异动解读 | 卡地纳健康盘中大涨15.92%,季度业绩超预期且上调全年盈利展望

异动解读
Oct 30, 2025

药品分销商卡地纳健康(Cardinal Health,股票代码:CAH)今日盘中大涨15.92%,引起市场广泛关注。这一显著涨幅主要源于公司发布的强劲季度财报以及上调的全年盈利预期。

根据公司公布的财报,卡地纳健康第三季度调整后每股收益达2.55美元,显著超过分析师平均预期的2.18美元。季度收入为640亿美元,同样高于分析师预期的592亿美元。公司的强劲表现主要得益于其制药部门对昂贵特药和品牌药的强劲需求。

更值得注意的是,卡地纳健康上调了2026财年的盈利预期,从此前的每股9.30美元至9.50美元区间上调至9.65美元至9.85美元区间。公司表示,这35美分的增长反映了其第一季度的强劲表现,同时也考虑到了即将完成的Solaris Health收购。这一上调展现出管理层对公司未来业绩的信心,进一步提振了投资者情绪。

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