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北京时间·🕒 发布 19:00:00时区推断·⟳ 抓取 19:02:28·⚡ 决策 07-28 20:27:39 +1h25m·91.0 天前
PayPal披露2026年二季度业绩，EPS和收入超预期并小幅上调全年盈利指引
PayPal二季度调整EPS约1.38美元，高于市场预期约1.28美元，收入约86.8亿至87.1亿美元也高于预期。
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PayPal Reports Second Quarter 2026 Results
SAN JOSE, Calif., July 28, 2026 /PRNewswire/ -- PayPal Holdings, Inc. (NASDAQ: PYPL) today announced its second quarter…
不做 PayPal（PYPL.US）
排期财报虽超预期并上调指引，但近期已因并购和转型预期大涨，盘前价格未确认利好，当前追多edge不足；不做。
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研究档案
消息传播链
- PayPal正式宣布二季度业绩材料已发布，并安排08:00 ET召开业绩电话会。市场反应:发布时美股尚未开盘。
- 媒体报道PayPal EPS、收入均超预期并上调盈利指引，但股票盘前仍下跌约2%，显示业绩利好被部分消化或并购预期主导。市场反应:盘前偏弱。
- 报道确认二季度EPS和收入超预期，并提到市场仍关注Stripe/Advent并购传闻。市场反应:盘前小幅波动。
- 2026-07-28 12:26 UTC市场反应Futu/stock_quote非一手PYPL.US最新价56.07美元，较前收56.15美元跌0.14%，未出现业绩利好后的强势重定价。市场反应:盘前约-0.14%。
关键理由
- PayPal二季度调整EPS约1.38美元，高于市场预期约1.28美元，收入约86.8亿至87.1亿美元也高于预期。
- 公司将全年调整EPS指引上调至约5.38美元，并预计全年交易利润美元数约156亿美元，说明盈利修复仍在推进。
- 但这是排期财报披露，且PYPL.US过去20个交易日已上涨约26.6%，其中7月15日曾单日上涨17.2%，本次业绩增量更像确认而非新的强重定价催化。
主要风险
- 并购传闻和近期大涨已经显著抬高短线预期，盘前报价未对业绩形成强同向确认，追多容易遇到高开低走或卖事实。
- 财报电话会和并购相关表态仍可能改变盘中方向，当前直接开多的边际胜率不足。
反向证据
- 做多前查反向 · 来源 web · 日期 2026-07-28 · 影响 weakens
Barron's称业绩和指引改善后股票仍盘前下跌，反映市场对转型和并购不确定性仍谨慎。
检索:PayPal Q2 2026 earnings stock falls premarket takeover speculation guidance 原文 ↗
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原文全文
展开原文 · 1,176 字
PayPal Reports Second Quarter 2026 Results
SAN JOSE, Calif., July 28, 2026 /PRNewswire/ -- PayPal Holdings, Inc. (NASDAQ: PYPL) today announced its second quarter 2026 results for the period ended June 30, 2026. The earnings release and related materials discussing these results can be found on PayPal's investor relations website at https://investor.pypl.com/financials/quarterly-results/default.aspx.
PayPal Holdings, Inc. will host a conference call to discuss these results at 5:00 a.m. Pacific time (8:00 a.m. Eastern time) today. A live webcast of the conference call will be available at https://investor.pypl.com. In addition, an archive of the webcast will be accessible for 90 days through the same link.
About PayPal
Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com, https://about.pypl.com/ and https://investor.pypl.com/.
Investor Relations Contact
[email protected]
Media Relations Contact
[email protected]
SOURCE PayPal Holdings, Inc.
SAN JOSE, Calif., July 28, 2026 /PRNewswire/ -- PayPal Holdings, Inc. (NASDAQ: PYPL) today announced its second quarter 2026 results for the period ended June 30, 2026. The earnings release and related materials discussing these results can be found on PayPal's investor relations website at https://investor.pypl.com/financials/quarterly-results/default.aspx.
PayPal Holdings, Inc. will host a conference call to discuss these results at 5:00 a.m. Pacific time (8:00 a.m. Eastern time) today. A live webcast of the conference call will be available at https://investor.pypl.com. In addition, an archive of the webcast will be accessible for 90 days through the same link.
About PayPal
Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com, https://about.pypl.com/ and https://investor.pypl.com/.
Investor Relations Contact
[email protected]
Media Relations Contact
[email protected]
SOURCE PayPal Holdings, Inc.
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