-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师总结了他们的观点如下:SOLV第一季度调整后每股收益为1.48美元(同比增长10.6%),高于市场普遍预期的1.35美元。受净化和过滤业务剥离的影响,报告销售额同比下降3.0%至20亿美元,但有机销售额增长了2.1%。各业务板块表现总体良好,其中高级伤口护理业务报告增长率为10.9%(受益于12月对Acera的收购),有机增长率为2.1%;牙科解决方案业务有机增长率为3.4%;医疗信息系统业务有机增长率为4.7%;核心医疗外科业务(占销售额的61%)有机增长率为1.2%。管理层重申了2026年全年业绩指引,并充满信心地预计有机销售额将增长2.0%至3.0%,调整后每股收益将增长2.1%。每股收益预计在6.40美元至6.60美元区间的高端。调整后毛利率同比提升80个基点至56.4%,但由于关税和通胀压力抵消了运营改善带来的收益,调整后营业利润率下降20个基点至19.5%。经营现金流由负转负,为(1.89亿美元),而上年同期为2900万美元,但管理层维持全年约2亿美元的预期。
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