Investing.comQwen · 实盘不做把握 3/10不做原因:无增量信息
北京时间·🕒 发布 04:18:11·⟳ 抓取 04:19:02 +51s·⚡ 决策 08-26 04:20:23 +1m21s·62.5 天前
Box Inc. Q2 FY2027财报：营收微超预期但全年EPS指引低于一致预期，盘后跌3.7%
当前Investing.com报道与8-9分钟前已处理的同一具体催化（Box Q2 FY2027财报）完全相同：相同营收、EPS、指引数字，唯一新增的盘后跌幅3.7%也已被前次处理记录覆盖。无新增金额、指引修正、官方确认/否认或任何足以改变结论的事实。
📄 原文Investing.com↗ 原文
Box stock falls 3% as FY earnings guidance falls short of expectations
Wall Street ends higher on tech stocks, falling oil prices, and bond market rally REDWOOD CITY, Calif. - Box Inc. (NYSE…
不做 Box Inc.（BOX.US）
同一具体催化（Box Q2 FY2027财报）已于8-9分钟前由news_center和ir_page两个源处理，结论为双向无正期望：做多无催化（全年EPS指引$1.54低于一致预期$1.58压制估值），做空不满足红线（温和miss有FX+稀释归因，非强空催化）。当前Investing.com报道无新增事实，属重复消息。
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
结论摘要
Box Q2 FY2027财报为混合偏微负：营收仅超预期0.6%，全年EPS指引低于一致预期2.5%（$1.54 vs $1.58），盘后已跌3.7%。该事件已在8-9分钟前由news_center和ir_page两个源处理，结论为双向无正期望（做多无催化、做空不满足强空红线）。当前Investing.com转述无新增事实，属重复消息。
🔎 新鲜度:最早出现 2026-08-25 · 扩散 high · price-in 风险 high ↗
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原文全文
展开原文 · 2,036 字
Wall Street ends higher on tech stocks, falling oil prices, and bond market rally
REDWOOD CITY, Calif. - Box Inc. (NYSE:BOX) reported second quarter results that met earnings expectations and exceeded revenue estimates, but shares fell 3.7% as the company’s full-year earnings guidance came in below analyst projections.
The Intelligent Content Management platform provider reported adjusted EPS of $0.40 for the second quarter, matching the analyst consensus of $0.40. Revenue reached $321.1 million, up 9% YoY and above the consensus estimate of $319.33 million.
The company guided third quarter revenue to $329 million, exceeding the consensus of $324.5 million, with the midpoint above analyst expectations. However, Box’s full-year fiscal 2027 adjusted EPS guidance of $1.54 fell short of the $1.58 consensus, despite revenue guidance of $1.29 billion slightly surpassing the $1.279 billion estimate.
"Box delivered exceptional second quarter results, continuing our strong momentum accelerated by the rapid adoption of Enterprise Advanced," said Aaron Levie, co-founder and CEO of Box. "As enterprises deploy AI agents that require secure, well-governed unstructured data for critical context, Box is uniquely positioned as the model-neutral platform of choice."
The company reported adjusted operating margin of 29.4%, up from 28.6% in the prior year period. Net retention rate improved to 106%, while remaining performance obligations grew 15% to $1.7 billion, or 17% on a constant currency basis.
For the third quarter of fiscal 2027, Box expects revenue of approximately $329 million, up 9% YoY, and adjusted EPS of $0.39, matching the consensus of $0.39. The company anticipates foreign exchange headwinds of approximately 170 basis points on revenue.
Box repurchased 2.6 million shares for approximately $66 million during the quarter, with $378 million remaining under its current share repurchase authorization.
This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.
REDWOOD CITY, Calif. - Box Inc. (NYSE:BOX) reported second quarter results that met earnings expectations and exceeded revenue estimates, but shares fell 3.7% as the company’s full-year earnings guidance came in below analyst projections.
The Intelligent Content Management platform provider reported adjusted EPS of $0.40 for the second quarter, matching the analyst consensus of $0.40. Revenue reached $321.1 million, up 9% YoY and above the consensus estimate of $319.33 million.
The company guided third quarter revenue to $329 million, exceeding the consensus of $324.5 million, with the midpoint above analyst expectations. However, Box’s full-year fiscal 2027 adjusted EPS guidance of $1.54 fell short of the $1.58 consensus, despite revenue guidance of $1.29 billion slightly surpassing the $1.279 billion estimate.
"Box delivered exceptional second quarter results, continuing our strong momentum accelerated by the rapid adoption of Enterprise Advanced," said Aaron Levie, co-founder and CEO of Box. "As enterprises deploy AI agents that require secure, well-governed unstructured data for critical context, Box is uniquely positioned as the model-neutral platform of choice."
The company reported adjusted operating margin of 29.4%, up from 28.6% in the prior year period. Net retention rate improved to 106%, while remaining performance obligations grew 15% to $1.7 billion, or 17% on a constant currency basis.
For the third quarter of fiscal 2027, Box expects revenue of approximately $329 million, up 9% YoY, and adjusted EPS of $0.39, matching the consensus of $0.39. The company anticipates foreign exchange headwinds of approximately 170 basis points on revenue.
Box repurchased 2.6 million shares for approximately $66 million during the quarter, with $378 million remaining under its current share repurchase authorization.
This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.
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