2025年8月5日 - 安森美（onsemi，美國納斯達(dá)克股票代碼：ON）公布其2025年第二季度財(cái)務(wù)業(yè)績，主要亮點(diǎn)如下：

-第二季度收入為14.687億美元

-第二季度公認(rèn)會(huì)計(jì)原則(以下簡稱“GAAP”) 和 非GAAP毛利率均為37.6%

-第二季度GAAP 營業(yè)利潤率和非GAAP營業(yè)利潤率分別為13.2%和17.3%

-第二季度GAAP每股攤薄收益為0.41美元，非GAAP每股攤薄收益為0.53美元

-經(jīng)營活動(dòng)現(xiàn)金流為1.843億美元，自由現(xiàn)金流為1.061億美元

“我們正在進(jìn)行的轉(zhuǎn)型使業(yè)務(wù)模式更加可預(yù)測，體現(xiàn)了我們戰(zhàn)略的有效性以及對長期價(jià)值創(chuàng)造的承諾。我們開始看到終端市場的穩(wěn)定跡象，并已做好準(zhǔn)備從市場復(fù)蘇中受益。”安森美總裁兼首席執(zhí)行官 Hassane El-Khoury表示，“在執(zhí)行短期優(yōu)先事項(xiàng)的同時(shí)，我們也通過對下一代技術(shù)的投資，為公司的長期增長奠定基礎(chǔ)，進(jìn)一步鞏固我們的市場領(lǐng)導(dǎo)地位。”

下表概列2025年第二季度與可比較時(shí)期的部分財(cái)務(wù)業(yè)績（未經(jīng)審計(jì)）:

2025年第三季度展望

下表概列安森美預(yù)計(jì)2025年第三季度的GAAP及非GAAP展望：

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Diluted shares outstanding can vary as a result of, among other things, the vesting of restricted stock units, the incremental dilutive shares from the convertible notes, and the repurchase or the issuance of stock or convertible notes or the sale of treasury shares. In periods when the quarterly average stock price per share exceeds $52.97 for the 0% Notes, and $103.87 for the 0.50% Notes, the non-GAAP diluted share count and non-GAAP net income per share include the anti-dilutive impact of the hedge transactions entered concurrently with the 0% Notes, and the 0.50% Notes, respectively. At an average stock price per share between $52.97 and $74.34 for the 0% Notes, and $103.87 and $156.78 for the 0.50% Notes, the hedging activity offsets the potentially dilutive effect of the 0% Notes, and the 0.50% Notes, respectively. In periods when the quarterly average stock price exceeds $74.34 for the 0% Notes, and $156.78 for the 0.50% Notes, the dilutive impact of the warrants issued concurrently with such notes is included in the diluted shares outstanding. GAAP and non-GAAP diluted share counts are based on either the previous quarter's average stock price or the stock price as of the last day of the previous quarter, whichever is higher.

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Special items may include: amortization of acquisition-related intangibles; expensing of appraised inventory fair market value step-up; restructuring-related cost of revenue charges; non-recurring facility costs; in-process research and development expenses; restructuring, asset impairments and other, net; goodwill impairment charges; gains and losses on debt prepayment; actuarial (gains) losses on pension plans and other pension benefits; and certain other special items, as necessary. These special items are out of our control and could change significantly from period to period. As a result, we are not able to reasonably estimate and separately present the individual impact or probable significance of these special items, and we are similarly unable to provide a reconciliation of the non-GAAP measures. The reconciliation that is unavailable would include a forward-looking income statement, balance sheet and statement of cash flows in accordance with GAAP. For this reason, we use a projected range of the aggregate amount of special items in order to calculate our projected non-GAAP operating expense outlook.

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We believe these non-GAAP measures provide important supplemental information to investors. We use these measures, together with GAAP measures, for internal managerial purposes and as a means to evaluate period-to-period comparisons. However, we do not, and you should not, rely on non-GAAP financial measures alone as measures of our performance. We believe that non-GAAP financial measures reflect an additional way of viewing aspects of our operations that, when taken together with GAAP results and the reconciliations to corresponding GAAP financial measures that we also provide in our releases, provide a more complete understanding of factors and trends affecting our business. Because non-GAAP financial measures are not standardized, it may not be possible to compare these financial measures with other companies’ non-GAAP financial measures, even if they have similar names.

電話會(huì)議

安森美已于美國東部標(biāo)準(zhǔn)時(shí)間 (ET) 2025年 8 月 4日上午 9 時(shí)舉行金融界電話會(huì)議，討論此次的發(fā)布和安森美 2025 年第二季度業(yè)績。英語電話會(huì)議已在公司網(wǎng)站http://www.onsemi.cn的“投資者關(guān)系”網(wǎng)頁作實(shí)時(shí)廣播。實(shí)時(shí)網(wǎng)上廣播大約1小時(shí)后在該網(wǎng)站回放，為時(shí)30天。