Seeking AlphaCodex · 实盘不做把握 8/10
北京时间·🕒 发布 05:45:41时区推断·⟳ 抓取 05:46:36·⚡ 决策 07-23 05:52:12 +5m36s·96.7 天前
Allegion将于7月23日盘前公布二季度业绩
这只是财报日程和一致预期，EPS预期2.22美元、收入预期11.2亿美元。
📄 原文Seeking Alpha↗ 原文
Allegion Q2 2026 Earnings Preview
- Allegion (ALLE) is scheduled to announce Q2 earnings results on Thursday, July 23rd, before market open. - The consen…
不做 Allegion（ALLE.US）
财报日历和一致预期不构成新增交易催化，需等实际结果或指引变化。
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研究档案
🔎 新鲜度:最早出现 2026-07-22 · 扩散 high · price-in 风险 high ↗
关键理由
- 这只是财报日程和一致预期，EPS预期2.22美元、收入预期11.2亿美元。
- 过去两年EPS超预期75%、收入超预期88%属于历史背景，不等于本次已发生超预期。
- 近三个月EPS下修多于上修、收入上修多于下修，信息多空不构成明确方向。
主要风险
- 实际财报若利润率、订单或全年指引显著偏离预期，应由新信号重判。
原文全文
展开原文 · 484 字
- Allegion (ALLE) is scheduled to announce Q2 earnings results on Thursday, July 23rd, before market open.
- The consensus EPS estimate is $2.22 (+8.8% Y/Y), and the consensus revenue estimate is $1.12B (+9.8% Y/Y).
- Over the last 2 years, ALLE has beaten EPS estimates 75% 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 7 downward. Revenue estimates have seen 7 upward revisions and 1 downward.
- The consensus EPS estimate is $2.22 (+8.8% Y/Y), and the consensus revenue estimate is $1.12B (+9.8% Y/Y).
- Over the last 2 years, ALLE has beaten EPS estimates 75% 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 7 downward. Revenue estimates have seen 7 upward revisions and 1 downward.
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