COO股价表现落后，原因是外科部门分拆失败、营收不及预期以及利润率指引疲软。
逐段跳播
非常有意思，那Cooper Companies呢，这只股票一直大幅落后。我今天一早就在早盘活跃下跌股中看到了它。
very interesting what about Cooper companies this has been a big Lagard. I saw it early this morning in the early active movers to the downside.
现在来看，它下跌了约17.5%，即11美元。对于不了解的人来说，这是一家医疗器械领域的公司。他们有手术系统，也有视力业务。我会谈谈他们的分拆，或者说他们原本预期的分拆，但并未实现。我认为这可能也是这里问题的一部分。
>> So looking at it right now, it's down about 17.5% or $11. So this is for those who don't know, this is a business that is in the medical device space. Uh they have surgical systems, but also vision. And uh I'll talk about their their uh their spin-off or what they anticipated to be a spin-off which didn't manifest. And I think that's also probably part of the problem here.
但如果看两个部门合计的整体销售额，16美元，低于预期，为10.6亿，而预期为11.0亿。调整后每股收益超预期，为11.5亿，而预期为11.2亿，高出4%。但视力业务公布的收入为7.17亿，基本持平。
他们还谈到利润率指引预计也将走弱。不过如果看他们手术业务的有机增长，为4%至6%。所以他们的视力部门，也就是视力业务下滑了。手术部门则更高。
But if you look at the total topline sales for both divisions together, uh $16 that was down versus the estimates 1.06 billion versus 1.10. Adjusted EPS beat 1.15 billion versus 1.12 that was higher by 4%. But the vision uh business uh denoted 717 million revenue was basically flat. And uh they also talked about how margin guidance was also expected to be weaker. uh but also if you look at their surgical organic growth that was four to 6%. So their vision division, their vision uh business was down. The surgical division was higher.
但更大的冲击我认为还在于手术部门不会被出售。这原本是市场预期的。这也正在给投资者带来一些问题。但作为替代，他们确实启动了20亿至30亿美元的回购，但从投资者的角度看，这似乎并不太被接受。
But the bigger shock I think was also that the uh surgical division is not being sold. Uh that was anticipated. Uh and that's also creating some um some issues with investors right now. But in in lie of that, they did initiate a buyback between two and three billion, but it doesn't look like that's very receptive from an investor standpoint.
这个频道对 $COO 的历次判断
Schwab Network 在这只股票上只有这一条判断。