Core Insights - The company reported its Q4 and full-year 2025 results, achieving a revenue of $1.53 billion in Q4 and a total annual revenue of $5.9954 billion, with a record free cash flow margin of 24% [2][3] Financial Performance - Q4 revenue was $1.53 billion, with a GAAP gross margin of 36.0% and a non-GAAP gross margin of 38.2% [2] - The company generated $1.4 billion in free cash flow for the year and returned 100% of this to shareholders through stock buybacks [3] - The company’s Q4 GAAP diluted earnings per share were $0.45, while non-GAAP diluted earnings per share were $0.64 [2] Business Highlights - A new stock buyback plan was authorized, allowing for the repurchase of up to $6 billion over the next three years [4] - The company launched vertical GaN power semiconductors, setting new benchmarks for power density, efficiency, and robustness [4] - Collaborations were established with Innoscience and GlobalFoundries to expand GaN power device production [4] Segment Performance - In Q4, the Power Solutions segment generated $724.2 million, a decrease of 2% quarter-over-quarter and 11% year-over-year [4] - The Analog and Mixed Signal segment reported $556.3 million, down 5% quarter-over-quarter and 9% year-over-year [4] - The Smart Sensing segment saw revenue of $249.6 million, up 9% quarter-over-quarter but down 17% year-over-year [4] Future Outlook - For Q1 2026, the company expects revenue between $1.435 billion and $1.535 billion, with GAAP gross margins projected between 37.4% and 39.4% [4] - GAAP diluted earnings per share are anticipated to be between $0.28 and $0.38, while non-GAAP diluted earnings per share are expected to range from $0.56 to $0.66 [4]

电源解决方案集团 (PSG) 的收入同比下降 16% 至 6.982 亿美元，模拟和混合信号集团 (AMG) 的收 入同比下降 14% 至 5.559 亿美元，智能传感集团 (ISG) 的收入同比下降 15% 至 2.146 亿美元。 调整后的毛利率下降770个基点至37.6%，调整后的营业利润率下降1,020个基点至17.3%，这意味着 半导体行业定价压力。 季度关键亮点中，onsemi强调中国碳化硅收入翻倍，这得益于新车型生产的增加，以及从其East Fishkill工厂出货超过500万件Treo制造的产品。公司还通过股份回购向股东返还了年初至今107%的 自由现金流。 公众号记得加星标⭐️，第一时间看推送不会错过。 来源：内容来自半导体行业观察综合 。 安森美半导体是周一标准普尔 500 指数中表现最差的股票，下跌超15%，这主要因为其首席执行官 警告客户正在"谨慎"，销售额下滑。 这家总部位于亚利桑那州斯科茨代尔、专注于汽车和工业终端市场的半导体及其他产品制造商公布， 第二季度调整后每股收益为0.53美元，与Visible Alpha调查的分析师的普遍预期一致。营收同比下降 15%，至14.7亿美元， ...