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北京时间·🕒 发布 19:20:18时区推断·⟳ 抓取 19:21:25·⚡ 决策 07-29 19:22:46 +1m21s·90.3 天前
Verisk二季度业绩小幅超预期但全年指引维持不变
Verisk二季度Non-GAAP EPS为1.98美元，仅高于预期0.05美元，收入8.06亿美元，仅高于预期约196万美元。
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Verisk Non-GAAP EPS of $1.98 beats by $0.05, revenue of $806M beats by $1.96M
Verisk press release ( VRSK ): Q2 Non-GAAP EPS of $1.98 beats by $0.05 . Revenue of $806M (+4.3% Y/Y) beats by $1.96M .…
不做 Verisk Analytics（VRSK.US）
财报仅小幅beat且全年指引维持不变，属于日历内披露，缺少可交易的正向预期差；不追盘前财报反应。
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 high ↗
关键理由
- Verisk二季度Non-GAAP EPS为1.98美元，仅高于预期0.05美元，收入8.06亿美元，仅高于预期约196万美元。
- 公司2026年全年收入、EBITDA、EPS和分红指引维持不变，未提供新的上修增量。
- 这是财报日的常规披露，小幅beat更像预期内确认，不足以支撑盘前追多。
主要风险
- 若盘前因防御性软件/数据服务属性被资金追捧，可能短线高开，但缺少指引上修支撑。
原文全文
展开原文 · 681 字
Verisk press release ( VRSK ): Q2 Non-GAAP EPS of $1.98 beats by $0.05 .
Revenue of $806M (+4.3% Y/Y) beats by $1.96M .
FY revenue consensus of $3.23B, $7.67 EPS consensus
The company's financial outlook for 2026 remains unchanged and is as follows:
Full Year 2026 Guidance
($ in millions, except per share amounts)
Low High
Total revenue $ 3,190 $ 3,240
Adjusted EBITDA $ 1,790 $ 1,830
Adjusted EBITDA margin 56.0 % 56.5 %
Diluted adjusted EPS $ 7.45 $ 7.75
Tax rate 23.0 % 26.0 %
Capital expenditures $ 260 $ 280
Fixed asset depreciation & amortization $ 270 $ 290
Intangible amortization $ 60 $ 60
Interest expense $ 190 $ 200
Dividend per share $ 2.00 $ 2.00
Click to enlarge
Revenue of $806M (+4.3% Y/Y) beats by $1.96M .
FY revenue consensus of $3.23B, $7.67 EPS consensus
The company's financial outlook for 2026 remains unchanged and is as follows:
Full Year 2026 Guidance
($ in millions, except per share amounts)
Low High
Total revenue $ 3,190 $ 3,240
Adjusted EBITDA $ 1,790 $ 1,830
Adjusted EBITDA margin 56.0 % 56.5 %
Diluted adjusted EPS $ 7.45 $ 7.75
Tax rate 23.0 % 26.0 %
Capital expenditures $ 260 $ 280
Fixed asset depreciation & amortization $ 270 $ 290
Intangible amortization $ 60 $ 60
Interest expense $ 190 $ 200
Dividend per share $ 2.00 $ 2.00
Click to enlarge
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