异动解读｜Cencora盘中下跌3.77%，GLP-1产品组合对利润率的拖累持续承压

行情直击08-13

8月13日，Cencora盘中下跌3.77%，报321.285美元/股，成交额2.0亿美元。

消息面上，公司此前发布的第三财季财报虽营收和盈利双双超预期（调整后EPS为4.48美元，超出市场预期的4.35美元；营收847.54亿美元，超出843.15亿美元预期），且上调全年EPS指引至17.75-17.95美元，但市场对GLP-1类药品组合对利润率的持续拖累表现出担忧。此外，公司CFO在电话会议中披露，若旗下MWI Animal Health与Covetrus合并完成，将面临约1.5亿美元营业利润逆风，进一步加剧了市场对盈利质量的疑虑。尽管瑞银将目标价上调至430美元并维持买入评级，但当前股价仍显著低于分析师均值目标价364.42美元，反映出投资者对利润率前景的审慎态度。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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