-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师总结如下：FTNT公布了2026年第一季度的卓越业绩，营收达18.5亿美元，超出市场预期1.2亿美元；非GAAP每股收益为0.82美元，超出预期0.20美元。产品营收加速增长至6.45亿美元（同比增长40.5%），显著高于11%的服务营收增速；同时，账单金额飙升30.5%至20.9亿美元。强劲的设备需求表明安全基础设施正在积极更新，但我们也指出，在供应链挑战和内存价格上涨的情况下，可能存在提前释放的需求。运营杠杆依然强劲，非GAAP营业利润率提升160个基点至36%，同时创纪录的10.8亿美元经营现金流凸显了其商业模式的优势。我们预计SASE的演进和“SASE防火墙”的融合将成为竞争格局中的关键差异化因素。管理层将2026年营收预期从75亿至77亿美元上调至77.1亿至78.7亿美元，高于市场普遍预期的76亿美元；并将每股收益预期从2.94至3.00美元上调至3.10至3.16美元，高于华尔街预期的3.00美元。
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