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I-Baxter International (BAX) ihlelelwe ukubika imali engenayo yekota yesibili ka-2026 ngaphambi kokuba imakethe yamasheya yase-US ivule ngoJulayi 30. Kwikota yonyaka odlule, imali engenayo yenkampani iphuthelwe yi-Zacks Consensus Estimate ngo-16.13%. Emakota amane edlule, i-BAX inqobe izilinganiso kumakota amabili futhi yaziphuthelwa kumakota amabili, ngesilinganiso esingu-3.12%.
Isivumelwano semakethe ukuthi imali engenayo ibe yi-$2.84 billion, yehle ngo-0.6% kusukela ngonyaka odlule. Imali engenayo ngesabelo ngasinye kulindeleke ukuthi ibe yi-$0.36, yehle ngo-39% kusukela ngonyaka odlule.
Imodeli yethu ibikezela ukuthi, ngamanani okushintshaniswa kwemali aqhubekayo, imali engenayo iyonke evela ekusebenzeni okuqhubekayo izokwehla ngo-2.5% iye ku-$2.79 billion. Imali engenayo elungisiwe ngesabelo ngasinye kulindeleke ukuthi yehle ngo-39% iye ku-36 cents.
UBaxter ulindele ukuthuthuka okuncane emiphumeleni yakhe yekota yesibili, kodwa izikhala zokusebenza kahle eziqhubekayo, ukucindezeleka kokwehla kwamandla emali, kanye nokumiswa okuqhubekayo kokuthunyelwa kwephampu yokungenisa ephezulu (i-LVP) kungavimbela ukukhula. Ngemva kokukhishwa kwemiphumela yayo yekota yokuqala, abaphathi baphinde baphinda umbono wabo wonyaka wonke, bathi inzuzo yekota yesibili cishe izohlala injalo uma kuqhathaniswa nekota yokuqala, kanye nokwenyuka okuncane kokuthengisa, nokuthi kulindeleke ukululama okukhulu engxenyeni yesibili yonyaka.
Nakuba isidingo sisalokhu sinamandla ezimakethe zokugcina kuzo zonke izimboni ezahlukahlukene, izinselele zokwenziwa kwamaphrojekthi kanye nobunzima ekuqhathanisweni konyaka nonyaka kulindeleke ukuthi kube nomthelela omubi enzuzweni.
Esigabeni sama-Medical Devices and Therapies (MPT), ukusebenza kungenzeka kuhlale kuxubile. Isigaba se-Advanced Surgical kufanele siqhubeke nokusebenza kangcono kunezinye izingxenye ngenxa yesidingo esikhulu somhlaba wonke sama-hemostatic agents nama-sealant, kanye nobuningi obukhulu bokuhlinzwa. Kodwa-ke, isigaba se-Infusion Therapies and Technologies singase sihlale singaphansi kwengcindezi ngenxa yezici ezifana nokumiswa okuqhubekayo kokuthunyelwa nokufakwa kwedivayisi ye-Novum LVP, ukwehla kokuthengiswa kwephampu ye-infusion, kanye nokulungiswa kwesidingo se-IV infusion ngemuva kokwanda kwenethiwekhi yokusabalalisa ethintwe yiSiphepho uHelene ngonyaka odlule.
Abaphathi balindele ukuthi imali engenayo yepompo ikhuphuke engxenyeni yesibili yonyaka njengoba ubuchwepheshe beSpectrum buthola ukuthandwa, kodwa izindleko zokukhiqiza eziphakeme kufanele zikhawulele ukusebenza kwikota yesibili. Imodeli yethu ibikezela ukuthi imali engenayo kulesi sigaba yehle ngo-3% iye ku-$1.3 billion ngamanani okushintshana aqhubekayo.
Isigaba se-Healthcare Systems and Technologies kulindeleke ukuthi sibhekane nesinye ikota esibuthakathaka, esincishiswe yisidingo esinamandla sezinhlelo zokusekela iziguli kanye nama-oda amakhulu emishini eyinhloko e-US, ngokwengxenye ngenxa yokubambezeleka kokufakwa kwemishini yosizo lokuqala. Abaphathi basalindele ukuthi ukusebenza kwalesi sigaba kuthuthuke kamuva kulo nyaka njengoba imikhiqizo esanda kwethulwa, okuhlanganisa i-Connex 360 kanye ne-Dynamo intelligent stretcher, iqala ukwenza umnikelo obaluleke kakhulu. Imodeli yethu ibikezela ukuthi imali engenayo yalesi sigaba ikhule ngo-2.9% iye ku-$795.1 million ngamanani emali aqhubekayo.
Ingxenye yezemithi ingase isabhekene nezinselele ezifana nokunikezwa okulinganiselwe kwemithi yokujova, isidingo esibuthakathaka somhlaba wonke semithi yokubulala izinzwa yokuphefumula, kanye nengxube yemikhiqizo engathandeki. Kodwa-ke, ukusebenza kahle kokukhiqiza okuthuthukisiwe, ukwehla okuqhubekayo kwenani lama-oda, kanye nokukhula okuqinile ebhizinisini lokukhiqiza kufanele kunciphise lezi zici ezimbi ngezinga elithile. Ngokusho kwemodeli yethu, ngamanani okushintshaniswa kwemali aqhubekayo, imali engenayo yengxenye izokwehla ngo-3.6% iye ku-$609 million.
UBaxter angase aqhubeke nokubhekana nezindleko zokukhiqiza eziphezulu, izindleko ezihlobene nentela, kanye nengcindezi yokwehla kwamandla emali kwikota yesibili. Abaphathi balindele ukuthi le ngcindezi inciphe engxenyeni yesibili yonyaka njengoba isitokwe sezindleko eziphezulu sincipha, kuqaliswa izinyathelo zokunciphisa izindleko, futhi amandla okusebenza athuthuka ngenxa yokululama kokuthengiswa kwesizini. Ngakho-ke, imali engenayo elungisiwe ngesabelo kwikota yesibili cishe izohlala ingashintshi uma kuqhathaniswa nekota yokuqala.
Imodeli yethu ayizange ibikezele ukuthi uBaxter uzodlula izilinganiso zenzuzo kulokhu. Amathuba okushaya ayanda lapho ukuphambuka kwesilinganiso senzuzo kukuhle futhi izinga likaZacks lingu-1 (Ukuthenga Okuqinile), 2 (Ukuthenga), noma 3 (Ukugcina). Kodwa-ke, njengoba uzobona ngezansi, lokhu akunjalo ngoBaxter.
Ukwehluka Kwesilinganiso Senzuzo KaBaxter (ESP): Ukuphambuka kwesilinganiso senzuzo umehluko phakathi kwesibikezelo senzuzo esinembile kakhulu kanye neSibikezelo Sokuvumelana KwakaZacks. Ukuphambuka kwesilinganiso senzuzo kaBaxter kungu-0.99%. Sebenzisa isihlungi sethu sokuphambuka kwesilinganiso senzuzo ukuthola amasheya amahle kakhulu ongawathenga futhi uwathengise ngaphambi kokukhishwa kwenzuzo.
Intengo yesitoko sikaBaxter ikhuphuke ngo-13.4% unyaka nonyaka, kuyilapho imboni iyonke yehle ngo-22.5% esikhathini esifanayo. I-S&P 500 ikhuphuke ngo-9.3% esikhathini esifanayo.
Nazi izitoko ezimbalwa zezempilo okufanele uziqaphele ngoba zinenhlanganisela efanele yezinto ezingenza ngcono ukulindela kulo mjikelezo wenzuzo.
I-Cardinal Health (CAH) okwamanje ine-ESP Yokulindela Imali Engenayo engu-+1.24%, okwenza ibe yi-Zacks Rank engu-#2. Le nkampani ihlelelwe ukubika imali engenayo yayo yekota yesine yonyaka wezimali ka-2026 ngomhlaka-11 Agasti. Uhlu oluphelele lwamasheya e-Zacks Rank #1 anamuhla lungatholakala lapha.
Imali engenayo ye-CAH idlule okulindelwe kumakota amane edlule, ngesilinganiso esingu-10.27%. I-Zacks Consensus Estimate ihlose ukuthi imali engenayo yekota yesine ye-CAH ngesabelo ngasinye ikhuphuke ngo-16.4% unyaka nonyaka.
I-Henry Shane Inc. (HSIC) okwamanje inesilinganiso sokuvumelana kwemali engenayo esingu-+0.41%, okwenza ibe yiZacks Rank engu-#2. Le nkampani ihlelelwe ukubika imali engenayo yekota yesibili ka-2026 ngomhlaka-4 Agasti.
I-HSIC inqobe izilinganiso zemali engenayo kumakota amathathu kwamane edlule futhi ayiphumelelanga kwelinye, idlula izilinganiso ngesilinganiso esingu-3.74%. I-Zacks Consensus Estimate ihlose ukuthi imali engenayo yekota yesibili ye-HSIC ngesabelo ngasinye ikhuphuke ngo-10.9% unyaka nonyaka.
INkampani A inqobe izilinganiso zemali engenayo kumakota amathathu kwamane edlule futhi ayiphumelelanga kumakota amabili edlule, inqobe izilinganiso ngo-1.61% ngokwesilinganiso. Isilinganiso Sokuvumelana Kwama-Zacks sihlose ukuthi imali engenayo yeNkampani A ngesabelo ngasinye ikhuphuke ngo-8% unyaka nonyaka kwikota yesithathu yonyaka wezimali ka-2026.
Ochwepheshe be-Five Zacks bakhethe izinkulungwane zamasheya ababekholelwa ukuthi angakwazi ukukhula ngo-100% noma ngaphezulu ezinyangeni ezizayo. UMqondisi Wocwaningo uSheraz Mian ukhethe esinye salezi zitoko ezinhlanu, ekholelwa ukuthi sinamandla amakhulu okukhula ngokushesha.
Le nkampani ihlose i-millennials kanye ne-Gen Z futhi ithole imali engenayo ecishe ibe yizigidigidi zamaRandi kwikota yayo yakamuva. Ukwehla kwentengo yamasheya kwakamuva kubonisa indawo enhle yokungena. Nakuba kungezona zonke izincomo zethu ezizoba nenzuzo, lesi sitoko sinamandla amakhulu kakhulu kunamasheya angaphambilini e-Zacks “Potential Doubler”, njenge-Nano-X Imaging, ekhuphuke ngo-129.6% ezinyangeni eziyisishiyagalolunye nje. Thola ukufinyelela kwamahhala kokukhethwa kwethu okuphezulu kanye namanye amasheya amane athembisayo.
Ufuna izincomo zakamuva ezivela ku-Zacks Investment Research? Landa umbiko othi “Amasheya Aphezulu Ayisikhombisa Ezinsukwini Ezingu-30 Ezizayo” mahhala namuhla. Chofoza lapha ukuze uthole lo mbiko wamahhala.
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