劳氏(LOW.US)豪掷88亿美元收购建材公司FBM！华尔街看好交叉销售潜力

智通财经2025-08-21

智通财经APP获悉，美国家居建材零售巨头劳氏(LOW.US)宣布以88亿美元收购Foundation Building Materials(FBM)，创下公司史上最大并购纪录。该交易将通过混合短期和长期债务融资完成，其中包括90亿美元的过桥贷款承诺。FBM在美国和加拿大运营着370多个网点，为约4万家专业客户提供石膏板、隔热材料、金属框架、吊顶系统、商用门、五金件及配套建材等产品。2024年，该...

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Wall Street Bullish on Cross-Selling","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"LOW":1,"FBM":1},"content_text":"智通财经APP获悉，美国家居建材零售巨头劳氏(LOW.US)宣布以88亿美元收购Foundation Building Materials(FBM)，创下公司史上最大并购纪录。该交易将通过混合短期和长期债务融资完成，其中包括90亿美元的过桥贷款承诺。FBM在美国和加拿大运营着370多个网点，为约4万家专业客户提供石膏板、隔热材料、金属框架、吊顶系统、商用门、五金件及配套建材等产品。2024年，该公司实现营收65亿美元，调整后 EBITDA 达6.35亿美元。这笔预计在第四季度完成的交易，有望在交割后的首个财年即为劳氏贡献利润增长。资产负债表方面，劳氏预计交易完成时的杠杆率将升至3.4-3.5倍，公司计划暂停股票回购，力争在2027年第二季度末将杠杆率降至2.75倍。华尔街对此反应积极：摩根大通分析师Christopher Horvers指出，专业分销市场的并购紧迫性正显著升级。随着企业为扩大潜在市场规模、构建差异化业务能力的竞争加剧，这将成为焦点领域。杰富瑞分析师Jonathan Matuszewski认为，劳氏加速拓展庞大复杂专业市场的战略将见效：\"通过收购ADG和FBM，劳氏已在诱人的新建及翻修领域打造领先的室内解决方案平台。\"他指出，劳氏今后能为新建与装修改造行业的专业客户提供更快捷的履约服务、更丰富的产品线、升级的数字工具及稳健的贸易信贷平台。除潜在成本协同效应外，新业务还将带来显著的交叉销售机会。展望未来，劳氏可能继续推进补强型并购。瑞银分析师Michael Lasser评价称：\"短期看，此举将使劳氏获得更快的履约能力、强化的专业数字工具、贸易信贷计划及可观的交叉销售机会;长期而言，有助于其深入挖掘家装市场中规模更大的专业细分领域。\"Seeking Alpha分析师Luca Socci强调，专业客户能带来更高销售额和客单价，且具有复购特性，这正是劳氏理想的拓展方向。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"corporation,merge","news_rank":0,"symbols":[],"gpt_button":1,"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,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","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/2561431933","isCrawlerRequest":true}