异动解读 | 宠物诊所就诊量放缓 爱德士实验室下修收入预期股价大跌

异动解读
31 Oct 2024

动物健康诊断设备制造商爱德士实验室(IDXX)周四股价大跌5.38%,引发市场担忧。

公司当天第三次下调年度收入预期,将全年营收预期从39亿美元下修至38.7亿至38.9亿美元区间,调低幅度达3800万美元。净利润预期也从每股10.31至10.59美元下修至10.37至10.53美元。

此前调整收入预期的主要原因是IDXX发现宠物主人到兽医诊所就诊的次数减少。受通胀压力及兽医诊所持续的人员配置挑战影响,兽医行业普遍面临就诊量放缓。而伴侣动物集团是IDXX最大的业务板块,本季度增长仅6%,主要受就诊量放缓拖累。

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