🐦 推特Wall St EngineCodex · 实盘不做把握 8/10
北京时间·🕒 发布 18:02:07时区推断·⟳ 抓取 18:02:15·⚡ 决策 08-05 21:57:01 +3h54m·82.9 天前
百济神州公布2026年二季度业绩超预期并上调全年指引
本条披露的是百济神州同一份2026年二季报：收入17亿美元、调整后EPS 3.84美元、净利润2.37亿美元，并上调全年收入及经营利润指引。
📄 原文Wall St Engine@wallstengine↗ 原文
BEONE MEDICINES $ONC Q2’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $1.7B (Est. $1.61B) 🟢; +30% YoY 🔹 Adj. EPS: $3.84 (Est. $1.58…
不做 百济神州（ONC.US）
同一具体2026年二季报催化已在已处理消息库中命中：2026-08-05 13:50 UTC“百济神州披露2026年二季报，收入和利润同比大幅增长但属定期财报催化”，本条为重复转述，不再出交易卡。
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 2026-08-05 · 扩散 medium · price-in 风险 medium ↗
关键理由
- 本条披露的是百济神州同一份2026年二季报：收入17亿美元、调整后EPS 3.84美元、净利润2.37亿美元，并上调全年收入及经营利润指引。
主要风险
- 同一具体财报催化已在已处理消息库中命中，重复推送会造成同一事件重复出卡。
工具调用 · 历史记录,结果未知(3 种)
- search_processed_events · 结果未知
- stock_quote · 结果未知
- normalize_ticker · 结果未知
原文全文
展开原文 · 951 字
BEONE MEDICINES $ONC Q2’26 EARNINGS HIGHLIGHTS
🔹 Revenue: $1.7B (Est. $1.61B) 🟢; +30% YoY
🔹 Adj. EPS: $3.84 (Est. $1.58) 🟢; +71% YoY
🔹 BRUKINSA Revenue: $1.2B; +31% YoY
🔹 Net Income: $237.0M (Est. $161M) 🟢; +151% YoY
Raises FY26 Guide:
🔹 Revenue: $6.6B-$6.8B (Est. $6.48B) 🟢
🔹 GAAP Operating Income: $1.0B-$1.1B (Est. $938M) 🟢
🔹 Non-GAAP Operating Income: $1.7B-$1.8B
🔹 GAAP Gross Margin: High-80% range
🔹 GAAP Operating Expenses: $4.8B-$5.0B
🔹 Other Income (Expense): $25M-$50M in expense
🔹 Diluted ADS Outstanding: ~118M
Segment Net Revenue:
🔹 BRUKINSA: $1.2B; +31% YoY
🔹 TEVIMBRA: $229M; +18% YoY
🔹 Amgen in-licensed products: $157M; +25% YoY
Other Q2 Metrics:
🔹 Gross Margin: 90%; +300 bps YoY
🔹 Free Cash Flow: $435.3M; +98% YoY
🔹 GAAP Operating Income: $325.0M; +270% YoY
Comments:
🔸 “Our foundational hematology franchise, led by BRUKINSA, continues to gain momentum as we advance one of the industry’s deepest and most diverse pipelines.”
🔹 Revenue: $1.7B (Est. $1.61B) 🟢; +30% YoY
🔹 Adj. EPS: $3.84 (Est. $1.58) 🟢; +71% YoY
🔹 BRUKINSA Revenue: $1.2B; +31% YoY
🔹 Net Income: $237.0M (Est. $161M) 🟢; +151% YoY
Raises FY26 Guide:
🔹 Revenue: $6.6B-$6.8B (Est. $6.48B) 🟢
🔹 GAAP Operating Income: $1.0B-$1.1B (Est. $938M) 🟢
🔹 Non-GAAP Operating Income: $1.7B-$1.8B
🔹 GAAP Gross Margin: High-80% range
🔹 GAAP Operating Expenses: $4.8B-$5.0B
🔹 Other Income (Expense): $25M-$50M in expense
🔹 Diluted ADS Outstanding: ~118M
Segment Net Revenue:
🔹 BRUKINSA: $1.2B; +31% YoY
🔹 TEVIMBRA: $229M; +18% YoY
🔹 Amgen in-licensed products: $157M; +25% YoY
Other Q2 Metrics:
🔹 Gross Margin: 90%; +300 bps YoY
🔹 Free Cash Flow: $435.3M; +98% YoY
🔹 GAAP Operating Income: $325.0M; +270% YoY
Comments:
🔸 “Our foundational hematology franchise, led by BRUKINSA, continues to gain momentum as we advance one of the industry’s deepest and most diverse pipelines.”
决策记录链 · 只追加
每次领取产生一条记录,重新决策追加一条并以 supersedes 指向被替代的记录(ADR 0014)。
这条决策早于决策账本(2026-10-08 起逐条追加),没有追加记录。