AlphaSignals Earnings Reaction Unchanged Modest upside Modest revision higher Impact to our thesis Financial results versus consensus Direction of next 12-month consensus EPS Source: Company data, Morgan Stanley Research Key Takeaways August 7, 2026 03:01 PM GMT Terumo (4543) | Japan M Update F3/27 1Q Results: Profit Slightly Beats Our Forecast Even Without One-time Boosts Impact of voluntary recall of certain RelayPro models: Other products made up for lower RelayPro sales in 1Q. Terumo has identified the ...