週四,Laboratory Corp(NYSE: LH)報告其2024年第四季度調整後的每股收益爲3.45美元,高於去年同期的3.30美元,超出市場預期的3.39美元。
銷售額同比增長9.8%,達到33.3億美元,幾乎與市場預期的33.1億美元一致。
銷售額的增長歸因於有機收入增長5.4%,收購和剝離淨影響4%,以及外匯換算影響0.3%。
Labcorp董事長兼首席執行官Adam Schechter表示:“2024年,Labcorp憑藉有機和非有機增長實現了卓越的業績……此外,我們在包括腫瘤學、女性健康、神經病學和自身免疫性疾病等關鍵高增長領域加強了存在。2025年,我們有望在診斷實驗室和生物製藥實驗室服務領域實現強勁增長和利潤率擴張……”
調整後的季度運營收入爲423.2百萬美元,佔收入的12.7%,而上一年同期爲394.9百萬美元,佔收入的13%。
William Blair分析師Andrew F. Brackmann表示:“我們繼續相信,Labcorp的基礎業務穩固,診斷部門受益於有利的宏觀經濟因素,BLS部門在中心實驗室內實現穩定增長(儘管在艱難的比較下有所放緩),早期開發重回增長軌道。”
這使得該股票在2025年具有穩定的指導性,並有可能在公司動能持續時獲得收益。
William Blair重申“表現優異”評級。
指導意見:LabCorp預計2025年調整後的每股收益爲15.60-16.40美元,高於市場預期的16.0美元。預計2025年銷售額爲139億-141億美元,高於市場預期的138億美元。
該指導意見包括2025年診斷實驗室銷售額增長6.5%-7.7%,生物製藥實驗室服務銷售額增長3.0%-5.0%。
股票價格動態:截至週四最後一次檢查,Laboratory股票下跌0.92%,至247.68美元。
以上內容來自Benzinga Earnings專欄,原文如下:
Thursday, Laboratory Corp (NYSE: LH) reported fourth-quarter 2024 adjusted earnings per share of $3.45, up from $3.30 a year ago, beating the consensus of $3.39.
Sales increased 9.8% year-over-year to $3.33 billion, almost in line with the consensus of $3.31 billion.
The increase was due to organic revenue growth of 5.4%, acquisitions, net of divestitures of 4%, and foreign currency translation of 0.3%.
“In 2024, Labcorp delivered exceptional results driven by both organic and inorganic growth,” said Adam Schechter, chairman and CEO of Labcorp…Additionally, we strengthened our presence in key high growth areas including oncology, women’s health, neurology and autoimmune disease. In 2025, we are positioned to deliver strong growth and margin expansion across both Diagnostics Laboratories and Biopharma Laboratory Services…”
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Adjusted operating income for the quarter was $423.2 million, or 12.7% of revenue, compared to $394.9 million, or 13%, in the fourth quarter.
William Blair analyst Andrew F. Brackmann writes, “We continue to believe the underlying business at Labcorp is on solid footing, as the diagnostics segment benefits from favorable macro tailwinds and the BLS segment sees solid growth in central labs (albeit decelerating off tough comps) and early development returns to growth.”
This positions the stock well for 2025, with stable guidance and potential for gains if the company’s momentum continues.
William Blair reiterates the Outperform rating.
Guidance: LabCorp expects 2025 adjusted EPS of 15.60-$16.40 versus the consensus of $16.0. It expects 2025 sales of $13.9 billion-$14.1 billion versus consensus Of $13.8 billion.
The guidance includes 2025 Diagnostics Laboratories sales growth of 6.5%- 7.7% and Biopharma Laboratory Services sales growth of 3.0%- 5.0%.
Price Action: Laboratory stock is down 0.92% at $247.68 at the last check on Thursday.
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