【闪迪2026财年分析师电话会议要点总结】
一、创纪录的财务业绩与业绩指引。
1、第四季度业绩表现:营收达89.65亿美元,超出指引上限。环比增长中,约三分之一来自出货量增长,三分之二来自价格上涨。
2、毛利率与每股收益:Non-GAAP毛利率升至84.6%;Non-GAAP EPS达39.25美元。
3、现金流与资本回报:运营现金流为71.26亿美元;当季通过股票回购向股东回报45亿美元。
4、2026全财年业绩:全年总营收达202.48亿美元,出货量增长处于十几的中段,符合预期。
5、2027 财年第一季度指引:预计营收103亿-108亿美元,增长动力来自出货量增加和价格的适度上涨。预计非GAAP毛利率在83%-85%之间,非GAAP EPS为44-46美元。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.