Seeking AlphaCodex · 实盘不做把握 4/10
北京时间·🕒 发布 04:05:54时区推断·⟳ 抓取 04:07:39·⚡ 决策 07-29 04:13:25 +5m46s·90.5 天前
CoStar上调全年EBITDA中点但收入指引区间偏审慎
公司维持2026年调整后EBITDA 7.80亿至8.20亿美元，较2月指引中点提高3000万美元。
📄 原文Seeking Alpha↗ 原文
CoStar Group Non-GAAP EPS of $0.32 beats by $0.03, revenue of $925M misses by $4.38M
2026 Outlook The Company is affirming its Adjusted EBITDA guidance for the full year of 2026 in a range of $780 million…
不做 CoStar Group（CSGP.US）
EBITDA中点上调但全年EPS维持、收入指引不够强，财报追多边际不足。
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研究档案
🔎 新鲜度:最早出现 2026-07-28 · 扩散 medium · price-in 风险 medium ↗
消息传播链
- Seeking Alpha转述CoStar二季度业绩与2026年指引，披露EBITDA中点上调、EPS维持。市场反应:CSGP.US 2026-07-28收30.33美元，当日+3.98%。
关键理由
- 公司维持2026年调整后EBITDA 7.80亿至8.20亿美元，较2月指引中点提高3000万美元。
- 2026年收入指引为37.15亿至37.55亿美元，中点约同比增长15%，三季度收入指引9.35亿至9.45亿美元。
- 全年调整后EPS维持1.32至1.39美元，利润指引没有进一步上修。
主要风险
- 收入指引为修订而非明确上调，且股价当日已涨3.98%，追多缺少清晰超预期边际。
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原文全文
展开原文 · 1,153 字
2026 Outlook
The Company is affirming its Adjusted EBITDA guidance for the full year of 2026 in a range of $780 million to $820 million, which represents an increase of $30 million at the midpoint of the range from its guidance in February 2026. For the third quarter of 2026, the Company expects Adjusted EBITDA in the range of $190 million to $210 million, representing a margin of 21% at the midpoint of the range.
The Company is revising its revenue guidance for 2026 to a range of $3.715 billion to $3.755 billion, representing revenue growth of approximately 15% year-over-year at the midpoint of the range. The Company expects revenue for the third quarter of 2026 in the range of $935 million to $945 million, representing revenue growth of approximately 13% year-over-year at the midpoint of the range.
The Company reaffirms its full year 2026 Adjusted EPS in a range of $1.32 to $1.39 based on 405 million shares. For the third quarter of 2026, the Company expects Adjusted EPS in a range of $0.31 to $0.34 based on 403 million shares. These ranges include an estimated non-GAAP tax rate of 26% for the full year and the third quarter of 2026.
The Company is affirming its Adjusted EBITDA guidance for the full year of 2026 in a range of $780 million to $820 million, which represents an increase of $30 million at the midpoint of the range from its guidance in February 2026. For the third quarter of 2026, the Company expects Adjusted EBITDA in the range of $190 million to $210 million, representing a margin of 21% at the midpoint of the range.
The Company is revising its revenue guidance for 2026 to a range of $3.715 billion to $3.755 billion, representing revenue growth of approximately 15% year-over-year at the midpoint of the range. The Company expects revenue for the third quarter of 2026 in the range of $935 million to $945 million, representing revenue growth of approximately 13% year-over-year at the midpoint of the range.
The Company reaffirms its full year 2026 Adjusted EPS in a range of $1.32 to $1.39 based on 405 million shares. For the third quarter of 2026, the Company expects Adjusted EPS in a range of $0.31 to $0.34 based on 403 million shares. These ranges include an estimated non-GAAP tax rate of 26% for the full year and the third quarter of 2026.
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