财报发布前,市场一致预期本季度营收约42.21亿美元,同比增长8.15%,调整后每股收益约11.53美元,同比增长9.37%。此前一季度公司曾大幅超预期(EPS 9.71美元 vs 预期8.97美元,营收39.85亿美元 vs 预期38.77亿美元),并上调全年收入指引至169亿至174亿美元。近期多家投行密集上调目标价,包括UBS上调至1300美元、花旗上调至1210美元、摩根士丹利上调至1165美元,市场对公司基本面持乐观态度。
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