InterDigital(IDCC)第二季度非GAAP每股收益4.62美元 实现营业收入2.602亿美元

金吾财讯
Jul 30

金吾财讯 | InterDigital(IDCC)公布2026财年第二季度经营业绩,核心盈利与营收指标显著高于市场预期,业绩利好带动该股盘后上涨8%。财报数据显示,公司二季度非GAAP每股收益达到4.62美元,超出市场预期3.10美元;实现营业收入2.602亿美元,同样高于1.1715亿美元的市场一致预期。尽管当期营收同比下滑13.4%,但公司年化经常性营业收入攀升至6.26亿美元,创下历史新高,同比增幅达到13%,稳健的持续性业务为长期经营提供支撑。依托本季度亮眼表现,企业上调全年收入展望,上调规模达8500万美元。公司同步披露后续季度与全年业绩区间指引。其中2026年第三季度收入区间为1.54亿至1.58亿美元,调整后EBITDA区间8600万至9200万美元,稀释EPS区间1.25至1.42美元,非GAAP每股收益区间1.94至2.13美元。针对2026全年经营情况,当前指引收入规模7.75亿至8.45亿美元,调整后EBITDA为4.69亿至5.29亿美元,稀释EPS落在7.91至9.67美元,非GAAP每股预期区间10.85至12.81美元。市场此前给出的全年一致预期为收入7.062亿美元、每股收益9.62美元,公司最新指引上限明显高于市场前期判断。作为无线通信专利授权服务商,经常性授权收入持续增长成为本次业绩亮点,对冲短期阶段性营收波动。市场将持续关注全球通信行业专利授权环境、5G及下一代通信技术商业化节奏,相关需求变化会持续影响公司长期现金流水平与盈利兑现能力。

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