阿美特克战略收购整合与2026年业绩展望引关注

Company Developments - The company announced the completion of the acquisition of ophthalmic equipment manufacturer LKC Technologies on February 3, 2026, which has been integrated into the Electronic Instruments Group (EIG) to expand its ophthalmic product portfolio. This strategic move aims to enhance the company's market position in the medical device sector, with future integration progress and business synergy effects becoming focal points [1]. Financial Outlook - According to the company's outlook released in February 2026, it expects a year-over-year sales growth of approximately 10% for the first quarter, with adjusted earnings per share projected to be between $1.85 and $1.90 (a year-over-year increase of 6% to 9%). For the full year, sales are anticipated to achieve mid-single-digit growth, with adjusted diluted earnings per share guidance set at $7.87 to $8.07 (an increase of 6% to 9% compared to 2025). The actual performance will be compared against this outlook, reflecting the execution efficiency of the company's growth strategy [2]. Institutional Perspectives - Recently, several institutions updated their ratings, with Mizuho Securities raising its target price to $235 on February 5, 2026, and DBS Bank increasing it to $265. The current average target price among institutions is $250.81, with 59% recommending buy or hold, indicating a positive market outlook regarding the acquisition and performance prospects. Changes in institutional perspectives may influence short-term stock price volatility [3].