电子行业安费诺24Q3跟踪报告:AI需求等驱动Q3营收超指引上限 预计Q4营收同环比双位数增长

招商证券股份有...
25 Oct 2024

事件:安费诺(APH)发布2024 年第三季度财报,24Q3 营收40.4 亿美元,同比+26%/环比+15%;调整后营业利润率21.9%,同比+1.1pct/环比+0.6pcts;调整后EPS0.50 美元。综合财报及交流会议信息,总结要点如下:评论:1、Q3 营收和调整后摊薄EPS 超指引上限,营收、营业利润率、订单额创新高24Q3 营收创历史新高,同比+26%/环比+15%至40.4 亿美元...

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