Seeking AlphaCodex · 实盘不做把握 6/10
北京时间·🕒 发布 04:02:37时区推断·⟳ 抓取 04:07:15·⚡ 决策 07-23 04:11:57 +4m42s·96.6 天前
Texas Instruments二季度营收和EPS超预期，三季度指引高于一致预期
Q2 EPS 2.14美元高于预期0.20美元，收入54.6亿美元同比增长22.7%且高于预期2.20亿美元。
📄 原文Seeking Alpha↗ 原文
Texas Instruments GAAP EPS of $2.14 beats by $0.20, revenue of $5.46B beats by $220M
- Texas Instruments press release (TXN): Q2 GAAP EPS of $2.14 beats by $0.20. - Revenue of $5.46B (+22.7% Y/Y) beats by…
不做 Texas Instruments（TXN.US）
财报虽超预期，但属于可预期财报日事件，盘后仅小幅反应且大市值主标的短线edge不足，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 medium ↗
关键理由
- Q2 EPS 2.14美元高于预期0.20美元，收入54.6亿美元同比增长22.7%且高于预期2.20亿美元。
- 三季度收入指引56.5亿-61.5亿美元，高于52.4亿美元一致预期，EPS指引2.23-2.57美元高于1.95美元预期。
主要风险
- 美股财报盘后已即时反应且原文显示仅涨约1%，大市值模拟芯片龙头的短线弹性有限。
原文全文
展开原文 · 466 字
- Texas Instruments press release (TXN): Q2 GAAP EPS of $2.14 beats by $0.20.
- Revenue of $5.46B (+22.7% Y/Y) beats by $220M.
- "Revenue increased 13% sequentially and 23% from the same quarter a year ago with broad growth led by industrial, data center and automotive.
- "TI's third quarter outlook is for revenue in the range of $5.65 billion to $6.15 billion vs. $5.24B consensus and earnings per share between $2.23 and $2.57 vs. $1.95 consensus."
- Shares +1%.
- Revenue of $5.46B (+22.7% Y/Y) beats by $220M.
- "Revenue increased 13% sequentially and 23% from the same quarter a year ago with broad growth led by industrial, data center and automotive.
- "TI's third quarter outlook is for revenue in the range of $5.65 billion to $6.15 billion vs. $5.24B consensus and earnings per share between $2.23 and $2.57 vs. $1.95 consensus."
- Shares +1%.
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