Seeking AlphaCodex · 实盘不做把握 8/10
北京时间·🕒 发布 04:09:54时区推断·⟳ 抓取 04:10:05·⚡ 决策 07-30 04:13:13 +3m08s·89.5 天前
Fortinet三季度及全年收入、EPS指引高于一致预期
三季度收入指引20.10亿至21.00亿美元，高于一致预期19.5亿美元；全年收入指引80.20亿至81.80亿美元，高于一致预期78.1亿美元。
📄 原文Seeking Alpha↗ 原文
Fortinet Non-GAAP EPS of $0.90 beats by $0.15, revenue of $2.05B beats by $160M
For the third quarter of 2026, Fortinet currently expects: - Revenue in the range of $2.010 billion to $2.100 billion v…
不做 Fortinet（FTNT.US）
同一Fortinet二季度业绩及上调2026年收入指引催化已在近72小时处理过，本条为重复转述，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 high · price-in 风险 high ↗
消息传播链
- Seeking Alpha转述Fortinet三季度及全年指引高于一致预期。市场反应:FTNT.US收于153.22美元，当日上涨2.16%。
- 2026-07-30 04:11 Asia/Shanghai其它search_processed_events非一手已处理事件库命中“Fortinet发布二季度业绩并上调2026年收入指引”，当前转述不再重复决策。
关键理由
- 三季度收入指引20.10亿至21.00亿美元，高于一致预期19.5亿美元；全年收入指引80.20亿至81.80亿美元，高于一致预期78.1亿美元。
- 全年非GAAP EPS指引3.41至3.47美元，高于一致预期3.16美元。
主要风险
- 同一财报催化已在近72小时处理过，本条为重复转述，不再推送交易。
工具调用 · 历史记录,结果未知(3 种)
- search_processed_events · 结果未知
- stock_quote · 结果未知
- kb_search · 结果未知
原文全文
展开原文 · 1,108 字
For the third quarter of 2026, Fortinet currently expects:
- Revenue in the range of $2.010 billion to $2.100 billion vs. a consensus of $1.95B
- Billings in the range of $2.250 billion to $2.350 billion
- Non-GAAP gross margin in the range of 79.0% to 81.0%
- Non-GAAP operating margin in the range of 35.0% to 37.0%
- Diluted non-GAAP net income per share in the range of $0.83 to $0.87 vs consensus of $0.76, assuming a non-GAAP effective tax rate of 18%. This assumes a diluted share count of 741 million to 745 million.
For the fiscal year 2026, Fortinet currently expects:
- Revenue in the range of $8.020 billion to $8.180 billion vs consensus of $7.81B
- Service revenue in the range of $5.180 billion to $5.220 billion
- Billings in the range of $9.350 billion to $9.550 billion
- Non-GAAP gross margin in the range of 79.0% to 81.0%
- Non-GAAP operating margin in the range of 35.0% to 37.0%
- Diluted non-GAAP net income per share in the range of $3.41 to $3.47 vs consensus of $3.16, assuming a non-GAAP effective tax rate of 18%. This assumes a diluted share count of 741 million to 745 million.
- Revenue in the range of $2.010 billion to $2.100 billion vs. a consensus of $1.95B
- Billings in the range of $2.250 billion to $2.350 billion
- Non-GAAP gross margin in the range of 79.0% to 81.0%
- Non-GAAP operating margin in the range of 35.0% to 37.0%
- Diluted non-GAAP net income per share in the range of $0.83 to $0.87 vs consensus of $0.76, assuming a non-GAAP effective tax rate of 18%. This assumes a diluted share count of 741 million to 745 million.
For the fiscal year 2026, Fortinet currently expects:
- Revenue in the range of $8.020 billion to $8.180 billion vs consensus of $7.81B
- Service revenue in the range of $5.180 billion to $5.220 billion
- Billings in the range of $9.350 billion to $9.550 billion
- Non-GAAP gross margin in the range of 79.0% to 81.0%
- Non-GAAP operating margin in the range of 35.0% to 37.0%
- Diluted non-GAAP net income per share in the range of $3.41 to $3.47 vs consensus of $3.16, assuming a non-GAAP effective tax rate of 18%. This assumes a diluted share count of 741 million to 745 million.
决策记录链 · 只追加
每次领取产生一条记录,重新决策追加一条并以 supersedes 指向被替代的记录(ADR 0014)。
这条决策早于决策账本(2026-10-08 起逐条追加),没有追加记录。