消息面上,公司7月15日发布的Q2财报虽大幅超预期(调整后EPS 7.45美元 vs 预期6.21美元),但营业利润率从去年同期4.9%骤降至3.5%,EPS同比下降15.72%。此外,截至6月底医疗会员总数4490万,环比及同比分别下降1%及1.5%,CEO在电话会议中表示未来12至18个月将退出更多州的医疗补助市场。全年指引仅小幅上调至调整后EPS至少27美元,未能有效提振信心。尽管同行业联合健康当日上涨5.55%,但ELV因自身利润率压缩及医疗补助业务结构性隐忧持续遭到抛售。
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