Palo Alto(PANW.US)盘后大跌!Q2业绩超预期但Q3及全年盈利指引令人失望

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智通财经APP获悉，Palo Alto Networks(PANW.US)公布了好于预期的2026财年第二季度业绩，但由于对第三季度及全年的盈利指引不及预期，截至发稿，这家网络安全公司周二美股盘后跌超8%。财报显示，Palo Alto Networks Q2营收同比增长15%至25.9亿美元，好于分析师普遍预期的25.8亿美元。其中，产品销售额为5.14亿美元，较上年同期的4.21亿美元增长22%...

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Q2 results exceed expectations but Q3 and full-year earnings guidance disappoint","themeId":"e04f0cc2bf860d3c10773aaaf7932904","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"PANW":1.5},"content_text":"智通财经APP获悉，Palo Alto Networks(PANW.US)公布了好于预期的2026财年第二季度业绩，但由于对第三季度及全年的盈利指引不及预期，截至发稿，这家网络安全公司周二美股盘后跌超8%。财报显示，Palo Alto Networks Q2营收同比增长15%至25.9亿美元，好于分析师普遍预期的25.8亿美元。其中，产品销售额为5.14亿美元，较上年同期的4.21亿美元增长22%;订阅及支持收入为20.80亿美元，较上年同期的18.36亿美元增长13%。Non-GAAP净利润为7.32亿美元，较上年同期的5.66亿美元增长29%;调整后每股收益为1.03美元，好于分析师普遍预期的0.94美元，上年同期为0.81美元。Q2下一代安全年度经常性收入(ARR)同比增长33%，达到63亿美元。剩余履约义务同比增长23%，达到160亿美元。展望未来，Palo Alto Networks预计，2026财年第三季度营收为29.4亿至29.5亿美元，好于分析师普遍预期的26亿美元;预计第三季度调整后每股收益为0.78至0.80美元，低于分析师普遍预期的0.92美元。对于2026财年，该公司预计，全年营收为112.8亿至113.1亿美元，好于分析师普遍预期的105亿美元;预计全年调整后每股收益为3.65至3.70美元，低于之前预测的3.80至3.90美元，也低于分析师普遍预期的3.87美元。Palo Alto Networks首席执行官Nikesh Arora在周二的声明中表示：“我们在平台化方面继续保持强劲势头，这一趋势由于人工智能的推动而加速——客户急于对其网络安全堆栈进行现代化和规范化，从而与我们的方案保持一致。”他还表示：“我们还看到了人工智能安全的稳步增长和强劲采用，预计这将成为一个长期趋势。”该公司正将自己定位为一个整合平台，旨在通过将云安全、端点保护和安全操作打包成单一供应商关系，替代现有的点对点解决方案。此策略瞄准的是那些面临攻击愈加复杂且安全预算接受更严格审查的大型企业。Palo Alto Networks还在周二宣布收购了以色列的网络安全公司Koi，表示这将提供更好的可见性，帮助识别针对人工智能软件的威胁。该交易相关条款未披露。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2612499244","isCrawlerRequest":true}

Palo Alto(PANW.US)盘后大跌!Q2业绩超预期 但Q3及全年盈利指引令人失望

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Palo Alto(PANW.US)盘后大跌!Q2业绩超预期但Q3及全年盈利指引令人失望