家得宝和劳氏在专业市场的大规模投资值得关注

投资观察11-14

0913 ET - 分析师W. Andrew Carter和Hannah Branstetter认为，家得宝和劳氏在专业建筑市场的大规模收购值得更多关注。家得宝的SRS部门在其最大的终端市场——屋顶业务中的表现疲软。“我们认为，此弱点尚未得到充分理解，对于家得宝在复杂专业投资上支出了超20亿美元的并购，风险显著，因为关于业务进展的更新有限、不频繁且不一致，”分析师表示。同时，分析师指出，劳氏对基础建筑材料的初步指引可能令人失望，并且收购所带来的重大支出引发了质疑。（nicholas.miller@wsj.com）

（完）道琼斯新闻社

2025年11月14日 09:13 ET（14:13 GMT）

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Andrew Carter和Hannah Branstetter认为，家得宝和劳氏在专业建筑市场的大规模收购值得更多关注。家得宝的SRS部门在其最大的终端市场——屋顶业务中的表现疲软。“我们认为，此弱点尚未得到充分理解，对于家得宝在复杂专业投资上支出了超20亿美元的并购，风险显著，因为关于业务进展的更新有限、不频繁且不一致，”分析师表示。同时，分析师指出，劳氏对基础建筑材料的初步指引可能令人失望，并且收购所带来的重大支出引发了质疑。（nicholas.miller@wsj.com）\n（完）道琼斯新闻社\n2025年11月14日 09:13 ET（14:13 GMT）\n版权所有 © 2025 道琼斯公司","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.35.9","shortVersion":"4.35.9","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1164739937","isCrawlerRequest":true}