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營業利益年增幅為營業成長的2倍 台北訊-2026年5月7日 —— 安森美（onsemi，美國納斯達克股票代號： ON）公佈其2026年第一季業績，要點如下： · 第一季營收為15.13億美元，高於公司財測中位數 · 第一季公認會計原則（以下簡稱“GAAP”）與非GAAP毛利率均為38.5% · 第一季GAAP營業利益率為（3.5%），非GAAP營業利益率為19.1% · 第一季GAAP 稀釋後每股收益（0.08）美元，非GAAP稀釋後每股收益為0.64美元 · 第一季股票回購金額為3.46億美元，約佔自由現金流的160% 安森美總裁暨首席執行官Hassane El Khoury表示：「隨著第一季的市場需求持續增強，我們的業績超出預期，並已走出產業週期低谷，踏上復甦之路。我們的AI數據中心業務加速成長，季增超過30%。展望未來，我們對業務的基本面以及由汽車、工業和AI數據中心應用中半導體含量持續提升所帶來的長期機遇充滿信心。」 安森美執行副總裁暨首席財務官Thad Trent表示：「透過持續的運營改善，我們在業務中實現了強勁的經營槓桿效應，營業利益年增10%，增速達到營業收入成長的兩倍。強大的產品群組與優化的成本結構，使我們能夠在市場環境持續改善的情況下加快獲利率和盈利增加。 我們持續實現穩健的自由現金流並向股東返還資本，並將以審慎的方式專注於為股東創造長期價值。 」 2026年第一季業務亮點： · AI數據中心收入年成長超過一倍，得益於多家晶圓平臺及領先的超大規模雲服務商在電源系統各環節的更廣泛採用 · 軟體定義汽車的發展持續升溫，基於 Treo的10BASE T1S乙太網路解決方案已達成初始量產出貨，支援北美某領先整車廠的下一代區域控制架構 電話會議 下表概列2026年第一季與可比較時期的部分財務業績（未經審計）： 第一季業績 收入匯總 （百萬美元） （未經審計） 收入摘要 2026年第二季展望 下表概列安森美預計2026年第二季的GAAP及非GAAP展望： 2026年第二季度展望 *Diluted shares outstanding can vary as a result of, among other things,the vesting of restricted stock units, the incremental dilutive shares from theconvertible notes, and the repurchase or the issuance of stock or convertiblenotes or the sale of treasury shares. In periods when the quarterly averagestock price per share exceeds $52.97 for the 0% Notes, and $103.87 for the0.50% Notes, the non-GAAP diluted share count and non-GAAP net income per shareinclude the anti-dilutive impact of the hedge transactions entered concurrentlywith the 0% Notes, and the 0.50% Notes, respectively. At an average stock priceper share between $52.97 and $74.34 for the 0% Notes, and $103.87 and $156.78for the 0.50% Notes, the hedging activity offsets the potentially dilutiveeffect of the 0% Notes, and the 0.50% Notes, respectively. In periods when thequarterly average stock price exceeds $74.34 for the 0% Notes, and $156.78 forthe 0.50% Notes, the dilutive impact of the warrants issued concurrently withsuch notes is included in the diluted shares outstanding. GAAP and non-GAAPdiluted share counts are based on either the previous quarter's average stockprice or the stock price as of the last day of the previous quarter, whicheveris higher. **Special items may include: amortization of acquisition-relatedintangibles; 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 impairmentsand other, net; goodwill impairment charges; gains and losses on debtprepayment; actuarial (gains) losses on pension plans and other pensionbenefits; and certain other special items, as necessary. These special itemsare out of our control and could change significantly from period to period. Asa result, we are not able to reasonably estimate and separately present theindividual impact or probable significance of these special items, and we aresimilarly unable to provide a reconciliation of the non-GAAP measures. Thereconciliation that is unavailable would include a forward-looking incomestatement, balance sheet and statement of cash flows in accordance with GAAP.For this reason, we use a projected range of the aggregate amount of specialitems in order to calculate our projected non-GAAP operating expense outlook. ***We believe these non-GAAP measures provide important supplementalinformation to investors. We use these measures, together with GAAP measures,for internal managerial purposes and as a means to evaluate period-to-periodcomparisons. However, we do not, and you should not, rely on non-GAAP financialmeasures alone as measures of our performance. We believe that non-GAAPfinancial measures reflect an additional way of viewing aspects of ouroperations that, when taken together with GAAP results and the reconciliationsto corresponding GAAP financial measures that we also provide in our releases,provide a more complete understanding of factors and trends affecting ourbusiness. Because non-GAAP financial measures are not standardized, it may notbe possible to compare these financial measures with other companies’ non-GAAPfinancial measures, even if they have similar names. 前瞻性聲明 This document includes “forward-looking statements,” as that term isdefined in Section 27A of the Securities Act of 1933, as amended, and Section21E of the Securities Exchange Act of 1934, as amended. All statements, otherthan statements of historical facts, included or incorporated in this documentcould be deemed forward-looking statements, particularly statements about thefuture financial performance of onsemi, including financial guidance for thesecond quarter of 2026. Forward-looking statements are often characterized bythe use of words such as “believes,” “estimates,” “expects,” “projects,” “may,”“will,” “intends,” “plans,” “anticipates,” “should” or similar expressions orby discussions of strategy, plans or intentions. All forward-looking statementsin this document are made based on our current expectations, forecasts,estimates and assumptions and involve risks, uncertainties and other factorsthat could cause results or events to differ materially from those expressed inthe forward-looking statements. Certain factors that could affect our futureresults or events are described under Part I, Item 1A “Risk Factors” in the2025 Annual Report on Form 10-K filed with the Securities and ExchangeCommission (“SEC”) on February 9, 2026 (the “2025 Form 10-K”) and from time totime in our other SEC reports. Readers are cautioned not to place unduereliance on forward-looking statements. We assume no obligation to update suchinformation, which speaks only as of the date made, except as may be required bylaw. Investing in our securities involves a high degree of risk anduncertainty, and you should carefully consider the trends, risks anduncertainties described in this document, our 2025 Form 10-K and other reportsfiled with or furnished to the SEC before making any investment decision withrespect to our securities. If any of these trends, risks or uncertaintiesactually occurs or continues, our business, financial condition or operatingresults could be materially adversely affected, the trading prices of oursecurities could decline, and you could lose all or part of your investment.All forward-looking statements attributable to us or persons acting on ourbehalf are expressly qualified in their entirety by this cautionary statement. 關於安森美（onsemi） 安森美（onsemi， 納斯達克股票代號：ON）提供智慧電源和智慧感知技術，推動汽車、工業及人工智慧數據中心等終端市場實現電氣化升級，並提升能效、安全性和自動化水準。 憑藉高度差異化的創新產品群組，安森美助力客戶攻克複雜的挑戰，以實現更高能效、更優性能和更低的系統成本，攜手共建一個更安全、更清潔、更節能的世界。 安森美被納入標普500指數。 瞭解更多關於安森美的資訊，請訪問： http://www.onsemi.com。 onsemi和onsemi圖示是SemiconductorComponents Industries， LLC的註冊商標。 所有本文中出現的其它品牌和產品名稱分別為其相應持有人的註冊商標或商標。 雖然公司在本新聞稿提及其網站，但此稿並不包含其網站中有關的資訊。
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