泰瑞达FY25Q2业绩点评及业绩说明会纪要:25Q2营收超过指引中值 AI需求带动下半年指引乐观

华创证券
Aug 02

事项:2025 年7 月29 日泰瑞达发布2025 年Q2 季度报告,并召开业绩说明会。公司财务季度FY2025Q2 截至2025 年6 月30 日,即自然季度CQ2025Q2。2025Q2,公司实现营收6.52 亿美元,同比下滑10.68%,环比下滑4.96%;毛利率为57.3%,同比下滑1pct,环比下滑3.3pct。评论:1. 业绩总览:2025Q2,公司实现营业收入6.52 亿美元(YoY...

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