-- 計算軟體公司Cadence Design Systems (CDNS) 上調了全年營收預期，此前該公司公佈的第一季業績好於預期。 該公司週一晚間表示，目前預計2026年營收將在61.3億美元至62.3億美元之間，高於先前預測的59億美元至60億美元。 FactSet目前的普遍預期為61.7億美元。該股在周二盤前交易中小幅上漲0.5%。 財務長John Wall在一份聲明中表示：“憑藉強勁的設計活動和穩健的執行力，我們將2026年營收預期上調至同比增長17%。” 該公司預計本年度調整後每股收益為7.85美元至7.95美元，低於先前預測的8.05美元至8.15美元。華爾街預期該公司非GAAP每股收益為7.92美元。 根據FactSet的財報電話會議記錄顯示，沃爾在財報電話會議上告訴分析師，修訂後的獲利預期包含了與公司收購Hexagon設計和工程業務相關的「收購成本基礎、融資影響、收購相關的整合成本以及短期稀釋」。該交易已於2月完成。 沃爾表示，公司「以股票支付了30%的收購價，70%以現金支付」。財務長補充說，現金利息收入的損失“在短期內造成了很大的稀釋影響”，但該公司預計該交易將在2027年帶來收益成長。 截至3月的季度，該公司調整後每股收益從去年同期的1.57美元增至1.96美元，高於分析師平均預期的1.89美元。營收從12.4億美元增加至14.7億美元，高於華爾街預期的14.5億美元。 產品和維護收入從去年同期的約11.1億美元增至13.5億美元，服務收入則從1.315億美元降至1.253億美元。 「Cadence在2026年開局強勁，第一季業績穩健，人工智慧需求加速成長，積壓訂單創歷史新高，這反映了客戶對我們人工智慧驅動型產品組合的堅定承諾，」執行長Anirudh Devgan表示。公司積壓訂單達80億美元，剩餘履約義務為40億美元。 Cadence預計，本季調整後每股盈餘為2.02美元至2.08美元，營收為15.6億美元至16億美元。華爾街預期第二季非GAAP每股盈餘為1.98美元，營收為15.5億美元。
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