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。
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研究档案
消息传播链
- 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%。
- 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 ↗
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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.
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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