异动解读 | Planet Labs盘中大涨25.04%,Q3业绩超预期且上调财年收入指引

异动解读
Dec 11, 2025

Planet Labs Pbc(PL)今日盘中股价大幅上涨25.04%,创下近期单日最大涨幅。

消息面上,公司公布的第三季度财报显示,营收达8100万美元,同比增长33%,远超分析师预期的7218万美元;调整后每股收益持平,优于预期的每股亏损0.03美元。同时,公司上调2026财年收入指引至2.97亿-3.01亿美元(原为2.81亿-2.89亿美元)。业绩增长主要得益于其AI赋能的卫星成像解决方案需求激增,包括与美国国家航空航天局(NGA)和北约等机构的重要合同。

此外,Planet Labs的剩余履约义务同比飙升361%至6.72亿美元,订单积压增长216%至7.34亿美元,反映出强劲的未来收入潜力。公司近期还成功发射38颗新卫星,进一步扩展全球监测能力。

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