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Graded daily on value C, growth C+, profitability B, momentum D, revisions D. Sector-relative, identical for every user.
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Key events, in time order
Revenue and profit beat estimates, up from $3.4 YoY
新订单同比增长15%，账面/出货比为1.11倍，积压订单同比增长12%至约46亿美元的历史新高。
Leadership change, market watches management stability
Company expands total buyback authorization and 2026 program, a capital allocation move
Q2 results beat expectations; management raised full-year EPS, revenue, and FCF outlook
第二季度销售额为$924 million，同比增长5%，每股收益增长15%，自由现金流$160 million，同比增长37%。
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Cases AI-clustered from trusted X authors over 2 weeks; counts are distinct authors. Volume does not predict direction · Not investment advice
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Facts and opinions separated · All items sourced · Not investment advice