Vertiv二季度盈利指标超预期 非GAAP每股收益达到1.52美元

金吾财讯
Jul 29

金吾财讯 | VertivHoldingsCo(VRT)披露2026年第二季度财务报告,财报呈现盈利与营收分化的格局,非公认会计准则盈利水平超出市场预估,但营业收入未达到机构一致预期。数据显示,公司二季度非GAAP每股收益达到1.52美元,较市场预期高出0.09美元;当期实现营业收入32.7亿美元,同比增幅23.9%,不过较市场预期值少1.1亿美元。现金流层面表现亮眼,运营现金流规模11亿美元,调整后自由现金流9.25亿美元,分别同比上涨241%与234%,企业在二季度末实现净现金流正向流入。公司同步更新2026全年经营指引,预计全年净销售额可达140亿美元,市场此前一致预期为138.8亿美元,指引中点对应的有机销售增速31%,相较2025年全年增长水平实现提升。盈利指引方面,全年稀释每股收益预期区间设在5.82美元至5.92美元,调整后稀释每股收益区间为6.65美元至6.75美元,市场共识预期为6.48美元,两项指标区间中点对比2025年均实现大幅增长,增幅分别达到72%以及60%。盈利端强于预期、营收略逊预期的组合,反映出公司成本管控取得成效。作为数据中心基础设施供应商,企业业绩走势与全球算力基础设施建设节奏密切相关。市场后续将持续观察营收不及预期是否反映下游资本开支节奏变化,同时跟踪全年指引能否顺利兑现,以此判断AI算力浪潮之下企业中长期增长空间。

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