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《美股》安森美半導體(ON.US)首財季經調整每股盈利勝預期 惟盤後股價跌4%
晶片製造商安森美半導體(onsemi)(ON.US)公布截至今年4月3日止首財季業績,Non-GAAP每股經調整盈利錄64美仙,優於市場預期的60美仙。期內收入按年升4.7%至15.13億美元,亦高於預期的14.9億美元。惟公司股價在盤後交易時段跌4%。根據公認會計原則(GAAP),首財季毛利率為38.5%,高於對上財年同期的20.3%及對上一財季的36%。...
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《美股》安森美半導體(ON.US)首財季經調整每股盈利勝預期 惟盤後股價跌4%
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晶片製造商安森美半導體(onsemi)(ON.US)      公布截至今年4月3日止首財季業績,Non-GAAP每股經調整盈利錄64美仙,優於市場預期的60美仙。期內收入按年升4.7%至15.13億美元,亦高於預期的14.9億美元。惟公司股價在盤後交易時段跌4%。

根據公認會計原則(GAAP),首財季毛利率為38.5%,高於對上財年同期的20.3%及對上一財季的36%。受計入3.29億美元的重組、資產減值及其他開支影響,經營虧損錄5,340萬美元,淨虧損為3,340萬美元,每股攤薄虧損8美仙。撇除非經營項目,Non-GAAP經營利潤率為19.1%,按年升0.8個百分點。Non-GAAP純利2.53億美元,按年增長9.3%。

按業務劃分,主力的電源方案部(PSG)收入按年增長14%至7.366億美元,類比與混合訊號部(AMG)收入按年倒退5%至5.404億美元,智能感知部(ISG)收入按年增長1%至2.363億美元。集團首季經營現金流為2.39億美元,自由現金流2.17億美元,期內動用3.46億美元回購股份。

安森美行政總裁Hassane El-Khoury表示,期內需求增強,集團已越過週期性低谷並邁向復甦,人工智能數據中心業務加速增長,按季升逾30%,按年更增長超過一倍。他對汽車、工業及人工智能數據中心應用中半導體含量增加帶動的長期機遇感到鼓舞。

財務總監Thad Trent指出,透過營運改善,經營利潤按年增長10%,增幅為收入增幅的兩倍。強勁的產品組合及優化的成本結構,為市場環境持續改善時加速利潤率及盈利增長奠定基礎。

展望第二季,安森美預計收入介乎15.35億至16.35億美元,中位數15.85億美元,高於市場預期的15.3億美元。Non-GAAP每股攤薄盈利預計介乎65至77美仙,同樣高於預期的65美仙。Non-GAAP毛利率預測介乎38%至40%。(da/u)(Real-time Streaming US Stocks Quote; Except All OTC quotes are at least 15 minutes delayed.)

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