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惠普公司HP Inc.(HPQ)2026财年第一季度业绩报告「NYSE」(英文版)(33页).pdf

上传人: 1****1 编号:1142803 2026-02-25 33页 1.90MB

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1、Q1 FY26 EarningsAnnouncementFebruary 24,20262This presentation contains forward-looking statements based on current expectations and assumptions that involve risks and uncertainties.If the risks or uncertainties ever materialize or the assumptions prove incorrect,they could affect the business andre

2、sults of operations of HP Inc.and its consolidated subsidiaries(“HP”)which may differ materially from those expressed or implied bysuch forward-looking statements and assumptions.All statements other than statements of historical fact are statements that could be deemed forward-looking statements,in

3、cluding,but not limited to,projections of net revenue,margins,expenses,effective tax rates,net earnings,net earnings per share,cash flows,benefit plan funding,deferred taxes,share repurchases,foreign currency exchange rates or other financial items;any projections of the amount,timing or impact of c

4、ost savings or restructuring and other charges,planned structural cost reductions andproductivity initiatives;any statements of the plans,strategies and objectives of management for future operations,including,but not limited to,our business model and transformation,our sustainability goals,our go-t

5、o-market strategy,the execution of restructuring plans and any resulting cost savings(including the fiscal 2026 plan),net revenue or profitability improvements or other financial impacts;any statements concerning the expected development,demand,performance,market share or competitive performance rel

6、ating to products or services;any statements concerning potential supply constraints,component shortages,manufacturing disruptions or logisticschallenges;any statements regarding current or future macroeconomic trends or events,including global trade policies,and theimpact of those trends and events

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1. **业绩表现**:Q1 FY26净营收144亿美元,同比增长6.9%(固定汇率增长5.2%);GAAP稀释每股收益0.58美元,非GAAP稀释每股收益0.81美元,均符合此前指引。 2. **业务亮点**:个人系统业务营收增长11.1%(固定汇率9.1%),AI PC占比超35%;打印业务营收下降2.2%,但订阅服务(如Instant Ink)实现双位数增长。 3. **财务展望**:FY26 GAAP每股收益预期0.70-0.76美元,非GAAP预期0.52-0.58美元;自由现金流预期28-30亿美元。 4. **风险提示**:提及AI转型、地缘政治、供应链成本等风险,强调前瞻性声明的不确定性。
**AI如何助力HP?** **HP利润增长秘诀?** **HP风险有哪些?**
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