异动解读 | 雅培股价盘中大跌6.36%,Q3业绩指引不及预期

异动解读
Jul 17, 2025

周四盘中,医疗设备制造商雅培(ABT)股价大跌6.36%,主要受到公司发布的第三季度利润预期低于市场预期的影响。

根据雅培公布的财报,公司预计第三季度每股利润在1.28美元至1.32美元之间,而分析师平均预期为每股1.34美元。这一低于预期的利润展望引发了投资者的担忧,导致股价出现明显下跌。此外,雅培还将2025年全年经调整后每股收益的预期范围从5.05至5.25美元收窄至5.1至5.2美元,进一步加剧了市场对公司未来增长的担忧。

尽管如此,雅培的第二季度业绩表现相对稳健。公司报告第二季度营收为111.4亿美元,高于预期的110.68亿美元;调整后每股收益为1.26美元,略高于预期的1.25美元。然而,这些积极因素似乎未能抵消投资者对第三季度展望的担忧。值得注意的是,雅培预计今年关税影响将达2亿美元,这可能是公司下调业绩指引的原因之一。

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