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Computing","tier":3,"returns_yearly":{"2022":-92.9,"2023":35.1,"2024":1449.2,"2025":45.2,"2026":-31.4}},{"slug":"ubtech","name":"UBTech","name_en":"UBTech Robotics","tier":3,"returns_yearly":{"2024":-21.6,"2025":95.4,"2026":-38.8}},{"slug":"siemens-eda","name":"Siemens EDA","name_en":"Siemens EDA","tier":3,"returns_yearly":null}],"analysis":"진단·임상시험 검사망 기업. 최근 몇 년간 견조한 상승이 이어졌고 2026년 +31.3%다. 수요단(평균 +21.9%)·본주(+31.3%)·공급단(평균 +12%)이 비슷한 보폭이다. 전파가 한 바퀴 돈 동조 국면이라, 다음 구간은 사슬 방향보다 개별 실적이 가른다. 연결 노드 중 가장 앞선 곳은 유나이티드헬스 그룹(+21.9%), 가장 처진 곳은 아마존(+12%)다. 격차가 사슬 논리로 설명되면 후자가 다음 전파 후보이고, 설명되지 않으면 그 연결 자체를 다시 봐야 한다.","analysis_en":"Labcorp Holdings Inc. operates across Diagnostics and trial labs. It stayed steadily positive in recent years and is +31.3% in 2026. Demand side (avg +21.9%), the stock (+31.3%) and supply side (avg +12%) are moving in step. Propagation has completed a lap, so the next leg depends on individual results more than chain direction. Among connected nodes the furthest ahead is UnitedHealth Group Incorporated (+21.9%) and the furthest behind is Amazon (+12%). If chain logic explains the gap, the laggard is the next propagation candidate; if not, the link itself deserves a second look. It spends on laboratory instruments, reagents, and cloud data infrastructure while expanding its network through acquisitions and equity investments.","analysis_asof":"2026-09-04"},"edges":[{"direction":"investment","counterparty":"SYNLAB","counterparty_slug":null,"confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2025-03-24","basis":"SYNLAB 간접 지분 15% 취득대금","value":151600000,"period":"transaction closed March 2025","basis_en":"Purchase price for a 15% indirect minority interest in SYNLAB","qualifier":"approximately"},"note":"랩코프는 2025년 3월 유럽 진단검사 기업 SYNLAB의 간접 지분 15%를 취득하고 지분법 투자로 회계처리했다. 투자금은 약 1억5,160만 달러이며 유럽 특수검사와 임상시험 협력 확대가 목적이다.","note_en":"Labcorp acquired an indirect 15% interest in European diagnostics provider SYNLAB in March 2025 and accounts for it as an equity-method investment. The approximately $151.6 million investment supports expansion in European specialty testing and clinical-trial collaboration.","sources":[{"stance":"mentions","publisher":"모도르 인텔리전스","publisher_en":"Mordor Intelligence","kind":"research","lang":"ko","published_at":"2026-07-31","url":"https://www.mordorintelligence.kr/industry-reports/clinical-laboratory-services-market","title":"임상 검사 서비스 시장 규모, 보고서 및 점유율 분석 2031","title_en":"Clinical Laboratory Services Market Size, Report and Share Analysis to 2031","excerpt":"상위 5개 업체인 Quest Diagnostics, Labcorp, Sonic Healthcare, Eurofins Scientific, 그리고 SYNLAB은 전 세계 매출의 약 35~40%를 차지한다.","excerpt_en":"The top five providers, including Labcorp and SYNLAB, account for approximately 35% to 40% of global revenue."},{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-02-24","url":"https://www.sec.gov/Archives/edgar/data/920148/000092014826000111/lh-20251231.htm","title":"LABCORP HOLDINGS INC. 10-K (2026-02-24)","title_en":"LABCORP HOLDINGS INC. 10-K (2026-02-24)","excerpt":"10-K는 SYNLAB 지분 15%를 약 1억5,160만 달러에 취득했고 2025년 3월 거래가 종결됐다고 공시한다.","excerpt_en":"The transaction closed in March 2025 and is accounted for as an equity method investment."},{"stance":"confirms","publisher":"랩코프 투자자관계","publisher_en":"Labcorp Investor Relations","kind":"ir","lang":"en","published_at":"2025-03-24","url":"https://ir.labcorp.com/node/37211","title":"Cinven, 전략적 투자자 랩코프에 SYNLAB 소수지분 매각 완료","title_en":"Cinven Completes Sale of Minority Stake in SYNLAB to Strategic Investor Labcorp","excerpt":"거래 완료 공지는 랩코프가 중간 지주회사를 통해 SYNLAB 간접 소수지분을 취득했다고 확인한다.","excerpt_en":"Labcorp acquired the indirect minority stake through an intermediate holding company established to hold the investment with SYNLAB."}]},{"direction":"revenue","counterparty":"Inspira Health","counterparty_slug":null,"confidence":"high","metric":{"type":"count","unit":"physicians","as_of":"2025-01-09","basis":"랩코프를 주검사기관으로 이용하는 Inspira 의사 네트워크 규모(이상)","value":1400,"period":"agreement announced 2025","basis_en":"Minimum size of the Inspira physician network served by Labcorp as primary laboratory","qualifier":"minimum"},"note":"랩코프는 Inspira Health의 병원 검사실 세 곳을 운영하고 1,400명 이상 의사 네트워크의 주검사기관이 됐다. 계약 금액은 공개되지 않았지만 대형 의료시스템의 반복 검사 수요를 확보한 관계다.","note_en":"Labcorp manages three Inspira Health hospital laboratories and became the primary laboratory for a network of more than 1,400 physicians. Financial terms were not disclosed, but the agreement secures recurring testing demand from a sizable health system.","sources":[{"stance":"confirms","publisher":"랩코프","publisher_en":"Labcorp","kind":"ir","lang":"en","published_at":"2025-01-09","url":"https://www.labcorp.com/education-events/press-releases/labcorp-and-inspira-health-announce-strategic-agreement-lab-operations","title":"랩코프와 Inspira Health, 검사실 운영 전략 계약 발표","title_en":"Labcorp and Inspira Health Announce Strategic Agreement for Lab Operations","excerpt":"랩코프는 Inspira의 병원 검사실 일상 운영을 맡고 의사 네트워크의 주검사기관으로 서비스를 시작한다.","excerpt_en":"Additionally, Labcorp will begin to serve as the primary lab for Inspira's physician network."}]},{"direction":"revenue","counterparty":"유나이티드헬스 그룹","counterparty_slug":"unitedhealth-group","confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2026-06-08","basis":"UnitedHealthcare 계약 검사기관 관계의 상대별 매출","value":null,"period":"2026 Preferred Lab Network year","basis_en":"Counterparty revenue from UnitedHealthcare's contracted laboratory relationship","qualifier":"confirmed_no_disclosed_value"},"note":"UnitedHealthcare는 랩코프를 2026년 선호 검사기관 네트워크의 전체 검사 메뉴 제공기관으로 선정했다. 계약 검사기관 지위는 보험 가입자의 검사 의뢰와 보험급여 매출로 이어지지만 상대별 금액은 공개되지 않았다.","note_en":"UnitedHealthcare selected Labcorp as a full-test-menu provider in its 2026 Preferred Lab Network. The contracted-lab status directs covered testing volume and reimbursement to Labcorp, but counterparty-specific revenue is not disclosed.","sources":[{"stance":"confirms","publisher":"유나이티드헬스케어","publisher_en":"UnitedHealthcare","kind":"ir","lang":"en","published_at":"2026-06-08","url":"https://www.uhcprovider.com/content/dam/provider/docs/public/reports/Preferred-Lab-Network-Frequently-Asked-Questions.pdf","title":"선호 검사기관 네트워크 자주 묻는 질문","title_en":"Preferred Lab Network Frequently Asked Questions","excerpt":"2026년 7월 1일부터 랩코프가 전체 검사 메뉴를 제공하는 선호 검사기관 네트워크에 참여한다고 명시한다.","excerpt_en":"The following labs will participate in the Preferred Lab Network, effective July 1, 2026: Laboratory Corporation of America (Labcorp)."}]},{"direction":"cost","counterparty":"아마존","counterparty_slug":"amazon","confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2026-04-23","basis":"AWS HealthLake·Amazon Bedrock 사용에 따른 상대별 인프라 비용","value":null,"period":"2025-2026","basis_en":"Counterparty infrastructure spend for AWS HealthLake and Amazon Bedrock","qualifier":"confirmed_no_disclosed_value"},"note":"랩코프는 AWS HealthLake로 의료 데이터를 통합하고 Amazon Bedrock을 사용해 검사 검색 도구 Test Finder를 개발했다. AWS가 검사 선택과 임상 데이터 처리에 쓰이는 클라우드·AI 인프라를 공급하지만 지출액은 공개되지 않았다.","note_en":"Labcorp uses AWS HealthLake to unify healthcare data and Amazon Bedrock to power its Test Finder application. AWS supplies cloud and AI infrastructure used in test selection and clinical-data processing, but Labcorp does not disclose the spend.","sources":[{"stance":"confirms","publisher":"랩코프","publisher_en":"Labcorp","kind":"ir","lang":"en","published_at":"2025-07-30","url":"https://www.labcorp.com/education-events/press-releases/labcorp-introduces-test-finder-first-its-kind-generative-ai-tool","title":"랩코프, 검사 검색을 단순화하는 생성형 AI 도구 Test Finder 출시","title_en":"Labcorp Introduces Test Finder, a First-of-Its-Kind Generative AI Tool to Simplify Lab Test Search","excerpt":"Test Finder는 AWS와 공동 개발됐고 Amazon Bedrock과 대규모 언어모델 기술을 사용한다.","excerpt_en":"Test Finder was developed using Amazon Bedrock and large language model (LLM) technology."}]},{"direction":"cost","counterparty":"Roche Diagnostics","counterparty_slug":null,"confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2026-01-28","basis":"Roche cobas Mass Spec 도입 계약의 상대별 장비·플랫폼 비용","value":null,"period":"agreement announced 2026","basis_en":"Counterparty equipment and platform spend under the Roche cobas Mass Spec agreement","qualifier":"confirmed_no_disclosed_value"},"note":"랩코프는 Roche의 cobas 자동 질량분석 솔루션을 미국 상업검사기관 최초로 도입하기로 계약했다. 장비와 검사 플랫폼을 공급받는 직접 운영비 관계이며 계약 금액은 공개되지 않았다.","note_en":"Labcorp signed the first U.S. commercial-laboratory agreement to implement Roche's automated cobas mass-spectrometry solution. Roche supplies a production testing platform, creating a direct operating-cost relationship, but financial terms are undisclosed.","sources":[{"stance":"confirms","publisher":"랩코프","publisher_en":"Labcorp","kind":"ir","lang":"en","published_at":"2026-02-17","url":"https://www.labcorp.com/education-events/press-releases/labcorp-announces-2025-fourth-quarter-and-full-year-results","title":"랩코프 2025년 4분기 및 연간 실적 발표","title_en":"Labcorp Announces 2025 Fourth Quarter and Full Year Results","excerpt":"연간 실적 자료는 Roche의 완전 자동 질량분석 솔루션 도입 계약을 주요 기술 진전으로 다시 확인했다.","excerpt_en":"It became the first U.S. commercial laboratory to enter an agreement to implement Roche's fully automated mass spectrometry solution."},{"stance":"confirms","publisher":"랩코프","publisher_en":"Labcorp","kind":"ir","lang":"en","published_at":"2026-01-28","url":"https://www.labcorp.com/education-events/press-releases/labcorp-collaborates-roche-bring-fully-automated-mass-spectrometry-us-clinical-labs","title":"랩코프, Roche와 미국 임상검사실에 완전 자동 질량분석 도입","title_en":"Labcorp Collaborates with Roche to Bring Fully Automated Mass Spectrometry to U.S. Clinical Labs","excerpt":"랩코프는 Roche cobas Mass Spec 솔루션을 도입하는 미국 최초 상업검사기관 계약을 발표했다.","excerpt_en":"Labcorp is the first U.S. commercial laboratory with an agreement to implement Roche's cobas Mass Spec solution."}]}]}