财报前瞻 | 稳中带压:恩智浦(NXPI.US)Q3能否守住“芯”势?

智通财经
Oct 27, 2025

智通财经APP获悉,芯片制造商恩智浦(NXPI.US)将于10月27日(周一)盘后公布第三季度财务业绩。分析师预测,第三季度恩智浦营收将同比下降2.7%至31.6亿美元,相较去年同期5.4%的降幅有所改善;调整后每股收益预计为3.12美元,同比下降9.6%。

据公开数据,该公司第二季度营收达29.3亿美元,虽同比下降6.4%,但超出分析师预期0.8%,被视为表现稳健的季度,且下季度营收预期同样高于市场预期。

过去30天,追踪该公司的分析师普遍维持原有预期,预计公司仍将按既定轨道前行。历史数据显示,过去两年恩智浦仅有一次营收未达华尔街预期,平均超出预期幅度为0.4%。

从半导体行业整体表现看,已公布三季度业绩的部分同行提供了参考:德州仪器(TXN.US)营收同比增长14.2%,超分析师预期1.9%;泛林集团(LRCX.US)营收增长27.7%,超出预期1.6%,但业绩公布后两家公司股价走势分化,德州仪器下跌5.7%,泛林集团则上涨4.3%。

当前半导体行业投资者情绪整体乐观,过去一个月行业股价平均上涨7.5%,但恩智浦同期股价下跌2.8%。市场对其盈利表现期待值较高,分析师平均目标价定为258.43美元,显著高于当前219.16美元的股价。

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