医疗保健巨头雅培（ABT）今日盘中股价大幅下挫，跌幅达5.40%，引发了市场广泛关注。
消息面上，此次股价下跌主要与公司发布的第二季度及全年盈利指引不及市场预期有关。雅培预计第二季度调整后每股收益为1.25至1.31美元，显著低于市场预期的1.37美元。同时，公司将2026年全年调整后每股收益预期从之前的5.55-5.80美元下调至5.38-5.58美元，也低于分析师普遍预期的5.60美元。
盈利指引下调的主要原因，是公司近期以约230亿美元收购癌症诊断公司Exact Sciences所带来的整合成本。该公司高管表示，虽然此次收购预计将为2026年带来约30亿美元的增量收入，有利于长期增长，但短期内收购相关的成本将对盈利产生稀释效应，导致每股收益减少约0.20美元。此外，公司第一季度营养品业务持续疲软，以及诊断部门因季节性需求减弱而销售额下滑，也加剧了市场对短期业绩的担忧。
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