模拟芯片需求复苏在望?亚德诺Q1业绩、Q2指引均超预期

智通财经网2025-02-19

智通财经APP获悉，美国模拟芯片巨头亚德诺(ADI.US)公布了好于预期的第一季度业绩及第二季度指引。受此消息提振，截至发稿，亚德诺周三美股盘前涨5%。财报显示，在截至2025年2月1日的2025财年第一财季，亚德诺当季营收同比下降4%至24.2亿美元，好于分析师普遍预期的23.6亿美元;调整后的每股收益为1.63美元，同样好于分析师普遍预期的1.54美元。亚德诺首席执行官兼董事长Vincent ...

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Yadeno's Q1 performance and Q2 guidance exceeded expectations","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ADI":1},"content_text":"智通财经APP获悉，美国模拟芯片巨头亚德诺(ADI.US)公布了好于预期的第一季度业绩及第二季度指引。受此消息提振，截至发稿，亚德诺周三美股盘前涨5%。财报显示，在截至2025年2月1日的2025财年第一财季，亚德诺当季营收同比下降4%至24.2亿美元，好于分析师普遍预期的23.6亿美元;调整后的每股收益为1.63美元，同样好于分析师普遍预期的1.54美元。亚德诺首席执行官兼董事长Vincent Roche表示：“尽管宏观经济和地缘政治背景充满挑战，但亚德诺第一季度的营收和盈利都高于我们预测区间的中点。”“我们的复苏得益于周期性动态的改善，以及我们在特许经营领域赢得的众多新业务转化为收入。”展望未来，亚德诺预计，第二财季营收为25亿美元，好于分析师普遍预期的24.6亿美元;预计调整后的每股收益为1.68美元，同样好于分析师普遍预期的1.66美元。亚德诺首席财务官Richard Puccio表示：“第一季度的预订量继续逐步改善，工业和汽车行业的强劲表现将有助于我们在第二季度实现环比和同比增长。我们对2025财年亚德诺恢复增长充满信心。”亚德诺表示，该公司董事会批准将季度股息提高8%，至每股0.99美元。该公司还将股票回购授权增加了100亿美元，使其股票回购授权总计达到约115亿美元。据悉，亚德诺堪称“模拟芯片风向标”，该公司专注于高性能模拟、混合信号和数字信号处理技术的开发和制造，其产品广泛应用于工业、汽车、通信、医疗、消费电子等非常广泛的应用领域。亚德诺Q1业绩以及对Q2业绩的指引均超出市场预期，可能令投资者对模拟芯片需求步入复苏阶段更加乐观。此前有业内人士曾透露，模拟芯片行业的库存水平可能已接近最低点。随着汽车和消费电子市场的逐步回暖，以及人工智能等新兴应用领域的崛起，该行业或许正迎来复苏的重要时刻。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.0","shortVersion":"4.36.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2512102709","isCrawlerRequest":true}