Tower半导体Q2业绩：营收$460 million，Q3指引$520 million

[
  {
    "event_id": "Tower-Q2-GUIDANCE-20260804",
    "title": "Tower Q2营收$460 million，Q3指引$520 million",
    "event_time_utc": "2026-08-04T11:00:00Z",
    "event_time_quality": "exact",
    "published_at_utc": "2026-08-04T11:00:00Z",
    "event_type": "earnings_guidance",
    "asset_keys": ["SEMICONDUCTOR"],
    "direction_score": {"SEMICONDUCTOR": 1},
    "confidence": 96,
    "horizon": "weeks",
    "raw_facts": {
      "q2_revenue_usd_million": {
        "actual": "460.079",
        "consensus": "「原文未披露」",
        "prior": "413.631（Q1 2026）；372.061（Q2 2025）"
      },
      "q2_gross_profit_usd_million": {
        "actual": "137.772",
        "consensus": "「原文未披露」",
        "prior": "110.951（Q1 2026）；80.026（Q2 2025）"
      },
      "q2_net_profit_usd_million": {
        "actual": "90.619",
        "consensus": "「原文未披露」",
        "prior": "67.565（Q1 2026）；45.592（Q2 2025）"
      },
      "q3_revenue_guidance_usd_million": {
        "actual": "520",
        "consensus": "「原文未披露」",
        "prior": "460.079（Q2 2026）",
        "company_guidance_range": "±5%"
      },
      "q3_guidance_growth": {
        "actual": "31%同比；13%环比（按指引中值）",
        "consensus": "「原文未披露」",
        "prior": "「原文未披露」"
      },
      "siph0_revenue_annual_run_rate_usd_million": {
        "actual": "680（Q2 2026）",
        "consensus": "「原文未披露」",
        "prior": "180（Q2 2025）",
        "company_guidance": "Q4 2026跨过1000"
      }
    },
    "transmission_chain": "Tower Semiconductor作为高价值模拟半导体解决方案代工厂，Q2营收460.079 million美元、净利润90.619 million美元，SiPho年化营收跑速由Q2 2025的180 million美元升至Q2 2026的680 million美元，且Q3营收指引为520 million美元、区间±5% → 专用模拟、硅光子及相关晶圆代工需求的已实现增长和近端收入可见度提高 → 半导体代工、光互连和电源管理相关产业链盈利预期获得边际支持 → SEMICONDUCTOR价格方向偏正。",
    "invalidation_conditions": [
      "Tower后续下调或撤回Q3营收520 million美元、±5%指引。",
      "后续披露Q3实际营收未达到指引区间，或SiPho年化营收跑速未按公司计划在Q4 2026跨过1000 million美元。",
      "公司后续披露客户需求、产能扩张或晶圆代工利用率转弱，导致本次增长信号不再代表行业订单。"
    ],
    "source_urls": [
      "https://www.globenewswire.com/news-release/2026/08/04/3338165/0/en/Tower-Semiconductor-Announces-Record-Results-for-Revenue-and-Profitability-for-the-Second-Quarter-2026-with-Third-Quarter-2026-Record-Revenue-Guidance.html"
    ],
    "source_tier": "A"
  }
]