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業績超預期 2025 年 11 月 4 日 – 安森美（onsemi，美國納斯達克股票代號： ON）公佈其2025年第三季度業績，要點如下：
- 第三季度收入為15.509億美元
- 第三季度公認會計原則（以下簡稱“GAAP”） 和 非GAAP 毛利率分別為 37.9%和38.0%
- 第三季度GAAP 營業利益率和非GAAP營業利益率分別為 17.0%和19.2%
- 第三季度GAAP 每股稀釋盈餘和非GAAP 每股稀釋盈餘均為0.63美元
- 營運現金流為4.187億美元
- 自由現金流為3.724億美元，年增22%，占收入的24%
- 截至目前，年度已回購9.25億美元庫藏股，約佔自由現金流的100%
「我們第三季度業績超預期，彰顯了公司策略的有效性和業務模式的強大韌性。 我們看到核心市場持續穩定化跡象，在人工智慧領域也展現了積極成長趨勢」，安森美總裁暨CEO Hassane El-Khoury說，「隨著能源效率成為新世代汽車、工業及 AI 平台的關鍵要求，我們正持續擴展產品群組，提供系統級價值，協助客戶以更低能耗實現更優性能。」 下表概列2025年第三季度與可比較時期的部分財務業績（未經審計）： | | | | | | （收入和凈額以百萬美元計） | | | | | | | | | 收入 | $1,550.9 | $1,468.7 | $1,761.9 | | $1,550.9 | $1,468.7 | $1,761.9 | | 毛利率 | 37.9 % | 37.6 % | 45.4 % | | 38.0 % | 37.6 % | 45.5 % | | 營運利益率 | 17.0 % | 13.2 % | 25.3% | | 19.2 % | 17.3 % | 28.2 % | | 安森美應占收入淨額 | $255.0 | $170.3 | $401.7 | | $256.3 | $221.3 | $423.8 | | 每股稀釋盈餘 | $0.63 | $0.41 | $0.93 | | $0.63 | $0.53 | $0.99 |
 | | | | | | | | | | | | | | 電源方案部（PSG） | $ 737.6 | $ 698.2 | $ 829.4 | | 6 % | (11) % | | 類比與混合訊號部（AMG） | 583.3 | 555.9 | 653.7 | | 5 % | (11) % | | 智慧感知部（ISG） | | | | | 7 % | (18) % | | 總額 | | | | | 6 % | (12) % |
2025年第四季度展望 下表概列安森美預計2025年第四季度的GAAP及非GAAP展望： | | | | | | 收入 | $1,480 至 $1,580 百萬美元 | - | $1,480 至 $1,580 百萬美元 | | 毛利率 | 36.9%至38.9% | 0.1% | 37.0%至39.0% | | 營運支出 | $296至$311百萬美元 | $14百萬美元 | $282至$297百萬美元 | | 其它收入及支出淨額（包括利息支出） | （$7百萬美元） | - | （$7百萬美元） | | 每股稀釋盈餘 | $0.56至$0.66美元 | $0.01美元 | $0.57至$0.67美元 | | 稀釋後流通股數* | 405 百萬 | - | 405 百萬 |
* Diluted sharesoutstanding can vary as a result of, among other things, the vesting ofrestricted stock units, the incremental dilutive shares from the convertiblenotes, and the repurchase or the issuance of stock or convertible notes or thesale of treasury shares. In periods when the quarterly average stock price pershare exceeds $52.97 for the 0% Notes, and $103.87 for the 0.50% Notes, thenon-GAAP diluted share count and non-GAAP net income per share include theanti-dilutive impact of the hedge transactions entered concurrently with the 0%Notes, and the 0.50% Notes, respectively. At an average stock price per sharebetween $52.97 and $74.34 for the 0% Notes, and $103.87 and $156.78 for the0.50% Notes, the hedging activity offsets the potentially dilutive effect ofthe 0% Notes, and the 0.50% Notes, respectively. In periods when the quarterlyaverage 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 notesis included in the diluted shares outstanding. GAAP and non-GAAP diluted sharecounts are based on either the previous quarter's average stock price or thestock price as of the last day of the previous quarter, whichever is higher. ** Special items mayinclude: amortization of acquisition-related intangibles; expensing ofappraised inventory fair market value step-up; restructuring-related cost ofrevenue charges; non-recurring facility costs; in-process research anddevelopment expenses; restructuring, asset impairments and other, net; goodwillimpairment charges; gains and losses on debt prepayment; actuarial (gains)losses on pension plans and other pension benefits; and certain other specialitems, as necessary. These special items are out of our control and couldchange significantly from period to period. As a result, we are not able toreasonably estimate and separately present the individual impact or probablesignificance of these special items, and we are similarly unable to provide areconciliation of the non-GAAP measures. The reconciliation that is unavailablewould include a forward-looking income statement, balance sheet and statementof cash flows in accordance with GAAP. For this reason, we use a projectedrange of the aggregate amount of special items in order to calculate ourprojected non-GAAP operating expense outlook. *** We believe thesenon-GAAP measures provide important supplemental information to investors. Weuse these measures, together with GAAP measures, for internal managerialpurposes and as a means to evaluate period-to-period comparisons. However, wedo not, and you should not, rely on non-GAAP financial measures alone asmeasures of our performance. We believe that non-GAAP financial measuresreflect an additional way of viewing aspects of our operations that, when takentogether with GAAP results and the reconciliations to corresponding GAAPfinancial measures that we also provide in our releases, provide a morecomplete understanding of factors and trends affecting our business. Becausenon-GAAP financial measures are not standardized, it may not be possible tocompare these financial measures with other companies’ non-GAAP financialmeasures, even if they have similar names. 電話會議 安森美已於美國東部標準時間 （ET） 2025年 11 月 3日上午 9 時舉行金融界電話會議，討論此次的發佈和安森美 2025 年第三季度業績。 英語電話會議已在公司網站 http://www.onsemi.cn 的「投資者關係」網頁作實時廣播。 即時網上廣播大約1小時后在該網站重播，為時30天。 關於安森美（onsemi） 安森美（onsemi， 納斯達克股票代號：ON）致力推動顛覆性創新，打造更美好的未來。 公司關注汽車和工業終端市場的大趨勢，加速推動汽車功能電子化和汽車安全、可持續電網、工業自動化以及5G和雲基礎設施等細分領域的變革創新。 安森美提供高度差異化的創新產品群組以及智慧電源和智慧感知技術，以解決全球最複雜的挑戰，引領創造更安全、更清潔、更智慧的世界。 安森美被納入納斯達克100指數和標普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Semiconductor ComponentsIndustries， 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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