-- 博士伦公司（Bausch Health，股票代码：BHC.TO）周三公布第一季度调整后盈利和营收均超出预期，受此消息提振，该公司股价在纽约盘后交易中上涨3.6%。 剔除大部分一次性项目后，调整后净利润从去年同期的2.2亿美元（合每股0.59美元）增至2.96亿美元（合每股0.78美元）。FactSet调查的分析师此前预期每股收益为0.67美元。 合并营收增长12%至25.2亿美元，高于FactSet预测的24亿美元。 博士伦公司维持其2026财年营收预期为52.5亿美元至54亿美元，调整后EBITDA预期为28.75亿美元至29.5亿美元（均不包含博士伦公司）。 “我们第一季度的业绩标志着博士伦健康（不包括博士伦）的营收和调整后EBITDA连续十二个季度实现同比增长，这体现了我们整个组织战略执行的有效性和严谨的责任感。我们将继续投资于产品线，包括推进用于治疗酒精性肝炎的拉苏甾醇的研发，同时积极寻求符合我们战略重点的业务拓展机会。凭借这一发展势头，我们重申2026年全年业绩展望，并将继续专注于实现可持续的业绩增长和股东价值提升。”首席执行官托马斯·阿皮奥表示。 博士伦健康股价在盘后交易中上涨0.20美元，至5.79美元。该股在多伦多证券交易所收盘下跌0.11美元，至7.66美元。
Related Articles
Asia
Electro Optic Systems Reports Contract Backlog Growth as of March 31
Electro Optic Systems Holdings (ASX:EOS) reported a contract backlog of AU$518 million as of March 31, up 13% from the end of 2025, according to a Thursday filing with the Australian bourse.The company closed the March quarter with unrestricted cash holdings of AU$95.1 million, representing a decrease of AU$11.8 million from the end of 2025, per the filing.
$ASX:EOS
Asia
Regis Healthcare Expects Fiscal 2026 Underlying EBITDA at Top End of Guidance
Regis Healthcare (ASX:REG) said it expects fiscal 2026 underlying earnings before interest, taxes, depreciation, and amortization (EBITDA) of about AU$135 million, at the top end of guidance, according to a Thursday Australian bourse filing.Occupancy across mature homes averaged about 96% in the fiscal third quarter, per the filing.The company said it generated net refundable accommodation deposit (RAD) cash inflows of AU$44.5 million in the third quarter, taking the total net RAD cash inflows for the year to date to AU$223 million.As resident turnover occurs, the progressive repricing of existing paid-up RADs to current advertised room prices is expected to generate net operating cash inflows of about AU$400 million over time while also increasing RAD retention earnings, the company added.
$ASX:REG
Research
Research Alert: CFRA Keeps Hold Opinion On Shares Of Mondelez International
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Our 12-month target price of $63, raised $1, reflects a 19x multiple of projected 2027 EPS, in line with MDLZ's historical forward P/E average. We raise our 2026 EPS estimate by $0.06 to $3.08, but cut 2027's by $0.11 to $3.32. We continue to see headwinds related to chocolate and biscuits divisions, though favorable forex has been helping to a degree. MDLZ highlighted plans to stimulate growth with more promotional activity, which could boost revenues (we see an acceleration in revenues in 2027), but may come with the trade-off of narrower margins. We note that cost-saving efforts can also contribute to staving off some of the margin pressure. MDLZ is largely hedged on its cocoa input costs for 2026 but less so in 2027. Thus, if the substantial rise in cocoa pricing in 2025 does not reemerge, it should help the bottom line in 2027 as cost pressures should ease. Share buybacks have also contributed to EPS, and we note that Q1 2026 share count was down 1.5% from one year earlier.
$MDLZ