析师的调查：</p>
<ul>
<li>每股收益：调整后为 3.43 美元，预期为 3.41 美元</li>
<li>收入：417.7 亿美元，预期为 415.2 亿美元</li>
</ul>
<p>该公司报告的截至 5 月 3 日的三个月期间净收入为 32.9 亿美元，或每股 3.30 美元，而去年同期为 34.3 亿美元，或每股 3.45 美元。扣除包括某些无形资产价值相关费用在内的一次性项目后，家得宝报告的调整后每股收益为 3.43 美元。</p>
<p>销售额上升至 417.7 亿美元，比去年同期的 398.6 亿美元增长了近 5%。</p>
<p>该公司表示，预计 2026 财政年度销售额将增长 2.5% 至 4.5%，而 LSEG 的预期约为 4%。预计调整后每股收益将增长最多 4%，而 LSEG 的预期为 2.4% 的增长。</p>
<p>家得宝及整体家居改善行业一直面临压力，因为其面临较低的住房周转率、经济不确定性以及高价项目的持续延迟。</p>
<p>今年早些时候，市场曾对家得宝能在抵押贷款利率开始下滑时获得喘息机会感到乐观，但随着中东冲突的开始，这些希望破灭，导致抵押贷款利率再次飙升。</p>
<p>与此同时，家得宝一直专注于赢得更多专业购物者，如承包商和屋顶工人，目前他们占其收入的约 50%。2024 年，零售商以 182.5 亿美元收购了 SRS Distribution，一家向屋顶、园艺和游泳池专业人士销售供应品的公司，去年还收购了 GMS，一家专业建筑产品分销商。</p>
<p>上周，SRS 完成了对 Mingledorff's 的收购，后者是一家为住宅和商业客户提供 HVAC 设备、零件和供应品的批发分销商。该交易使家得宝能够进入一个约 1000 亿美元的可寻址市场。</p>
<p>&#34;我们所做的所有事情来建立我们的专业能力——以及过去几年所做的收购——都是为了帮助我们在 7000 亿美元的专业市场中获得更多份额，&#34; McPhail 说。&#34;我们有权赢得这 7000 亿美元，但我们还没有完全具备赢得的能力。&#34;</p>
<p>选择 CNBC 作为您在谷歌上的首选来源，永远不会错过商业新闻中最值得信赖的名字的任何时刻。</p>

家得宝

住房建设 3 倍做多 ETF - Direxion

美国房产主题 ETF - SPDR

美国房产建设 ETF - iShares

<p>家得宝报告销售增长 5%，每股收益为 3.43 美元，超出华尔街预期。尽管油价上涨和消费者信心问题，核心的房主购物者依然表现出韧性。该公司重申了 2026 财年的销售增长指引为 2.5% 至 4.5%。家得宝正通过收购来扩大其专业购物者基础，旨在争取 7000 亿美元专业市场的更大份额</p>

<p>SAN DIEGO, CALIFORNIA - MARCH 23: A Home Depot logo is displayed on a sign outside of a store on March 23, 2026 in San Diego, CA. (Photo by Kevin Carter/Getty Images)</p>
<div class="lb-trans"><p>加利福尼亚州圣地亚哥 -2026 年 3 月 23 日：家得宝的标志在加利福尼亚州圣地亚哥的一家商店外展示。（照片由 Kevin Carter/Getty Images 提供）</p>
</div><p>Kevin Carter | Getty Images News | Getty Images</p>
<div class="lb-trans"><p>Kevin Carter | Getty Images News | Getty Images</p>
</div><p>Home Depot said Tuesday its core homeowner shopper remains resilient in the face of higher gas prices and plummeting consumer confidence, leading the retailer to reaffirm its full-year guidance after beating fiscal first-quarter expectations.</p>
<div class="lb-trans"><p>家得宝周二表示，其核心家庭用户在面对高油价和消费者信心骤降的情况下仍然保持韧性，这使得零售商在超出财政第一季度预期后重申了全年指导。</p>
</div><p>&#34;The homeowner in a relevant sense is perhaps more protected financially than other customer cohorts and so we continue to see engagement,&#34; finance chief Richard McPhail told CNBC in an interview.</p>
<div class="lb-trans"><p>&#34;在相关意义上，家庭用户的财务状况可能比其他客户群体更有保障，因此我们继续看到他们的参与，&#34; 财务主管 Richard McPhail 在接受 CNBC 采访时表示。</p>
</div><p>Still, in the face of rising geopolitical tensions, plummeting consumer confidence and a broken housing market, those shoppers are engaged &#34;up to a certain point,&#34; said McPhail.</p>
<div class="lb-trans"><p>尽管面临日益加剧的地缘政治紧张局势、消费者信心骤降和破裂的住房市场，这些购物者的参与仍然&#34;在某种程度上&#34;，McPhail 说。</p>
</div><p>&#34;They continue to tell us that they are going to defer their spend on larger projects,&#34; he said. &#34;That's consistent with what they've told us the last few years.&#34;</p>
<div class="lb-trans"><p>&#34;他们继续告诉我们，他们将推迟在更大项目上的支出，&#34;他说。&#34;这与他们过去几年的说法一致。&#34;</p>
</div><p>Here's how Home Depot did compared with what Wall Street was anticipating, based on a survey of analysts by LSEG:</p>
<div class="lb-trans"><p>以下是家得宝的表现与华尔街预期的对比，基于 LSEG 对分析师的调查：</p>
</div><ul>
<li>Earnings per share: $3.43 adjusted vs $3.41 expected</li>
<li>Revenue: $41.77 billion vs. $41.52 billion expected</li>
</ul>
<div class="lb-trans"><ul>
<li>每股收益：调整后为 3.43 美元，预期为 3.41 美元</li>
<li>收入：417.7 亿美元，预期为 415.2 亿美元</li>
</ul>
</div><p>The company's reported net income for the three-month period that ended May 3 was $3.29 billion, or $3.30 per share, compared with $3.43 billion, or $3.45 per share, a year earlier. Excluding one-time items including costs related to the value of certain intangible assets, Home Depot reported adjusted earnings per share of $3.43.</p>
<div class="lb-trans"><p>该公司报告的截至 5 月 3 日的三个月期间净收入为 32.9 亿美元，或每股 3.30 美元，而去年同期为 34.3 亿美元，或每股 3.45 美元。扣除包括某些无形资产价值相关费用在内的一次性项目后，家得宝报告的调整后每股收益为 3.43 美元。</p>
</div><p>Sales rose to $41.77 billion, up almost 5% from $39.86 billion a year earlier.</p>
<div class="lb-trans"><p>销售额上升至 417.7 亿美元，比去年同期的 398.6 亿美元增长了近 5%。</p>
</div><p>The company said it continues to expect fiscal 2026 sales to grow between 2.5% and 4.5%, compared to expectations of roughly 4%, according to LSEG. It's expecting adjusted earnings per share to grow as much as 4%, compared to expectations of 2.4% growth, according to LSEG.</p>
<div class="lb-trans"><p>该公司表示，预计 2026 财政年度销售额将增长 2.5% 至 4.5%，而 LSEG 的预期约为 4%。预计调整后每股收益将增长最多 4%，而 LSEG 的预期为 2.4% 的增长。</p>
</div><p>Home Depot and the home improvement sector overall has been under pressure as it has contended with lower housing turnover, economic uncertainty and an ongoing delay in pricier projects.</p>
<div class="lb-trans"><p>家得宝及整体家居改善行业一直面临压力，因为其面临较低的住房周转率、经济不确定性以及高价项目的持续延迟。</p>
</div><p>Earlier this year, there was optimism that Home Depot could see a reprieve as mortgage rates started to dip, but those hopes were dashed after the conflict in the Middle East began, leading mortgage rates to spike once again.</p>
<div class="lb-trans"><p>今年早些时候，市场曾对家得宝能在抵押贷款利率开始下滑时获得喘息机会感到乐观，但随着中东冲突的开始，这些希望破灭，导致抵押贷款利率再次飙升。</p>
</div><p>In the meantime, Home Depot has been focused on winning over more pro shoppers, like contractors and roofers, which currently make up about 50% of its revenue. In 2024, the retailer acquired SRS Distribution, a company that sells supplies to roofing, landscaping and pool professionals, for $18.25 billion, and last year, it bought GMS, a specialty building products distributor.</p>
<div class="lb-trans"><p>与此同时，家得宝一直专注于赢得更多专业购物者，如承包商和屋顶工人，目前他们占其收入的约 50%。2024 年，零售商以 182.5 亿美元收购了 SRS Distribution，一家向屋顶、园艺和游泳池专业人士销售供应品的公司，去年还收购了 GMS，一家专业建筑产品分销商。</p>
</div><p>Last week, SRS completed its acquisition of Mingledorff's, a wholesale distributor of HVAC equipment, parts and supplies that serves residential and commercial customers. The deal allows Home Depot to tap into a total addressable market worth around $100 billion, it said.</p>
<div class="lb-trans"><p>上周，SRS 完成了对 Mingledorff's 的收购，后者是一家为住宅和商业客户提供 HVAC 设备、零件和供应品的批发分销商。该交易使家得宝能够进入一个约 1000 亿美元的可寻址市场。</p>
</div><p>&#34;All of the things we're doing to build out our pro capabilities — and through the acquisitions we've made over the past several years — is to help us gain more share in the $700 billion pro market,&#34; said McPhail. &#34;We have a right to win that $700 billion, but we just don't quite have the ability to win yet.&#34;</p>
<div class="lb-trans"><p>&#34;我们所做的所有事情来建立我们的专业能力——以及过去几年所做的收购——都是为了帮助我们在 7000 亿美元的专业市场中获得更多份额，&#34; McPhail 说。&#34;我们有权赢得这 7000 亿美元，但我们还没有完全具备赢得的能力。&#34;</p>
</div><p>Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.</p>
<div class="lb-trans"><p>选择 CNBC 作为您在谷歌上的首选来源，永远不会错过商业新闻中最值得信赖的名字的任何时刻。</p>
</div>

家得宝称其核心消费者在油价上涨的情况下依然表现出韧性，销售额增长了 5%