Seeking AlphaCodex · 实盘不做把握 5/10
北京时间·🕒 发布 19:05:41时区推断·⟳ 抓取 19:07:53·⚡ 决策 07-23 19:15:16 +7m23s·96.3 天前
Pool二季度EPS小幅超预期、收入低于预期并确认全年EPS指引
Q2 Non-GAAP EPS 5.38美元仅高于预期0.04美元，收入18.0亿美元低于预期2000万美元。
📄 原文Seeking Alpha↗ 原文
Pool Non-GAAP EPS of $5.38 beats by $0.04, revenue of $1.8B misses by $20M
- Pool press release (POOL): Q2 Non-GAAP EPS of $5.38 beats by $0.04. - Revenue of $1.8B (+1.1% Y/Y) misses by $20M. -…
不做 Pool Corporation（POOL.US）
EPS仅小幅超预期、收入低于预期，全年EPS指引基本贴近一致预期且盘前下跌，方向混合无edge，不做。
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研究档案
🔎 新鲜度:最早出现 2026-07-23 · 扩散 medium · price-in 风险 medium ↗
关键理由
- Q2 Non-GAAP EPS 5.38美元仅高于预期0.04美元，收入18.0亿美元低于预期2000万美元。
- 公司确认剔除CEO交接成本后的全年EPS指引10.87至11.17美元，对比11.07美元一致预期基本居中，盘前已跌1.6%。
主要风险
- 财报正负混合且全年指引基本贴近一致预期，缺少可执行同向edge。
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原文全文
展开原文 · 457 字
- Pool press release (POOL): Q2 Non-GAAP EPS of $5.38 beats by $0.04.
- Revenue of $1.8B (+1.1% Y/Y) misses by $20M.
- Provides US GAAP annual earnings guidance range of $10.66 to $10.96 per diluted share, which includes $0.02 of year-to-date ASU 2016-09 tax benefits and $0.21 of CEO transition costs; excluding CEO transition costs, confirms prior annual earnings guidance range of $10.87 to $11.17 per diluted share vs $11.07 consensus
- Shares -1.6% PM.
- Revenue of $1.8B (+1.1% Y/Y) misses by $20M.
- Provides US GAAP annual earnings guidance range of $10.66 to $10.96 per diluted share, which includes $0.02 of year-to-date ASU 2016-09 tax benefits and $0.21 of CEO transition costs; excluding CEO transition costs, confirms prior annual earnings guidance range of $10.87 to $11.17 per diluted share vs $11.07 consensus
- Shares -1.6% PM.
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