Seeking AlphaCodex · 实盘不做把握 5/10
北京时间·🕒 发布 04:47:17时区推断·⟳ 抓取 04:47:23·⚡ 决策 08-04 05:18:02 +30m39s·84.9 天前
Innovex二季度收入小幅超预期并获2000万美元海底设备订单
Innovex二季度收入2.45亿美元同比增长9.4%，高于预期391万美元，并披露新增2000万美元马来西亚海底tension riser订单。
📄 原文Seeking Alpha↗ 原文
Innovex GAAP EPS of $0.36, revenue of $245M beats by $3.91M
- Innovex press release (INVX): Q2 GAAP EPS of $0.36. - Revenue of $245M (+9.4% Y/Y) beats by $3.91M. - Net Income of $…
不做 Innovex International（INVX.US）
收入仅小幅超预期且同一INVX业绩事件已在21:14 UTC处理为不做，当前不重复交易。
不做 预标韩股279060.KS（279060.KS）
预标韩股代码与正文Innovex International（INVX.US）不一致，结构上不能按该代码交易。
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研究档案
🔎 新鲜度:最早出现 2026-08-03 · 扩散 medium · price-in 风险 medium ↗
关键理由
- Innovex二季度收入2.45亿美元同比增长9.4%，高于预期391万美元，并披露新增2000万美元马来西亚海底tension riser订单。
主要风险
- 预标279060.KS与正文中的Seeking Alpha代码INVX.US不一致，且INVX.US同一二季度业绩小幅超预期已在21:14 UTC被处理为不做。
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原文全文
展开原文 · 771 字
- Innovex press release (INVX): Q2 GAAP EPS of $0.36.
- Revenue of $245M (+9.4% Y/Y) beats by $3.91M.
- Net Income of $25 million and Net Income Margin of 10%
- Adjusted EBITDA1 of $48 million and Adjusted EBITDA Margin1 of 20%
- Net Cash Provided by Operating Activities of $37 million
- Free Cash Flow1 of $30 million
- Income from Operations of $100 million (twelve months ended June 30, 2026)
- Return on Capital Employed1 of 12% (twelve months ended June 30, 2026)
- $222 million of cash and cash equivalents and no bank debt at quarter-end
- Awarded an additional $20 million subsea tension riser package for an operator in Malaysia, with follow-on wellhead awards anticipated
- Completed the first successful XPak trial with a major independent oil company in Asia
- Revenue of $245M (+9.4% Y/Y) beats by $3.91M.
- Net Income of $25 million and Net Income Margin of 10%
- Adjusted EBITDA1 of $48 million and Adjusted EBITDA Margin1 of 20%
- Net Cash Provided by Operating Activities of $37 million
- Free Cash Flow1 of $30 million
- Income from Operations of $100 million (twelve months ended June 30, 2026)
- Return on Capital Employed1 of 12% (twelve months ended June 30, 2026)
- $222 million of cash and cash equivalents and no bank debt at quarter-end
- Awarded an additional $20 million subsea tension riser package for an operator in Malaysia, with follow-on wellhead awards anticipated
- Completed the first successful XPak trial with a major independent oil company in Asia
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