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Fisher & Paykel Healthcare Corp.:费雪派克医疗保健公司(FPH.AX):初步分析:医院消耗品和毛利率将推动2026财年业绩上调-20250530
高盛·2025-05-30 10:45

28 May 2025 | 8:01AM AEST Fisher & Paykel Healthcare Corp. (FPH.AX): First Take: Hospital consumables and GM% to drive FY26 upgrades FPH delivered a strong FY25 result with total revenue and NPAT broadly in line with our estimates and ahead of Visible Alpha (VA) consensus by ~1% and 4%. Compositionally, solid growth in FPH's new application consumables and hardware segments were the key drivers for Hospital segment revenue coming ahead of VA consensus by ~2% (-1% vs Gse). The strong recovery in Gross Margin ...