01 · 损益表
10-Q 季报仅提供 GAAP 数据
季度指标
| 指标 |
Q3 FY2025 |
Q2 FY2025 |
Q/Q |
Q3 FY2024 |
Y/Y |
| 营收 Revenue |
$769M |
$652M |
+18% |
$737M |
+4% |
| 毛利率 Gross Margin |
58.4% |
57.2% |
+1.2 ppt |
59.2% |
-0.8 ppt |
| 研发费用 R&D |
$125M |
$118M |
+5% |
$118M |
+6% |
| 销售及管理 SG&A |
$169M |
$158M |
+7% |
$158M |
+7% |
| 折旧摊销 D&A |
$31M |
$31M |
-3% |
$30M |
+3% |
| 股权激励 SBC |
$17M |
$16M |
+9% |
$16M |
+6% |
| 营业利润 Operating Income |
$145M |
$91M |
+60% |
$152M |
-4% |
| 利息费用 Interest Expense |
$1M |
$1M |
+63% |
$1M |
+63% |
| 净利润 Net Income |
$120M |
$78M |
+53% |
$146M |
-18% |
补充指标
| 指标 |
Q3 FY2025 |
Q2 FY2025 |
Q/Q |
Q3 FY2024 |
Y/Y |
| 每股收益 EPS |
$0.75 |
$0.49 |
+53% |
$0.89 |
-16% |
| 稀释股数 Diluted Shares |
159M |
160M |
-1% |
164M |
-3% |
| 实际税率 Effective Tax Rate |
15.8% |
12.7% |
+3.1 ppt |
7.8% |
+8.0 ppt |
product
| 板块 |
收入 |
占比 |
QoQ |
YoY |
| Semiconductor Test |
$606M |
78.8% |
+23% |
+12% |
| Robotics |
$75M |
9.8% |
+0% |
-15% |
| Product Test |
$88M |
11.5% |
+4% |
— |
geography
| 板块 |
收入 |
占比 |
QoQ |
YoY |
| Asia Pacific |
$613M |
79.7% |
+21% |
+8% |
| Americas |
$99M |
12.9% |
+11% |
-5% |
| Europe, Middle East and Africa |
$57M |
7.4% |
+2% |
-9% |
customer
10-Q 未单独披露 >10% 大客户名称，但 MD&A 指出测试产品销售集中于少数重要客户。Q3 台湾占比 37%（去年同期 26%），韩国占比 12%（去年同期 26%），中国占比 17%（去年同期 13%），反映 AI 芯片代工需求从韩国显著转向台湾。