北美市场强劲表现助推飞利浦(PHG.US)Q3可比销售增长3% 经调整EBITA超预期

智通财经
Nov 04

智通财经APP获悉,荷兰医疗科技企业飞利浦(PHG.US)周二公布了其2025年第三季度业绩。数据显示,飞利浦Q3销售额同比下降2%至43.02亿欧元,符合市场普遍预期;可比销售额增长3%,其中北美地区可比销售额增长5%。经调整后的息税摊销前利润(EBITA)为5.31亿欧元,好于市场预期的4.84亿欧元。调整后的每股收益为0.36欧元。

按业务划分,诊断与治疗业务销售额为20.80亿欧元,可比销售额增长1%;互联关护业务销售额为12.00亿欧元,可比销售额增长5%;个人健康业务销售额为8.83亿欧元,可比销售额增长11%。

美国是飞利浦最大的市场。该公司上一季度曾指出,随着欧盟与美国达成贸易协议,关税带来的影响将低于预期。该公司首席执行官Roy Jakobs在财报电话会议上表示,第三季度的业绩反映了公司为缓解关税影响而对供应链进行的投资。他补充道:“与此同时,我们始终主张,每一美元、欧元若耗费在关税上,就意味着无法投入患者医疗。当前医疗体系已承受足够压力,实在不应再承受关税带来的额外负担。”

此外,飞利浦重申了2025年全年业绩指引,预计全年可比销售增长1%-3%,预计调整后的EBITA利润率为11.3%-11.8%。

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