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北京时间·🕒 发布 07-31 04:13:38时区推断·⟳ 抓取 07-31 04:13:45·⚡ 决策 08-01 04:15:49 +1d00h·87.6 天前
Guardant Health二季度收入超预期并上调全年收入指引，但同一财报催化已被处理
本次财报新增信息为收入超预期、筛查业务高增长并上调全年收入指引，但调整后EPS、调整后EBITDA和自由现金流消耗弱于预期。
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GUARDANT HEALTH $GH Q2’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $335.0M (Est. $314M) 🟢; +44% YoY 🔹 Adj. EPS: -$0.42 (Est. -$0.…
不做 Guardant Health（GH.US）
同一具体Q2财报催化已在近48小时处理库中命中：Guardant Health二季度收入超预期并上调2026年收入指引，且当前已过次日完整交易窗口；为避免重复推卡和追已交易信息，当前不做。
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研究档案
🔎 新鲜度:最早出现 2026-07-30 · 扩散 high · price-in 风险 high ↗
关键理由
- 本次财报新增信息为收入超预期、筛查业务高增长并上调全年收入指引，但调整后EPS、调整后EBITDA和自由现金流消耗弱于预期。
- 同一具体财报催化已在近48小时处理库中多次命中，不应因社媒摘要重复推送再生成交易卡。
主要风险
- 若后续公司或分析师给出新的商业化量级、利润率或现金流指引变化，应作为新催化单独重判。
- 行情服务与内部KB本轮超时，未补充最新真实报价和反向纪要，但重复处理闸已足以决定不做。
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原文全文
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GUARDANT HEALTH $GH Q2’26 EARNINGS HIGHLIGHTS
🔹 Revenue: $335.0M (Est. $314M) 🟢; +44% YoY
🔹 Adj. EPS: -$0.42 (Est. -$0.41) 🔴
🔹 Screening Revenue: $52.9M; over 250% YoY
🔹 Adjusted EBITDA: -$55.9M (Est. -$50.3M) 🔴
Raises FY26 Guide:
🔹 Revenue: $1.34B-$1.36B (Est. $1.31B) 🟢; from $1.30B-$1.32B
🔹 Revenue Growth: 36% to 38%, from 32% to 34%
🔹 Oncology Revenue Growth: ~30%, from 28%-29%
🔹 Screening Revenue: $218M-$230M, from $186M-$198M
🔹 Non-GAAP Gross Margin: 64% to 65%
🔹 FCF Burn: $195M-$205M, raised from $185M-$195M
Segment Net Revenue:
🔹 Oncology: $219.1M; +38% YoY
🔹 Biopharma & Data: $60.9M; +9% YoY
🔹 Screening: $52.9M; over 250% YoY
Other Q2 Metrics:
🔹 Non-GAAP Gross Margin: 67%; +100 bps YoY
🔹 GAAP Gross Margin: 65%; flat YoY
🔹 Oncology Tests: ~104,000; +63% YoY
🔹 Free Cash Flow: -$69.5M
Comments:
🔸 “Growth was fueled by strong oncology volume, with acceleration across every product. The landmark FDA approval of Guardant360 Liquid CDx further strengthens our portfolio and positions us to drive sustained growth in the years ahead.”
🔸 “The inclusion of the Shield blood test in the American Cancer Society’s screening guidelines, together with UnitedHealth Group’s broad coverage decision, represents powerful validation of Shield’s clinical utility and its potential to improve access to screening.”
🔹 Revenue: $335.0M (Est. $314M) 🟢; +44% YoY
🔹 Adj. EPS: -$0.42 (Est. -$0.41) 🔴
🔹 Screening Revenue: $52.9M; over 250% YoY
🔹 Adjusted EBITDA: -$55.9M (Est. -$50.3M) 🔴
Raises FY26 Guide:
🔹 Revenue: $1.34B-$1.36B (Est. $1.31B) 🟢; from $1.30B-$1.32B
🔹 Revenue Growth: 36% to 38%, from 32% to 34%
🔹 Oncology Revenue Growth: ~30%, from 28%-29%
🔹 Screening Revenue: $218M-$230M, from $186M-$198M
🔹 Non-GAAP Gross Margin: 64% to 65%
🔹 FCF Burn: $195M-$205M, raised from $185M-$195M
Segment Net Revenue:
🔹 Oncology: $219.1M; +38% YoY
🔹 Biopharma & Data: $60.9M; +9% YoY
🔹 Screening: $52.9M; over 250% YoY
Other Q2 Metrics:
🔹 Non-GAAP Gross Margin: 67%; +100 bps YoY
🔹 GAAP Gross Margin: 65%; flat YoY
🔹 Oncology Tests: ~104,000; +63% YoY
🔹 Free Cash Flow: -$69.5M
Comments:
🔸 “Growth was fueled by strong oncology volume, with acceleration across every product. The landmark FDA approval of Guardant360 Liquid CDx further strengthens our portfolio and positions us to drive sustained growth in the years ahead.”
🔸 “The inclusion of the Shield blood test in the American Cancer Society’s screening guidelines, together with UnitedHealth Group’s broad coverage decision, represents powerful validation of Shield’s clinical utility and its potential to improve access to screening.”
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