异动解读 | 达维塔保健夜盘大跌5.83%,Q2业绩超预期但全年指引未上调令市场失望

异动解读
Aug 05

达维塔保健(DVA)夜盘交易中股价大跌5.83%,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4.02美元,超出市场预期的3.88美元,同比增长36.27%;营收35.54亿美元,同样高于预期的34.96亿美元。尽管业绩表现强劲,但公司维持全年调整后每股收益指引14.10至15.20美元不变,指引中值14.65美元低于市场一致预期的14.88美元。由于达维塔保健在第一季度和第二季度连续大幅超越预期,市场原本对公司上调全年指引抱有较高期待,此次指引维持不变被市场解读为隐含下半年盈利增速放缓的信号,从而引发了抛售压力。

此外,公司指出第二季度单次治疗收入有所下降,从上一期的417.59美元降至415.87美元,主要原因是疫情期间补贴结束后,部分患者退出了"奥巴马医改"计划。与此同时,伯克希尔·哈撒韦公司披露已出售约18.3万股达维塔保健股票,平均每股售价约199.55美元,这在一定程度上也加剧了市场的担忧情绪。

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