电子行业:安费诺24Q4跟踪报告:营收及利润率创纪录 预计25Q1AI需求驱动IT数通环比持续增长

招商证券股份有...
24 Jan

事件:安费诺(APH)发布2024 年第四季度财报,24Q4 营收43.18 亿美元,同比+30%/环比+7%;调整后营业利润率22.4%,同比+1.2pct/环比+0.5pct;调整后EPS为0.55 美元。综合财报及交流会议信息,总结要点如下:评论:1、Q4 营收、营业利润率、订单量均创新高,AI 应用驱动订单总额同比+58%单季度看,24Q4 营收创历史新高,超此前指引上限达43.18 ...

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