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雅培第一季業績超預期後，調降2026年獲利預期

-- 雅培公司（ABT）週四下調了全年盈利預期，以反映其對癌症診斷公司Exact Sciences的收購。同時，這家醫療保健公司公佈的第一季業績超出市場預期。 該公司目前預計2026年調整後每股收益為5.38美元至5.58美元，其中包括與收購Exact Sciences相關的0.20美元稀釋。此前，該公司預計全年調整後每股收益為5.55美元至5.80美元，而FactSet目前的普遍預期為5.60美元。 雅培今年3月收購了Exact Sciences。 雅培首席執行官羅伯特·福特在一份聲明中表示：“收購Exact Sciences為雅培的產品組合增添了一項高增長業務，進一步增強了我們對全年加速增長的信心。” 據該公司稱，包括Exact Sciences上年和本年銷售額在內的同店銷售額預計在2026年增長6.5%至7.5%。 雅培股價週四下跌4.1%，年初至今累計跌幅達22%。 截至3月底的三個月內，該公司調整後每股收益從去年同期的1.09美元增至1.15美元，超過華爾街預期的1.14美元。銷售額成長7.8%至111.6億美元，高於分析師平均預期的近110億美元。同店銷售額成長3.7%。 據該公司稱，診斷業務銷售額年增6.1%至21.8億美元，而營養品業務銷售額下降6%至20.2億美元，原因是上一季銷量下降和價格調整。成熟製藥部門營收成長13%，達14.3億美元。 雅培表示，全球醫療器材業務銷售額成長13%，達到55.4億美元，其中節律管理和電生理業務均成長17%，帶動了整體績效成長。在該業務板塊中，公司在心臟衰竭和糖尿病治療領域實現了兩位數成長。 雅培預計第二季調整後每股盈餘為1.25美元至1.31美元，而華爾街預期為1.36美元。

Price: $97.09, Change: $-4.43, Percent Change: -4.36%

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