半导体设备商Ichor Holdings Ltd.(ICHR)5日盘中大涨16%,主要得益于公司2024年第三季度超预期的业绩表现,以及对下季度及2025年市场需求前景的乐观评估。
Ichor公布的第三季度财报显示,公司营收同比增长7.3%至2.111亿美元,高于分析师预期。尽管出现280万美元净亏损,但亏损规模较去年同期大幅缩减。值得注意的是,公司第三季度毛利率达13.2%,营业利润率为0.2%,现金储备充裕达1.164亿美元。公司首席执行官Jeff Andreson表示,近两年受半导体设备需求低迷影响,公司业务承压。但从第三季度开始,客户需求呈现稳步回暖迹象,为下半年增长奠定了良好基础。进入2025年,公司预计业绩能进一步改善。
展望下一季度,Ichor预计营收将介于2.2亿至2.35亿美元,摊薄后每股收益为0.01至0.13美元。公司管理层对2025年业务环境充满信心,将继续推进毛利率扩张战略,期待实现营收、现金流动力均超越行业平均水平的表现。金融分析人士指出,凭借需求持续回暖以及充足现金储备,Ichor将有助于支撑其在未来兼收并购、技术革新等发展性支出,抓住行业增长的良机。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.