葛兰素史克(GSK)即将发布二季度财报 营收预期大幅抬升盈利大幅下滑

金吾财讯
Jul 27

金吾财讯 | 制药企业葛兰素史克(GSK)将于周二美股开盘前披露二季度业绩,市场一致预期企业盈利大幅缩水,每股收益预估1.25美元,同比下滑97.3%,接近腰斩式下跌;营收端表现截然相反,机构预测营收同比增长37.4%,规模达到109.8亿美元。

近三个月市场对公司盈利、营收预期均以下调为主,每股收益预期下调2次,营收预期下调7次,无上调动作。Zacks行业数据显示,公司专科药板块为核心增长支柱,业务覆盖呼吸、免疫炎症、肿瘤与HIV治疗,二季度板块销售额有望保持两位数增长,HIV、免疫炎症、肿瘤全部细分赛道同步实现双位数销售提升。尽管多款成熟老药面临仿制药入市带来的竞争挤压,但多款新药市场需求旺盛、患者群体持续扩容,有望对冲仿制药冲击带来的营收压力。

财报发布当日公司同步举办加速增长战略发布会,CEO卢克·米尔斯将对外披露中长期经营规划,市场核心关注管理层能否给出清晰可行的发展路径,兑现瑞银预测的2031年销售额突破400亿英镑目标。机构同时关注企业完成Nuvalent收购后的管线布局调整方案,本次发布会发布的全年业绩指引也将成为二级市场重点参考指标。过往两年公司业绩兑现能力突出,每股收益超预期概率100%,营收超预期比例88%,历史业绩表现支撑市场对企业长期发展的乐观情绪。

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10