金吾财讯 | 科磊(KLAC)盘前跌超8%，截至发稿，报1660.00美元，下跌8.60%。消息面上，公司新近披露2026财年第三季度营收为34.15亿美元，同比增长11%，环比增长4%。非GAAP摊薄每股收益为9.40美元，而GAAP摊薄每股收益为9.12美元。当季度毛利率为62.2%，略高于预期，主要得益于有利的服务业务组合和制造规模效应。实现自由现金流6.22亿美元，过去12个月的自由现金流利润率为31%。业务方面，公司先进封装领域预计将迎来显著增长，从2025年的约6.35亿美元增至2026年的10亿美元。服务业务继续保持强劲表现，在3月季度实现收入7.75亿美元，同比增长16%。3月季度的总资本回报为8.75亿美元，包括股票回购和股息。不过，原料成本或在一定程度上影响公司创收。其披露由于高企的DRAM芯片成本，毛利率目前面临阻力，预计这种状况将持续到至少2026年日历年，未来几个季度对毛利率的影响大约为100个基点。
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