泛林集团第四季度业绩及指引超预期，股价上涨

英为财情

2025/07/31

Investing.com -- 泛林集团(Lam Research Corporation)(NASDAQ:LRCX)公布的第四季度盈利和营收均超过分析师预期，同时对下一季度的乐观展望也超过华尔街预测。这家半导体设备制造商的股价在公告后上涨2.4%。公司在截至2025年6月29日的季度内实现调整后每股收益1.33美元，超过分析师预期的1.20美元。营收达到51.7亿美元，高于市场共识的49.9...

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href=\"https://cn.investing.com/news/earnings/article-93CH-2911309\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"IE0005OL40V9.USD","symbol_name":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","start_time":0,"source_url":"https://cn.investing.com/news/earnings/article-93CH-2911309","article_id":"2555020725","we_media_id":null,"thumbnails":[],"rights":{"source":"investing_news","url":"https://cn.investing.com/news/earnings/article-93CH-2911309","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2555020725","pubTimestamp":1753910280,"columns":[{"name":"行业数据","id":30,"label_key":"dataReport"}],"sourceInfo":{"source_id":"investing_news","name":"英为财情新闻"},"weMediaInfo":null,"summary":"Investing.com -- 泛林集团公布的第四季度盈利和营收均超过分析师预期，同时对下一季度的乐观展望也超过华尔街预测。这家半导体设备制造商的股价在公告后上涨2.4%。\"泛林集团再次交出了一份稳健的季度报告，亮点是强劲的毛利率和创纪录的每股收益，\"泛林集团总裁兼首席执行官Tim Archer表示。对于2026财年第一季度，泛林集团预计营收将在49亿美元至55亿美元之间，中值52亿美元超过分析师共识的46.6亿美元。","collect":0,"end_time":0,"defaultTopTitle":"investing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","BK4585":"ETF&股票定投概念","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU1670628061.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) INC","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","LU0444973449.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"DU\" (USD) ACC","LU1035773651.USD":"AB SICAV I - GLOBAL VALUE PORTFOLIO \"AD\" (USD) INC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0061474960.USD":"天利环球焦点基金AU Acc","LU0476273544.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"BU\" (USD) 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Estimates","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"LRCX":1},"content_text":"Investing.com -- 泛林集团(Lam Research Corporation)(NASDAQ:LRCX)公布的第四季度盈利和营收均超过分析师预期，同时对下一季度的乐观展望也超过华尔街预测。这家半导体设备制造商的股价在公告后上涨2.4%。\n公司在截至2025年6月29日的季度内实现调整后每股收益1.33美元，超过分析师预期的1.20美元。营收达到51.7亿美元，高于市场共识的49.9亿美元，同比增长33.6%，去年同期为38.7亿美元。\n\"泛林集团再次交出了一份稳健的季度报告，亮点是强劲的毛利率和创纪录的每股收益，\"泛林集团总裁兼首席执行官Tim Archer表示。\"随着沉积和蚀刻在人工智能时代的关键性日益增强，我们正在执行长期战略计划，并利用我们差异化的产品组合，使泛林集团在市场中脱颖而出。\"\n对于2026财年第一季度，泛林集团预计营收将在49亿美元至55亿美元之间，中值52亿美元超过分析师共识的46.6亿美元。公司预期调整后每股收益在1.10美元至1.30美元之间，中值1.20美元超过市场共识的1.00美元。\n公司的季度表现显示出显著的环比改善，营收较上一季度增长9.6%。调整后毛利率从3月季度的49.0%提升至50.3%，而调整后营业收入占营收的比例从32.8%上升至34.4%。\n中国仍然是泛林集团的最大市场，占营收的35%，其次是韩国占22%，中国台湾占19%。系统营收（包括新一代设备销售）达到34.4亿美元，而客户支持相关营收在本季度达到17.3亿美元。\n\n本文由人工智能协助翻译。更多信息，请参见我们的使用条款。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}