异动解读 | Viavi Solutions夜盘大涨5.15%,第一财季业绩超预期

异动解读
Oct 30, 2025

10月29日周三夜盘,网络测试和监控解决方案提供商Viavi Solutions Inc.(纳斯达克股票代码:VIAV)股价大涨5.15%,引发市场关注。这一显著涨幅主要源于公司发布的2026财年第一季度财报超出市场预期。

根据Viavi Solutions公布的财报,公司第一季度营收达2.991亿美元,超过分析师预期的2.944亿美元。其中,网络使能和服务使能(NSE)业务表现尤为亮眼,得益于数据中心生态系统需求强劲和近期收购的推动。尽管光学安全和性能产品(OSP)业务面临一些挑战,但公司整体业绩仍然超出预期。

Viavi管理层对公司业绩表示满意,并对未来发展前景持乐观态度。公司预计2026财年第二季度总收入将在3.6亿至3.7亿美元之间,显示出持续增长的势头。此外,管理层在财报电话会议上表示,即使不考虑近期收购的Spirent业务,核心NSE业务仍实现了约10%的环比增长和近20%的同比增长。这些积极因素共同推动了投资者信心,导致股价在盘后交易中大幅上涨。

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