异动解读 | 财报及业绩展望不及预期,波士顿科学盘中大跌13.3%

异动解读
Feb 04

波士顿科学(BSX)今日盘中股价大跌13.3%,引发市场关注。

消息面上,公司发布的第四季度财报显示,其净利润为6.72亿美元,低于市场预期的8.5亿美元。同时,公司对2026年的业绩展望趋于保守,预计调整后每股收益为3.43至3.49美元,其中间值略低于分析师平均预期,且有机营收增长预期较2025年显著放缓。

更为关键的是,公司两大关键增长引擎——电生理业务和中风预防设备Watchman的季度销售额均未达到市场预期,这引发了投资者对其未来增长轨迹的担忧。此外,公司高管也提及了汇率波动带来的逆风影响,以及在美国电生理市场面临激烈竞争可能导致份额下滑的预期,这些因素共同加剧了市场的悲观情绪。

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