<p><img src="https://imageproxy.pbkrs.com/https://images.unsplash.com/photo-1553729459-efe14ef6055d/query-YXV0bz1mb3JtYXQmZml0PWNyb3AmaXhpZD1NWHd4TWpBM2ZEQjhNSHh3YUc5MGJ5MXdZV2RsZkh4OGZHVnVmREI4Zkh3PSZpeGxpYj1yYi0xLjIuMSZxPTgwJnc9MTAwMA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://images.unsplash.com/photo-1553729459-efe14ef6055d/query-YXV0bz1mb3JtYXQmZml0PWNyb3AmaXhpZD1NWHd4TWpBM2ZEQjhNSHh3YUc5MGJ5MXdZV2RsZkh4OGZHVnVmREI4Zkh3PSZpeGxpYj1yYi0xLjIuMSZxPTgwJnc9MTAwMA"/></p>
<p><em>图片来源：Unsplash</em></p>
<p>最近的财报季带来了各行业的积极惊喜与挑战。像礼来（Eli Lilly）、艾伯维（AbbVie）和优步（Uber）这样的公司发布了季度报告，展示了其财务表现和未来指引的重大进展。虽然一些公司超出了预期，但其他公司则面临了影响其盈利的困难。</p>
<p>礼来表现强劲，超出了每股收益（EPS）和收入预期，主要得益于其关键产品的强劲增长。艾伯维也报告了一个稳健的季度，超出了 EPS 和收入预期，尽管其肿瘤学产品线面临挑战。另一方面，优步的盈利未能达到 EPS 预期，尽管其收入超出了预期，突显了当前经济环境的复杂性。</p>
<h3><strong>制药行业的盈利超预期被优步的混合结果抵消</strong></h3>
<p>礼来的第四季度表现展示了令人印象深刻的增长，公司报告的每股收益为 7.54 美元，超出了 7.20 美元的预期。收入也超出了预期，达到了 193 亿美元，而预期为 178.7 亿美元。这一强劲表现得益于 Mounjaro 和 Zepbound 等关键产品的销量增长，这些产品的收入显著增加。公司超出预期的能力突显了其战略定位和在制药市场的有效执行。</p>
<p>艾伯维也报告了一个稳健的季度，每股收益为 2.71 美元，超出了 2.65 美元的预期。收入为 166.2 亿美元，略高于预期的 163.9 亿美元。公司的免疫学产品线，特别是 Skyrizi 和 Rinvoq，为其强劲表现做出了贡献，尽管在肿瘤学领域，特别是 Imbruvica 方面面临一些挑战。尽管存在这些挑战，艾伯维多元化的产品组合和在创新方面的战略投资使其在未来增长中处于良好位置。</p>
<p>相反，优步在第四季度面临挑战，每股收益为 0.71 美元，未能达到 0.80 美元的预期。然而，公司成功超出了收入预期，报告收入为 144 亿美元，而预期为 143.2 亿美元。优步的表现得益于其出行和配送部门的强劲增长，尽管其股权投资的重新评估带来了逆风。公司专注于扩展其平台和利用其庞大的消费者基础仍然是其长期增长战略的关键驱动力。</p>
<h3><strong>第二部分：公司展望 2026 年</strong></h3>
<p>展望未来，礼来对 2026 年的指引持乐观态度，预计收入将在 800 亿美元到 830 亿美元之间，非 GAAP 每股收益预计在 33.50 美元到 35.00 美元之间。公司强大的产品管道和最近的监管批准，包括 FDA 对 tirzepatide 的 Kwikpen 的批准，使其在持续增长方面处于良好位置。礼来在扩大肥胖药物的可及性方面的战略重点以及与美国政府的协议进一步强调了其解决重大健康挑战的承诺。</p>
<p>艾伯维对 2026 年的指引也积极，调整后的稀释每股收益预计在 14.37 美元到 14.57 美元之间。公司的研发和资本的战略投资，以及与美国政府的自愿协议以增强可及性和可负担性，反映了其对长期增长的关注。艾伯维在扩大其产品管道方面的持续努力，特别是在免疫学和神经科学领域，表明其致力于解决未满足的医疗需求并推动可持续增长。</p>
<p>优步对 2026 年第一季度的展望表明持续增长，预计总预订量将在 520 亿美元到 535 亿美元之间，同比增长 17% 到 21%。公司专注于扩展其平台和利用其庞大的消费者基础仍然是其长期增长战略的关键驱动力。优步对投资于自动驾驶技术和其他创新解决方案的承诺突显了其对未来的战略愿景，尽管面临短期挑战。</p>
<hr/>
<p><em>更多来自该作者的文章：</em></p>
<p>沃尔玛加入 1 万亿美元市值俱乐部，股价上涨</p>
<p>PayPal 股票在令人失望的第四季度财报和前景后下跌</p>
<p>财报更新：默克、百事可乐和伊顿发布第四季度业绩</p>

医疗业 ETF - SPDR

纳斯达克生物科技指数 ETF - iShares Nasdaq

礼来

<p>礼来和艾伯维公布了强劲的第四季度财报，超出了每股收益和收入预期，主要得益于关键产品的增长。礼来的每股收益为 7.54 美元，收入为 193 亿美元，而艾伯维的每股收益为 2.71 美元，收入为 166.2 亿美元。相比之下，优步的每股收益为 0.71 美元，未能达到预期，尽管其收入预测超过了 144 亿美元。展望未来，礼来和艾伯维对 2026 年提供了乐观的指引，而优步则预计毛预订量将持续增长</p>

<p><img src="https://imageproxy.pbkrs.com/https://images.unsplash.com/photo-1553729459-efe14ef6055d/query-YXV0bz1mb3JtYXQmZml0PWNyb3AmaXhpZD1NWHd4TWpBM2ZEQjhNSHh3YUc5MGJ5MXdZV2RsZkh4OGZHVnVmREI4Zkh3PSZpeGxpYj1yYi0xLjIuMSZxPTgwJnc9MTAwMA" alt="" original-src="https://images.unsplash.com/photo-1553729459-efe14ef6055d?ixlib=rb-1.2.1&amp;ixid=MXwxMjA3fDB8MHxwaG90by1wYWdlfHx8fGVufDB8fHw%3D&amp;auto=format&amp;fit=crop&amp;w=1000&amp;q=80"/></p>
<p><em>Image Source: Unsplash</em></p>
<div class="lb-trans"><p><em>图片来源：Unsplash</em></p>
</div><p>The recent earnings season has brought a mix of positive surprises and challenges across various industries. Companies like Eli Lilly (LLY), AbbVie (ABBV), and Uber (UBER) have released their quarterly reports, showcasing significant developments in their financial performance and future guidance. While some companies exceeded expectations, others faced hurdles that impacted their earnings.</p>
<div class="lb-trans"><p>最近的财报季带来了各行业的积极惊喜与挑战。像礼来（Eli Lilly）、艾伯维（AbbVie）和优步（Uber）这样的公司发布了季度报告，展示了其财务表现和未来指引的重大进展。虽然一些公司超出了预期，但其他公司则面临了影响其盈利的困难。</p>
</div><p>Eli Lilly demonstrated strong performance, surpassing both EPS and revenue expectations, driven by robust growth in its key products. AbbVie also reported a solid quarter, beating EPS and revenue estimates, although it faced challenges in its oncology portfolio. On the other hand, Uber’s earnings fell short of EPS expectations, although it managed to exceed revenue forecasts, highlighting the complexities of the current economic environment.</p>
<div class="lb-trans"><p>礼来表现强劲，超出了每股收益（EPS）和收入预期，主要得益于其关键产品的强劲增长。艾伯维也报告了一个稳健的季度，超出了 EPS 和收入预期，尽管其肿瘤学产品线面临挑战。另一方面，优步的盈利未能达到 EPS 预期，尽管其收入超出了预期，突显了当前经济环境的复杂性。</p>
</div><h3><strong>Earnings Beats in Pharma Offset by Mixed Results at Uber</strong></h3>
<div class="lb-trans"><h3><strong>制药行业的盈利超预期被优步的混合结果抵消</strong></h3>
</div><p>Eli Lilly’s fourth-quarter performance showcased impressive growth, with the company reporting an EPS of $7.54, surpassing the expectation of $7.20. Revenue also exceeded expectations, reaching $19.3 billion compared to the anticipated $17.87 billion. This strong performance was driven by volume growth from key products like Mounjaro and Zepbound, which saw significant increases in revenue. The company’s ability to surpass expectations highlights its strategic positioning and effective execution in the pharmaceutical market.</p>
<div class="lb-trans"><p>礼来的第四季度表现展示了令人印象深刻的增长，公司报告的每股收益为 7.54 美元，超出了 7.20 美元的预期。收入也超出了预期，达到了 193 亿美元，而预期为 178.7 亿美元。这一强劲表现得益于 Mounjaro 和 Zepbound 等关键产品的销量增长，这些产品的收入显著增加。公司超出预期的能力突显了其战略定位和在制药市场的有效执行。</p>
</div><p>AbbVie also reported a solid quarter, with an EPS of $2.71, beating the expectation of $2.65. Revenue came in at $16.62 billion, slightly above the expected $16.39 billion. The company’s immunology portfolio, particularly Skyrizi and Rinvoq, contributed to its strong performance, although challenges in the oncology segment, specifically with Imbruvica, posed some hurdles. Despite these challenges, AbbVie’s diversified portfolio and strategic investments in innovation position it well for future growth.</p>
<div class="lb-trans"><p>艾伯维也报告了一个稳健的季度，每股收益为 2.71 美元，超出了 2.65 美元的预期。收入为 166.2 亿美元，略高于预期的 163.9 亿美元。公司的免疫学产品线，特别是 Skyrizi 和 Rinvoq，为其强劲表现做出了贡献，尽管在肿瘤学领域，特别是 Imbruvica 方面面临一些挑战。尽管存在这些挑战，艾伯维多元化的产品组合和在创新方面的战略投资使其在未来增长中处于良好位置。</p>
</div><p>In contrast, Uber faced challenges in the fourth-quarter, with an EPS of $0.71 falling short of the expected $0.80. However, the company managed to exceed revenue expectations, reporting $14.4 billion compared to the anticipated $14.32 billion. Uber’s performance was driven by strong growth in its Mobility and Delivery segments, although it faced headwinds from revaluations of its equity investments. The company’s focus on expanding its platform and leveraging its large consumer base remains a key driver of its long-term growth strategy.</p>
<div class="lb-trans"><p>相反，优步在第四季度面临挑战，每股收益为 0.71 美元，未能达到 0.80 美元的预期。然而，公司成功超出了收入预期，报告收入为 144 亿美元，而预期为 143.2 亿美元。优步的表现得益于其出行和配送部门的强劲增长，尽管其股权投资的重新评估带来了逆风。公司专注于扩展其平台和利用其庞大的消费者基础仍然是其长期增长战略的关键驱动力。</p>
</div><h3><strong>Section 2: Companies Outline Forward Guidance for 2026</strong></h3>
<div class="lb-trans"><h3><strong>第二部分：公司展望 2026 年</strong></h3>
</div><p>Looking ahead, Eli Lilly has provided optimistic guidance for 2026, with revenue expected to range between $80 billion and $83 billion, and non-GAAP EPS projected between $33.50 and $35.00. The company’s strong pipeline and recent regulatory approvals, including the FDA approval of Kwikpen for tirzepatide, position it well for continued growth. Lilly’s strategic focus on expanding access to obesity medicines and its agreement with the U.S. government further underscore its commitment to addressing significant health challenges.</p>
<div class="lb-trans"><p>展望未来，礼来对 2026 年的指引持乐观态度，预计收入将在 800 亿美元到 830 亿美元之间，非 GAAP 每股收益预计在 33.50 美元到 35.00 美元之间。公司强大的产品管道和最近的监管批准，包括 FDA 对 tirzepatide 的 Kwikpen 的批准，使其在持续增长方面处于良好位置。礼来在扩大肥胖药物的可及性方面的战略重点以及与美国政府的协议进一步强调了其解决重大健康挑战的承诺。</p>
</div><p>AbbVie’s guidance for 2026 is also positive, with adjusted diluted EPS expected to range from $14.37 to $14.57. The company’s strategic investments in R&amp;D and capital, along with its voluntary agreement with the U.S. government to enhance access and affordability, reflect its focus on long-term growth. AbbVie’s ongoing efforts to expand its pipeline, particularly in the immunology and neuroscience portfolios, indicate its commitment to addressing unmet medical needs and driving sustainable growth.</p>
<div class="lb-trans"><p>艾伯维对 2026 年的指引也积极，调整后的稀释每股收益预计在 14.37 美元到 14.57 美元之间。公司的研发和资本的战略投资，以及与美国政府的自愿协议以增强可及性和可负担性，反映了其对长期增长的关注。艾伯维在扩大其产品管道方面的持续努力，特别是在免疫学和神经科学领域，表明其致力于解决未满足的医疗需求并推动可持续增长。</p>
</div><p>Uber’s outlook for the first quarter of 2026 suggests continued growth, with Gross Bookings projected to range between $52.0 billion and $53.5 billion, representing a 17% to 21% increase year-over-year. The company’s focus on expanding its platform and leveraging its large consumer base remains a key driver of its long-term growth strategy. Uber’s commitment to investing in autonomous vehicle technology and other innovative solutions highlights its strategic vision for the future, despite the near-term challenges it faces.</p>
<div class="lb-trans"><p>优步对 2026 年第一季度的展望表明持续增长，预计总预订量将在 520 亿美元到 535 亿美元之间，同比增长 17% 到 21%。公司专注于扩展其平台和利用其庞大的消费者基础仍然是其长期增长战略的关键驱动力。优步对投资于自动驾驶技术和其他创新解决方案的承诺突显了其对未来的战略愿景，尽管面临短期挑战。</p>
</div><hr/>
<div class="lb-trans"><hr/>
</div><p><em>More By This Author:</em></p>
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</div><p>PayPal Stock Sinks After Disappointing Q4 Earnings And Outlook</p>
<div class="lb-trans"><p>PayPal 股票在令人失望的第四季度财报和前景后下跌</p>
</div><p>Earnings Update: Merck, PepsiCo, And Eaton Release Q4 Results</p>
<div class="lb-trans"><p>财报更新：默克、百事可乐和伊顿发布第四季度业绩</p>
</div>

Q4 Earnings Summary: Eli Lilly And AbbVie Beat, Uber Mixed

Talkmarkets

Invesco Nasdaq Biotechnology ETF

生物科技 ETF - VanEck Vectors

纽交所高增长板生物技术指数 ETF - First Trust

艾伯维

标普生物技术 ETF - SPDR

动态生物技术与基因组 ETF - Invesco

2 倍做多 LLY ETF - Direxion

美国制药 ETF - iShares

医药突破 ETF - ALPS

基因改革 ETF - ARK

标普全球医疗股指数 ETF - iShares

2 倍做多 LLY ETF - Defiance

2 倍做多纳斯达克生物技术 ETF - ProShares

医疗业 ETF - Vanguard

第四季度财报总结：礼来和艾伯维业绩超预期，优步表现参差不齐