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Carmax Returns to the Bargain Basement: Buy the Dip?
MarketBeat· 2024-04-12 00:19
CarMax股价表现 - CarMax在第四季度表现不佳,调整了长期目标,股价跌至购买区域[1] - CarMax股价下跌10%,因第四季度业绩报告疲弱和长期指引修订,但股价已经下跌超过50%,表明市场已经反映了这种弱势[3] - CarMax股价目前可能处于低谷,但不太可能进一步大幅下跌,现在是建立头寸的有吸引力时机[5] CarMax长期前景 - 股价可能目前处于低迷,但长期前景包括由于门店数量增加和市场份额增长而实现杠杆式复苏[2] - CarMax面临重大挑战,2024年可能对业务构成挑战,但由于公司正在投资新店铺、增加市场份额,并且未来将迎来较低的利率环境,长期前景仍然强劲[4] - 公司正在市场中获得杠杆,并在经济状况改善时为加速收入和利润增长做好准备,因此其股价应该随着时间增长[6] CarMax业务展望 - CarMax今年将重回增长轨道,第四季度虽然表现不佳,但消费者和批发市场正在趋于正常化,预计本财年增长将恢复[7] - 利润消息褒贬不一,但对长期前景有利。公司的利润与去年相比有所收缩,但深度收缩受到前一年的一次性因素和批发市场的疲软影响[8] - CarMax没有给出2025财年的具体指引,但宣布计划开设五家新零售店和两家设施以支持额外增长[9] CarMax股票分析 - 分析师看好CarMax,认为股价有上涨空间,目前股价已下跌,但如果分析师开始调低目标,CarMax股票将维持区间交易,直到业务质量出现变化[10] - 机构仍然大量投资于CarMax,持有大约99%的股份,机构活动报告显示过去12个月一直是净看涨的[11] - 价格走势不稳定,暗示仍处于下降趋势中,但市场仍高于已经存在18个月的关键支撑,因此不太可能突破交易区间之外[12] - CarMax目前被分析师评为“持有”,但顶级分析师认为有其他五只股票更值得购买[13]
CarMax (KMX) Q4 Earnings & Sales Miss Estimates, Declines Y/Y
Zacks Investment Research· 2024-04-11 23:41
财务表现 - CarMax Inc. (KMX)报告了2024财年第四季度调整后每股收益为32美分,低于Zacks Consensus Estimate的45美分[1] - CarMax的二手车净销售额为45亿美元,同比下降0.7%,主要是由于平均销售价格(ASP)下降,部分抵消了销售量的增加[2] - 二手车单位销量增加1.3%,但ASP从去年同期的25985美元下降了2.3%,收入低于预期的47亿美元[2] - 可比店铺二手车单位略微增加0.1%,但收入从去年同期下降了2%[3] - 批发车辆收入从去年同期的11.34亿美元下降了5.5%,低于预期的11.34亿美元[4] 财务状况 - CarMax Auto Finance在财年第四季度末的收入同比增长了18.9%至1.473亿美元[5] - 营销、一般和管理费用从去年同期增加了1.4%至5.8亿美元[6] 公司行动 - CarMax在财年第四季度回购了价值4.93亿美元的股票,截至2024年2月29日,其剩余的股票回购授权为23.6亿美元[7] - CarMax截至2024年2月29日共有245家二手车店,公司预计2025财年的资本支出在5亿至5.5亿美元之间[8]
CarMax Stock Crashes After 4th-Quarter Miss
Schaeffers Research· 2024-04-11 22:40
The shares of CarMax Inc (NYSE:KMX) are plummeting today, after the used car retailer's disappointing fourth-quarter results. The company also delayed its long-term financial target, expecting to sell over 2 million retail and wholesale units annually between 2026 and 2030, compared to its previous goal of 2026. At last glance, KMX was down 12% at $69.75, and trading at its lowest levels since February. The stock is a far cry from its March 28, 52-week high of $88.22, down 20.4% since the start of April. Ye ...
CarMax shares reverse on earnings miss
Proactive Investors· 2024-04-11 21:17
About this content About Josh Lamb After graduating from the University of Kent in the summer of 2022 with a degree in History, Josh joined Proactive later that year as a journalist in the UK editorial team. Josh has reported on a range of areas whilst at Proactive, including energy companies during a time of global crisis, aviation and airlines as the sector recovers from the pandemic, as well as covering economic, social and governance issues. Read more About the publisher Proactive financial news and ...
Should you buy CarMax stock on the post-earnings dip?
Invezz· 2024-04-11 20:46
CarMax Inc业绩表现 - CarMax Inc在第四季度报告盈利后下跌近10%,Wedbush证券分析师表示这可能是一个购买机会[1] - CarMax Inc在财政第四季度的业绩未达到街头预期[2] - CarMax Inc表示预计到本年代末才能开始每年销售超过200万辆车,之前的目标是在2026年实现[3] 分析师评级和展望 - 分析师Seth Basham继续给予CarMax股票“表现优异”的评级,并将其价格目标提高至100美元,预计未来有大约40%的上涨空间[4] - Wedbush分析师相信这家总部位于里士满的公司将在今年实现正面单位增长,因为宏观背景持续改善[8] - Seth Basham看好CarMax股票,因为他预计正常化的CAF指标将在未来几个月至2026年带来盈利上涨,SG&A杠杆以及持续的GPU水平也将成为零售股票的积极催化剂[7] 投资建议 - Basham建议投资CarMax Inc,即使目前该公司不支付股息收益。RBC Capital的分析师本周也重申了对$KMX的“表现优异”评级[9]
CarMax(KMX) - 2024 Q4 - Annual Results
2024-04-11 18:58
财务表现 - CarMax第四季度净营收为56亿美元,较去年同期下降1.7%[2] - 零售二手车销量增长1.3%,零售二手车毛利为每辆2251美元[2] - CarMax Auto Finance (CAF)收入为1.473亿美元,同比增长18.9%[3] - 每股稀释净收益为0.32美元,较去年同期0.44美元下降[4] - 总体零售和批发二手车销量下降0.9%[6] - 零售二手车销售收入下降0.7%,平均零售售价每辆下降约600美元[7] - 批发车辆销量下降4.0%,平均批发售价每辆下降约250美元[8] 业务表现 - 在线交易收入占净收入的约30%[11] CarMax公司2024年二月二十九日或二十八日业绩 - CarMax公司2024年二月二十九日或二十八日的二手车销售量同比增长0.1%[31] - CarMax公司2024年二月二十九日或二十八日的二手车销售收入同比下降2.0%[31] - CarMax公司2024年二月二十九日或二十八日的CAF渠道二手车融资渗透率为44.8%[32] - CarMax公司2024年二月二十九日或二十八日的SG&A费用占毛利的比例为99.1%[36] - CarMax公司2024年二月二十九日或二十八日的二手车毛利为387.3百万美元,同比增长0.1%[34] - CarMax公司2024年二月二十九日或二十八日的二手车毛利每单位为2,251美元,同比增长8.6%[35] - CarMax公司2024年二月二十九日或二十八日的CAF收入为147.3百万美元,同比增长2.6%[38] - CarMax公司2024年二月二十九日或二十八日的净利润为50.3百万美元,同比下降27.2%[39] CarMax公司财务状况 - CarMax公司将于2024年六月二十一日发布2025财年第一季度财报[42] - CarMax公司提醒读者,本发布中的非历史事实性陈述属于前瞻性声明[45] CarMax, Inc.2024年第一季度财务数据 - 上市公司CarMax, Inc.在2024年第一季度的销售和营业收入为5,626,603千美元,较去年同期的5,722,493千美元略有下降[50] - CarMax, Inc.在2024年第一季度的净利润为50,268千美元,较去年同期的69,012千美元有所下降[50] - CarMax, Inc.在2024年第一季度的二手车销售额为4,497,588千美元,占总销售额的79.9%[50] - CarMax, Inc.在2024年第一季度的批发车辆销售额为974,260千美元,占总销售额的17.3%[50] - CarMax, Inc.在2024年第一季度的其他销售和收入为154,755千美元,占总销售额的2.8%[50] - CarMax, Inc.在2024年第一季度的毛利为586,191千美元,毛利率为10.4%[50] - CarMax, Inc.在2024年第一季度的CarMax汽车金融收入为147,267千美元,占总收入的2.6%[50] - CarMax, Inc.在2024年第一季度的利润前税为65,511千美元,较去年同期的82,634千美元有所下降[50] - CarMax, Inc.在2024年第一季度的基本每股净收益为0.32美元,较去年同期的0.44美元有所下降[50] - CarMax, Inc.在2024年第一季度的现金及现金等价物为574,142千美元,较去年同期的314,758千美元有所增加[51]
CarMax (KMX) to Report Q4 Earnings: Here's What to Expect
Zacks Investment Research· 2024-04-08 23:01
CarMax Inc. (KMX) is slated to release fourth-quarter fiscal 2024 results on Apr 11, before the opening bell. The Zacks Consensus Estimate for the to-be-reported quarter’s earnings and revenues is pinned at 45 cents per share and $5.79 billion, respectively.In the third quarter of fiscal 2024, the used car dealership chain reported adjusted earnings per share of 52 cents, surpassing the Zacks Consensus Estimate of 42 cents. The bottom line improved from 24 cents per share recorded in the year-ago period. It ...
CarMax (KMX) Q4 Earnings on the Horizon: Analysts' Insights on Key Performance Measures
Zacks Investment Research· 2024-04-08 22:16
Wall Street analysts expect CarMax (KMX) to post quarterly earnings of $0.45 per share in its upcoming report, which indicates a year-over-year increase of 2.3%. Revenues are expected to be $5.79 billion, up 1.1% from the year-ago quarter.The consensus EPS estimate for the quarter has undergone an upward revision of 3.2% in the past 30 days, bringing it to its present level. This represents how the covering analysts, as a whole, have reassessed their initial estimates during this timeframe.Ahead of a compan ...
CarMax (KMX) Earnings Expected to Grow: Should You Buy?
Zacks Investment Research· 2024-04-04 23:01
Wall Street expects a year-over-year increase in earnings on higher revenues when CarMax (KMX) reports results for the quarter ended February 2024. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on April 11. On the ...
Gotham FC Announces CarMax as Jersey-Front and Marquee Partner
Newsfilter· 2024-02-27 23:15
合作关系 - NJ/NY Gotham FC 和 CarMax 宣布新的合作伙伴关系,CarMax 成为了 Gotham FC 的主要合作伙伴[1] - CarMax 承诺通过合作倡导女性体育,并将在球衣上展示其品牌标志[2] - CarMax 将继续支持 Gotham FC 的常规赛、比赛最佳球员等活动,并与球队合作举办社区活动[3] 女性赋权 - CarMax 与 New York Liberty 合作推出了 "Pass Her The Torch" 商品,强调女性赋权和互相支持的精神[4]