-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點摘要如下：TYL公佈的第一季非GAAP每股收益為3.09美元（年成長11.2%），超出市場預期0.08美元；總營收為6.135億美元，年增8.6%，超出預期440萬美元。訂閱營收為4.298億美元，年增14.6%，其中SaaS業務成長尤為顯著，達2.224億美元，年增23.5%，反映出公共部門需求的加速成長。我們認為，強勁的SaaS業績和不斷擴大的經常性收入佔比（佔總收入的87.8%）支撐了該投資邏輯。由於有利的收入結構和雲端效率的提升，營業利潤率從去年同期的26.8%提高至27.2%。自由現金流翻倍至1.028億美元（利潤率16.8%，去年同期為8.5%），展現強勁的營運槓桿效應。我們認為，包括第一季2.5億美元股票回購和6億美元債務償還在內的大規模資本部署，凸顯了管理階層對公司業務發展前景的信心。管理階層將2026年營收預期上調至25.35億美元至25.75億美元（先前預期為25億美元至25.5億美元），每股收益預期上調至12.50美元至12.75美元（先前預期為12.40美元至12.65美元），均高於華爾街預期。
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