01 · 损益表
季度指标
| 指标 |
Q4 FY2026 |
Q3 FY2026 |
Q/Q |
Q4 FY2025 |
Y/Y |
| 营收 Revenue |
$68,127M |
$57,006M |
+20% |
— |
— |
| 毛利率 Gross Margin (GAAP) |
75.0% |
73.4% |
+1.6 ppt |
— |
— |
| 毛利率 Gross Margin (Non-GAAP) |
75.2% |
N/A |
— |
— |
— |
| 研发费用 R&D |
$5,512M |
$4,705M |
+17% |
— |
— |
| 销售及管理 SG&A |
$1,282M |
$1,134M |
+13% |
— |
— |
| 折旧摊销 D&A |
$811M |
$751M |
+8% |
— |
— |
| 股权激励 SBC |
$1,633M |
$1,655M |
-1% |
— |
— |
| 营业利润 Operating Income (GAAP) |
$44,299M |
$36,010M |
+23% |
— |
— |
| 利息费用 Interest Expense |
$74M |
$61M |
+21% |
— |
— |
| 净利润 Net Income (GAAP) |
$42,960M |
$31,910M |
+35% |
— |
— |
| 净利润 Net Income (Non-GAAP) |
$39,552M |
N/A |
— |
— |
— |
补充指标
| 指标 |
Q4 FY2026 |
Q3 FY2026 |
Q/Q |
Q4 FY2025 |
Y/Y |
| 每股收益 EPS (GAAP) |
$1.76 |
$1.30 |
+35% |
— |
— |
| 每股收益 EPS (Non-GAAP) |
$1.62 |
N/A |
— |
— |
— |
| 稀释股数 Diluted Shares |
24,432M |
24,483M |
-0% |
— |
— |
| 实际税率 Effective Tax Rate |
14.8% |
15.9% |
-1.1 ppt |
— |
— |
end_market
| 板块 |
收入 |
占比 |
QoQ |
YoY |
| Data Center |
$62,300M |
91.4% |
+22% |
— |
| Gaming |
$3,700M |
5.4% |
-13% |
— |
| Professional Visualization |
$1,300M |
1.9% |
+71% |
— |
| Automotive |
$604M |
0.9% |
+2% |
— |
Data Center $62.3B（QoQ+22%，YoY+75%）；Gaming $3.7B（YoY+47%，QoQ-13%）；ProViz $1.3B（QoQ+74%，YoY+159%）；Automotive $604M（QoQ+2%，YoY+6%）
geography
该 filing 未披露此维度。8K-EX99.1 仅在指引中提及不假设来自中国的 Data Center 计算收入，但未提供按地理区域的历史收入拆分。地理分布通常在 10-K/10-Q 中披露。
customer
该 filing 未披露此维度。8K-EX99.1 未包含客户集中度数据或 >10% 大客户信息。客户集中度通常在 10-K/10-Q 中依据 ASC 280 披露。