网络安全公司网侦系统（NTCT）今日盘中大跌5.16%，引发市场关注。该公司近期公布了2026财年第一季度财报，尽管营收有所增长，但GAAP净亏损可能引发了投资者的担忧。
根据财报显示，网侦系统第一季度营收从去年同期的1.746亿美元增长至1.867亿美元，非GAAP净利润增至2470万美元，合每股0.34美元。然而，公司同时报告了370万美元的GAAP净亏损，营业利润率为-3.5%。这种GAAP和非GAAP结果之间的差异可能引起了投资者对公司实际盈利能力的质疑。
尽管公司在网络安全和服务保障产品线方面取得了增长，第一季度网络安全收入同比增长约18%，但宏观经济的不确定性似乎仍然影响着投资者情绪。公司管理层表示对未来保持谨慎乐观，并重申了2026财年的收入和非GAAP每股收益展望。然而，市场似乎对公司的GAAP业绩表现不够满意，导致股价出现大幅下跌。
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