异动解读 | 西方制药服务股价盘中大涨9.41%,业绩超预期且上调全年指引

异动解读
Oct 23

西方制药服务(West Pharmaceutical Services)今日盘中股价大涨9.41%,引发市场广泛关注。这一显著涨幅主要源于公司发布的强劲第三季度财报结果和乐观的未来展望。

根据公司最新发布的财报,西方制药服务第三季度业绩表现出色,大幅超出市场预期。公司第三季度销售额同比增长7.7%,达到8.046亿美元,高于分析师平均预期的7.879亿美元。同期,公司实现调整后每股收益1.96美元,同样超过市场预期的1.68美元。这一亮眼业绩主要得益于对GLP-1减肥药和糖尿病药物所用零部件的强劲需求。

更值得注意的是,西方制药服务大幅上调了2025年全年业绩指引。公司预计2025年调整后每股收益将达到7.06美元至7.11美元之间,显著高于此前预期的6.65美元至6.85美元。同时,公司还将年销售额预期从之前的30.4亿美元至30.6亿美元上调至30.6亿美元至30.7亿美元之间。西方制药服务的核心优势在于其药物元件业务,该业务占公司总收入的47%。公司的主要客户包括制药巨头礼来和诺和诺德,这些公司将西方制药服务的元件用于其畅销的注射疗法,尤其是备受关注的减肥和糖尿病治疗药物。随着这些药物需求的持续增长,西方制药服务有望继续受益于这一趋势。

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