Palantir 第三季度营收增96%至23.13亿美元：美国商业收入增148%、上调全年指引
美国数据平台公司 Palantir Technologies 11月2日公布截至2026年9月30日的第三季度业绩：当季营收23.13亿美元，同比增长96%、环比增长20%，季度营收首次突破20亿美元。
按地区看，美国市场收入19.37亿美元，同比增长119%。其中美国商业收入9.84亿美元，同比增长148%、环比增长29%，公司历史上首次超过美国政府收入；美国政府收入9.53亿美元，同比增长96%。
按美国通用会计准则（GAAP）计算，当季经营利润10.85亿美元，利润率47%。公司同时上调2026财年指引：预计全年营收同比增长91%，美国商业收入全年增速指引升至143%。
「看看我们第三季度的业绩：总营收同比飙升96%，美国商业收入同比增长148%、环比增长29%，美国市场总收入同比增长119%，」Palantir 联合创始人兼首席执行官 Alex Karp 说，「我们的美国商业收入在公司历史上首次超过了美国政府收入。」
Palantir 在纳斯达克上市，股票代码 PLTR，总部位于美国科罗拉多州 Denver，为政府与企业客户提供数据整合与超级智能（SI）平台软件。公司当日美东时间下午5时举行网络直播说明业绩与展望。
（来源：Palantir Technologies）
Palantir Q3 Revenue Jumps 96% to $2.313 Billion as U.S. Commercial Revenue Surges 148%; Company Raises Full-Year Guidance
Palantir Technologies Inc. (NASDAQ: PLTR) on November 2 announced financial results for the third quarter ended September 30, 2026. Revenue grew 96% year-over-year and 20% quarter-over-quarter to $2.313 billion, the first quarter in which revenue surpassed $2 billion.
U.S. revenue grew 119% year-over-year to $1.937 billion. U.S. commercial revenue grew 148% year-over-year and 29% quarter-over-quarter to $984 million, surpassing U.S. government revenue for the first time in the company's history; U.S. government revenue grew 96% year-over-year to $953 million.
GAAP income from operations was $1.085 billion, representing a 47% margin. The company also raised its full-year 2026 guidance, projecting revenue growth of 91% for the year and U.S. commercial revenue growth of 143%.
"Witness our third quarter results: overall revenue soared 96% year-over-year, U.S. commercial revenue grew 148% year-over-year and 29% sequentially, and aggregate U.S. revenue grew 119% year-over-year," said Alex Karp, co-founder and chief executive officer of Palantir. "Our U.S. commercial revenue has surpassed our U.S. government revenue for the first time in our company's history."
Headquartered in Denver, Colorado, Palantir provides data-integration and super intelligence (SI) platform software to government and commercial customers. The company held a live public webcast at 5:00 p.m. Eastern Time on November 2 to discuss the results and its financial outlook.
(Source: Palantir Technologies)
来源：Palantir Technologies
发布：GSM·美国（发布链接）
图片来源：图：Palantir Technologies 公司标志。来源：Palantir Technologies（GSM 固定图库）。 / Photo: Palantir Technologies logo. Source: Palantir Technologies (GSM fixed library).
GSM Global · 本篇英文版 English edition of this story
