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ReutersCodex · 实盘不做把握 6/10
北京时间·🕒 发布 19:42:03时区推断·⟳ 抓取 19:44:27·⚡ 决策 07-23 19:55:28 +11m01s·96.0 天前

Quest Diagnostics二季度业绩超预期并上调2026年收入和利润指引

Quest二季度收入30.4亿美元,高于LSEG预期29.7亿美元;调整后EPS 3.12美元,高于预期2.83美元。

📄 原文Reuters↗ 原文
Quest Diagnostics (DGX.N) on Thursday raised its full-year profit forecast, after demand for routine diagnostic testing…
不做 Quest Diagnostics(DGX.US)
业绩和指引上修明确利好,但收入/EPS上修幅度相对232亿美元市值偏温和,且盘前已反应,剩余短线edge不足。
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 2026-07-23 · 扩散 high · price-in 风险 medium ↗ ↗

消息传播链

  1. 2026-07-23财经媒体扩散Reuters非一手原文 ↗
    Reuters报道Quest二季度收入和EPS超预期,并上调2026年收入与调整后EPS指引。
    市场反应:报道称盘前股价约涨5%;工具最新价209.83美元,较前收涨1.45%。
  2. 2026-04-21官方确认/否认Quest Diagnostics IR一手源原文 ↗
    公司一季度已将2026年收入指引上调至117.8亿-119.0亿美元、调整后EPS上调至10.63-10.83美元,本次属于第二次上修。

关键理由

  • Quest二季度收入30.4亿美元,高于LSEG预期29.7亿美元;调整后EPS 3.12美元,高于预期2.83美元。
  • 公司将2026年收入指引上调至119.5亿-120.5亿美元、调整后EPS上调至11.05-11.25美元,但相对当前约232亿美元市值属于稳健上修而非断层式重估。

主要风险

  • 盘前报道已称股价上涨约5%,工具最新价209.83美元较前收上涨1.45%,追价后的剩余edge不够厚。

反向证据

  • 做多前查反向 · 来源 web · 日期 2026-07-23 · 影响 weakens
    正文显示Barclays称结果显著高于预期,但同业Labcorp此前已上调指引,行业需求稳健并非完全新主题。
    检索:Quest Diagnostics 2026 guidance raised Q2 demand risks analyst expected 原文 ↗
工具调用 · 历史记录,结果未知(2 种)
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原文全文

展开原文 · 1,690 字
Quest Diagnostics (DGX.N) on Thursday raised its full-year profit forecast, after demand for routine diagnostic testing helped ​the company beat second-quarter estimates.

Shares of the New ‌Jersey-based company rose about 5% in premarket trading following the results.

Here are the details:

Demand for the company's diagnostic testing ​services was strong across its physician, hospital and ​consumer channels, Quest said.

The results were "well above what ⁠was widely expected," Barclays analysts said.

Industry peer Labcorp (LH.N) ​also raised its annual revenue and profit forecasts last quarter, ​after posting quarterly results above expectations as demand for diagnostic testing remained steady.

Quest Diagnostics reported second-quarter revenue of $3.04 billion, topping analysts' ​average estimate of $2.97 billion, according to data compiled by ​LSEG.

Adjusted profit was $3.12 per share, above expectations of $2.83 per share.

Revenue from ‌diagnostic ⁠information services, Quest's largest segment, increased 10.3% to $2.98 billion from a year ago, helped by a 13.1% increase in requisition volumes, including 13.0% organic volume growth.

Quest ​also reported double-digit ​growth in ⁠advanced diagnostics businesses, including Alzheimer's disease blood tests, advanced cardiometabolic tests and liver ​fibrosis testing.

The company expects 2026 revenue of $11.95 ​billion to $12.05 ⁠billion, above its prior forecast of $11.78 billion to $11.90 billion and analysts' estimate of $11.85 billion.

Quest expects adjusted profit of $11.05 ⁠to $11.25 ​per share in 2026, compared ​with its previous forecast of $10.63 to $10.83 per share. Analysts expect $10.76 per share.

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