值得注意的是,公司一季度财报即出现营收不及预期的情况(实际59.5亿美元 vs 预期59.97亿美元),尽管EPS超预期。此外,近期多家机构下调目标价,Evercore ISI由232美元下调至230美元,HSBC由270美元下调至230美元,反映市场对增长节奏的谨慎态度。公司近期完成对Masimo约100亿美元的收购,并宣布旗下徕卡生物系统收购StatLab,频繁的并购整合亦加大了市场对短期财务压力的关注。
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