ReutersCodex · 实盘不做把握 6/10🔁 +1 同一事件
北京时间·🕒 发布 19:33:36时区推断·⟳ 抓取 19:35:49·⚡ 决策 07-16 20:03:21 +27m32s·103.2 天前
雅培上调2026年利润指引但幅度较小，二季度业绩仅小幅超预期
雅培将2026年调整后EPS指引从5.38-5.58美元上调至5.45-5.60美元，但新中值5.525美元仅较LSEG一致预期5.49美元高约0.6%。
📄 原文Reuters↗ 原文
Abbott (ABT.N) raised its annual profit forecast on Thursday, as it expects strong demand for its heart devices in th…
不做 雅培（ABT.US）
财报和指引虽偏正面，但EPS指引中值仅较一致预期高约0.6%，收入指引未上调，作为大市值医疗器械公司短线重定价空间不足，不做。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
🔎 新鲜度:最早出现 2026-07-16 · 扩散 medium · price-in 风险 medium ↗
关键理由
- 雅培将2026年调整后EPS指引从5.38-5.58美元上调至5.45-5.60美元，但新中值5.525美元仅较LSEG一致预期5.49美元高约0.6%。
- 二季度调整后EPS为1.31美元、收入126亿美元，分别仅小幅高于市场预期1.28美元和125亿美元，属于大市值医疗器械公司的温和超预期。
- 公司全年销售增长指引仍维持6.5%-7.5%，没有同步上调收入端或给出心脏器械需求的新增量化订单。
主要风险
- 若盘前电话会进一步上调心脏器械或糖尿病设备增长预期，可能改变市场对全年利润弹性的判断。
- 财报类事件默认已有一致预期覆盖，正式披露前后容易出现高开低走。
反向证据
- 做多前查反向 · 来源 web · 日期 2026-07-16 · 影响 weakens
报道显示销售增长指引仍维持6.5%-7.5%，EPS上调幅度相对一致预期有限，削弱追多理由。
检索:Reuters Abbott raises 2026 profit forecast LSEG estimate revenue guidance 原文 ↗
原文全文
展开原文 · 892 字
Abbott (ABT.N) raised its annual profit forecast on Thursday, as it expects strong demand for its heart devices in the second half of the year.
The company expects an adjusted profit in the range of $5.45 to $5.60 per share for 2026, compared with its previous forecast between $5.38 and $5.58 per share.
Analysts on average were expecting its annual profit to be $5.49 per share, according to data compiled by LSEG.
Investor confidence in medical device makers has climbed in recent quarters, underpinned by steady demand for heart and diabetes devices.
The company continues to expect sales growth to be between 6.5% and 7.5% for the year.
The medical device maker reported quarterly adjusted profit per share of $1.31, beating analysts' estimate of $1.28.
Total revenue came in at $12.6 billion for the second quarter, compared with expectations of $12.5 billion.
The company expects an adjusted profit in the range of $5.45 to $5.60 per share for 2026, compared with its previous forecast between $5.38 and $5.58 per share.
Analysts on average were expecting its annual profit to be $5.49 per share, according to data compiled by LSEG.
Investor confidence in medical device makers has climbed in recent quarters, underpinned by steady demand for heart and diabetes devices.
The company continues to expect sales growth to be between 6.5% and 7.5% for the year.
The medical device maker reported quarterly adjusted profit per share of $1.31, beating analysts' estimate of $1.28.
Total revenue came in at $12.6 billion for the second quarter, compared with expectations of $12.5 billion.
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