莫利纳医疗保健公司(Molina Healthcare Inc.,MOH)当日夜盘交易中大幅度下跌10.1%,引发市场关注。
公司公布第四季度财报显示,调整后每股盈利仅为5.05美元,远低于分析机构此前5.72美元的预期。此外,该公司还将2025全年每股收益预期从之前的25.71美元下调至24.50美元以下。营收数据虽然超过市场预期,但利润表现却大失所望。
从收益下滑的原因来看,与联邦政府及各州政府的医疗补助计划相关的医疗成本率远高于预期。数据显示,莫利纳第四季度的医疗成本率达到90.2%,相当于医疗服务支出占保费收入的比重超过9成。这直接带来了公司利润率的下降,反映出其在政府医疗补助计划中的运营面临较大压力。
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