01 · 损益表
10-Q 季报仅提供 GAAP 数据
季度指标
| 指标 |
Q2 FY2025 |
Q1 FY2025 |
Q/Q |
Q2 FY2024 |
Y/Y |
| 营收 Revenue |
$8,053M |
$8,709M |
-8% |
$5,824M |
+38% |
| 毛利率 Gross Margin |
36.8% |
38.4% |
-1.6 ppt |
18.5% |
+18.3 ppt |
| 研发费用 R&D |
$898M |
$888M |
+1% |
$832M |
+8% |
| 销售及管理 SG&A |
$285M |
$288M |
-1% |
$280M |
+2% |
| 折旧摊销 D&A |
$4,109M |
$2,030M |
+102% |
$3,839M |
+7% |
| 股权激励 SBC |
$233M |
$220M |
+6% |
$209M |
+11% |
| 营业利润 Operating Income |
$1,773M |
$2,174M |
-18% |
$191M |
+828% |
| 利息费用 Interest Expense |
$112M |
$118M |
-5% |
$144M |
-22% |
| 净利润 Net Income |
$1,583M |
$1,870M |
-15% |
$793M |
+100% |
补充指标
| 指标 |
Q2 FY2025 |
Q1 FY2025 |
Q/Q |
Q2 FY2024 |
Y/Y |
| 每股收益 EPS |
$1.41 |
$1.67 |
-16% |
$0.71 |
+99% |
| 稀释股数 Diluted Shares |
1,123M |
1,122M |
+0% |
1,114M |
+1% |
| 实际税率 Effective Tax Rate |
10.1% |
13.2% |
-3.1 ppt |
-3.7% |
+13.8 ppt |
technology
| 板块 |
收入 |
占比 |
QoQ |
YoY |
| DRAM |
$6,123M |
76.0% |
-4% |
+47% |
| NAND |
$1,855M |
23.0% |
-17% |
+18% |
| Other |
$75M |
0.9% |
+10% |
-24% |
end_market
| 项目 |
占比 |
| Data Center & Networking |
55.0% |
| Mobile |
15.0% |
| PC, Graphics & Other |
15.0% |
| Automotive, Industrial & Consumer |
10.0% |
Percentages are for H1 FY2025, rounded to nearest 5% as disclosed. No quarterly or absolute revenue breakdown provided.
customer
| 项目 |
占比 |
| Top 1 (undisclosed) |
15.0% |
One customer accounted for 15% of H1 FY2025 revenue, primarily in CNBU segment. One customer was 11% in H1 FY2024 (primarily MBU, EBU, CNBU).
geography
Not disclosed in 10-Q filing