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财报前瞻 | 稳中带压:恩智浦(NXPI.US)Q3能否守住“芯”势?
智通财经网· 2025-10-27 08:20
智通财经APP获悉,芯片制造商恩智浦(NXPI.US)将于10月27日(周一)盘后公布第三季度财务业绩。分析师预测,第三季度恩智浦营收将同比下降2.7%至31.6 亿美元,相较去年同期5.4%的降幅有所改善;调整后每股收益预计为3.12美元,同比下降9.6%。 据公开数据,该公司第二季度营收达29.3亿美元,虽同比下降6.4%,但超出分析师预期0.8%,被视为表现稳健的季度,且下季度营收预期同样高于市场预 期。 过去30天,追踪该公司的分析师普遍维持原有预期,预计公司仍将按既定轨道前行。历史数据显示,过去两年恩智浦仅有一次营收未达华尔街预期,平均超 出预期幅度为0.4%。 从半导体行业整体表现看,已公布三季度业绩的部分同行提供了参考:德州仪器(TXN.US)营收同比增长14.2%,超分析师预期1.9%;泛林集团(LRCX.US)营 收增长27.7%,超出预期1.6%,但业绩公布后两家公司股价走势分化,德州仪器下跌5.7%,泛林集团则上涨4.3%。 当前半导体行业投资者情绪整体乐观,过去一个月行业股价平均上涨7.5%,但恩智浦同期股价下跌2.8%。市场对其盈利表现期待值较高,分析师平均目标 价定为258.43美 ...
意法半导体(STM.US)大跌逾12% Q3营业利润不及预期
Zhi Tong Cai Jing· 2025-10-23 15:28
Core Insights - STMicroelectronics (STM.US) experienced a significant decline of over 12%, closing at $25.57 [1] - The company's Q3 revenue was reported at $3.19 billion, surpassing analyst expectations of $3.12 billion [1] - Operating profit for the quarter was $180 million, falling short of the anticipated $214.4 million [1] - For Q4, the company forecasts revenue of $3.28 billion, which is below the analyst average estimate of $3.35 billion [1] - STMicroelectronics announced a reduction in its annual capital expenditure plan to below $2 billion, down from the previous expectation of $2 billion to $2.3 billion, citing the need to optimize investments based on current market conditions [1]