FINWIRES · TerminalLIVE
FINWIRES

研究快讯:Labcorp Holdings 第一季度:检测量增长和中心实验室业务扩张推动每股收益超预期

By

-- 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:LH公布第一季度调整后每股收益为4.25美元,同比增长10.6%,超出市场预期0.13美元,连续第11个季度业绩超出预期。营收同比增长5.8%至35.4亿美元,调整后营业利润率提升30个基点至14.4%,两大业务板块均实现增长。诊断实验室业务表现稳定,营收增长5.0%至27.6亿美元;生物制药实验室服务业务增长8.2%至7.806亿美元,主要得益于中心实验室的强劲表现。管理层上调了全年业绩预期,将调整后每股收益中值上调0.13美元至18.03美元,并将营收增长预期上调20个基点,体现了对公司业务发展前景的信心。现金流状况显著改善,自由现金流为7050万美元,而去年同期为负1.075亿美元。LH保持了均衡的资本配置,在并购方面投资2.022亿美元,同时通过股票回购和分红向股东返还1.592亿美元。我们认为,86.4亿美元的积压订单以及1.04的过去12个月订单出货比支撑了收入的可见性。

Related Articles

Australia

Update: Trian Urges Solventum to Create Value in Letter to Board

(Updates with Solventum's response to a request for comment.)Solventum (SOLV) is being significantly "under-managed" following its spin-out from 3M (MMM) and must take steps to restore its performance, Trian Fund Management said Thursday in an open letter to Solventum's board.Trian, which owns nearly 5% of Solventum, said the company should right-size overhead costs, simplify its portfolio, and improve capital allocation."The Solventum Board and management team have engaged constructively and continuously with Trian since it became a shareholder and fully share the objective of maximizing shareholder value," a Solventum spokesperson toldvia email.Price: $67.60, Change: $+1.11, Percent Change: +1.67%

$MMM$SOLV
Treasury

US Treasury Closing Levels

3:00 Thursday vs 3:00 Wednesday2yr 99-23 vs 99-21; 3.881% vs 3.926%5yr 99-11 vs 99-09; 4.019% vs 4.056%10yr 97-29 vs 97-24; 4.388% vs 4.409%30yr 96-11 vs 96-13; 4.985% vs 4.979%2/10 50.435 bps vs 48.031 bps5/30 96.315 bps vs 92.231 bps

Australia

Update: Sprouts Farmers Market Shares Rise After Q1 Beat

(Updates with the latest stock price movement in the headline and the first paragraph.)Sprouts Farmers Market (SFM) shares rose 18% on Thursday, a day after the company reported higher-than-expected Q1 results.The company reported Q1 net income late Wednesday of $1.71 per diluted share, down from $1.81 a year earlier.Analysts polled by FactSet expected $1.68.Net sales for the three months ended March 29 rose to $2.33 billion from $2.24 billion a year earlier.Analysts surveyed by FactSet expected $2.32 billion.The company said it expects Q2 EPS of $1.32 to $1.36. Analysts expect $1.35.The company now expects 2026 EPS of $5.32 to $5.48, compared with its prior guidance of $5.28 to $5.44. Analysts expect $5.54.Price: $83.76, Change: $+12.63, Percent Change: +17.76%

$SFM