异动解读 | 财报数据超预期 拉姆研究盘后大涨近7%

异动解读
30 Jan

半导体设备公司拉姆研究(Lam Research)盘后股价大涨近7%,引发市场关注。

公司今日公布的2025财年第二季度财报显示,调整后每股收益为0.92美元,高于分析师预期的0.88美元;季度销售额达43.8亿美元,同样优于预期的43.11亿美元。这比去年同期分别增长22.34%和16.55%。

此外,拉姆研究对第三季度业绩也给出了乐观预期。公司预计第三季度营收为46.5亿美元,正负3亿美元,而分析师此前预期为43.39亿美元;预计调整后每股收益为1美元,正负0.1美元,高于分析师预期的0.88美元。

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