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艾伯維上調2026年業績展望，此前該公司公佈第一季免疫業務成長超出預期

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-- 艾伯維（AbbVie，股票代號：ABBV）週三上調了全年業績預期，此前這家生物製藥公司公佈的第一季度業績好於預期，主要得益於其免疫藥物Skyrizi和Rinvoq的強勁營收成長。 預計2026年調整後每股收益為14.08美元至14.28美元，高於先前預期的13.96美元至14.16美元。該預期包含了第一季與收購在研項目相關的0.41美元費用以及里程碑付款。 FactSet目前對艾伯維非GAAP每股收益的普遍預期為14.12美元。 根據FactSet發布的財報電話會議記錄顯示，艾伯維財務長 Scott Reents）在財報電話會議上表示，公司目前預計本年度營收約673億美元，較上年同期成長3億美元。華爾街先前預期為670.7億美元。 該公司股價週三上漲0.9%。該股今年已下跌13%。 該公司公佈的截至3月季度調整後每股收益為2.65美元，高於去年同期的2.46美元，也高於華爾街預期的2.59美元。營收成長12%至150億美元，超過了FactSet預測的147.2億美元。 執行長羅伯特·邁克爾在一份聲明中表示：“2026年開局良好，第一季度業績超出預期。艾伯維的關鍵增長驅動因素持續帶來強勁業績，並支撐了我們上調的全年展望。” 免疫學產品組合的全球銷售額成長16%至72.9億美元。其中，Skyrizi成長31%，Rinvoq成長23%，抵銷了Humira 39%的跌幅。神經科學業務方面，營收成長26%至28.9億美元，而腫瘤產品組合的銷售額則下降0.2%至16.3億美元。 美容產品組合的營收成長7.6%，達到11.9億美元。 艾伯維執行長倫茨在電話會議上表示，預計本季調整後每股收益為3.74美元至3.78美元，營收為167億美元，其中包括0.6%的匯兌收益。分析師預計，非GAAP每股收益為3.75美元，銷售額為168億美元。

Price: $199.39, Change: $+1.70, Percent Change: +0.86%

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