-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師總結如下:Viatris公佈了2026年第一季穩健的業績,營收達35.17億美元(年成長8%),超出市場預期1.5億美元;調整後每股收益為0.59美元(年成長18%),超出市場預期0.09美元。調整後EBITDA年增14%至10.49億美元,顯示完成的策略評估帶來了顯著的營運槓桿效應。品牌產品組合表現強勁,淨銷售額達23億美元(年增10%),主要得益於大中華區(同比增長22%)的出色表現以及新興市場的持續強勁增長;而仿製藥銷售額則穩定在11.77億美元(同比增長5%)。儘管已將2月納西克工廠火災的影響納入考量,管理層仍重申了2026年的所有業績指引範圍,包括總營收144.5億美元至149.5億美元,調整後每股收益2.33美元至2.47美元。新產品開發進展順利,第一季營收7,100萬美元,朝著全年4.5億美元至5.5億美元的目標穩步邁進。我們認為,迄今為止,策略評估已成功推動第一季營運改進,並為Viatris的健康成長奠定了基礎。
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