Key Results
Actual vs Consensus
EPS: $1.38 vs $1.28 estimate, beat+7.8%.Revenue: $8.7B vs $8.5B estimate, beat+2.5%.Profitability and Cash Flow
Period: 2026 Q2 period ended 2026-06-30Revenue: $8.7B; YoY: +4.8%; QoQ: +3.9%Gross profit: $3.9B; Gross margin: 44.9%Operating income: $1.9B; Operating margin: 21.8%; YoY: +25.6%; QoQ: +26.9%Net income: $1.1B; GAAP diluted EPS: $1.25; YoY: -12.5%; QoQ: -0.8%Operating cash flow: $2.0B; Capex: $208M; Free cash flow: $1.8BCash: $8.3B; Total debt: $14.2B; Net debt: $5.9BOfficial release: Reports Second Quarter 2026 Results
核心结果
实际值与市场预期
EPS:$1.38 vs $1.28 预期,高于预期+7.8%。营收:$8.7B vs $8.5B 预期,高于预期+2.5%。财务指标
期间:2026 Q2 period ended 2026-06-30营收:$8.7B;同比:+4.8%;环比:+3.9%毛利润:$3.9B;毛利率:44.9%经营利润:$1.9B;经营利润率:21.8%;同比:+25.6%;环比:+26.9%净利润:$1.1B;GAAP 稀释 EPS:$1.25;同比:-12.5%;环比:-0.8%经营现金流:$2.0B;资本开支:$208M;自由现金流:$1.8B现金:$8.3B;总债务:$14.2B;净债务:$5.9B