Seeking AlphaCodex · 实盘不做把握 5/10
北京时间·🕒 发布 04:50:51时区推断·⟳ 抓取 04:50:53·⚡ 决策 08-04 10:14:05 +5h23m·84.3 天前
Vertex二季度EPS和收入小幅超预期
Q2 Non-GAAP EPS为0.20美元，仅高于预期0.01美元；收入2.04亿美元，同比增长10.5%，仅高于预期178万美元。
📄 原文Seeking Alpha↗ 原文
Vertex Non-GAAP EPS of $0.20 beats by $0.01, revenue of $204M beats by $1.78M
- Vertex press release (VERX): Q2 Non-GAAP EPS of $0.20 beats by $0.01. - Revenue of $204M (+10.5% Y/Y) beats by $1.78M…
不做 Vertex（VERX.US）
财报仅小幅beat，未见上调指引或重大增量，盘后日历型财报追多edge不足。
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 2026-08-03 · 扩散 medium · price-in 风险 medium ↗
关键理由
- Q2 Non-GAAP EPS为0.20美元，仅高于预期0.01美元；收入2.04亿美元，同比增长10.5%，仅高于预期178万美元。
- Non-GAAP operating income同比由3220万美元增至4430万美元，但GAAP经营亏损仍为440万美元。
主要风险
- 财报超预期幅度很小，缺少上调全年指引或市值级增量。
原文全文
展开原文 · 721 字
- Vertex press release (VERX): Q2 Non-GAAP EPS of $0.20 beats by $0.01.
- Revenue of $204M (+10.5% Y/Y) beats by $1.78M.
- Gross Revenue Retention (“GRR”) was 95%, consistent with June 30, 2025 and March 31, 2026.
- Loss from operations of $4.4 million, compared to $3.9 million for the same period in the prior year.
- Non-GAAP operating income of $44.3 million, compared to $32.2 million for the same period in the prior year.
- Net income (loss) of $9.0 million, compared to $(1.0) million for the same period in the prior year.
- Net income per basic and diluted Class A and Class B shares of $0.06, compared to net loss per basic and diluted Class A and Class B shares of $0.01 for the same period in the prior year.
- Revenue of $204M (+10.5% Y/Y) beats by $1.78M.
- Gross Revenue Retention (“GRR”) was 95%, consistent with June 30, 2025 and March 31, 2026.
- Loss from operations of $4.4 million, compared to $3.9 million for the same period in the prior year.
- Non-GAAP operating income of $44.3 million, compared to $32.2 million for the same period in the prior year.
- Net income (loss) of $9.0 million, compared to $(1.0) million for the same period in the prior year.
- Net income per basic and diluted Class A and Class B shares of $0.06, compared to net loss per basic and diluted Class A and Class B shares of $0.01 for the same period in the prior year.
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