美光科技(MU)公布了2025财年第一季度财报,营收符合市场预期,但是预计第二季度营收和调整后每股收益(EPS)都将低于分析师预期,导致其盘后股价大跌逾13%。
第一财季,美光报告营收87.1亿美元,符合预期,调整后EPS 1.79美元,超出预期。数据中心营收首次超过总营收的50%,创纪录。经营现金流32.4亿美元,自由现金流1.12亿美元。
但令投资者失望的是,美光预计第二季度营收为79亿美元,低于分析师预期的90亿美元水平,预计调整后EPS为1.43美元,也低于市场预期的1.92美元。公司解释称面向消费者市场如手机和个人电脑短期内需求较为疲软,DRAM等内存芯片价格疲软也影响了盈利。
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