$209.190
-0.314 (-0.15%)收盘时
MOH 资讯
MOH 事件
Lockheed Martin Awarded $1.2 Billion Army Contract
Catch up on the top industries and stocks that were impacted, or were predicted to be impacted, by the comments, actions and policies of President Donald Trump with this daily recap compiled by The Fly.ACA ENROLLMENT:The Centers for Medicare & Medicaid Servicesit is taking "aggressive, sweeping actions within the Federal Marketplace - canceling approximately 315,000 unauthorized enrollments covering more than 760,000 individuals, which is expected to result in a return of roughly $2.2 billion in taxpayer-funded subsidies." CMS has established a Federally-facilitated Exchange anti-fraud coordination group that brings together leadership from across CMS and the U.S. Department of Health and Human Services to drive a unified, sustained response to fraud in the Federal Marketplace, CMS stated. "We are shutting down unauthorized Marketplace enrollments and returning approximately $2.2 billion in taxpayer-funded subsidies. CMS is strengthening safeguards, pursuing bad actors, and holding agents and brokers accountable when they break the rules. Under President Trump, HHS will protect Americans' health coverage and ensure taxpayer dollars reach the people they are intended to serve," said HHS Secretary Robert F. Kennedy, Jr. Publicly traded companies in the health insurance space include CVS Health, Centene, Cigna, Elevance Health, Humana, Molina Healthcare, UnitedHealthand HCA Healthcare.STATE DINNER:General MotorsCEO Mary Barra is expected to attend President Donald Trump's state dinner at the White House on Thursday for Chinese President Xi Jinping, Reuters' Nora Eckert, Kalea Hall, and David Shepardson. StellantisCEO Antonio Filosa will not attend the dinner, according to sources. Others in attendance are expected to include PfizerCEO Albert Bourla, Amazon'sJeff Bezos, AlphabetCEO Sundar Pichai, OpenAI's Sam Altman, former AppleCEO Tim Cook, Tesla'sElon Musk, NvidiaCEO Jensen Huang, Dell'sMichael Dell, JPMorgan'sJamie Dimon, and CitigroupCEO Jane Fraser.U.S. ARMY CONTRACT:The U.S. Army has awarded Lockheed Martinan indefinite delivery, indefinite quantity contract worth up to $1.2B to produce Increment 2 of the Precision Strike Missile, further strengthening the nation's Arsenal of Freedom after a second flight test demonstrated the missile's ability to engage moving maritime targets. The IDIQ covers initial procurement and future orders of PrSM Increment 2 missiles, follow-on production and continued development. Work will be performed at Lockheed Martin facilities and across the company's U.S. industrial base. PrSM Increment 2 completed its first flight test in March and its second flight test in August - obtaining critical data during flight, launching from a HIMARS, deploying protective covers and engaging the target. Technologies developed through Lockheed Martin's Strigo family of solutions have informed aspects of the PrSM Increment 2 guidance package. Additional PrSM Increment 2 flight tests are scheduled for 2027. This award builds on the Department of War's broader investment in PrSM. Lockheed Martin is expanding capacity to quadruple PrSM production while continuing to develop additional PrSM increments. Lockheed Martin will begin production of the initial Increment 2 missiles while continuing flight testing and system maturation. The company is positioned to scale production as the Army moves toward larger Increment 2 procurements.
Nasdaq Composite Declines as Tesla Earnings Weigh
Despite the third consecutive session of gains by Semiconductors, Nasdaq Composite was the worst performing major index, ending the day near session lows below the 25,700 level. Losses among key software names as well as new low in SpaceX, down another 7%, weighed on the tech-heavy index. In the benchmark S&P 500 Utilities was the best performing sector, followed closely by Basic Materials which benefited from a bounce in precious metal space. Communication Services was the worst performing sector as Google fell 1.5% and Meta declined nearly 3%.In the opening hour of the evening session, equity futures remain on the back foot as S&P 500 e-minis falls 0.3% and Nasdaq 100 contract is down by 0.5%. Sentiment is pressured by earnings reports from Tesla, which fell over 4% on Q2 earnings miss and reiterated expectations of climbing capital expenditures, as well as Alphabet, down 3% - where selling was similarly driven by higher capex forecasts. Also reporting results was IBM, though despite the cut in its revenue growth guidance, the stock is flat, having found support after the pre-announcement earlier this month that yielded a 25% selloff.In commodities, WTI crude oil remains bid near the $88 per barrel level, with tensions in the Middle East not showing any signs of letting up. Gold and silver traded higher for the third consecutive day, rising above $4,170 and $59 per ounce levels.Check out this evening's top movers from around Wall Street, compiled by The Fly.HIGHER AFTER EARNINGS -Medpace Holdingsup 18.3%United Rentalsup 8.7%Kaiser Aluminumup 5.6%ServiceNowup 5.1%CSX Corporationup 4.4%DOWN AFTER EARNINGS -Rollinsdown 15.5%Molina Healthcaredown 9.4%Las Vegas Sandsdown 5.4%Tesladown 4.6%Alphabetdown 3.4%Texas Instrumentsdown 3.1%Knight-Swift Transportationdown 1.5%AvalonBay Communitiesdown 1.4%IBMdown 0.4%
Company Raises 2026 GAAP EPS Guidance to At Least $2.15
Consensus $5.16. The Company increased its full year 2026 GAAP earnings to at least $2.15 per diluted share and its full year 2026 adjusted earnings to at least $5.25 per diluted share. The increase to earnings guidance reflects first half performance in Medicaid. Based on developing medical cost trends, a $1.50 increase in earnings per share in Medicare is offset by a $1.50 decrease related to Marketplace. Excluding the downward revision in the Marketplace guidance, the full year guidance would have increased to $6.75 per share. Full year guidance includes a loss of $1.50 per share due to the implementation of the new Florida Medicaid contract in the fourth quarter of 2026 and a loss of $1.00 per share due to performance of the traditional MAPD product, which the Company previously announced it will exit for 2027.
本页仅供研究参考，不构成投资建议。模型可能出错。过往表现不代表未来结果。