Seeking AlphaCodex · 实盘不做把握 6/10
北京时间·🕒 发布 18:52:48时区推断·⟳ 抓取 18:56:43·⚡ 决策 07-28 18:57:33 +50s·91.2 天前
Pentair二季度EPS小幅超预期但收入不及预期，全年调整后EPS指引维持不变
本次财报为排期内披露，非突发催化；Non-GAAP EPS仅高于预期0.02美元，收入低于预期2330万美元。
📄 原文Seeking Alpha↗ 原文
Pentair Non-GAAP EPS of $1.14 beats by $0.02, revenue of $933M misses by $23.3M
- Pentair press release (PNR): Q2 Non-GAAP EPS of $1.14 beats by $0.02. - Revenue of $933M (-15.2% Y/Y) misses by $23.3…
不做 Pentair（PNR.US）
排期内财报预期差有限：EPS仅小幅超预期、收入低于预期，全年调整后EPS指引基本符合一致预期；去库存压力此前已沟通，盘前已涨约2%，缺少正期望交易边界。
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 2026-07-28 · 扩散 medium · price-in 风险 medium ↗
关键理由
- 本次财报为排期内披露，非突发催化；Non-GAAP EPS仅高于预期0.02美元，收入低于预期2330万美元。
- 收入同比下滑主要来自7月14日已沟通过的Pool渠道去库存约1.70亿美元，新信息增量有限。
- 公司维持全年调整后EPS 4.60至4.80美元指引，基本贴近4.68美元一致预期，缺少足以支持追多或做空的超预期差。
主要风险
- 盘前股价已有约2%正反应，若开盘追多容易面对财报见光死风险。
原文全文
展开原文 · 538 字
- Pentair press release (PNR): Q2 Non-GAAP EPS of $1.14 beats by $0.02.
- Revenue of $933M (-15.2% Y/Y) misses by $23.3M.
- Sales of $933 million, down 17 percent compared to sales for the same period last year driven by Pool channel inventory destock of approximately $170 million as communicated on July 14
- The Company updates its full year 2026 GAAP EPS guidance to approximately $3.86 to $4.06, and reaffirms guidance provided on July 14 of EPS on an adjusted basis of approximately $4.60 to $4.80 ($4.68 consensus)
- Shares +2% PM.
- Revenue of $933M (-15.2% Y/Y) misses by $23.3M.
- Sales of $933 million, down 17 percent compared to sales for the same period last year driven by Pool channel inventory destock of approximately $170 million as communicated on July 14
- The Company updates its full year 2026 GAAP EPS guidance to approximately $3.86 to $4.06, and reaffirms guidance provided on July 14 of EPS on an adjusted basis of approximately $4.60 to $4.80 ($4.68 consensus)
- Shares +2% PM.
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