百思买Q4营收同比下降10%,2024财年业绩指引不及预期

老虎资讯综合2023-03-02

3月2日,百思买公布了2023财年第四季度及全年财务业绩。财报显示,百思买Q4营收同比下降10%至147.35亿美元,略好于市场预期的147.2亿美元;净利润为4.95亿美元,上年同期为6.26亿美元,同比下降21%;调整后每股收益为2.61美元,好于市场预期的2.10美元,上年同期为2.73美元。

Q4毛利润为29.40亿美元,上年同期为33.13亿美元;毛利率为20.0%,上年同期为20.2%。运营利润为5.97亿美元,上年同期为8.03亿美元;运营利润率为4.1%,上年同期为4.9%。

按业务划分,国内业务营收为135.31亿美元,同比下降9.8%,主要原因是可比销售额同比下降9.6%;其中,电脑、家庭影院、家电和移动电话的可比销售额下滑是最大驱动因素,抵消了游戏和平板电脑类别可比销售额的增长。国际业务营收为12.04亿美元,同比下降12%,这主要归因于可比销售额同比下降5.7%、以及外汇汇率约570个基点的负面影响。

2023财年全年,百思买营收为462.98亿美元,同比下降11%;净利润为14.19亿美元,上年同期为24.54亿美元,同比下降42%;调整后每股收益为7.08美元,上年同期为10.01美元。

展望未来,百思买预计,2024财年全年营收为438亿-452亿美元,不及分析师预期的456.9亿美元;预计可比销售额将同比下降3.0%-6.0%,高于分析师预期的同比下降1.7%;预计调整后每股收益为5.70-6.50美元,不及分析师预期的6.72美元。该公司首席执行官Matt Bilunas表示:“随着我们进入2024财年,消费电子行业将继续感受到更广泛的宏观经济逆风及其对消费者的影响。”

财报公布后,百思买盘前一度跌3.6%,现收窄至1%

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