异动解读 | 财报超预期,Avantor盘中大涨16.67%

异动解读
Jul 29

Avantor, Inc.(AVTR)今日盘中股价大幅上涨16.67%,引发市场广泛关注。

消息面上,公司发布了第二季度财报,调整后每股收益为0.21美元,超出市场一致预期的0.19美元,超预期幅度约10.5%;营收为16.92亿美元,同样超出市场预期的16.12亿美元,超预期幅度约5%。此前市场普遍预期公司本季度营收将同比下滑3.75%、调整后EPS同比下降23.53%,对盈利前景持谨慎态度。实际业绩大幅好于预期,表明公司需求修复节奏优于市场判断。

值得注意的是,公司已连续两个季度实现营收和EPS双双超预期,此前美银证券已将公司目标价从10美元上调至12美元,反映出部分机构对公司基本面改善的前瞻判断。Avantor是一家全球领先的关键任务产品和服务供应商,为生物制药、医疗保健、教育与政府以及先进技术与应用材料行业的客户提供材料与耗材、设备与仪器以及专业采购服务。

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