FierceBiotechCodex · 实盘不做把握 6/10
北京时间·🕒 发布 20:21:00时区推断·⟳ 抓取 20:37:37·⚡ 决策 07-30 20:53:07 +15m30s·88.9 天前
Labcorp二季度收入低于预期但小幅上调全年收入指引
二季度收入3.73亿美元? 原文为37.3亿美元，低于一致预期38.2亿美元，短线不是明确正向超预期。
📄 原文FierceBiotech↗ 原文
Labcorp continues to power along as it posts strong quarterly earnings led by growth in its diagnostics and lab service…
不做 Labcorp（LH.US）
财报事件方向混合：收入37.3亿美元低于38.2亿美元一致预期，但全年收入指引仅小幅上调，缺少明确超预期多头或强空催化，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 2026-07-30 · 扩散 medium · price-in 风险 medium ↗
关键理由
- 二季度收入3.73亿美元? 原文为37.3亿美元，低于一致预期38.2亿美元，短线不是明确正向超预期。
- 全年2026收入指引由146.5亿-148.0亿美元小幅上调至147.1亿-148.2亿美元，正面幅度较小。
- 诊断业务和生物制药实验室服务分别增长5.5%和6.5%，但不足以形成财报后追多或做空的清晰edge。
主要风险
- 财报同时包含收入miss与指引小幅上修，方向混合，容易被市场按细分项重新定价。
原文全文
展开原文 · 2,230 字
Labcorp continues to power along as it posts strong quarterly earnings led by growth in its diagnostics and lab services and triggering the medtech to raise its full-year guidance.
For the second quarter, the company hauled in $3.73 billion in sales compared to $3.53 billion for the same period last year. This was driven by its Diagnostics division, which saw a 5.5% increase to $2.9 billion versus the same period a year ago. The Biopharma Laboratory Services sector also jumped 6.5% to $836.2 million from $784.8 million year-on-year, the company said.
Analysts had however had a consensus revenue of $3.82 billion for the quarter. This miss saw the company's shares down more than 2% after the release of its earnings early Thursday morning.
Labcorp has however adjusted its full-year 2026 revenue to between $14.71 billion and $14.82 billion, nudging up when compared to its previous forecast of $14.65 billion to $14.80 billion.
“During the second quarter, we expanded our leadership in oncology and other high-growth specialty areas, strengthened our position as the partner of choice for health systems, biopharmaceutical companies, and regional/local laboratories, and advanced our use of technology to improve the experience for consumers and providers,” Adam Schechter, Labcorp’s chairman and CEO, said in a statement. “Our performance and continued execution position us well to deliver sustainable growth and long-term value for customers and shareholders.”
Additionally, during the quarter the company shelled out $225.7 million in acquisitions, repurchased $353.8 million of stock, and distributed $58.7 million in dividends. In June, Labcorp paid down $500 million in senior notes.
Earlier this week, the company announced it’s launching the Marker by Labcorp Genetic Health Panel, a direct-to-consumer genetic testing tool. The system analyzes 163 genes to determine patients’ risk of over 100 hereditary health conditions, including multiple types of cancer, as well as cardiovascular disease and various neurological, muscular, and metabolic conditions.
The test also gives insights into how how patients’ genetics may determine their response to certain medications and traits related to athletic performance.
For the second quarter, the company hauled in $3.73 billion in sales compared to $3.53 billion for the same period last year. This was driven by its Diagnostics division, which saw a 5.5% increase to $2.9 billion versus the same period a year ago. The Biopharma Laboratory Services sector also jumped 6.5% to $836.2 million from $784.8 million year-on-year, the company said.
Analysts had however had a consensus revenue of $3.82 billion for the quarter. This miss saw the company's shares down more than 2% after the release of its earnings early Thursday morning.
Labcorp has however adjusted its full-year 2026 revenue to between $14.71 billion and $14.82 billion, nudging up when compared to its previous forecast of $14.65 billion to $14.80 billion.
“During the second quarter, we expanded our leadership in oncology and other high-growth specialty areas, strengthened our position as the partner of choice for health systems, biopharmaceutical companies, and regional/local laboratories, and advanced our use of technology to improve the experience for consumers and providers,” Adam Schechter, Labcorp’s chairman and CEO, said in a statement. “Our performance and continued execution position us well to deliver sustainable growth and long-term value for customers and shareholders.”
Additionally, during the quarter the company shelled out $225.7 million in acquisitions, repurchased $353.8 million of stock, and distributed $58.7 million in dividends. In June, Labcorp paid down $500 million in senior notes.
Earlier this week, the company announced it’s launching the Marker by Labcorp Genetic Health Panel, a direct-to-consumer genetic testing tool. The system analyzes 163 genes to determine patients’ risk of over 100 hereditary health conditions, including multiple types of cancer, as well as cardiovascular disease and various neurological, muscular, and metabolic conditions.
The test also gives insights into how how patients’ genetics may determine their response to certain medications and traits related to athletic performance.
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