卡地纳健康(CAH)今日盘中大涨5.35%，引起了市场的广泛关注。
消息面上，公司上调了2026财年调整后利润预期，从此前的每股至少10美元上调至10.15美元至10.35美元之间。同时，公司公布的季度营收为656.3亿美元，高于分析师平均预期的641.4亿美元；调整后每股利润为2.63美元，也高于预期的2.36美元。
业绩超预期主要得益于特药（治疗癌症和自身免疫性疾病等复杂疾病的高利润药品）需求的强劲增长。在截至去年12月31日的季度，公司的制药和特药解决方案部门收入同比增长19%，达到607亿美元。市场分析认为，药品分销商正抓住特药需求激增的浪潮以及仿制药的顺风，增强了投资者对公司未来增长潜力的信心。
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