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北京时间·🕒 发布 04:36:03时区推断·⟳ 抓取 04:36:30·⚡ 决策 07-30 04:37:10 +40s·89.5 天前
Tenable二季度业绩小幅超预期并上调2026年全年收入指引
本条为Tenable二季度财报转述，收入、EPS和全年收入指引均略高于一致预期。
📄 原文Wall St Engine@wallstengine↗ 原文
TENABLE $TENB Q2’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $268.5M (Est. $264.8M) 🟢; +8.6% YoY 🔹 Adj. EPS: $0.51 (Est. $0.47) 🟢…
不做 Tenable（TENB.US）
近72小时已处理同一具体催化：07-29 13:32 TENB.US《Tenable二季度业绩小幅超预期并上调2026年全年指引》；本条只是社媒重复转述，不再出交易。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
🔎 新鲜度:最早出现 2026-07-29 · 扩散 medium · price-in 风险 high ↗
关键理由
- 本条为Tenable二季度财报转述，收入、EPS和全年收入指引均略高于一致预期。
- 近72小时已处理过同一具体财报催化，重复来源不应再次推卡或建仓。
主要风险
- 重复财报快讯若再次出卡会重复打扰；本次不新增交易判断。
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原文全文
展开原文 · 850 字
TENABLE $TENB Q2’26 EARNINGS HIGHLIGHTS
🔹 Revenue: $268.5M (Est. $264.8M) 🟢; +8.6% YoY
🔹 Adj. EPS: $0.51 (Est. $0.47) 🟢; +50% YoY
🔹 Non-GAAP Oper Margin: 24.7%; +540 bps YoY
FY26 Guide:
🔹 Revenue: $1.075B-$1.081B (Est. $1.07B) 🟢
🔹 Adj. EPS: $1.95-$2.00 (Est. $1.96) 🟡
🔹 Unlevered Free Cash Flow: $289.0M-$295.0M
Q3 Guide:
🔹 Revenue: $270.0M-$273.0M (Est. $269.9M) 🟡
🔹 Adj. EPS: $0.49-$0.52 (Est. $0.49) 🟢
Other Q2 Metrics:
🔹 Remaining Performance Obligations: $1.03B; +15.4% YoY
🔹 Unlevered Free Cash Flow: $45.3M; +2.3% YoY
Capital Return:
🔹 Buybacks: 5.2M shares for $100.0M
Comments:
🔸 “We delivered better-than-expected results in Q2, reflecting the continued momentum in Tenable One.”
🔸 “Tenable One's value is immediate and tangible for our customers, validating both our position today and our strategy for where the market is heading.”
🔹 Revenue: $268.5M (Est. $264.8M) 🟢; +8.6% YoY
🔹 Adj. EPS: $0.51 (Est. $0.47) 🟢; +50% YoY
🔹 Non-GAAP Oper Margin: 24.7%; +540 bps YoY
FY26 Guide:
🔹 Revenue: $1.075B-$1.081B (Est. $1.07B) 🟢
🔹 Adj. EPS: $1.95-$2.00 (Est. $1.96) 🟡
🔹 Unlevered Free Cash Flow: $289.0M-$295.0M
Q3 Guide:
🔹 Revenue: $270.0M-$273.0M (Est. $269.9M) 🟡
🔹 Adj. EPS: $0.49-$0.52 (Est. $0.49) 🟢
Other Q2 Metrics:
🔹 Remaining Performance Obligations: $1.03B; +15.4% YoY
🔹 Unlevered Free Cash Flow: $45.3M; +2.3% YoY
Capital Return:
🔹 Buybacks: 5.2M shares for $100.0M
Comments:
🔸 “We delivered better-than-expected results in Q2, reflecting the continued momentum in Tenable One.”
🔸 “Tenable One's value is immediate and tangible for our customers, validating both our position today and our strategy for where the market is heading.”
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