异动解读 | 财报不及预期并下调盈利指引,GE医疗盘中大跌11.55%

异动解读
Apr 29

GE医疗科技公司(GEHC)今日盘中大跌11.55%,引发了市场的广泛关注。

消息面上,公司发布的2026年第一季度财报显示,经调整后每股收益为0.99美元,低于分析师预期的1.05美元。同时,公司因通胀导致的成本压力下调了全年利润预期,将2026年调整后每股收益指引从原先的4.95-5.15美元下调至4.80-5.00美元。

公司指出,第一季度面临内存芯片、石油和运费成本的大幅上涨,预计这将影响2026年剩余时间的业绩。首席执行官彼得·阿杜伊尼表示,公司预计将通过价格和成本管控措施抵消超过一半的通胀影响,但市场对其短期盈利能力仍感到担忧。此外,第一季度利润还受到诊断业务中供应商问题的影响,不过公司表示该问题现已得到解决。

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