-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點總結如下:我們將UHS的12個月目標價從243美元下調至200美元,相當於我們2026年每股收益預期的8.7倍,低於同業平均水平,也低於UHS五年曆史平均預期市盈率11.9倍。我們將2026年每股盈餘預期從23.39美元下調至22.95美元,並將2027年預期從25.67美元下調至25.48美元。第一季住院量與上一季持平,受到冬季惡劣天氣和流感/呼吸道疾病流行程度較輕等季節性不利因素的影響。 近期《平價醫療法案》(ACA)電子支付稅收抵免(EPTC)的到期也帶來了挑戰,UHS預計,與2025年第一季相比,ACA調整後的入院人數將下降近5%。 UHS維持了先前的預測,即全年ACA交易所的交易量將下降25%-30%,這約佔2025年急性護理業務調整後入院人數的6%,以及急性護理業務收入的不到5%。 UHS預計,這些因素將導致其2026年稅前利潤減少7,500萬美元,與先前的預期一致。
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