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儘管第一季有機營收成長未達預期，賽默飛世爾科技仍上調2026年業績展望

-- 賽默飛世爾科技（Thermo Fisher Scientific，股票代碼：TMO）週四上調了全年業績預期，原因是其第一季業績強於預期，儘管內生成長低於分析師預期。 根據FactSet發布的財報電話會議記錄顯示，這家醫療器材製造商執行長 Marc Casper在財報電話會議上表示，目前預計2026年調整後每股收益為24.64美元至25.12美元，較上年增長8%至10%，高於先前預期的24.22美元至24.80美元。 FactSet的分析師預計全年非GAAP每股收益為24.66美元。 卡斯珀表示，目前全年營收預期為473億美元至481億美元，年增6%至8%，高於先前預期的463億美元至472億美元。華爾街普遍預期營收為470.9億美元。卡斯珀表示，更新後的預期仍基於全年3%至4%的有機營收成長。 「我們上調了全年營收和利潤預期，這主要得益於（Clario Holdings）的正面影響以及強勁的第一季度獲利表現，」卡斯珀說。他指的是Thermo Fisher近期收購的臨床試驗終點數據解決方案提供商Clario Holdings。 截至3月28日的三個月內，調整後每股收益從去年同期的5.15美元增至5.44美元，超過了FactSet預期的5.25美元。營收成長6%至110.1億美元，高於分析師預期的108.6億美元。 該公司實現了1%的有機成長，低於市場普遍預期的1.3%。週四，該公司股價下跌7.6%，今年以來累計下跌18%。 第一季生命科學解決方案業務營收從去年同期的23.4億美元增加至26.4億美元，高於市場普遍預期的26億美元。分析儀器部門銷售額為17.2億美元，高於分析師預期的17.3億美元。實驗室產品和生物製藥服務營收從54.6億美元增加至60.4億美元。 「我們的終端市場和業務發展均符合預期，我們有望實現強勁的年度業績，」卡斯珀表示。 財務長吉姆·邁耶表示，預計本季調整後每股收益將比第一季高出0.25至0.30美元。分析師預期為5.82美元。

Price: $474.71, Change: $-39.27, Percent Change: -7.64%

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