第三季度销售额同比增长 50%，有机增长 41%，达 30 亿美元，订单额 创纪录达 60 亿美元，同比增长 38%。调整后的营业利润为 10 亿美元， 营业利润率达 27.5%，同比增加 560 个基点，环比增加 190 个基点， 盈利能力显著提升。 第三季度法定有效税率为 23.5%，调整后的有效税率为 27%，较上年 同期上升，主要由于部分收入转移至税率较高的司法管辖区。预计该较 高税率将持续到 2026 年，对每股收益产生一定影响。 第三季度经营现金流达 10.471 亿美元，自由现金流达 12.15 亿美元， 分别占净收入的 117%和 97%，现金流表现强劲。公司以平均价格约 109 美元回购了 140 万股普通股，总回报约 3.54 亿美元，并提高了季 度股息 52%至每股 25 美分。 公司签署协议以约 10 亿美元收购 Trackson，预计 2025 年销售额 2.9 亿美元、利润率 26%，并完成了对罗切斯特中心和 Kong Scope 公司 的 CCS 业务的收购，进一步扩展了产品组合和市场覆盖。 安费诺 20251023 摘要 公司第三季度法定有效税率为 23.5%，调整后的有效税率 ...

Core Viewpoint - Carl Zeiss Microscopy GmbH has acquired Pi Imaging Technology SA to enhance its microscopy solutions with innovative SPAD technology, aiming to strengthen its market leadership and drive future growth [2][3]. Group 1: Acquisition Details - The acquisition involves the complete ownership of Pi Imaging Technology SA, which will now operate under the name "Pi Imaging Technology SA – a Zeiss company" while retaining its location and employees in Lausanne, Switzerland [2]. - Pi Imaging Technology SA specializes in developing single-photon avalanche diode (SPAD) arrays and image sensors, utilizing advanced semiconductor technology [2]. Group 2: Strategic Goals - The integration of SPAD technology with Zeiss microscopy solutions is expected to provide innovative solutions for researchers in the high-end fluorescence microscopy field, enhancing imaging quality and throughput in life sciences [3]. - The collaboration aims to advance developments in various fields, including spectroscopy, scientific imaging, low-light imaging, and high-speed imaging [4]. Group 3: Market Context - Amphenol is nearing a deal to acquire CommScope Holding's broadband connectivity and cabling division for approximately $10.5 billion, driven by strong demand for data center technologies and fiber optic cables [5]. - CommScope's CCS division is the largest revenue-generating segment, projected to achieve net sales of $2.8 billion in 2024 [5][6].