思科Cisco Systems Inc.（CSCO）2026财年第二季度业绩报告「NASDAQ」（英文版）（16页）.pdf

1、Press Contact:Investor Relations Contact:Robyn BlumSami BadriCiscoCisco1(408)930-85481(469)420-CISCO REPORTS SECOND QUARTER EARNINGSNews Summary:Double-digit top and bottom-line growth exceeding our guidance,with EPS growing faster than revenueRecord revenue of$15.3 billion,up 10%year over year;GAAP

2、 EPS of$0.80,up 31%year over year;and Non-GAAPEPS of$1.04,up 11%year over yearGAAP gross margin of 65.0%and Non-GAAP gross margin of 67.5%;GAAP operating margin of 24.6%and Non-GAAP operating margin of 34.6%,both above the high end of our guidance rangeAccelerating,double-digit growth in product ord

3、ers across all geographies and robust growth across all customer marketsProduct orders up 18%year over year with networking product orders accelerating to more than 20%year over yearAI Infrastructure orders taken from hyperscalers totaled$2.1 billion,reflecting a significant acceleration in growthMa

4、jor multi-year,multi-billion-dollar campus networking refresh cycle underwayDividend increased by 2%to$0.42 per share Q2 FY 2026 Results:Revenue:$15.3 billion Increase of 10%year over year Earnings per Share:GAAP:$0.80;Non-GAAP:$1.04 GAAP EPS increased 31%year over year Non-GAAP EPS increased 11%yea

5、r over year Q3 FY 2026 Guidance(1):Revenue:$15.4 billion to$15.6 billion Earnings per Share:GAAP:$0.73 to$0.77;Non-GAAP:$1.02 to$1.04 FY 2026 Guidance(1):Revenue:$61.2 billion to$61.7 billion Earnings per Share:GAAP:$3.00 to$3.08;Non-GAAP:$4.13 to$4.17(1)EPS guidance includes the estimated impact of

6、 tariffs based on current trade policy.SAN JOSE,Calif.-February 11,2026-Cisco(NASDAQ:CSCO)today reported second quarter results for the period ended January 24,2026.Cisco reported second quarter revenue of$15.3 billion,net income on a generally accepted accounting principles(GAAP)basis of$3.2 billio