美国大型医疗保险商Elevance Health周四公布2024年第三季度财报,营收和利润均未达华尔街预期,令投资者大失所望。该公司同时下调了 2024年利润预期,导致其股价当天盘中一度暴跌近19%。
Elevance Health第三季度调整后每股收益仅8.37美元,远低于分析师预期9.66美元。公司并将2024年全年调整后利润指引从之前的每股37.20美元下调至33美元/股,也低于分析师普遍预期37.26美元。
导致业绩和指引低于预期的主要原因是,Elevance Health旗下Medicaid(医疗补助计划)会员的医疗需求近期大幅增长,引发了医疗成本剧增的压力。该医疗补助计划为低收入群体提供医疗保险,约占该公司总会员人数的20%。虽然新增会员数量大幅增长,但美国州政府拨付的相关资金并未相应增加,导致该业务部门面临"前所未有的挑战"。
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