-- 计算软件公司Cadence Design Systems (CDNS) 上调了全年营收预期，此前该公司公布的第一季度业绩好于预期。 该公司周一晚间表示，目前预计2026年营收将在61.3亿美元至62.3亿美元之间，高于此前预测的59亿美元至60亿美元。FactSet目前的普遍预期为61.7亿美元。该股在周二盘前交易中小幅上涨0.5%。 首席财务官John Wall在一份声明中表示：“凭借强劲的设计活动和稳健的执行力，我们将2026年营收预期上调至同比增长17%。” 该公司预计本年度调整后每股收益为7.85美元至7.95美元，低于此前预测的8.05美元至8.15美元。华尔街预期该公司非GAAP每股收益为7.92美元。 据FactSet的财报电话会议记录显示，沃尔在财报电话会议上告诉分析师，修订后的盈利预期包含了与公司收购Hexagon设计和工程业务相关的“收购成本基础、融资影响、收购相关的整合成本以及短期稀释”。该交易已于2月份完成。 沃尔表示，公司“以股票支付了30%的收购价，70%以现金支付”。首席财务官补充说，现金利息收入的损失“在短期内造成了很大的稀释影响”，但公司预计该交易将在2027年带来收益增长。 截至3月份的季度，该公司调整后每股收益从去年同期的1.57美元增至1.96美元，高于分析师平均预期的1.89美元。营收从12.4亿美元增至14.7亿美元，高于华尔街预期的14.5亿美元。 产品和维护收入从去年同期的约11.1亿美元增至13.5亿美元，而服务收入则从1.315亿美元降至1.253亿美元。 “Cadence在2026年开局强劲，第一季度业绩稳健，人工智能需求加速增长，积压订单创历史新高，这反映了客户对我们人工智能驱动型产品组合的坚定承诺，”首席执行官Anirudh Devgan表示。公司积压订单达80亿美元，剩余履约义务为40亿美元。 Cadence预计，本季度调整后每股收益为2.02美元至2.08美元，营收为15.6亿美元至16亿美元。华尔街预期第二季度非GAAP每股收益为1.98美元，营收为15.5亿美元。
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Sectors
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