工业用品供应商快扣(Fastenal,股票代码:FAST)今日盘中股价大涨5.07%,引起市场广泛关注。截至发稿,该股报79.59美元/股。
快扣公司周五公布的第一季度财报显示,其收入和利润均符合华尔街预期。尽管制造业和建筑业需求疲软,但公司通过高价值合同和紧固件销售成功抵消了这一影响。公司表示,更多客户(包括工厂、仓库和建筑工地)的月采购额超过了1万美元,低消费水平的客户群体也略有改善。
值得注意的是,快扣公司的毛利率从去年同期的45.5%小幅下降至45.1%,这主要是由于向大规模、低利润率客户的销售比例增加以及运输成本上升所致。公司第一季度净销售额为19.6亿美元,略高于分析师预期的19.5亿美元。每股收益为52美分,符合市场预期。尽管紧固件销售占比从去年同期的31.5%下降到30.3%,但非紧固件销售占比从68.5%增至69.7%,显示出公司业务结构的变化。
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