美国医疗保险巨头哈门那（Humana）今日盘前股价大涨5.26%，受到第一季度财报超出市场预期的提振。
根据公司发布的财报，哈门那第一季度调整后每股收益达11.58美元，大幅超过分析师平均预期的10.1美元。公司营收同比增长9.5%至321.1亿美元，略低于分析师预期的322.2亿美元。这一亮眼业绩主要得益于医疗成本的有效控制、行政开支的延迟以及投资收益的增加。
值得注意的是，哈门那本季度的医疗成本率（即医疗支出占保费的百分比）为87.4%，与公司此前预期一致，并略低于分析师平均预期的87.5%。这表明公司在控制医疗支出方面表现出色。此外，哈门那重申了2025年全年调整后每股约16.25美元的利润预期，展现出管理层对公司未来业绩的信心。相比之下，行业领头羊联合健康本月早些时候公布的季度业绩未能达到预期，引发了行业内的短暂抛售。哈门那的强劲表现无疑为整个医疗保险行业注入了一剂强心剂。
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