达维塔保健(DVA)在10月30日美股夜盘交易中出现5.94%的大跌,引发了市场的广泛关注。根据公司第三季度财报,这一下跌或许与业绩和成本问题有关。
透析服务商达维塔保健第三季度营收32.6亿美元,与华尔街预期基本持平。但调整后每股利润为2.59美元,低于分析师预期的2.73美元。主要原因在于,第三季度公司的薪酬、医疗福利和其他患者护理相关费用大幅增加,导致患者护理成本居高不下。
据了解,透析企业的主要成本支出在于患者护理开支。达维塔保健的财报数据显示,每次治疗的病人护理成本从第二季度的255.25美元上涨到257.46美元。上涨的护理成本使公司利润受到严重压缩,利润率水平下滑。预计护理成本居高不下的问题在第四季度仍将持续。
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