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强生公司在第一季度业绩超预期后上调2026年业绩展望

-- 强生公司（JNJ）周二上调了全年业绩预期，此前这家医疗保健产品巨头公布的第一季度业绩超出华尔街预期。 该公司目前预计2026年调整后每股收益为11.45美元至11.65美元，高于此前预测的11.43美元至11.63美元。销售额预计在1003亿美元至1013亿美元之间，低于此前1000亿美元至1010亿美元的预期。 FactSet的市场普遍预期强生公司本年度非GAAP每股收益为11.56美元，销售额为1006.3亿美元。 首席执行官华金·杜阿托在一份声明中表示：“强生公司2026年开局强劲，正在兑现其对加速增长和产生更大影响的承诺。” 该公司股价周二小幅上涨0.5%，年初至今累计涨幅达15.5%。 强生公司第一季度调整后每股收益从去年同期的2.77美元降至2.70美元，但高于华尔街预期的2.68美元。销售额增长9.9%至240.6亿美元，超过分析师平均预期的236.1亿美元。 创新药物销售额增长11%至154.3亿美元。运营收入增长7.4%，主要得益于该集团的肿瘤产品（包括血液癌症治疗药物Darzalex）以及免疫学产品Tremfya。 该公司表示，医疗技术收入增长7.7%至86.4亿美元，主要得益于其电生理产品Abiomed、心血管产品组合中的Shockwave以及骨科创伤产品。 2025 年第一季度，美国市场收入从 123.1 亿美元增至 133.3 亿美元，国际销售额增长 12%，达到 107.3 亿美元。

Price: $239.20, Change: $+1.37, Percent Change: +0.58%

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Saudi Shares Start Week Higher; US-Iran Peace Talks Canceled

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Research Alert: CFRA Maintains Hold Rating On Shares Of United Rentals Inc.

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lift our 12-month target price to $1,100 from $950 following a strong first quarter, valuing shares at 20.5x our 2027 EPS outlook of $54.28 (in line with previous estimate; 2026 EPS also in line). We believe a higher multiple is justified given URI's firming market leadership within an expanding rental equipment industry. A robust Q1 beat enabled URI to raise its full-year revenue guidance to $16.9B-$17.4B and adjusted EBITDA to $7.625B-$7.875B, citing momentum heading into a busy season. With leverage well below historical levels, we believe accretive M&A deals could serve as a potential catalyst for additional guidance increases. Margin compression has been a sticky issue for URI, but Q1 indicated that pricing may have turned around and that headwinds are starting to ease as quarterly results begin to lap when tariff-related inflation began to pick-up. We remain cautious on margins, though are encouraged by signs of stabilization. New project activity is likely supporting pricing trends, in our view.

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