芯片制造商亚德诺(ADI)最新财报显示,公司2025财年第一财季业绩表现强劲。营收同比下滑3.6%至24.2亿美元,但高于华尔街分析师预期的23.6亿美元;调整后每股收益1.63美元,也高于预期的1.54美元。
亚德诺的亮眼业绩引发市场热捧,盘中股价一度大涨7%。消息人士透露,亚德诺当季业绩超预期主要得益于芯片需求复苏,尤其是在消费电子领域。公司消费部门同比收入增长19%至3.229亿美元,人工智能驱动设备、高端智能手机和智能家居产品的采用推动了消费电子需求回暖。
展望未来,亚德诺预计第二财季营收为25亿美元,较分析师预期的24.6亿美元有所超出。该公司首席执行官表示,订单量已逐步改善,汽车和工业等领域订单强劲,将助力第二季度实现增长。亚德诺董事会亦批准新增100亿美元的股票回购授权,体现了公司对未来增长前景的信心。
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