01 · 损益表
季度指标
| 指标 |
Q1 FY2026 |
Q4 FY2025 |
Q/Q |
Q1 FY2025 |
Y/Y |
| 营收 Revenue |
$1,581M |
— |
— |
$1,348M |
+17% |
| 毛利率 Gross Margin (GAAP) |
36.6% |
— |
— |
34.1% |
+2.5 ppt |
| 毛利率 Gross Margin (Non-GAAP) |
38.7% |
— |
— |
— |
— |
| 研发费用 R&D |
$155M |
— |
— |
$132M |
+18% |
| 销售及管理 SG&A |
$252M |
— |
— |
$229M |
+10% |
| 折旧摊销 D&A |
$70M |
— |
— |
$138M |
-50% |
| 股权激励 SBC |
$45M |
— |
— |
$36M |
+26% |
| 营业利润 Operating Income (GAAP) |
$259M |
— |
— |
$75M |
+244% |
| 利息费用 Interest Expense |
N/A |
— |
— |
$67M |
— |
| 净利润 Net Income (GAAP) |
$226M |
— |
— |
$26M |
+773% |
| 净利润 Net Income (Non-GAAP) |
$221M |
— |
— |
— |
— |
补充指标
| 指标 |
Q1 FY2026 |
Q4 FY2025 |
Q/Q |
Q1 FY2025 |
Y/Y |
| 每股收益 EPS (GAAP) |
$1.19 |
— |
— |
-$0.04 |
+3075% |
| 每股收益 EPS (Non-GAAP) |
$1.16 |
— |
— |
— |
— |
| 稀释股数 Diluted Shares |
191M |
— |
— |
154M |
+24% |
| 实际税率 Effective Tax Rate |
N/A |
— |
— |
-29.0% |
— |
end_market
| 板块 |
收入 |
占比 |
QoQ |
YoY |
| 数据中心和通信 |
$1,090M |
68.9% |
— |
— |
| 工业 |
$491M |
31.1% |
— |
— |
按终端市场拆分。AI相关数据中心和通信需求驱动强劲增长（YoY+26%），工业应用相对平稳（YoY+1%）。