雅培Q1利润略超预期，拟扩建美国工厂以应对关税挑战_老虎社区_美港股上老虎

雅培Q1利润略超预期，拟扩建美国工厂以应对关税挑战

智通财经2025-04-16

4月16日，雅培盘初涨超5%，财报显示：第一季度销售额为104亿美元，符合市场预期，其中医疗器械销售额为49亿美元，略高于市场预期的48.5亿美元;调整后每股收益为1.09美元，略高于市场预期的1.07美元。在关税阴云笼罩医疗行业之际，雅培计划扩大美国制造业务。雅培周三在声明中表示，预计将在伊利诺伊州和德克萨斯州的两家工厂投资5亿美元。发言人表示，这些投资将用于扩建现有工厂并促进美国研发。该公司将...

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ACC","SG9999004303.SGD":"Nikko AM Shenton Global Opportunities SGD"},"translate_title":"Abbott's Q1 profit slightly beats expectations as it plans to expand U.S. factories to meet tariff challenges","themeId":"727e56b1eb485a512829bf57a9796fd5","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/bf8518af7b524bf6a1bcc8ad166622ad","symbols_score_info":{"ABT":1},"content_text":"4月16日，雅培盘初涨超5%，财报显示：第一季度销售额为104亿美元，符合市场预期，其中医疗器械销售额为49亿美元，略高于市场预期的48.5亿美元;调整后每股收益为1.09美元，略高于市场预期的1.07美元。在关税阴云笼罩医疗行业之际，雅培计划扩大美国制造业务。雅培周三在声明中表示，预计将在伊利诺伊州和德克萨斯州的两家工厂投资5亿美元。发言人表示，这些投资将用于扩建现有工厂并促进美国研发。该公司将在伊利诺伊州雇用多达200人，在德克萨斯州雇用多达100人，以支持这项工作。雅培还重申了此前的年度业绩指引。该公司仍预计调整后的全年每股收益将达到5.05美元至5.25美元。由于全面新关税的影响仍不确定，华尔街一直在密切关注公司盈利预期的变化。雅培等跨国医疗保健公司在世界各地设有生产工厂。虽然医药产品不受美国本月早些时候宣布的关税的影响，但医疗设备仍将受到国家特定关税的影响，尽管美国总统特朗普已宣布暂缓实施部分对等关税。2024年，雅培大约45%的营收来自医疗设备。该公司去年在爱尔兰开设了一家新工厂，为血糖监测产品生产传感器。当时，该公司表示，该工厂将成为全球此类传感器“产量最高的工厂”。雅培表示：“爱尔兰在帮助雅培实现目标方面发挥着至关重要的作用，我们在爱尔兰四个省的10家工厂为我们在诊断、医疗设备和营养领域的工作提供支持。”包括美国先进医疗技术协会(AdvaMed)在内的行业组织呼吁美国贸易代表Jamieson Greer豁免医疗设备，理由是担心成本和供应链中断。美国先进医疗技术协会和其他9个组织在4月1日致Greer的信中表示：“我们担心，对医疗和牙科设备征收关税可能会扰乱供应链，并提高这些关键产品的成本。这最终会给医疗服务提供者、医院和卫生系统带来进一步的财政压力，尤其是那些位于农村和医疗服务不足地区的医疗机构。”强生(JNJ.US)首席财务官Joseph Wolk周二在电话会议上对投资者表示，预计2025年关税支出达4亿美元，主要来自报复性关税对其医疗设备业务的影响。雅培约61%的销售额来自美国以外的市场。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}