医疗保险公司莫利纳医疗保健(Molina Healthcare Inc, MOH)今日夜盘股价大跌31.45%，引发了市场的广泛关注。
消息面上，公司发布的第四季度财报显示每股亏损2.75美元，远低于市场预期的每股盈利0.33美元。更令市场失望的是，公司对2026年的业绩展望大幅低于分析师预期，预计调整后每股收益至少为5美元，而华尔街的普遍预期高达13.76美元。
公司表示，利润指引不佳主要受到多项成本因素拖累：奥巴马医改计划增加的成本将持续影响业绩；新签订的佛罗里达州医疗补助合同在实施过程中产生了相关成本，预计将对全年调整后每股收益造成约2.50美元的负面冲击。此外，公司医疗成本率攀升，并计划在2027年退出其传统的医疗保险优势D部分计划。这些因素共同导致市场对公司短期盈利能力的信心严重受挫。
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