美国糖尿病医疗器械公司德康医疗（DXCM）夜盘大跌12.77%，引发市场关注。该公司刚刚公布了2025年第三季度财报，虽然业绩超出市场预期，但下调了利润率预期，导致股价大幅下挫。
财报显示，德康医疗第三季度营收达12.1亿美元，同比增长21.6%；每股收益（EPS）为0.61美元，较去年同期的0.45美元大幅提升。这两项指标均超出华尔街分析师预期。然而，公司将2025年调整后的毛利率指引从62%下调至约61%，这一消息引发了投资者的担忧，导致股价在盘后交易中大幅下跌。
尽管面临利润率压力，德康医疗的整体业务表现依然强劲。公司上调了2025年全年营收指引至46.3亿-46.5亿美元，预计同比增长15%。值得注意的是，传感器及其他收入占总收入的97%，同比增长23%至11.75亿美元，反映出公司正持续向基于传感器的经常性收入流进行战略转移。此外，公司预计2026年新增患者数量将创纪录，并聚焦拓展2型糖尿病市场，显示出长期增长潜力。然而，短期内利润率下调的影响似乎盖过了这些积极因素，导致投资者对公司近期盈利能力产生担忧。
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