NVIDIA Corporation NVDA

Q3 FY2025 投资简报
2024-11-20 · ASTRO RESEARCH

01 · 损益表

季度指标

指标 Q3 FY2025 Q2 FY2025 Q/Q Q3 FY2024 Y/Y
营收 Revenue $35,082M $30,040M +17% $18,120M +94%
毛利率 Gross Margin (GAAP) 74.6% 75.1% -0.5 ppt 74.0% +0.6 ppt
毛利率 Gross Margin (Non-GAAP) 75.0% N/A
研发费用 R&D $3,390M $3,090M +10% $2,294M +48%
销售及管理 SG&A $897M $842M +7% $689M +30%
折旧摊销 D&A $478M $433M +10%
股权激励 SBC $1,252M $1,154M +8% $979M +28%
营业利润 Operating Income (GAAP) $21,869M $18,642M +17% $10,417M +110%
利息费用 Interest Expense $61M $61M +0% $63M -3%
净利润 Net Income (GAAP) $19,309M $16,599M +16% $9,243M +109%
净利润 Net Income (Non-GAAP) $20,010M N/A

补充指标

指标 Q3 FY2025 Q2 FY2025 Q/Q Q3 FY2024 Y/Y
每股收益 EPS (GAAP) $0.78 $0.67 +16% $0.37 +111%
每股收益 EPS (Non-GAAP) $0.81 N/A
稀释股数 Diluted Shares 24,774M 24,848M -0% 24,940M -1%
实际税率 Effective Tax Rate N/A 13.6% 12.2%

end_market

板块 收入 占比 QoQ YoY
Data Center $30,800M 87.8% +17%
Gaming $3,300M 9.4% +15%
Professional Visualization $486M 1.4% +7%
Automotive $449M 1.3% +30%

OEM & Other 未单独披露;残差 ~$47M vs 总收入 $35,082M

geography

本filing未披露

customer

本filing未披露

02 · 资产负债表

现金及等价物
Cash & Equivalents
$38,487M
总债务
Total Debt
$8,462M
股东权益
Shareholders' Equity
N/A

03 · 现金流量表

本季度数据

经营现金流
Operating Cash Flow
$17,629M
资本开支
CapEx
$813M
自由现金流
Free Cash Flow
$16,787M
股票回购
Share Buyback
N/A
债务偿还
Debt Repayments
N/A

04 · 动态指标

指标 Q3 FY2025 Q2 FY2025 变化
暂无动态指标配置

06 · 管理层观点

"AI 时代全速推进,推动全球向 NVIDIA 计算转变。Hopper 的需求和对 Blackwell(已全面量产)的期待令人难以置信,基础模型开发者正在扩展预训练、后训练和推理规模。AI 正在改变每个行业、公司和国家。" — Jensen Huang, NVIDIA Corporation

07 · 其他补充数据

指引指标(未注册)

暂无数据

动态指标(未注册)

指标数值备注
shareholder_returns_q3 $11.2B Q3 股东回报总计 $11.2B,其中股票回购 $11.0B、现金股息 $245M
nine_month_revenue $91,166M FY2025 前三季度累计收入 $91.2B(去年同期 $38.8B,同比+135%)
nine_month_fcf $45,204M FY2025 前三季度自由现金流 $45.2B