异动解读 | 瑞思迈盘后大涨5.61%,季度利润超预期推动股价飙升

异动解读
Jan 30

瑞思迈(RMD)今日盘后股价大幅上涨5.61%,引起了市场的广泛关注。

消息面上,瑞思迈公布的2026财年第二季度财务业绩表现强劲,其利润超出华尔街预期。该公司营收同比增长11%,达到14.2亿美元,调整后每股利润为2.81美元,高于市场预期的2.72美元。业绩超预期的核心驱动力在于市场对其用于治疗睡眠呼吸暂停的持续气道正压(CPAP)设备需求保持强劲。

公司首席执行官米克·法雷尔表示,随着进入2026财年下半年,瑞思迈将继续投资创新、扩大数字健康能力并拓展全球市场,以实现可持续的盈利性增长。尽管市场曾担忧礼来公司治疗睡眠呼吸暂停的药物Zepbound可能影响设备需求,但瑞思迈认为,消费类可穿戴设备和GLP-1疗法等趋势实际上可能鼓励更多患者使用其设备,从而支撑了积极的业绩前景和市场信心。

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