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HCA:医疗服务需求旺盛,季度业绩表现乐观HCA reports upbeat quarterly results on medical services demand

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10月27日 - 医院运营商HCA Healthcare周二公布的第三季度业绩超过了华尔街预期,强劲的医疗服务需求抵消了无保险患者增加带来的影响。该公司股价在盘前交易中上涨1.5%。

Oct 27 - Hospital operator HCA Healthcare beat Wall Street estimates for third-quarter results on Tuesday, as robust demand for medical services offset the impact of a rise in uninsured patients. Shares of the company were up 1.5% in premarket trading.

HCA表示,由于无保险患者增加(主要是失去医疗保险交易平台保险的人群)导致付费方结构发生变化,第三季度税前收入减少约4亿美元。

HCA said a payer mix shift driven by an increase in uninsured patients, primarily those who lost coverage on health insurance exchanges, reduced income before taxes by about $400 million during the third quarter.

医院运营商一直在应对《平价医疗法案》增强补贴到期的问题,该补贴在疫情期间帮助数百万美国人购买医疗保险。HCA在7月下调了全年预期,警告称更多患者正在失去保险并寻求无保险就医。

Hospital operators have been grappling with the end of enhanced Affordable Care Act subsidies that helped millions of Americans buy health insurance during the pandemic. HCA cut its annual forecast in July, warning that more patients were losing coverage and seeking care without insurance.

首席执行官Sam Hazen表示:“尽管今年联邦政策变化带来了挑战,但我们的同事们继续为患者提供高质量护理,我们相信HCA Healthcare有望以积极态势结束本年度。”

"Despite the challenges brought about by federal policy changes this year, our colleagues have continued to provide high-quality care to patients, and we believe HCA Healthcare is positioned to end the year positively," said CEO Sam Hazen.

公司表示,本季度同设施等效入院人数增长加快,有保险患者收入改善,成本控制得到加强。HCA还报告称,医疗补助补充支付计划的净收益适度增加。

The company said growth accelerated in same-facility equivalent admissions, revenue from insured patients improved and cost control strengthened during the quarter. HCA also reported a modest increase in the net benefit from Medicaid supplemental payment programs.

根据LSEG汇编的数据,截至9月30日的季度,公司调整后每股收益为7.22美元,而分析师预期为每股6.66美元。

The company's adjusted profit was $7.22 per share in the quarter ended September 30, compared with analysts' estimates of $6.66 per share, according to data compiled by LSEG.

HCA表示,现在预计2026财年全年财务业绩将处于7月设定的预期区间上半部,该预期区间为全年每股收益在28.70美元至30.50美元之间,营收在770亿美元至795亿美元之间。

HCA said it now expects full-year 2026 financial results to track in the upper half of the forecast range it set in July, which projected annual profit between $28.70 and $30.50 per share on revenue of $77.0 billion to $79.5 billion.

Cantor分析师表示:“本季度表现稳健,将2026年指引上调至区间上半部令人鼓舞。”

The quarter "was solid, and the move to the upper half of 2026 guidance is encouraging," said Cantor analysts.

HCA表示,同设施入院人数增长2.7%,同设施等效入院人数增长3.0%,急诊室就诊人数增长5.1%。

HCA said same-facility admissions increased 2.7% and same-facility equivalent admissions rose 3.0%, while emergency room visits increased 5.1%.

本季度营收增长3.6%至198.5亿美元,高于193.3亿美元的预估。

Revenue rose 3.6% to $19.85 billion in the quarter, above estimates of $19.33 billion.

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