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北京时间·🕒 发布 18:33:17时区推断·⟳ 抓取 18:33:32·⚡ 决策 07-29 18:48:23 +14m51s·89.9 天前
Cognizant二季度业绩喜忧参半，三季度收入指引低于预期
二季度收入55亿美元略高于预期，但Non-GAAP EPS为1.37美元、低于预期0.01美元。
📄 原文Seeking Alpha↗ 原文
Cognizant Technology reports mixed Q2 results; gives q3 and updates FY26 outlook
- Cognizant Technology press release (CTSH): Q2 Non-GAAP EPS of $1.37 misses by $0.01. - Revenue of $5.5B (+4.8% Y/Y) b…
不做 Cognizant Technology Solutions（CTSH.US）
财报多空混杂：全年EPS小幅上修不足以覆盖三季度收入指引低于预期和EPS小幅miss，缺少明确同向edge，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 2026-07-29 · 扩散 medium · price-in 风险 medium ↗
关键理由
- 二季度收入55亿美元略高于预期，但Non-GAAP EPS为1.37美元、低于预期0.01美元。
- 全年调整后EPS指引上调至5.70-5.82美元，但中点仅略高于5.71美元一致预期，预期差不强。
- 三季度收入指引5.60-5.68亿美元低于5.70亿美元一致预期，抵消全年EPS小幅上修的利好。
主要风险
- 财报前后信息属于日历内披露，市场通常已有预期，盘前追单容易面对高开低走或指引细节再定价。
原文全文
展开原文 · 725 字
- Cognizant Technology press release (CTSH): Q2 Non-GAAP EPS of $1.37 misses by $0.01.
- Revenue of $5.5B (+4.8% Y/Y) beats by $20M.
- Trailing 12-month bookings of $29.1 billion increased 5% year-over-year
- 2026 constant currency revenue growth guidance is revised to 4.0% to 5.5% year-over-year growth
- 2026 Adjusted Operating Margin guidance is unchanged at 16.0% to 16.2%, year-over-year expansion of 20 to 40 basis points
- 2026 Adjusted Diluted EPS guidance is increased to $5.70 to $5.82 (prior $5.63 to $5.77) vs. $5.71 consensus, year-over-year growth of 8% to 10%.
- Third quarter revenue is expected to be $5.60 to $5.68 billion vs. $5.70B consensus, growth of 3.4% to 4.9%, or 3.8% to 5.3% in constant currency.
- Revenue of $5.5B (+4.8% Y/Y) beats by $20M.
- Trailing 12-month bookings of $29.1 billion increased 5% year-over-year
- 2026 constant currency revenue growth guidance is revised to 4.0% to 5.5% year-over-year growth
- 2026 Adjusted Operating Margin guidance is unchanged at 16.0% to 16.2%, year-over-year expansion of 20 to 40 basis points
- 2026 Adjusted Diluted EPS guidance is increased to $5.70 to $5.82 (prior $5.63 to $5.77) vs. $5.71 consensus, year-over-year growth of 8% to 10%.
- Third quarter revenue is expected to be $5.60 to $5.68 billion vs. $5.70B consensus, growth of 3.4% to 4.9%, or 3.8% to 5.3% in constant currency.
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