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北京时间·🕒 发布 04:20:32时区推断·⟳ 抓取 04:23:49·⚡ 决策 07-23 04:32:32 +8m43s·96.9 天前

Medpace预计2026年收入28.05亿-28.85亿美元、GAAP EPS 17.25-17.95美元

2026年收入指引28.05亿-28.85亿美元,对应较2025年25.30亿美元增长10.9%-14.0%。

📄 原文Seeking Alpha↗ 原文
Medpace GAAP EPS of $4.25 beats by $0.26, revenue of $707.3M beats by $18.49M
The Company forecasts 2026 revenue in the range of $2.805 billion to $2.885 billion, representing growth of 10.9% to 14…
不做 Medpace(MEDP.US)
指引缺少相对一致预期或上修幅度,方向不明确,不做。
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 2026-07-22 · 扩散 medium · price-in 风险 medium ↗

关键理由

  • 2026年收入指引28.05亿-28.85亿美元,对应较2025年25.30亿美元增长10.9%-14.0%。
  • GAAP净利润指引4.94亿-5.14亿美元、EPS 17.25-17.95美元,但原文未给出相对一致预期或上修幅度。

主要风险

  • 若完整财报显示订单、backlog或利润率显著超预期,可能形成后续新信号。

原文全文

展开原文 · 931 字
The Company forecasts 2026 revenue in the range of $2.805 billion to $2.885 billion, representing growth of 10.9% to 14.0% over 2025 revenue of $2.530 billion. GAAP net income for full year 2026 is forecasted in the range of $494.0 million to $514.0 million. Additionally, full year 2026 EBITDA is expected in the range of $618.0 million to $642.0 million. Based on forecasted 2026 revenue of $2.805 billion to $2.885 billion and GAAP net income of $494.0 million to $514.0 million, diluted earnings per share (GAAP) is forecasted in the range of $17.25 to $17.95. This guidance assumes a full year 2026 tax rate of 19.0% to 19.5%, interest income of $21.1 million, foreign exchange rates as of June 30, 2026, and 28.6 million diluted weighted average shares outstanding. This guidance does not include the potential impact of any share repurchases the Company may make pursuant to the share repurchase program after June 30, 2026.

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