Seeking AlphaCodex · 实盘不做把握 4/10
北京时间·🕒 发布 18:46:23时区推断·⟳ 抓取 18:46:31·⚡ 决策 08-03 18:53:57 +7m26s·85.3 天前
Supernus二季度收入超预期且上调全年收入指引，但EPS口径不可比
Q2收入2.1906亿美元、同比增长32.4%，较预期高1,363万美元，四个增长产品收入1.757亿美元、同比增长52%。
📄 原文Seeking Alpha↗ 原文
Supernus PharmaceuticalsEPS of -$1.01, revenue of $219.06M beats by $13.63M
Supernus Pharmaceuticals press release (SUPN): Q2 EPS of -$1.01 may not be comparable to consensus of $0.51. Revenue of…
不做 Supernus Pharmaceuticals（SUPN.US）
收入beat和指引上调不足以覆盖EPS不可比亏损及盘前负反应，完整指引差额未核清，当前不追
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 2026-08-03 · 扩散 medium · price-in 风险 medium ↗
消息传播链
- 快讯披露SUPN二季度收入超预期、成长产品高增长和上调全年指引。市场反应:stock_quote显示SUPN最新44.63美元，较前收下跌2.15%。
- 2026-08-03 10:50 UTC市场反应futu非一手SUPN盘前/最新价格未跟随收入beat上行，说明市场仍关注EPS不可比亏损或指引细节。市场反应:44.63美元，较前收-2.15%。
关键理由
- Q2收入2.1906亿美元、同比增长32.4%，较预期高1,363万美元，四个增长产品收入1.757亿美元、同比增长52%。
- 公司称上调全年2026财务指引，ONAPGO全年净销售指引为5,500万至7,000万美元，但快讯未给出完整新旧指引差额。
- EPS为-1.01美元且可能不可比于0.51美元一致预期，盈利质量与费用项需要等完整公告和电话会解释。
主要风险
- 盘前/最新报价44.63美元较前收45.61美元下跌2.15%，市场暂未把该快讯解读为单边利好。
- 公开检索未找到可直接核验的同日完整公司公告，新旧指引差额和EPS不可比原因不清。
反向证据
- 做多前查反向 · 来源 kb_search · 日期 2026-08-03 · 影响 weakens
内部KB未命中SUPN本次业绩的一手或研报解读，未能确认指引上调幅度和EPS不可比原因。
检索:Supernus Pharmaceuticals Q2 2026 revenue guidance ONAPGO Qelbree negative risk - 做多前查反向 · 来源 kb_search · 日期 2026-08-03 · 影响 weakens
内部KB未找到SUPN本次业绩相关有效命中，无法补强收入beat以外的盈利质量判断。
检索:SUPN Supernus Q2 2026 EPS revenue beats raises full year guidance
工具调用 · 历史记录,结果未知(5 种)
- search_processed_events · 结果未知
- stock_quote · 结果未知
- kb_search · 结果未知
- search_case_library · 结果未知
- normalize_ticker · 结果未知
原文全文
展开原文 · 784 字
Supernus Pharmaceuticals press release (SUPN): Q2 EPS of -$1.01 may not be comparable to consensus of $0.51.
Revenue of $219.06M (+32.4% Y/Y) beats by $13.63M.
Combined revenues of the Company's four growth products increased to $175.7 million in the second quarter 2026, representing an increase of 52% compared to the same period last year. This strong growth was driven by an increase in net sales of Qelbree, GOCOVRI, ZURZUVAE, and ONAPGO.
The Company is raising its full year 2026 financial guidance as set forth below (dollars in millions):
Current Guidance (as of August 4, 2026)
Previous Guidance (as of February 24, 2026)
Total revenues include the following(7):
ONAPGO net sales of $55 million - $70 million
Trokendi XR and Oxtellar XR net sales of $50 million - $60 million
Revenue of $219.06M (+32.4% Y/Y) beats by $13.63M.
Combined revenues of the Company's four growth products increased to $175.7 million in the second quarter 2026, representing an increase of 52% compared to the same period last year. This strong growth was driven by an increase in net sales of Qelbree, GOCOVRI, ZURZUVAE, and ONAPGO.
The Company is raising its full year 2026 financial guidance as set forth below (dollars in millions):
Current Guidance (as of August 4, 2026)
Previous Guidance (as of February 24, 2026)
Total revenues include the following(7):
ONAPGO net sales of $55 million - $70 million
Trokendi XR and Oxtellar XR net sales of $50 million - $60 million
决策记录链 · 只追加
每次领取产生一条记录,重新决策追加一条并以 supersedes 指向被替代的记录(ADR 0014)。
这条决策早于决策账本(2026-10-08 起逐条追加),没有追加记录。