Seeking AlphaCodex · 实盘不做把握 8/10
北京时间·🕒 发布 04:37:23时区推断·⟳ 抓取 04:38:04·⚡ 决策 07-29 04:39:35 +1m31s·90.5 天前
泰瑞达二季度业绩和三季度指引均高于预期但同一催化已被近时段处理
泰瑞达二季度Non-GAAP EPS为2.47美元、收入13.3亿美元,均高于一致预期,且三季度收入和EPS指引明显高于市场预期。
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Teradyne Non-GAAP EPS of $2.47 beats by $0.42, revenue of $1.33B beats by $110M
- Teradyne press release (TER): Q2 Non-GAAP EPS of $2.47 beats by $0.42. - Revenue of $1.33B (+104.1% Y/Y) beats by $11…
不做 泰瑞达(TER.US)
查重命中近时段已处理的同一具体财报催化,本条Seeking Alpha只是重复转述,不重复出交易卡。
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研究档案
🔎 新鲜度:最早出现 2026-07-28 · 扩散 medium · price-in 风险 high ↗
关键理由
- 泰瑞达二季度Non-GAAP EPS为2.47美元、收入13.3亿美元,均高于一致预期,且三季度收入和EPS指引明显高于市场预期。
- 但查重显示近72小时内已有同一具体财报催化决策记录,标题为“泰瑞达二季度业绩和三季度指引均高于预期,但盘后未获正向定价”。
- 本条Seeking Alpha只是同一财报信息的媒体转述,不应重复推送交易卡。
主要风险
- 若公司电话会后披露新增订单、测试设备需求或客户结构变化,可作为新事实另行研判。
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原文全文
展开原文 · 442 字
- Teradyne press release (TER): Q2 Non-GAAP EPS of $2.47 beats by $0.42.
- Revenue of $1.33B (+104.1% Y/Y) beats by $110M.
- Guidance for the third quarter of 2026 is revenue of $1,200 million to $1,300 million vs consensus of $1.03B, with GAAP net income attributable to Teradyne of $1.79 to $2.09 per diluted share and non-GAAP net income attributable to Teradyne of $1.85 to $2.15 per diluted share vs consensus of $1.44.
- Shares +11% AH.
- Revenue of $1.33B (+104.1% Y/Y) beats by $110M.
- Guidance for the third quarter of 2026 is revenue of $1,200 million to $1,300 million vs consensus of $1.03B, with GAAP net income attributable to Teradyne of $1.79 to $2.09 per diluted share and non-GAAP net income attributable to Teradyne of $1.85 to $2.15 per diluted share vs consensus of $1.44.
- Shares +11% AH.
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