GlobalFoundries Inc (NASDAQ:GFS) 公布2024财年第四季度收入同比下降1%，降至18.30亿美元，超出分析师一致预期的18.29亿美元。 这家代工芯片制造商调整后的每股收益为0.46美元，超过分析师一致预期的0.44美元。报告发布后，股价下跌。 智能移动设备收入同比下降4%，至7.38亿美元。 通信基础设施和数据中心收入同比增长18%，至1.70亿美元。家庭和工业物联网收入同比下降13%，至3.55亿美元。汽车收入同比增长30%，至4.14亿美元。非晶圆收入同比下降31%，至1.53亿美元。 利润率方面：由于价格压力，调整后的毛利率下降了360个基点，至25.4%，调整后的营业利润率下降了510个基点，至15.6%。调整后的EBITDA利润率同比下降了560个基点，至36.1%。 截至2024年12月31日，GlobalFoundries的运营现金流为4.57亿美元，持有42亿美元的现金及等价物。 首席执行官托马斯·考菲尔德博士在季度业绩会议上指出了调整后的指导预期。他还强调了2024年对于行业的独特挑战，尽管如此，公司依然实现了超过10亿美元的调整后自由现金流。考菲尔德对在终端市场和产品组合中强劲的设计获胜势头表示乐观。 公司因其位于纽约马耳他工厂的生产能力相关的遗留投资记入了9.35亿美元的减值费用。公司宣布计划在纽约马耳他工厂开发一个先进的封装和测试能力中心，以帮助满足AI、汽车、航空航天和国防以及通信应用中对美国制造的重要芯片的日益增长的需求。 展望：GlobalFoundries预计第一季度收入为15.50亿至16.00亿美元，相较于市场预期的16.60亿美元。公司预计调整后的每股收益为0.24至0.34美元，相较于市场预期的0.32美元。 在过去12个月中，GlobalFoundries股价下跌超过32%。2024年第三季度，公司在全球代工业务中占据了5%的市场份额，这得益于物联网和通信基础设施市场的需求。 股价动态：截止至周二盘前最后一次查看时，GFS股价下跌7.23%，至35.01美元。 图片由GlobalFoundries提供。

以上内容来自Benzinga Earnings专栏，原文如下：

GlobalFoundries Inc (NASDAQ:GFS) reported a fiscal fourth-quarter 2024 revenue decline of 1% year-on-year to $1.830 billion, beating the analyst consensus estimate of $1.829 billion.

The contract chipmaker’s adjusted EPS of 46 cents beat the analyst consensus estimate of 44 cents. The stock price declined after the report.

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Smart mobile device revenue declined 4% from a year ago to $738 million.

Communications infrastructure & data center revenue grew 18% Y/Y to $170 million. Home and industrial IOT revenue decreased 13% Y/Y to $355 million. Automotive revenue rose 30% Y/Y to $414 million. Non wafer revenue slid 31% Y/Y to $153 million.

Margins: The adjusted gross margin declined by 360 bps to 25.4%, and the adjusted operating margin decreased by 510 bps to 15.6% due to pricing pressure. The adjusted EBITDA margin declined by 560 bps Y/Y to 36.1%. 

As of December 31, 2024, GlobalFoundries generated $457 million in operating cash flow and held $4.2 billion in cash and equivalents.

CEO Dr. Thomas Caulfield noted adjusted guidance estimates during the quarter. He also highlighted 2024’s unique challenges for the industry, despite which it delivered over $1 billion of adjusted free cash flow. Caulfield expressed optimism over strong design win momentum across its end markets and product portfolio.

The company recorded a $935 million impairment charge related to legacy investments in production capacity at its Malta, New York facility. The company announced its plans to develop a center for advanced packaging and test capabilities at its Malta, New York facility to help meet the growing demand for U.S.-made essential chips used in AI, automotive, aerospace and defense, and communications applications.

Outlook: GlobalFoundries expects first-quarter revenue of $1.55 billion—$1.60 billion versus the $1.66 billion estimate. The company expects adjusted EPS of $0.24-$0.34 versus the $0.32 estimate.

GlobalFoundries stock lost over 32% in value in the last 12 months. In the third quarter of 2024, the company held a 5% market share in the global foundry business, backed by demand in the Internet of Things and communications infrastructure markets.

Price Action: GFS stock is down 7.23% at $35.01 premarket at the last check on Tuesday.

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Photo Courtesy Of GlobalFoundries