异动解读 | 窥得儿医药盘后大涨5.96%,Q3业绩超预期,成本节约显著

异动解读
Nov 06, 2025

周三盘后,窥得儿医药(QuidelOrtho,股票代码:QDEL)股价大涨5.96%,主要受益于公司发布的2025财年第三季度财报优于市场预期。

根据财报显示,尽管总收入同比下降4%至7亿美元,但公司实现了5%的有机销售增长(不包括COVID和美国捐赠者筛查业务)。更值得注意的是,调整后的EBITDA利润率达到25%,同比增加180个基点,这主要得益于超过4000万美元的成本节约措施。调整后的稀释每股收益为0.80美元,较去年同期的0.59美元大幅增长36%。

公司管理层对未来前景持乐观态度,将2025年全年收入指导范围缩小至26.8亿至27.4亿美元,调整后的EBITDA指导范围为5.85亿至6.05亿美元。此外,公司在国际市场表现强劲,特别是中国市场增长5%,受新采购政策影响有限。投资者对公司的成本控制能力、国际市场拓展以及新产品开发进展表示认可,这些因素共同推动了股价的显著上涨。

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