-- 联合健康集团 (UNH) 周二上调了全年盈利预期，此前这家健康保险巨头公布的第一季度业绩意外实现年度增长。 该公司目前预计2026年调整后每股收益将超过18.25美元，高于此前预期的17.75美元。FactSet 目前的共识预期是，非GAAP每股收益为17.86美元。 该股在最近的盘前交易中上涨了7.8%。 该公司公布的截至3月份的季度调整后每股收益为7.23美元，高于去年同期的7.20美元，与华尔街此前预期的6.58美元的下滑相悖。营收从1095.8亿美元增至1117.2亿美元，而分析师平均预期为1094.3亿美元。 联合健康保险（UnitedHealthcare）旗下提供医疗保健福利（包括联邦医疗保险和医疗补助计划）的部门营收从上年同期的846.2亿美元增长至862.7亿美元。该部门本季度服务了4910万人，而2025年底的预计服务人数为4980万人。 服务于全球医疗保健市场的Optum业务营收从638.9亿美元降至637.5亿美元。在该部门内部，Optum Insight和Optum Rx的营收有所增长，而Optum Health的营收则从248.4亿美元降至241.1亿美元。 联合健康保险表示，其医疗保健比率（用于衡量医疗成本占保费收入的百分比）从上年同期的84.8%降至83.9%，这主要得益于稳健的医疗成本管理和良好的准备金发展，但部分被“持续高企的利用率和单位成本趋势”所抵消。较低的比率通常意味着更高的盈利能力。 本月初，美国医疗保险和医疗补助服务中心最终敲定了一项提案，拟于明年将联邦医疗保险（Medicare）保险公司的平均支付额提高2.48%。 奥本海默在一份报告中指出：“总体而言，业绩表现强劲，联合健康集团（UnitedHealth）似乎有望重回其持续超预期并上调业绩的轨道。我们预计该股将在此次业绩发布后走强，这也将对集团整体股价起到支撑作用。”
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Research Alert: CFRA Maintains Hold Rating On Shares Of United Rentals Inc.
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