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Delton Technology (Guangzhou) Inc.(H0216) - PHIP (1st submission)
2026-02-26 16:00
(the "Company") (A joint stock company incorporated in the People's Republic of China with limited liability) WARNING The publication of this Post Hearing Information Pack is required by The Stock Exchange of Hong Kong Limited (the "Stock Exchange") and the Securities and Futures Commission (the "Commission") solely for the purpose of providing information to the public in Hong Kong. Hong Kong Exchanges and Clearing Limited, The Stock Exchange of Hong Kong Limited and the Securities and Futures Commission t ...
Aspocomp’s Financial Statement Release 2025: Net sales increased significantly, and the operating result turned profitable
Globenewswire· 2026-02-25 07:00
Aspocomp Group Plc., Financial Statement Release, February 25, 2026, at 9:00 a.m. (Finnish time)OCTOBER-DECEMBER 2025 HIGHLIGHTS Net sales EUR 8.9 (7.9) million, increase of 12%Operating result EUR -0.4 (0.1) million, -4.7% (1.0%) of net salesEarnings per share EUR -0.04 (0.12)Operative cash flow EUR -0.3 (-0.3) millionOrders received EUR 13.3 (8.7) million, increase of 53%JANUARY-DECEMBER 2025 HIGHLIGHTS Net sales EUR 38.2 (27.6) million, increase of 38%Operating result EUR 0.9 (-4.0) million, 2.4% (-14.4% ...
胜宏科技2025年业绩预增260.35%-295.00%,AI算力需求推动PCB业务爆发 | 财报见闻
Hua Er Jie Jian Wen· 2026-01-16 11:28
公司表示,在AI算力、数据中心、高性能计算等关键领域,多款高端产品已实现大规模量产,带动产品结构向高价值量、高技术复杂度方向升 级,高端产品占比显著提升,推动公司业绩高速增长。 胜宏科技预计业绩实现爆发式增长,得益于全球AI基础设施建设浪潮推动高端印制电路板需求激增。 公司1月16日发布业绩预告显示,预计2025年度归属上市公司股东净利润为41.6亿元至45.6亿元,同比增长260.35%至295%。扣除非经常性损益后 的净利润预计为41.5亿元至45.5亿元,同比增长263.59%至298.64%。这一业绩表现远超上年同期水平。2024年度公司归属净利润为11.54亿元,扣 非净利润为11.41亿元。 胜宏科技在业绩说明中表示,2025年度公司坚定"拥抱AI,奔向未来"战略,精准把握AI算力技术革新与数据中心升级浪潮带来的历史新机遇。随 着全球AI基础设施与算力需求的持续扩张,公司持续巩固在全球PCB制造领域的技术领先地位。 公司凭借行业领先的技术能力、品质能力、交付能力和全球化服务能力,成为国内外众多头部科技企业的核心合作伙伴。这一市场地位的确立为 公司在AI算力产业链中占据有利位置奠定基础。多款高端产品 ...
TTM Technologies(TTMI) - 2025 Q1 - Earnings Call Transcript
2025-04-30 21:32
Financial Data and Key Metrics Changes - TTM Technologies achieved revenue of $648.7 million in Q1 2025, a 14% increase year-on-year from $570.1 million in Q1 2024 [26] - Non-GAAP EPS for Q1 2025 was $0.50, compared to $0.28 in Q1 2024, reflecting strong financial performance [30] - Non-GAAP operating margin improved to 10.5%, up 340 basis points from 7.1% in the same quarter last year [28] Business Line Data and Key Metrics Changes - Aerospace and defense represented 47% of total sales in Q1 2025, with revenues growing 15% year-on-year [17] - Data center computing accounted for 21% of total sales, also growing 15% year-on-year, driven by demand for generative AI applications [19] - Automotive sales declined to 11% of total sales, down from 13% in the previous year, primarily due to inventory adjustments [20] Market Data and Key Metrics Changes - The company reported a book-to-bill ratio of 1.1 for the quarter, indicating a healthy order intake relative to shipments [7][25] - The aerospace and defense program backlog was approximately $1.55 billion, up from $1.38 billion year-on-year [18] - Networking revenue grew by 53% year-on-year, accounting for 8% of total revenue, driven by increased demand [21] Company Strategy and Development Direction - The company is focused on diversifying its end markets and manufacturing footprint, with significant investments in new production capabilities in regions like Malaysia [8] - TTM is positioned to benefit from increased defense spending, with expectations of continued growth in the aerospace and defense sector [15] - The company aims to mitigate tariff impacts through strategic sourcing and delivery timing [12] Management's Comments on Operating Environment and Future Outlook - Management noted that there has been no significant change in customer behavior due to tariffs, with a strong outlook for the aerospace and defense market [9][66] - The company is optimistic about the potential for increased domestic manufacturing investments in the U.S., which could benefit TTM in the long term [13] - Management highlighted the importance of maintaining flexibility and vigilance in response to potential economic slowdowns [13] Other Important Information - TTM's cash and cash equivalents at the end of Q1 2025 totaled $411.3 million, with net debt to EBITDA at 1.3 [32] - The company plans to ramp up production at its new facility in Syracuse, with expectations for production to begin in mid-2026 [16] - TTM published its second corporate sustainability report on April 22, reflecting its commitment to environmental responsibility [17] Q&A Session Summary Question: Revenue and margins at the Penang facility - In Q1, the Penang facility generated approximately $2.2 million in revenue, with an operating income loss of about $11.5 million, but is expected to reach breakeven by Q3 [36][37] Question: Decline in aerospace and defense program backlog - The program backlog decreased slightly from $1.56 billion to $1.55 billion, but bookings remain strong, indicating healthy demand [41][44] Question: Customer qualifications at the Penang facility - TTM has four anchor customers and is qualifying approximately 10 additional customers, with a focus on data center and networking markets [50][54] Question: Impact of tariffs on customer behavior - Management has not observed significant changes in customer behavior due to tariffs, with steady demand across various markets [66] Question: Competitive dynamics in PCB manufacturing - TTM is engaging in discussions with customers regarding future volume needs and is positioned to leverage its Penang facility for advanced technology production [70][71] Question: Potential upside from defense spending - The reconciliation bill includes programs related to air missile defense, which could provide additional revenue opportunities for TTM [80][82]