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May 19, 2026
財經

家得寶維持全年財測 高利率與房市疲弱壓抑需求

居家修繕零售龍頭家得寶 (Home Depot) 19 日公布第一季財報,雖然獲利與營收略優於市場預期,並維持全年財測不變,但公司坦言,美國房市復甦依舊疲弱,高房價與高利率持續壓抑大型裝修需求。

家得寶第一季營收達 417.7 億美元,高於市場預估的 415.2 億美元;經調整後每股盈餘為 3.43 美元,也略優於分析師預期的 3.41 美元。

不過,反映既有門市表現的同店銷售僅成長 0.6%,略低於預估,顯示整體需求仍未明顯回溫。

家得寶指出,美國民眾仍持續延後大型裝修與翻修工程,尤其涉及貸款與高額支出的項目更受影響。

由於房貸利率維持高檔,加上房價居高不下,美國房市過去三年持續低迷,也拖累居家修繕產業需求。

公司財務長麥克菲爾 (Richard McPhail) 表示,消費者目前對經濟前景的不確定感仍高。

不過,他也指出,目前尚未觀察到消費行為出現明顯惡化,公司仍持續密切關注油價與利率變化。

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