🐦 推特Wall St EngineCodex · 实盘不做把握 8/10
北京时间·🕒 发布 04:10:04时区推断·⟳ 抓取 04:10:41·⚡ 决策 07-29 04:11:36 +55s·90.7 天前
亿滋二季度业绩小幅超预期并上调全年有机收入指引
本条为亿滋同一二季度财报催化的社交媒体转述，近72小时已命中多条已处理记录。
📄 原文Wall St Engine@wallstengine↗ 原文
MONDELĒZ $MDLZ Q2’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $9.4B (Est. $9.20B) 🟢; +4.1% YoY 🔹 Adj EPS: $0.73 (Est. $0.68) 🟢; -…
不做 亿滋国际（MDLZ.US）
同一二季度财报催化已在已处理消息库中多次命中并判定不做，本条为社交媒体重复转述，不再新增交易。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
🔎 新鲜度:最早出现 2026-07-28 · 扩散 high · price-in 风险 high ↗
关键理由
- 本条为亿滋同一二季度财报催化的社交媒体转述，近72小时已命中多条已处理记录。
- 收入9.4亿美元与调整后EPS 0.73美元虽高于预期，但属于排期财报披露，且MDLZ.US当日已上涨2.98%。
主要风险
- 重复推送会造成同一财报催化重复出卡；当前不再新增交易决策。
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原文全文
展开原文 · 926 字
MONDELĒZ $MDLZ Q2’26 EARNINGS HIGHLIGHTS
🔹 Revenue: $9.4B (Est. $9.20B) 🟢; +4.1% YoY
🔹 Adj EPS: $0.73 (Est. $0.68) 🟢; -2.7% YoY (CC)
🔹 Free Cash Flow (YTD): $0.7B
🔸 Dividend: +4% increase (quarterly)
Raises FY26 Guide:
🔹 Organic Net Revenue Growth: At least 2%; raised
🔹 Adj. EPS Growth: Flat to 5% (CC)
🔹 Free Cash Flow: ~$3B
Segment Net Revenue:
🔹 Latin America: $1.37B; +15.1% YoY
🔹 AMEA: $1.97B; +8.2% YoY
🔹 Europe: $3.38B; -1.0% YoY
🔹 North America: $2.63B; +3.0% YoY
Capital Return:
🔹 Dividend Increase: +4% (quarterly)
🔹 H1 Return of Capital: $1.5B
Comments:
🔸 “Our second quarter results were marked by robust top-line expansion, coupled with volume growth and share improvement, along with improved profitability.”
🔸 “We are encouraged by the momentum in our business, and we remain focused on executional excellence coupled with reinvesting behind our brands to enable sustained performance for years to come.”
🔹 Revenue: $9.4B (Est. $9.20B) 🟢; +4.1% YoY
🔹 Adj EPS: $0.73 (Est. $0.68) 🟢; -2.7% YoY (CC)
🔹 Free Cash Flow (YTD): $0.7B
🔸 Dividend: +4% increase (quarterly)
Raises FY26 Guide:
🔹 Organic Net Revenue Growth: At least 2%; raised
🔹 Adj. EPS Growth: Flat to 5% (CC)
🔹 Free Cash Flow: ~$3B
Segment Net Revenue:
🔹 Latin America: $1.37B; +15.1% YoY
🔹 AMEA: $1.97B; +8.2% YoY
🔹 Europe: $3.38B; -1.0% YoY
🔹 North America: $2.63B; +3.0% YoY
Capital Return:
🔹 Dividend Increase: +4% (quarterly)
🔹 H1 Return of Capital: $1.5B
Comments:
🔸 “Our second quarter results were marked by robust top-line expansion, coupled with volume growth and share improvement, along with improved profitability.”
🔸 “We are encouraged by the momentum in our business, and we remain focused on executional excellence coupled with reinvesting behind our brands to enable sustained performance for years to come.”
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