Seeking AlphaCodex · 实盘不做把握 2/10
北京时间·🕒 发布 23:29:32时区推断·⟳ 抓取 23:34:49·⚡ 决策 07-23 23:35:40 +51s·95.6 天前
GrafTech 将于7月24日盘前披露二季度业绩，当前仅为财报预告日程
这条信号只是Seeking Alpha的财报发布时间与一致预期汇总，没有披露实际业绩、指引上修/下修或公司新增事实。
📄 原文Seeking Alpha↗ 原文
GrafTech International Q2 2026 Earnings Preview
- GrafTech International (EAF) is scheduled to announce Q2 earnings results on Friday, July 24rd, before market open. -…
不做 GrafTech International（EAF.US）
仅为财报预告日程和一致预期汇总，实际业绩尚未披露，方向和超预期幅度无法判断；当前不做，等7月24日盘前财报后由新信号接手。
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 2026-07-23 · 扩散 medium · price-in 风险 high ↗
关键理由
- 这条信号只是Seeking Alpha的财报发布时间与一致预期汇总，没有披露实际业绩、指引上修/下修或公司新增事实。
- 一致预期已明确为亏损和收入同比下滑，但这是财报前公开预期，不是新的可交易 surprise。
主要风险
- 真正的交易信号需要等7月24日盘前实际财报、指引和管理层口径出来后重新判断。
原文全文
展开原文 · 495 字
- GrafTech International (EAF) is scheduled to announce Q2 earnings results on Friday, July 24rd, before market open.
- The consensus EPS Estimate is -$1.65 (-931.3% Y/Y) and the consensus Revenue Estimate is $125M (-5.2% Y/Y).
- Over the last 2 years, EAF has beaten EPS estimates 50% of the time and has beaten revenue estimates 75% of the time.
- Over the last 3 months, EPS estimates have seen 0 upward revisions and 1 downward. Revenue estimates have seen 0 upward revisions and 2 downward.
- The consensus EPS Estimate is -$1.65 (-931.3% Y/Y) and the consensus Revenue Estimate is $125M (-5.2% Y/Y).
- Over the last 2 years, EAF has beaten EPS estimates 50% of the time and has beaten revenue estimates 75% of the time.
- Over the last 3 months, EPS estimates have seen 0 upward revisions and 1 downward. Revenue estimates have seen 0 upward revisions and 2 downward.
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