异动解读 | 恩智浦盘后大跌5.68%,自由现金流不及预期且指引偏弱

异动解读
Jul 29

恩智浦半导体(NXPI)今日盘后股价大跌5.68%,引发市场广泛关注。

消息面上,公司盘后发布了2026年第二季度财报。尽管营收达到35亿美元,超出分析师预期的34.6亿美元,每股收益3.02美元也优于预期,但调整后自由现金流仅为7.91亿美元,远低于分析师预期的9.493亿美元。此外,公司对第三季度的业绩指引中,营收预计为36.5亿至38.5亿美元,中值37.5亿美元不及分析师预期的37.1亿美元,调整后每股收益指引为3.89至4.32美元,也未能大幅超出市场预期。

在财报发布前,奥本海默、美银等多家机构曾集中上调恩智浦目标价,市场预期被推至较高水平。财报数据未能全面满足这些高预期,导致股价在盘后出现明显回调。

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