01 · 损益表
季度指标
| 指标 |
Q3 FY2025 |
Q2 FY2025 |
Q/Q |
Q3 FY2024 |
Y/Y |
| 营收 Revenue |
$988M |
$973M |
+2% |
$896M |
+10% |
| 毛利率 Gross Margin (GAAP) |
46.6% |
46.6% |
+0.0 ppt |
48.2% |
-1.6 ppt |
| 毛利率 Gross Margin (Non-GAAP) |
46.6% |
— |
— |
— |
— |
| 研发费用 R&D |
$76M |
$76M |
+0% |
$70M |
+9% |
| 销售及管理 SG&A |
$180M |
$175M |
+3% |
$167M |
+8% |
| 折旧摊销 D&A |
$85M |
$87M |
-2% |
$87M |
-2% |
| 股权激励 SBC |
$12M |
$12M |
+0% |
$11M |
+9% |
| 营业利润 Operating Income (GAAP) |
$138M |
$135M |
+2% |
$128M |
+8% |
| 利息费用 Interest Expense |
$53M |
$55M |
-4% |
$64M |
-17% |
| 净利润 Net Income (GAAP) |
$74M |
$62M |
+19% |
$62M |
+19% |
| 净利润 Net Income (Non-GAAP) |
$130M |
— |
— |
— |
— |
补充指标
| 指标 |
Q3 FY2025 |
Q2 FY2025 |
Q/Q |
Q3 FY2024 |
Y/Y |
| 每股收益 EPS (GAAP) |
$1.10 |
$0.92 |
+20% |
$0.92 |
+20% |
| 每股收益 EPS (Non-GAAP) |
$1.93 |
— |
— |
— |
— |
| 稀释股数 Diluted Shares |
68M |
67M |
+0% |
68M |
+0% |
| 实际税率 Effective Tax Rate |
12.3% |
13.6% |
-1.3 ppt |
-4.0% |
+16.3 ppt |
end_market
| 板块 |
收入 |
占比 |
QoQ |
YoY |
| Semiconductor |
$415M |
42.0% |
-4% |
+10% |
| Electronics & Packaging |
$289M |
29.3% |
— |
— |
| Specialty Industrial |
$284M |
28.7% |
+3% |
-1% |
customer
8K-EX99.1 不披露客户集中度数据，仅年报(10-K)包含。