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Key Results
Actual vs Consensus
EPS: $2.66 vs $2.20 estimate, beat+20.9%.Revenue: $874M vs $827M estimate, beat+5.7%.Profitability and Cash Flow
Period: 2026 Q3 period ended 2026-09-30Revenue: $874M; YoY: +8.7%; QoQ: +0.3%Gross profit: $347M; Gross margin: 39.7%Operating income: $267M; Operating margin: 30.6%; YoY: +53.9%; QoQ: +49.3%Net income: $214M; GAAP diluted EPS: $3.02; YoY: +52.9%; QoQ: +39.0%Operating cash flow: $190M; Capex: $39M; Free cash flow: $150MCash: $464M; Total debt: $305M; Net cash: $159MOfficial release: West Reports Third-Quarter 2026 Results
核心结果
实际值与市场预期
EPS:$2.66 vs $2.20 预期,高于预期+20.9%。营收:$874M vs $827M 预期,高于预期+5.7%。财务指标
期间:2026 Q3(截至 2026-09-30)营收:$874M;同比:+8.7%;环比:+0.3%毛利润:$347M;毛利率:39.7%经营利润:$267M;经营利润率:30.6%;同比:+53.9%;环比:+49.3%净利润:$214M;GAAP 稀释 EPS:$3.02;同比:+52.9%;环比:+39.0%经营现金流:$190M;资本开支:$39M;自由现金流:$150M现金:$464M;总债务:$305M;净现金:$159M