联合健康(UNH)今日盘中大涨8.77%，引起了市场的广泛关注。
消息面上，公司盘前发布了2026年第二季度财报，业绩表现全面超出市场预期。财报显示，公司第二季度调整后每股收益达6.38美元，大幅超过市场普遍预期的4.90美元；营收为1120.3亿美元，亦高于预期。同时，公司宣布上调2026年全年调整后每股收益指引至19.50至20.00美元，显著高于此前预估的18.25美元以上。
业绩超预期主要得益于有效的成本控制与运营优化。公司第二季度医疗成本率改善至86.70%，优于分析师预期，显示出公司在医疗费用管控方面取得成效。此外，旗下健康服务业务Optum第二季度营业利润同比增长29%，达到40亿美元，成为重要的利润增长点。公司还计划在2026年至少回购50亿美元的股票，这一系列积极的财务表现和前瞻性举措，显著增强了投资者对公司盈利复苏和未来增长潜力的信心。
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