Beacon Roofing Supply (BECN) came out with quarterly earnings of $2.32 per share, missing the Zacks Consensus Estimate of $2.82 per share. This compares to earnings of $2.66 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of -17.73%. A quarter ago, it was expected that this roofing materials distributor would post earnings of $0.35 per share when it actually produced earnings of $0.41, delivering a surprise of 17.14%. Over the l ...

销售业绩 - 第二季度销售额创历史新高，得益于"2025年雄心"计划,包括新建和收购[1][2] - 所有三大业务线均实现有机销售增长,主要得益于非住宅重新屋顶需求强劲[2] - 2024年6月30日季度净销售额为26.75亿美元，同比增长6.8%[19] - 2024年上半年净销售额为45.87亿美元，同比增长8.3%[19] - 公司2024年第三季度总销售额为26.75亿美元，同比增长6.8%[39] - 住宅屋顶产品销售额为13.29亿美元，占总销售额的49.7%，同比增长2.4%[39] - 非住宅屋顶产品销售额为7.45亿美元，占总销售额的27.9%，同比增长11.1%[39] - 配套建材产品销售额为6.01亿美元，占总销售额的22.4%，同比增长12.3%[39] - 2024年上半年总销售额为45.87亿美元，同比增长8.3%[41] - 2024年上半年住宅屋顶产品销售额为22.56亿美元，占总销售额的49.2%，同比增长5.0%[41] - 2024年上半年非住宅屋顶产品销售额为12.74亿美元，占总销售额的27.8%，同比增长13.6%[41] - 2024年第三季度每个工作日的销售额为41.8百万美元，同比增长6.8%[39] - 2024年上半年每个工作日的销售额为35.3百万美元，同比增长8.3%[43] 盈利能力 - 第二季度毛利率为25.6%,较上年同期的25.4%有所提升[6] - 第二季度调整后EBITDA为2.794亿美元,占销售额10.4%[7] - 上半年调整后EBITDA为3.825亿美元,占销售额8.3%[12] - 2024年6月30日季度毛利率为25.6%，同比增加0.2个百分点[19] - 2024年6月30日季度营业利润率为8.1%，同比下降1.2个百分点[19] - 2024年6月30日季度净利润率为4.8%，同比下降1.3个百分点[19] - 2024年上半年毛利率为25.2%，同比下降0.3个百分点[19] - 2024年上半年营业利润率为5.7%，同比下降1.3个百分点[19] - 2024年上半年净利润率为2.9%，同比下降1.3个百分点[19] - 2024年第二季度和上半年的调整后净收入占净销售额的比例分别为5.5%和3.8%[58] - 2024年第二季度和上半年的调整后EBITDA占净销售额的比例分别为10.4%和8.3%[61] 资本运营 - 收购了西部领先的防水分销商Smalley & Co.,拥有11个分支机构[2] - 签订了225百万美元的加速股票回购协议,以在2024年向股东返还资金[2][10] - 公司将通过调整库存和资源来应对当地市场条件,同时维持高水平的客户服务[5] - 公司调整后的营业费用占销售额的比重从2023年上半年的17.3%上升至2024年上半年的18.4%[56] - 2024年第二季度和上半年的收购成本分别为2380万美元和5270万美元[57] - 2024年第二季度和上半年的重组成本分别为180万美元和430万美元[57] - 2024年第二季度和上半年的税收影响分别为650万美元和1480万美元[57]

The market expects Beacon Roofing Supply (BECN) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended June 2024. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on August 1, 2024, might help the stock move higher if these key numb ...

Beacon Roofing Supply, Inc. (BECN) boosts its commercial roofing product offering by acquiring Roofers Mart of Southern California, Inc., situated in Walnut, CA.Roofers Mart has been serving roofing contractors in the Los Angeles metro market for the past 40 years. Leveraging the market reach of Roofers Mart will enable Beacon to broaden its Los Angeles Beacon OTC Network service area.The company is optimistic about this strategic buyout and holds onto the synergies the buyout will bring to its business exp ...

In a move to enhance service for metal roofing contractors, Beacon Roofing Supply, Inc. (BECN) acquired Extreme Metal Fabricators, LLC in Key Largo and Palm City, Florida, and Integrity Metals, LLC in Gainesville and Vero Beach.Extreme Metal has operated for over a decade with a team of craftspeople, estimators and operators, ensuring high-quality metal panel roofing systems. This acquisition will expand BECN’s product offerings, providing customers with a broader range of roofing and complementary products ...

In a bid to continue providing services to residential and commercial roofers, Beacon Roofing Supply, Inc. (BECN) opened a new location in Terrell, TX. Also, it has opened new locations in Everett and Spokane, WA, to support specialty waterproofing contractors.The Terrell branch serves the Eastern Dallas-Fort Worth market. On the other hand, the Everett and Spokane branches offer a complete catalog of waterproofing, glass and glazing products in demand by specialty contractors.Shares of Beacon — the largest ...

Beacon Roofing Supply (BECN) shares ended the last trading session 5.4% higher at $102.24. The jump came on an impressive volume with a higher-than-average number of shares changing hands in the session. This compares to the stock's 1.2% gain over the past four weeks.The stock rallied after recent data showing easing inflation, published by the U.S. Bureau of Labor Statistics.This roofing materials distributor is expected to post quarterly earnings of $2.83 per share in its upcoming report, which represents ...

The Zacks Building Products – Retail industry participants are likely to benefit from technology initiatives to bolster the e-commerce experience. Companies have been strengthening digital ecosystems, providing the best online assortments and bolstering omni-channel capabilities. Industry participants are also benefiting from accretive acquisitions, the focus on expanding supply-chain facilities and digital initiatives. Continued innovation, e-commerce expansion and strong demand are likely to benefit playe ...

文章核心观点 - 公司正在积极推进"Ambition 2025"计划,通过扩大地理覆盖范围、进行并购整合等方式来实现增长目标 [1][2][4][5][6] - 公司最近在美国马萨诸塞州和加拿大安大略省开设了新的分支机构,以拓展当地的住宅和商业屋顶业务 [2][3] - 公司股价在年初至今上涨11.7%,优于同行业4.3%的下跌,体现了公司的增长动力 [7] 根据相关目录分别进行总结 公司扩张计划 - 公司正在通过并购和新开分支机构的方式扩大地理覆盖范围,以实现"Ambition 2025"的增长目标 [1][2][3][5][6] - 2024年5月1日,公司完成了对Smalley & Company的收购,进一步扩大了全国防水业务平台 [5][6] - 过去12个月内,公司新增21家分支机构,并开设了28家新的营业点 [6] 公司业绩表现 - 公司股价在年初至今上涨11.7%,优于同行业4.3%的下跌,体现了公司的增长动力 [7] - 公司正专注于有机和非有机增长举措,推动股价上涨趋势 [7] 同行业公司表现 - 同行业公司Abercrombie & Fitch (ANF)、Wingstop (WING)和The Gap (GPS)近期表现良好,获得了Zacks第1级(强烈买入)评级 [10][12][14] - ANF过去一年股价上涨401.4%,预计2024财年销售和利润将分别增长6.4%和24.2% [11] - WING过去一年股价上涨91.2%,预计2024财年销售和利润将分别增长27.5%和36.7% [12][13] - GPS过去一年股价上涨151.5%,但预计2024财年销售和利润将分别下降0.3%和3.5% [14][15]

Bilanol/iStock via Getty Images Well over a year ago, in September 2022, I performed my first-ever analysis into Beacon Roofing Supply (NASDAQ:BECN). As the company's name suggests, the firm operates as a distributor of roofing materials, as well as of other complementary building products. With a market capitalization of $5.94 billion as of this writing, the firm may not seem all that large. However, over the 90 years that it has been operating, it has grown to have 542 different branches from which it con ...