-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师总结如下：Viatris公布了2026年第一季度稳健的业绩，营收达35.17亿美元（同比增长8%），超出市场预期1.5亿美元；调整后每股收益为0.59美元（同比增长18%），超出市场预期0.09美元。调整后EBITDA同比增长14%至10.49亿美元，表明完成的战略评估带来了显著的运营杠杆效应。品牌产品组合表现强劲，净销售额达23亿美元（同比增长10%），主要得益于大中华区（同比增长22%）的出色表现以及新兴市场的持续强劲增长；而仿制药销售额则稳定在11.77亿美元（同比增长5%）。尽管已将2月份纳西克工厂火灾的影响纳入考量，管理层仍重申了2026年的所有业绩指引范围，包括总营收144.5亿美元至149.5亿美元，调整后每股收益2.33美元至2.47美元。新产品开发进展顺利，第一季度营收7100万美元，朝着全年4.5亿美元至5.5亿美元的目标稳步迈进。我们认为，迄今为止，战略评估已成功推动第一季度运营改进，并为Viatris的健康增长奠定了基础。
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