半导体设备商Ichor Holdings Ltd.(ICHR)5日盘前大涨9.36%,主要得益于公司2024年第三季度超预期的业绩表现,并对下季度及2025年的市场需求前景给予较高评估。
Ichor公布的第三季度财报显示,营收达2.111亿美元,高于分析师平均预期,同比增长7.3%。尽管出现280万美元净亏损,但亏损水平同比大幅缩减。值得关注的是,公司第三季度毛利率13.2%、营业利润率0.2%,现金储备充裕,达到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。
展望第四季度,Ichor预计营收在2.2亿至2.35亿美元区间,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,Ichor业绩和需求连续数个季度改善,加上充裕的现金储备,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。
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