莫利纳医疗保健公司(Molina Healthcare Inc.,MOH)今日盘前股价大跌8.52%,引发市场广泛关注。
公司公布的第四季度财报显示,调整后每股盈利仅为5.05美元,远低于分析师此前5.72美元的预期。该公司还将2025年全年每股收益预期从25.71美元下调至24.50美元以下,营收数据虽然超过预期,但利润表现大失所望。
导致利润下滑的主要原因,是与政府医疗补助计划相关的医疗成本率高达90.2%,即医疗服务支出占保费收入比重超过九成。医疗成本居高不下,直接拖累了莫利纳医疗在政府医疗补助计划中的运营利润率。
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