异动解读 | 德康医疗夜盘大涨7.28%,Q2财报超预期并上调全年营收指引

异动解读
Jul 31

德康医疗(DXCM)今日夜盘股价大涨7.28%,引发市场广泛关注。

消息面上,公司盘后公布的季度业绩全面超出市场预期,并上调了全年营收指引,成为推动股价上涨的主要催化剂。得益于连续血糖监测仪(CGM)的强劲需求,德康医疗第二季度营收达到13.1亿美元,同比增长13%,高于分析师预期的12.9亿美元;调整后每股收益为70美分,同样优于市场预期的61美分。公司还预计全年营收将在51.8亿美元至52.5亿美元之间,较此前指引有所上调,分析师平均预期为52.2亿美元。

随着糖尿病护理意识提升、保险覆盖范围扩大,以及消费者对无创监测技术的偏好增加,连续血糖监测仪市场需求持续旺盛,支撑了德康医疗等龙头厂商的业绩表现与市场信心。此外,公司G7系统近期获得加拿大卫生部授权,德国市场推出Flex系统拓展2型糖尿病覆盖,多项利好因素叠加,进一步提振了投资者情绪。

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