异动解读 | Enovis股价盘中大跌9.46%,下调2025年利润预期是主因

异动解读
08 May

医疗设备制造商Enovis Corporation(股票代码:ENOV)周四盘中股价大幅下挫,跌幅高达9.46%。这一显著跌幅主要源于公司下调了2025年的利润预期。

根据Enovis最新公告,公司将2025年每股收益预期从此前的3.10美元至3.25美元区间下调至2.95美元至3.10美元区间。尽管公司同时上调了2025年的营收预期,从原先的21.9亿美元至22.2亿美元提高到22.2亿美元至22.5亿美元,但投资者似乎更关注利润预期的下调。这一调整反映出公司对未来盈利能力的谨慎态度,引发了市场的担忧。

值得注意的是,Enovis第一季度的表现仍然亮眼。公司报告称,第一季度调整后每股收益达到0.81美元,超过分析师预期的0.74美元。然而,这一短期利好似乎无法抵消投资者对公司长期盈利能力的担忧。此外,券商Evercore ISI指出,Enovis股价表现不佳可能与关税担忧有关,这表明除了公司自身因素外,外部经济环境的不确定性也在影响投资者信心。

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