异动解读 | 百利高股价盘中暴跌20.38%,业绩不佳及下调全年指引

异动解读
Nov 05, 2025

周三盘中,消费保健品制造商百利高(Perrigo,股票代码:PRGO)股价大幅下挫,跌幅高达20.38%。这一显著跌幅主要源于公司发布的2025财年第三季度业绩报告不及预期,以及下调全年业绩指引。

根据公司公布的财报,百利高第三季度有机净销售额同比下降4.4%,主要受全球非处方药(OTC)业务下滑1.6%以及婴儿配方奶粉和口腔护理业务下降2.8%的影响。公司毛利率同比下降110个基点至39%,主要由于销售额下降和产品组合向低毛利率的店内品牌转移。尽管第三季度每股收益(EPS)为0.80美元,同比小幅增长1%,但整体业绩表现不及市场预期。

更令投资者担忧的是,百利高下调了2025财年的业绩指引。公司预计全年有机净销售额将下降2%-2.5%,毛利率约为39%,运营利润率维持在15%左右,每股收益预计为2.70至2.80美元。此外,公司宣布启动对婴儿配方奶粉业务的全面战略审查,并暂停了相关的2.4亿美元投资计划。这一决策反映出公司对该业务前景的不确定性,进一步加剧了市场对百利高未来增长的担忧。尽管如此,公司管理层强调将继续专注于高增长、高现金回报的消费者健康业务,并通过创新和品牌建设为长期增长奠定基础。

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10