Seeking AlphaCodex · 实盘不做把握 8/10
北京时间·🕒 发布 22:36:02时区推断·⟳ 抓取 22:41:29·⚡ 决策 07-22 23:03:14 +21m45s·96.9 天前
赛默飞将于7月23日盘前公布二季度业绩，当前仅为财报预告
这条信号只是提醒赛默飞（TMO.US）即将披露Q2财报，并未披露实际业绩、指引或超预期信息。
📄 原文Seeking Alpha↗ 原文
Thermo Fisher Scientific Q2 2026 Earnings Preview
- Thermo Fisher Scientific (TMO) is scheduled to announce Q2 earnings results on Thursday, July 23rd, before market ope…
不做 赛默飞（TMO.US）
仅为Q2财报预告和一致预期信息，未披露实际业绩、指引或超预期差，当前不做。
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 2026-07-22 · 扩散 medium · price-in 风险 high ↗
关键理由
- 这条信号只是提醒赛默飞（TMO.US）即将披露Q2财报，并未披露实际业绩、指引或超预期信息。
- 一致预期EPS为5.71美元、收入117亿美元属于市场已知日历信息，不能构成新增交易催化。
主要风险
- 真正可交易的信息要等7月23日盘前实际财报、指引和管理层口径出来后再判断。
原文全文
展开原文 · 500 字
- Thermo Fisher Scientific (TMO) is scheduled to announce Q2 earnings results on Thursday, July 23rd, before market open.
- The consensus EPS estimate is $5.71 (+6.5% Y/Y) and the consensus revenue estimate is $11.7B (+7.7% Y/Y).
- Over the last 2 years, TMO has beaten EPS estimates 100% of the time and has beaten revenue estimates 88% of the time.
- Over the last 3 months, EPS estimates have seen 2 upward revisions and 12 downward. Revenue estimates have seen 12 upward revisions and 3 downward.
- The consensus EPS estimate is $5.71 (+6.5% Y/Y) and the consensus revenue estimate is $11.7B (+7.7% Y/Y).
- Over the last 2 years, TMO has beaten EPS estimates 100% of the time and has beaten revenue estimates 88% of the time.
- Over the last 3 months, EPS estimates have seen 2 upward revisions and 12 downward. Revenue estimates have seen 12 upward revisions and 3 downward.
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