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FPS

31 atoms · 跨 3 天 · 首见 2026-04-20 · 最近 2026-05-15

三色: 🟦 fact 31 · 🟥 take 0 · stance ▲4/▼0/◆0

叙事状态: 🍂 fading (退潮) · 💤 沉寂 · 策展近14d 0 atom

状态只算低频策展源 (群/卖方); X firehose 仅作背景音量

来源: X 31

时态: fresh:30 · aging:1

标签: 好数字:26 · 好思考:3 · 好信源:2

🟦 客观事实 (facts) (1)

<a id="atom-3c9745c58fc2cf74"></a>🟦 2026-04-20 X·@illyquid [老化中] · 提及 · 合作客户
_@Iqbal_yusuf1994 had a look at FPS this weekend_
tags: 好信源 · → daily

🟦 新闻流 (squawk · 30)

展开新闻流 (FirstSquawk / financialjuice / wallstengine / DeItaone — 快讯, 非原创 take)

<a id="atom-39d0da17f223d808"></a>🟦 2026-05-15 X·@wallstengine · KeyBanc目标价上调 · 评级目标价
KeyBanc Raises $FPS PT to $60 from $41 - Overweight
tags: 好信源 · → daily
value: qty=$60 · date=2026-05-15
<a id="atom-027a991da2494350"></a>🟦 2026-05-14 X·@wallstengine · Q3 营收 · 营收
Revenue: $379M (Est 338.9M) 🟢; +103% YoY
tags: 好数字 · → daily
value: qty=$379M · date=Q3
<a id="atom-026b505f1fc32982"></a>🟦 2026-05-14 X·@wallstengine · Q3 营收预估 · 营收
Revenue: $379M (Est 338.9M) 🟢; +103% YoY
tags: 好数字 · → daily
value: qty=$338.9M · date=Q3
<a id="atom-ebbe91760cc0fa0a"></a>🟦 2026-05-14 X·@wallstengine · Q3 营收同比增幅 · 营收
Revenue: $379M (Est 338.9M) 🟢; +103% YoY
tags: 好数字 · → daily
value: qty=+103% · date=YoY
<a id="atom-69f9d718e829189d"></a>🟦 2026-05-14 X·@wallstengine · Q3 订单额 · 订单需求
Bookings: $867M; +308% YoY
tags: 好数字 · → daily
value: qty=$867M · date=Q3
<a id="atom-1fb31bfb2a65b2bf"></a>🟦 2026-05-14 X·@wallstengine · Q3 订单额同比增幅 · 订单需求
Bookings: $867M; +308% YoY
tags: 好数字 · → daily
value: qty=+308% · date=YoY
<a id="atom-3acc8cf4b61346ed"></a>🟦 2026-05-14 X·@wallstengine · Q3 订单账面比 · 订单需求
Book-to-Bill: 2.3x
tags: 好数字 · → daily
value: qty=2.3x · date=Q3
<a id="atom-b6fb20a4700e84a6"></a>🟦 2026-05-14 X·@wallstengine · Q3 未交付订单 · 订单需求
Backlog: $1.98B; +157% YoY, +33% QoQ
tags: 好数字 · → daily
value: qty=$1.98B · date=Q3
<a id="atom-c2631bd0b95f75ff"></a>🟦 2026-05-14 X·@wallstengine · Q3 未交付订单同比增幅 · 订单需求
Backlog: $1.98B; +157% YoY, +33% QoQ
tags: 好数字 · → daily
value: qty=+157% · date=YoY
<a id="atom-eb7507d4d5d9652e"></a>🟦 2026-05-14 X·@wallstengine · Q3 未交付订单环比增幅 · 订单需求
Backlog: $1.98B; +157% YoY, +33% QoQ
tags: 好数字 · → daily
value: qty=+33% · date=QoQ
<a id="atom-eb46a3e9f5e229fa"></a>🟦 2026-05-14 X·@wallstengine · Q3 调整后EBITDA · 盈利能力
Adjusted EBITDA: $85M; +96% YoY
tags: 好数字 · → daily
value: qty=$85M · date=Q3
<a id="atom-d2fb9912bf070b80"></a>🟦 2026-05-14 X·@wallstengine · Q3 调整后EBITDA同比增幅 · 盈利能力
Adjusted EBITDA: $85M; +96% YoY
tags: 好数字 · → daily
value: qty=+96% · date=YoY
<a id="atom-81b39fb089fc0d5b"></a>🟦 2026-05-14 X·@wallstengine · FY26 营收指引 · 营收/业绩指引
FY26 Guide: Revenue: $1.35B-$1.39B (Consensus $1.30B) 🟢; +82% YoY at midpoint
tags: 好数字 · → daily
value: qty=$1.35B-$1.39B · date=FY26
<a id="atom-2f75d07bcb5e4455"></a>🟦 2026-05-14 X·@wallstengine · FY26 营收指引中位数同比增幅 · 营收/业绩指引
FY26 Guide: Revenue: $1.35B-$1.39B (Consensus $1.30B) 🟢; +82% YoY at midpoint
tags: 好数字 · → daily
value: qty=+82% · date=FY26
<a id="atom-ae1a7b587a90f692"></a>🟦 2026-05-14 X·@wallstengine · FY26 调整后EBITDA指引 · 盈利能力/业绩指引
FY26 Guide: Adjusted EBITDA: $310M-$320M; +86% YoY at midpoint
tags: 好数字 · → daily
value: qty=$310M-$320M · date=FY26
<a id="atom-213373e2dc60cfeb"></a>🟦 2026-05-14 X·@wallstengine · FY26 调整后净利润指引 · 盈利能力/业绩指引
FY26 Guide: Adjusted Net Income: $197M-$207M; +128% YoY at midpoint
tags: 好数字 · → daily
value: qty=$197M-$207M · date=FY26
<a id="atom-2b25d98e699e6026"></a>🟦 2026-05-14 X·@wallstengine · Q4 营收指引 · 营收/业绩指引
Q4 Guide: Revenue: $392M-$432M (Consensus $341.9M) 🟢
tags: 好数字 · → daily
value: qty=$392M-$432M · date=Q4
<a id="atom-fe58c71030efb2a4"></a>🟦 2026-05-14 X·@wallstengine · Q4 调整后EBITDA指引 · 盈利能力/业绩指引
Q4 Guide: Adjusted EBITDA: $100M-$110M
tags: 好数字 · → daily
value: qty=$100M-$110M · date=Q4
<a id="atom-f0519080dab292ec"></a>🟦 2026-05-14 X·@wallstengine · Q4 调整后净利润指引 · 盈利能力/业绩指引
Q4 Guide: Adjusted Net Income: $67M-$77M
tags: 好数字 · → daily
value: qty=$67M-$77M · date=Q4
<a id="atom-ddbd50446cda7219"></a>🟦 2026-05-14 X·@wallstengine · Q3 净利润 · 盈利能力
Net Income: $24M; +190% YoY
tags: 好数字 · → daily
value: qty=$24M · date=Q3
<a id="atom-672472da3d66ef85"></a>🟦 2026-05-14 X·@wallstengine · Q3 净利润同比增幅 · 盈利能力
Net Income: $24M; +190% YoY
tags: 好数字 · → daily
value: qty=+190% · date=YoY
<a id="atom-8c59a58721a3b3cf"></a>🟦 2026-05-14 X·@wallstengine · Q3 净利润率 · 盈利能力
Net Income Margin: 6.5%
tags: 好数字 · → daily
value: qty=6.5% · date=Q3
<a id="atom-3fdd71a6d1caa90d"></a>🟦 2026-05-14 X·@wallstengine · Q3 调整后EBITDA利润率 · 盈利能力
Adjusted EBITDA Margin: 22.4%
tags: 好数字 · → daily
value: qty=22.4% · date=Q3
<a id="atom-de5dcab4a1b44d2c"></a>🟦 2026-05-14 X·@wallstengine · Q3 调整后净利润 · 盈利能力
Adjusted Net Income: $55M; +132% YoY
tags: 好数字 · → daily
value: qty=$55M · date=Q3
<a id="atom-8db2ccbb69fd9827"></a>🟦 2026-05-14 X·@wallstengine · Q3 调整后净利润同比增幅 · 盈利能力
Adjusted Net Income: $55M; +132% YoY
tags: 好数字 · → daily
value: qty=+132% · date=YoY
<a id="atom-034b08881380cfac"></a>🟦 2026-05-14 X·@wallstengine · Q3 经营现金流 · 现金流
Operating Cash Flow: $29M
tags: 好数字 · → daily
value: qty=$29M · date=Q3
<a id="atom-f207fafb448584c4"></a>🟦 2026-05-14 X·@wallstengine · Q3 资本开支 · 资本开支
CapEx: $28M
tags: 好数字 · → daily
value: qty=$28M · date=Q3
<a id="atom-182cb38810b59c65"></a>🟦 2026-05-14 X·@wallstengine · 管理层对需求描述 · 订单需求/管理层表态
Demand for our products continues to outpace our expectations.
tags: 好思考 · → daily
<a id="atom-13006b4f478caa70"></a>🟦 2026-05-14 X·@wallstengine · 管理层对增长趋势描述 · 营收/订单需求/管理层表态
Year-over-year growth in both revenues and orders was higher in the third quarter than in the second, despite growing off a larger base.
tags: 好思考 · → daily
<a id="atom-c01f2ec0fd0a1472"></a>🟦 2026-05-14 X·@wallstengine · 管理层对指引上调理由描述 · 业绩指引/订单需求/管理层表态
We are raising our guidance to reflect the accelerating demand we are seeing across our business, and we are fully booked against our fourth quarter plan.
tags: 好思考 · → daily

⏱ 时间轴 (近 20)

🟦 2026-05-15 · narrative · KeyBanc目标价上调 · → daily
🟦 2026-05-14 · fact · Q3 营收 · → daily
🟦 2026-05-14 · fact · Q3 营收预估 · → daily
🟦 2026-05-14 · fact · Q3 营收同比增幅 · → daily
🟦 2026-05-14 · fact · Q3 订单额 · → daily
🟦 2026-05-14 · fact · Q3 订单额同比增幅 · → daily
🟦 2026-05-14 · fact · Q3 订单账面比 · → daily
🟦 2026-05-14 · fact · Q3 未交付订单 · → daily
🟦 2026-05-14 · fact · Q3 未交付订单同比增幅 · → daily
🟦 2026-05-14 · fact · Q3 未交付订单环比增幅 · → daily
🟦 2026-05-14 · fact · Q3 调整后EBITDA · → daily
🟦 2026-05-14 · fact · Q3 调整后EBITDA同比增幅 · → daily
🟦 2026-05-14 · fact · FY26 营收指引 · → daily
🟦 2026-05-14 · fact · FY26 营收指引中位数同比增幅 · → daily
🟦 2026-05-14 · fact · FY26 调整后EBITDA指引 · → daily
🟦 2026-05-14 · fact · FY26 调整后净利润指引 · → daily
🟦 2026-05-14 · fact · Q4 营收指引 · → daily
🟦 2026-05-14 · fact · Q4 调整后EBITDA指引 · → daily
🟦 2026-05-14 · fact · Q4 调整后净利润指引 · → daily
🟦 2026-05-14 · fact · Q3 净利润 · → daily

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