异动解读 | 财捷盘前大跌5.55%,第一财季营收增长指引不及预期

异动解读
Aug 22

财务软件巨头财捷(Intuit)周五盘前股价大跌5.55%,主要原因是公司发布的2026财年第一季度收入增长预期低于市场预期。

根据公司最新发布的财报,财捷预计2026财年第一季度收入增长将在14%至15%之间,低于分析师此前预期的16.1%。这一低于预期的增长预测主要受到公司旗下营销平台Mailchimp业绩表现不佳的影响。财捷首席财务官桑迪普·奥吉拉表示:"Mailchimp在短期内会拖累公司增长,但我们已经制定了相关计划,确保其表现得到改善,预计到年底将有良好的表现。"

尽管短期增长面临挑战,财捷第四季度业绩表现亮眼。公司第四季度收入增长20%,达到38.3亿美元,高于预期的37.5亿美元;调整后每股收益为2.75美元,也超过了预期的2.66美元。对于2026财年的整体前景,财捷预计营收将在210亿美元至211.9亿美元之间,与分析师平均预计的211.2亿美元基本一致。此外,公司董事会还批准了一项32亿美元的新股票回购计划,将回购授权总额提高到53亿美元,显示了管理层对公司长期发展的信心。

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