核心亮点：- 净利润同比大幅增长53.3%至3.488亿美元
- 毛利率为36.4%,同比提高2.0个百分点
- 收入同比增长13.4%至56.654亿美元
收入拆解：产品销售收入同比增长14.1%至44.792亿美元,主要来自于美洲地区的强劲产品销售。
服务收入同比增长10.9%至11.862亿美元,各地区均有不同程度增长。
管理层观点展望：管理层认为复苏的全球经济和数字化转型浪潮带来了客户需求的增长。展望未来,管理层预计数据中心和通信网络的投资将继续推动收入增长,同时公司将通过扩大产品组合和渠道来抓住市场机会。但也关注到了供应链、人力资源和汇率波动等运营风险。
运营数据：其他运营相关数据:
- 运营支出增加7%,主要是员工费用和货运成本的上涨
- 产品毛利率39%,服务毛利率40%
- 现金流入8.941亿美元,经营活动净现金流入近9亿美元
如果净利润为亏损,则公司目前的现金储备可支持约4.8个季度的运营。
运营风险：供应链中断、人力资源短缺、汇率波动以及地缘政治风险。
公告原文
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