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🇺🇸 SECBoston Scientific Corp.Codex · 实盘可交易 · 做空市场:美股▲ 赚 +0.62% · 已结算把握 6/10
北京时间·🕒 发布 18:15:57·⟳ 抓取 18:16:33 +36s·⚡ 决策 09-08 20:36:41 +2h20m·49.1 天前

Boston Scientific网络安全事件导致其预计无法完成2026年三季度和全年收入及调整后EPS指引

这是SEC一手披露的公司级实质利空,明确从运营中断升级为三季度和全年指引无法完成;虽然盘前已有下跌且公司称长期财务状况不受重大影响,但短线仍有盈利预期下修和机构修模压力。

📄 原文Boston Scientific Corp.↗ 原文
----- bsx-20260907.htm ----- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 __________________…
▼ 做空Boston Scientific CorporationBSX.US🇺🇸小仓
▲ 赚 +0.62%入场 09-08 盘前首笔 @45.54 → 离场 09-09 常规开盘 @45.10
50.0045.54做空 09-08离场 09-0908-1410-09
日 K 取自复盘打分切片 · 蓝点/蓝虚线 = 纸面入场价 · 灰虚线 = 纸面离场 · 持有期红底 = 赚(做空:价格在入场线下方)、绿底 = 亏
💡 交易逻辑网络攻击致全年指引落空,盘前初跌仍需修模
怎么做空 开盘做空 不设价格下限(市价成交)
怎么平空 止盈 -4%(半仓)/-8%(清仓) · 止损 +5% · 时间止损 3日
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)

分时走势

做空 BSX.US Boston Scientific Corporation

建仓日早于近 30 天,只有日线图

成交明细 · 纸面

做空 BSX.US Boston Scientific Corporation

收益状态+0.62% 已平仓
进场成交2026-09-08 · 盘前首笔 · 09-08 18:19 北京 · @45.5351
离场成交2026-09-09 · 常规开盘 · @45.105
毛收益+0.94%
成本+0.32%
净收益+0.62%
计入收益+0.62%
建仓日2026-09-08 · 进场不早于新闻时刻 + 2 分钟

收益口径 event_time_plus_2min_10min_walk_open_topup_to_next_open_exchange_calendar_fill_model_local_notional_v9 · method_id m8db1cbc8f2d · 截至 2026-10-27 21:53

研究档案

结论摘要

Boston Scientific网络安全事件已从此前运营扰动更新为预计无法完成2026年三季度和全年销售增长及调整后EPS指引,直接降低未来数个交易日的盈利预期;WSJ/Barron's报道显示盘前已有约2%至4%下跌,说明市场开始重定价但未必完全消化未量化下修。因公司同时披露配送、灭菌和多数制造恢复,利空偏短中期而非长期资产损害,适合小仓做空而非重仓。

🔎 新鲜度:最早出现 2026-09-08 · 扩散 medium · price-in 风险 medium ↗ ↗ ↗

消息传播链

  1. 2026-08-26官方确认/否认Boston Scientific公司官网原文 ↗
    公司最早公开说明8月25日识别网络安全事件并影响部分IT系统和订单处理发货,但当时未给出业绩指引冲击。
  2. 2026-09-05 20:04 ET官方确认/否认Boston Scientific公司官网原文 ↗
    公司称配送网络已基本恢复,主要配送中心处理和发货达到或高于正常水平,显示运营恢复但尚未披露财务下修。
  3. 2026-09-08 06:15 ET首发SEC EDGAR原文 ↗
    公司提交8-K,将事件影响明确升级为预计对2026年三季度和全年业绩有重大影响并不太可能完成此前指引。
  4. 2026-09-08财经媒体扩散WSJ/Barron's非一手原文 ↗
    主流财经媒体当天扩散该指引下修信息,并报道BSX盘前下跌约4%至45.90美元。
    市场反应:盘前下跌约4%,显示利空已开始被交易。

关键理由

  • 公司7月29日原指引为三季度销售增长3%-5%、全年增长5.5%-6.5%、全年调整后EPS 3.28-3.32美元;本次披露直接否定该指引,形成明确预期差。
  • 运营中断影响制造、订单处理和发货,业绩冲击来自收入确认延后和恢复成本,而不是单纯声誉风险。
  • 公司尚未给出下修区间,10月28日前卖方需要重新估算三季度和全年盈利,短线负面修模压力仍在。

主要风险

  • 公司称主要配送中心已在正常或以上水平处理发货、灭菌设施恢复、多数工厂复产,若市场认为收入只是递延而非流失,做空空间会受限。
  • 盘前已出现约2%-4%下跌,若开盘低开过深或快速回补,追空风险较高。

反向证据

  • 做空前查反向 · 来源 web · 日期 2026-09-05 · 影响 weakens
    公司官网称配送网络大体恢复、主要配送中心达到或高于正常水平、产品质量分析未显示除LATITUDE新激活外的产品功能损害。
    检索:Boston Scientific cybersecurity restoration distribution manufacturing normal operating levels September 2026 原文 ↗
  • 做空前查反向 · 来源 filing · 日期 2026-09-08 · 影响 weakens
    公司在8-K中称目前不预计该事件会对长期财务状况产生重大影响,削弱持续性做空逻辑。
    检索:Boston Scientific cybersecurity incident long-term financial condition material impact 8-K September 2026 原文 ↗

先例如何影响了这次决策

对本次决策的影响:先例不足使仓位降为small、止盈区间保守,并把时间窗限定在3个交易日内等待盈利预期重估。

方向:可检索到Clorox 2023年网络攻击导致运营中断并产生重大财务影响、UnitedHealth 2024年Change Healthcare网络攻击带来EPS冲击等机制相近案例,方向上支持短期负面,但没有在本轮取得足够干净的首发时间和事件研究锚点。

涨幅量级:缺少3条以上同市场、同机制、同相位且首发锚点干净的高相似样本,不能用先例校准明确止盈上界。

形态:已知网络安全经营中断类事件常伴随先跌后按恢复进度修复,但本轮未完成可量化样本统计,不能声称稳定见光死或稳定延续下跌。

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原文全文

展开原文 · 10,775 字
----- bsx-20260907.htm -----
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
_____________________________________________________________________
FORM
8-K
CURRENT REPORT
PURSUANT TO SECTION 13 OR 15(d) OF THE
SECURITIES EXCHANGE ACT OF 1934
_____________________________________________________________________
Date of Report (Date of earliest event reported):
September 7, 2026
BOSTON SCIENTIFIC CORPORATION
(Exact name of registrant as specified in its charter)
Delaware
1-11083
04-2695240
(State or other jurisdiction of incorporation)
(Commission File Number)
(IRS Employer Identification No.)
300 Boston Scientific Way
,
Marlborough
,
Massachusetts
01752-1234
(Address of principal executive offices) (Zip Code)
(
508
)
683-4000
(Registrant's telephone number, including area code)
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:
☐
Written communication pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
☐
Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
☐
Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
☐
Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))
Securities registered pursuant to Section 12(b) of the Act:
Title of each class
Trading Symbol
Name of each exchange on which registered
Common Stock, $0.01 par value per share
BSX
New York Stock Exchange
0.625% Senior Notes due 2027
BSX27
New York Stock Exchange
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).
Emerging growth company
☐
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.
☐
Item 1.05 Material Cybersecurity Incidents.
As previously disclosed in a Current Report on Form 8-K filed on August 26, 2026 with the Securities and Exchange Commission, on August 25, 2026, Boston Scientific Corporation (the “
Company
”) identified a cybersecurity incident that affected certain of its information technology systems and resulted in a global disruption to the Company’s operations. Upon detection, the Company activated its incident response protocols, and since then has been working, with the assistance of third-party cybersecurity experts, to investigate, assess and contain the impact of the incident and to restore operations.
The incident involved unauthorized activity on certain of the Company’s systems that resulted in a network outage affecting access to certain operating systems and business applications, which impacted the Company’s ability to manufacture as well as process and ship customer orders. As of the date of this Current Report on Form 8-K, the Company has not identified evidence of ongoing unauthorized access to its systems. The Company’s investigation of the incident remains ongoing.
The Company continues to make progress in restoring many of the affected systems, including substantial restoration of its distribution network, with major distribution centers now processing and shipping customer orders at or above normal operating levels. Additionally, the Company’s sterilization facilities are now operational and manufacturing has resumed across most facilities globally. While the timeline for a full operational recovery is uncertain, the Company continues to work diligently to fully restore all affected systems.
Based on the information currently available as of the date of this Current Report on Form 8-K, the Company has determined that the incident is likely to have a material impact on the Company’s results of operations for the third quarter and full year 2026. As a result, the Company believes that it is unlikely to meet the net sales growth and adjusted EPS guidance ranges for the third quarter and full year 2026 that the Company previously provided on July 29, 2026. The Company anticipates recovering some portion of the impacted revenue as it continues to ramp operations globally, fulfill customer orders and reduce remaining backlogs, however the full impacts are not yet known. The Company intends to provide an update on its operational and financial outlook for the remainder of fiscal year 2026, incorporating the anticipated impact of the incident, during its planned conference call to discuss financial results and business highlights for the third quarter 2026 to be held on Wednesday, October 28, 2026. As of the date of this Current Report on Form 8-K, the Company does not expect the incident will have a material impact on its long-term financial condition.
Cautionary Statement Regarding Forward-Looking Statements
Certain statements that we may make from time to time, including statements contained in this Current Report on Form 8-K and information incorporated by reference herein, constitute “forward-looking statements” within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934. Forward-looking statements may be identified by words like “anticipate,” “expect,” “project,” “believe,” “plan,” “estimate,” “intend,” “aim,” “goal,” “target,” “continue,” “hope,” “may” and similar words. These forward-looking statements are based on our beliefs, assumptions and estimates using information available to us at the time and are not intended to be guarantees of future events or performance. These forward-looking statements include, among other things, statements regarding the Company’s current understanding regarding the extent of the cybersecurity incident and the results or findings of the Company’s investigation thereof; the Company’s ability to contain and/or mitigate the incident, including the timing to restore all affected systems and for a full operational recovery; the impact of the incident on, and disruption to, the Company’s business, reputation and operations; and the impact of the incident on the Company’s financial condition and results of operations, including with respect to previously provided guidance for the third quarter and full year 2026. If our underlying assumptions turn out to be incorrect, or if certain risks or uncertainties materialize, actual results could vary materially from the expectations and projections expressed or implied by our forward-looking statements. These factors, in some cases, have affected and in the future (together with other factors) could affect our ability to implement our business strategy and may cause actual results to differ materially from those contemplated by the statements expressed in this Current Report on Form 8-K. As a result, readers are cautioned not to place undue reliance on any of our forward-looking statements.
Factors that may cause such differences include, among other things: economic conditions, including the impact of foreign currency fluctuations; future U.S. and global political, competitive, reimbursement and regulatory conditions, including changing trade and tariff policies; geopolitical conflicts and tensions; manufacturing, distribution and supply chain disruptions and cost increases; disruptions caused by cybersecurity events, including the impacts of the cybersecurity incident described herein, the results of the Company’s investigation into the cybersecurity incident, any impairment to the Company’s systems or data, delays or difficulties in restoring the Company’s operations, the adequacy of processes during the period of disruption of the Company’s operations, and the Company’s ability to use alternatives to its systems to the extent needed; the unauthorized release of any confidential data or information of the Company, including third party data held by the Company, and the use of any such data for any fraudulent or criminal purposes; adverse impacts of the cybersecurity incident on the Company’s business, financial condition or results of operations; the diversion of management’s attention from the Company’s operations to address the cybersecurity incident; potential litigation related to the cybersecurity incident; potential adverse effects on relationships with customers, suppliers and other third parties as a result of the cybersecurity incident; reputational risk and/or
regulatory scrutiny related to the cybersecurity incident; disruptions caused by public health emergencies or extreme weather or other climate change-related events; labor shortages and increases in labor costs; variations in outcomes of ongoing and future clinical trials and market studies; new product introductions; expected procedural volumes; the closing and integration of acquisitions; clinical trial results; demographic trends; intellectual property; litigation; financial market conditions; the execution and effect of our business strategy, including our cost-savings and growth initiatives; and future business decisions made by us and our competitors. New risks and uncertainties may arise from time to time and are difficult to predict. All of these factors are difficult or impossible to predict accurately and many of them are beyond our control. For a further list and description of these and other important risks and uncertainties that may affect our future operations, refer to Part I, Item 1A. Risk Factors in our most recent Annual Report on Form 10-K filed with the Securities and Exchange Commission, which we may update in Part II, Item 1A. Risk Factors in subsequent Quarterly Reports on Form 10-Q that we will file hereafter. We disclaim any intention or obligation to publicly update or revise any forward-looking statement to reflect any change in our expectations or in events, conditions, or circumstances on which those expectations may be based, or that may affect the likelihood that actual results will differ from those contained in the forward-looking statements, except as required by law. This cautionary statement is applicable to all forward-looking statements contained in this Current Report on Form 8-K and any statements incorporated herein.
SIGNATURE
Pursuant to the requirements of the Securities Exchange Act of 1934, as amended, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
Date:
September 8, 2026
BOSTON SCIENTIFIC CORPORATION
By:
/s/ Susan Thompson
Susan Thompson
Vice President, Chief Corporate Counsel and Assistant Secretary

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