-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师的观点总结如下：史密斯医疗（Smith & Nephew，股票代码：SN）公布了2026年第一季度营收为15.01亿美元，与市场预期一致，基本营收增长3.1%（按调整后的日销售额计算为4.4%），但所有业务板块的环比增速均有所放缓。由于美国膝关节植入物业务疲软，骨科业务增速放缓至0.8%（第四季度为7.9%），而运动医学和耳鼻喉科业务则保持稳健，增长6.7%。SN宣布了一项新的5亿美元股票回购计划，将在未来12个月内完成，并重申了2026年营收增长6%和交易利润13亿美元的预期。2026年报告营收增长预期为7.7%，高于标普全球市场财智（S&P Capital IQ）目前约6.6%的共识预期。我们预计即将推出的产品以及新RISE战略的持续执行将支撑增长势头。尽管如此，美国膝关节植入物的执行情况仍需密切关注。我们认为，计划于2026年第三季度推出的LANDMARK膝关节系统无骨水泥版本，将是解决膝关节业务长期挑战的重要催化剂。
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