异动解读 | 丹纳赫一季度业绩超预期,盘中大涨7.18%

异动解读
22 Apr

医疗设备制造商丹纳赫(DHR)今日盘中大涨7.18%,引发市场广泛关注。这一显著涨幅主要源于公司发布的强劲第一季度财报。

根据公司公布的数据,丹纳赫第一季度调整后每股收益达1.88美元,大幅超过分析师预期的1.64美元。公司营收也超出预期,达到57.4亿美元,高于分析师预计的55.9亿美元。这一亮眼业绩主要得益于公司呼吸检测试剂盒需求强劲。丹纳赫预计2025年全年调整后每股收益将在7.60美元至7.75美元之间,整体符合市场预期。

尽管面临潜在的关税压力,丹纳赫对未来前景保持乐观。公司预计2025年将产生"数亿美元"的增量关税成本,但表示将通过调整生产布局、优化供应链、征收附加费和采取额外的成本节约措施来应对这一挑战。此外,公司预计2025年剩余时间的终端市场需求将与第一季度保持相对一致,进一步增强了投资者信心。在当前复杂的经济环境下,丹纳赫的强劲表现和积极展望无疑为投资者带来了信心。

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