Philips Ultrasound is laying off 33 employees from its Bothell, Wash. ...

周二，飞利浦(PHG.US)涨3%，报28.05美元。财报显示，飞利浦Q3销售额同比下降2%至43.02亿欧元， 符合市场普遍预期；可比销售额增长3%，其中北美地区可比销售额增长5%。经调整后的息税摊销前利 润(EBITA)为5.31亿欧元，好于市场预期的4.84亿欧元。调整后的每股收益为0.36欧元。飞利浦重申了 2025年全年业绩指引，预计全年可比销售增长1%-3%，预计调整后的EBITA利润率为11.3%-11.8%。 ...

智通财经APP获悉，周二，飞利浦(PHG.US)涨3%，报28.05美元。财报显示，飞利浦Q3销售额同比下降 2%至43.02亿欧元，符合市场普遍预期；可比销售额增长3%，其中北美地区可比销售额增长5%。经调 整后的息税摊销前利润(EBITA)为5.31亿欧元，好于市场预期的4.84亿欧元。调整后的每股收益为0.36欧 元。飞利浦重申了2025年全年业绩指引，预计全年可比销售增长1%-3%，预计调整后的EBITA利润率为 11.3%-11.8%。 ...

盘前市场动向 1. 11月4日(周二)美股盘前，美股三大股指期货齐跌。截至发稿，道指期货跌0.63%，标普500指数期货跌0.99%，纳指期货跌 1.28%。 | = US 30 | 47,039.20 | 47,360.40 | 46,852.60 | -298.10 | -0.63% | | --- | --- | --- | --- | --- | --- | | = US 500 | 6,784.10 | 6,855.20 | 6,757.80 | -67.90 | -0.99% | | 트 US Tech 100 | 25,640.60 | 25,970.10 | 25,517.00 | -332.30 | -1.28% | 2. 截至发稿，德国DAX指数跌1.25%，英国富时100指数跌0.59%，法国CAC40指数跌1.19%，欧洲斯托克50指数跌1.07%。 | 德国DAX30 | 23,809.33 | 23,845.33 | 23,670.00 | -301.10 | -1.25% | | --- | --- | --- | --- | --- | --- | | 瑞 英国富时100 | ...

Financial Data and Key Metrics Changes - Order intake grew by 8%, marking the fourth consecutive quarter of improvement, reflecting robust demand and disciplined execution [4] - Comparable sales growth increased to 3% year-on-year, with all businesses contributing to growth [4] - Adjusted EBITDA margin expanded by 50 basis points to 12.3%, despite the impact of tariffs [4][24] - Free cash flow for the quarter was EUR 172 million, representing a EUR 150 million improvement year-over-year [28] Business Line Data and Key Metrics Changes - Personal Health saw a strong performance with an 11% increase in comparable sales, driven by robust demand across all regions [22] - Diagnosis & Treatment (D&T) experienced a 1% year-over-year increase in comparable sales, with image-guided therapy showing solid growth [19][20] - Connected Care's comparable sales grew by 5%, supported by strong growth in monitoring solutions [21] Market Data and Key Metrics Changes - North America was a key growth driver, with strong demand for hospital patient monitoring solutions [8][16] - In China, tender activity has been gradually increasing, but market growth remains subdued due to centralized procurement challenges [17][59] - Capital spending in Europe and Latin America remains stable, while India and Saudi Arabia continue to invest in healthcare and digitization [17] Company Strategy and Development Direction - The company aims to maintain momentum with disciplined execution into the fourth quarter to achieve full-year plans [5] - Continued focus on innovation and productivity improvements, leveraging AI to enhance operational efficiency [26] - The company is actively engaging with industry associations and authorities to advocate for patients and ensure access to care [18] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving full-year commitments, with expectations for comparable sales growth in the range of 1%-3% [29] - The company anticipates a net impact of EUR 150 million-EUR 200 million from tariffs after substantial mitigation efforts [24] - Management remains cautious about the near-term outlook for China but is optimistic about long-term growth potential [17][59] Other Important Information - The company passed six out of nine FDA inspections with no observations, reflecting progress in quality systems [12] - A recent FDA warning letter is being addressed with full remediation efforts, with no expected impact on commercial operations [14][58] Q&A Session Summary Question: Future Price Increases - Management indicated that price increases may occur due to inflation and the inherent value of innovations, but growth remains a priority [35][37] Question: Personal Health Performance - Personal Health's strong sales were partially aided by a low comparable base in China, with no restocking observed [39] Question: Maintaining Productivity Momentum - Management is focused on delivering strong performance in 2025, with confidence in mitigating tariff impacts [43][44] Question: Order Timing in D&T - Management noted uneven order timing, with expectations for D&T to step up in Q4 [49][50] Question: Impact of GE's Decision - Management sees potential for competitive positioning improvement due to GE's decision to sell its Chinese business [67][69] Question: Tariff Impact on Margins - Management acknowledged that tariffs will have a larger impact next year but remains focused on improving margins [76] Question: VBP Impact in China - Management confirmed that the procurement rollout affects their business, contributing to slower market growth [78]

Koninklijke Philips (NYSE:PHG) Q3 2025 Earnings Call November 04, 2025 04:00 AM ET Company ParticipantsJulien Dormois - Managing Director of European MedTech and Equity ResearchWim Gille - CFO and Head of Equity ResearchCharlotte Hanneman - CFODurga Doraisamy - Head of IRFalko Friedrichs - Director of Equity ResearchHassan Al-Wakeel - Director of European MedTech and Services ResearchOliver Reinberg - Head of German Equity ResearchGraham Doyle - Head of European MedTech and Equity ResearchVeronika Dubajova ...

Financial Data and Key Metrics Changes - Order intake grew by 8%, marking the fourth consecutive quarter of improvement, reflecting robust demand and disciplined execution [4][5] - Comparable sales growth increased to 3% year-on-year, with adjusted EBITDA margin expanding by 50 basis points to 12.3% despite tariff impacts [4][5][24] - Year-to-date order book is up 6% compared to last year, with free cash flow expected to be between EUR 0.2 billion and EUR 0.4 billion for the full year [5][30] Business Line Data and Key Metrics Changes - Personal Health segment saw an 11% increase in comparable sales, driven by strong demand across grooming, oral healthcare, and childcare [21][22] - Connected Care achieved 5% comparable sales growth, supported by strong monitoring solutions, while Diagnostic Imaging experienced a modest decline [20][21] - Diagnosis and Treatment (D&T) comparable sales improved by 1% year-over-year, with Image-Guided Therapy showing solid growth [18][19] Market Data and Key Metrics Changes - North America remains a key growth driver, with strong demand for hospital patient monitoring solutions and a double-digit order intake growth [6][16] - In China, tender activity is gradually increasing, but centralized procurement is causing longer processing times and tougher competition [17][44] - Capital spending remains stable in Europe and Latin America, while India and Saudi Arabia continue to invest in healthcare and digitization [17] Company Strategy and Development Direction - The company is focused on driving measurable improvements in collaboration with global regulators and reinforcing trust among stakeholders [14] - Continued investment in innovation is expected to fuel growth, with a strong emphasis on AI to enhance productivity across various segments [26] - The company plans to showcase progress under its 2023 to 2025 plan at the upcoming capital markets day in February 2026 [31] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving full-year commitments, with expectations for comparable sales growth in the range of 1%-3% [30][31] - The impact of tariffs is anticipated to be between EUR 150 million and EUR 200 million for the full year, with ongoing mitigation efforts [24][30] - Management remains cautious about the near-term outlook for China but is optimistic about long-term growth potential [17][44] Other Important Information - The company passed six out of nine FDA inspections with no observations, reflecting progress in quality systems [12][13] - Adjusted diluted EPS from continued operations rose to EUR 0.36, up 13% year-over-year, driven by higher earnings [27] - Free cash flow performance improved significantly, with EUR 172 million reported for the quarter [28] Q&A Session Summary Question: Future price hikes and inflation impact - Management indicated that price increases may occur due to inflationary pressures, but growth remains a critical focus [34] Question: Contribution of China to Personal Health sales - Management clarified that there was no restocking effect in China, and broad-based growth was observed across all businesses [35] Question: Maintaining productivity momentum into 2026 - Management expressed confidence in continuing productivity improvements, with a focus on mitigating tariff impacts [36] Question: Order timing in D&T and diagnostic imaging sales outlook - Management noted that order timing is uneven, with expectations for improvement in Q4 [38] Question: Impact of Section 232 on imaging and connected care - Management is actively engaging in discussions regarding tariffs and is preparing to mitigate any potential impacts [40][41] Question: GE's decision to sell its Chinese business - Management highlighted competitive positioning and innovation as key differentiators in the market [49] Question: Currency headwinds for next year - Management expects some currency headwinds in Q4, which will be factored into future guidance [50] Question: Downgrade of D&T sales guidance - Management confirmed that the downgrade is primarily related to China, with longer conversion cycles also impacting sales [54][56]

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2 Important information Forward-looking statements and other important information Third quarter 2025 results Roy Jakobs, Chief Executive Officer Charlotte Hanneman, Chief Financial Officer November 4, 2025 Table of contents | Third quarter 2025 performance | 4 | | --- | --- | | 2025 outlook | 19 | | Financial appendix | 23 | © Koninklijke Philips N.V. This document and the related oral presentation, including responses to questions following the presentation, contain certain forward-looking statements with ...

智通财经APP获悉，荷兰医疗科技企业飞利浦(PHG.US)周二公布了其2025年第三季度业绩。数据显 示，飞利浦Q3销售额同比下降2%至43.02亿欧元，符合市场普遍预期;可比销售额增长3%，其中北美地 区可比销售额增长5%。经调整后的息税摊销前利润(EBITA)为5.31亿欧元，好于市场预期的4.84亿欧 元。调整后的每股收益为0.36欧元。 | | Q3 2024 | Q3 2025 | | --- | --- | --- | | Sales | 4,377 | 4,302 | | Nominal sales growth | (2%) | (2%) | | Comparable sales growth 1 | 0% | 3% | | Comparable order intake 2 | (2%) | 8% | | Income from operations | 337 | 330 | | as a % of sales | 8% | 8% | | Financial income (expenses), net | (ea) | (57) | | Investments in associates ...