IonQ三季度营收1.738亿美元、同比增长336% 全年指引上调至5.05亿至5.15亿美元
马里兰州 College Park 消息：量子计算公司 IonQ（纽交所代码：IONQ）11月5日公布截至2026年9月30日的第三季度财报，单季营收1.738亿美元，同比增长336%，为连续第六个季度创纪录；公司同步把2026全年营收指引从此前的4.50亿至4.60亿美元上调至5.05亿至5.15亿美元，并预计全年量子计算业务营收同比增长110%。
分业务看，IonQ 平台分部营收9,030万美元，同比增长127%，公司称主要来自 Tempo 量子计算机在全球的部署交付；新并入的 SkyWater 代工分部首个完整合并季度贡献8,350万美元。公司待履约订单（RPO）增至12亿美元，较此前翻了一倍多。第三季度归属净利润5.64亿美元、每股收益1.42美元，公司说明这一数字主要来自认股权证按市价重估的非现金收益；剔除相关项目后，调整后每股亏损0.29美元、调整后 EBITDA 亏损1.336亿美元。
资产负债表方面，公司9月30日现金、现金等价物与投资合计17亿美元；计入10月16日完成交割的20亿美元股权增发后，备考口径达37亿美元。董事长兼首席执行官 Niccolo de Masi 表示，公司是唯一晋级美国国防高级研究计划局（DARPA）量子基准计划 Stage C 的离子阱路线公司，该阶段潜在项目价值最高3亿美元；英伟达将在其加速量子研究中心部署 IonQ 的 Superion 256 系统，作为该中心首台本地部署量子计算机。首席运营官兼首席财务官 Inder Singh 说，在手订单翻倍的同时，公司把积压订单转化成了创纪录的季度营收。
近期商业进展方面，IonQ 第三季度签下多笔合同，包括与 SDT 的3,300万美元多产品合同（部署 Superion 256 量子计算机与量子存储平台）、与佛罗里达国际大学的2,500万美元合同，以及 DARPA 光学原子钟2,800万美元合同；公司还完成了对零信任网络安全公司 Elisity 的收购，把量子安全平台扩展至漏洞识别与加密敏捷方向。IonQ 总部位于马里兰州 College Park，业务覆盖量子计算、量子网络、量子传感与量子安全，公司称其量子计算服务自2021年起已上线各大云平台。
（来源：IonQ）
IonQ Third-Quarter Revenue Hits $173.8 Million, Up 336%, as Full-Year Guidance Rises to $505-$515 Million
COLLEGE PARK, Maryland - Quantum computing company IonQ (NYSE: IONQ) on November 5 reported financial results for the third quarter ended September 30, 2026, with revenue of $173.8 million, up 336% year over year and a sixth consecutive record quarter. The company raised its full-year 2026 revenue guidance to between $505 million and $515 million, from $450 million to $460 million previously, and said it expects quantum computing revenue to grow 110% for the year.
By segment, IonQ Platform revenue rose 127% to $90.3 million on global deployments of its Tempo quantum computers, while the newly consolidated SkyWater foundry services segment contributed $83.5 million in its first full quarter. Remaining performance obligations more than doubled to $1.2 billion. Net income attributable to IonQ was $564.0 million, or $1.42 per share, which the company said reflected the non-cash mark-to-market impact of warrants; adjusted earnings per share was a loss of $0.29 and adjusted EBITDA was a loss of $133.6 million.
Cash, cash equivalents and investments stood at $1.7 billion as of September 30, and $3.7 billion on a pro-forma basis after a $2.0 billion equity offering that closed on October 16. Chairman and CEO Niccolo de Masi said IonQ is the only trapped-ion company to advance to Stage C of DARPA's Quantum Benchmarking Initiative, a final stage with a potential program value of up to $300 million, and that NVIDIA will deploy a Superion 256 system as the first on-premise quantum computer at its Accelerated Quantum Research Center. COO and CFO Inder Singh said remaining performance obligations more than doubled even as the company converted backlog into record quarterly revenue.
Recent commercial highlights included a $33 million multi-product contract with SDT to deploy a Superion 256 quantum computer and quantum memory platform, a $25 million contract with Florida International University, and a $28 million DARPA contract for optical atomic clocks. IonQ also completed its acquisition of zero-trust security company Elisity, extending its quantum security platform. Headquartered in College Park, Maryland, IonQ works across quantum computing, networking, sensing and security, and says its quantum computing services have been available through all major cloud providers since 2021.
(Source: IonQ)
来源：IonQ
发布：GSM·美国（发布链接）
图片来源：图：IonQ 量子计算机机柜（该公司官网发布的产品图）。图片来源：IonQ 官方。 / Photo: An IonQ quantum computer cabinet, in an official company image. Photo: IonQ.
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