周四盘前，莫利纳医疗保健公司（Molina Healthcare Inc，股票代码：MOH）股价大幅下跌19.57%，主要原因是公司发布了令投资者失望的2025年第三季度财报，并大幅下调了全年利润预期。
根据公司公告，莫利纳医疗保健第三季度营收为114.8亿美元，同比增长11%，超出分析师预期。然而，公司调整后每股收益（EPS）仅为1.84美元，远低于分析师预期的3.89美元，同比大幅下滑。更令市场担忧的是，公司将2025年全年调整后EPS指引从此前的"至少19美元"大幅下调至"约14美元"，降幅超过26%。
莫利纳医疗保健表示，利润预期下调主要是由于其市场业务中"前所未有的医疗成本趋势"，特别是在医疗保险（Medicare）和市场计划方面面临高于预期的医疗保健使用率压力。公司首席执行官约瑟夫·祖布雷斯基指出，业绩不佳约有一半原因是由市场业务造成的。值得注意的是，这一消息也对其他医疗保险公司股价产生了连锁反应，反映出投资者对整个医疗保险行业的成本压力和盈利能力的担忧。
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