【第一對焦:安森美】汽車駕駛自動化、工業(yè)自動化等自動化科技:安森美總裁兼首席執(zhí)行官(CEO) Hassane El-Khoury說:“我們的重點(diǎn)戰(zhàn)略為 onsemi 的利潤率和增長帶來了持續(xù)的成果,汽車和工業(yè)終端市場現(xiàn)在占我們收入的 65%。我們的第1季度業(yè)績創(chuàng)歷史新高,收入同比增長 31%,毛利率增長 1,420 個(gè)基點(diǎn)至破紀(jì)錄的 49.4%,突顯了我們持續(xù)脫胎換骨的業(yè)務(wù)實(shí)力和產(chǎn)品價(jià)值。憑借高度差異化的智能電源和智能感知產(chǎn)品組合、長期供應(yīng)協(xié)議帶來的強(qiáng)大能見度,以及應(yīng)對汽車功能電子化、先進(jìn)駕駛輔助系統(tǒng)(ADAS)、能源基礎(chǔ)設(shè)施和工廠自動化等現(xiàn)世大趨勢,我們在保持我們的發(fā)展勢頭上處于有利地位。”

 

 

安森美公布破紀(jì)錄2022年第1季度 收入、毛利率和non-GAAP每股收益

 

 

2022年5月5日—安森美(onsemi,美國納斯達(dá)克股票代號:ON)公布其2022年第1季度業(yè)績,亮點(diǎn)如下:

 

  • 破紀(jì)錄收入19.45億美元,同比增長31%
  • 公認(rèn)會計(jì)原則(GAAP) 攤薄后每股收益為1.18美元,去年同期為0.20美元
  • 破紀(jì)錄非GAAP攤薄后每股收益1.22美元,去年同期為0.35美元
  • 破紀(jì)錄GAAP和非GAAP毛利率49.4%,同比增長1,420基點(diǎn)
  • 破紀(jì)錄GAAP運(yùn)營利潤率33.3%,環(huán)比增長730基點(diǎn),同比增長2,480基點(diǎn)
  • 破紀(jì)錄非GAAP運(yùn)營利潤率33.9%,環(huán)比增長530基點(diǎn),同比增長2,060基點(diǎn)
  • 過去12個(gè)月(LTM)自由現(xiàn)金流利潤率為20.8%

 

安森美總裁兼首席執(zhí)行官(CEO) Hassane El-Khoury說:“我們的重點(diǎn)戰(zhàn)略為 onsemi 的利潤率和增長帶來了持續(xù)的成果,汽車和工業(yè)終端市場現(xiàn)在占我們收入的 65%。我們的第1季度業(yè)績創(chuàng)歷史新高,收入同比增長 31%,毛利率增長 1,420 個(gè)基點(diǎn)至破紀(jì)錄的 49.4%,突顯了我們持續(xù)脫胎換骨的業(yè)務(wù)實(shí)力和產(chǎn)品價(jià)值。憑借高度差異化的智能電源和智能感知產(chǎn)品組合、長期供應(yīng)協(xié)議帶來的強(qiáng)大能見度,以及應(yīng)對汽車功能電子化、先進(jìn)駕駛輔助系統(tǒng)(ADAS)、能源基礎(chǔ)設(shè)施和工廠自動化等現(xiàn)世大趨勢,我們在保持我們的發(fā)展勢頭上處于有利地位。”

 

 

 

 

下表概列2022年第1季度與可比較時(shí)期的部分財(cái)務(wù)業(yè)績:



 

 

FINANCIALS

* Diluted shares outstanding can vary as a result of, among other things, the actual exercise of options or vesting of restricted stock units, the incremental dilutive shares from the Company's convertible senior subordinated notes, and the repurchase or the issuance of stock or convertible notes or the sale of treasury shares. In periods when the quarterly average stock price per share exceeds $20.72 for the 1.625% Notes and $52.97 for the 0% Notes, the non-GAAP diluted share count and non-GAAP net income per share include the anti-dilutive impact of the Company’s hedge transactions issued concurrently with the 1.625% Notes and the 0% Notes, respectively. At an average stock price per share between $20.72 and $30.70 for the 1.625% Notes and $52.97 and $74.34 for the 0% Notes, the hedging activity offsets the potentially dilutive effect of the 1.625% Notes and 0% Notes, respectively. In periods when the quarterly average stock price exceeds $30.70 for the 1.625% Notes, and $74.34 for the 0% Notes, the dilutive impact of the warrants issued concurrently with such notes are included in the diluted shares outstanding. GAAP and non-GAAP diluted share counts are based on either the previous quarter's average stock price or the stock price as of the last day of the previous quarter, whichever is higher.

 

** Special items may include: amortization of acquisition-related intangibles; expensing of appraised inventory fair market value step-up; non-recurring facility costs, purchased in-process research and development expenses; restructuring, asset impairments and other, net; goodwill impairment charges; gains and losses on debt prepayment; non-cash interest expense; actuarial (gains) losses on pension plans and other pension benefits; and certain other special items, as necessary. These special items are out of our control and could change significantly from period to period. As a result, we are not able to reasonably estimate and separately present the individual impact or probable significance of these special items, and we are similarly unable to provide a reconciliation of the non-GAAP measures. The reconciliation that is unavailable would include a forward-looking income statement, balance sheet and statement of cash flows in accordance with GAAP. For this reason, we use a projected range of the aggregate amount of special items in order to calculate our projected non-GAAP operating expense outlook.

 

*** We believe these non-GAAP measures provide important supplemental information to investors. We use these measures, together with GAAP measures, for internal managerial purposes and as a means to evaluate period-to-period comparisons. However, we do not, and you should not, rely on non-GAAP financial measures alone as measures of our performance. We believe that non-GAAP financial measures reflect an additional way of viewing aspects of our operations that, when taken together with GAAP results and the reconciliations to corresponding GAAP financial measures that we also provide in our releases, provide a more complete understanding of factors and trends affecting our business. Because non-GAAP financial measures are not standardized, it may not be possible to compare these financial measures with other companies' non-GAAP financial measures, even if they have similar names.

 

電話會議

安森美已于美國東部時(shí)間(ET)2022年5月2日上午9時(shí)為金融界舉行電話會議,討論此次的發(fā)布及安森美2022年第1季度的業(yè)績。英語電話會議將在公司網(wǎng)站http://www.onsemi.cn的“投資者關(guān)系”網(wǎng)頁作實(shí)時(shí)廣播。實(shí)時(shí)網(wǎng)上廣播大約1小時(shí)后在該網(wǎng)站回放,為時(shí)30天。 

 

This document includes “forward-looking statements,” as that term is defined in Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. All statements, other than statements of historical facts, included or incorporated in this document could be deemed forward-looking statements, particularly statements about the future financial performance of onsemi, including financial guidance for the year ending December 31, 2022. Forward-looking statements are often characterized by the use of words such as “believes,” “estimates,” “expects,” “projects,” “may,” “will,” “intends,” “plans” or “anticipates” or by discussions of strategy, plans or intentions. All forward-looking statements in this document are made based on our current expectations, forecasts, estimates and assumptions and involve risks, uncertainties and other factors that could cause results or events to differ materially from those expressed in the forward-looking statements. Certain factors that could affect our future results or events are described under Part I, Item 1A “Risk Factors” in the 2021 Annual Report on Form 10-K filed with the Securities and Exchange Commission (“SEC”) on February 14, 2022 (the “2021 Form 10-K”) and from time to time in our other SEC reports. Readers are cautioned not to place undue reliance on forward-looking statements. We assume no obligation to update such information, except as may be required by law. You should carefully consider the trends, risks and uncertainties described in this document, our 2021 Form 10-K and subsequent reports filed with or furnished to the SEC before making any investment decision with respect to our securities. If any of these trends, risks or uncertainties actually occurs or continues, our business, financial condition or operating results could be materially adversely affected, the trading prices of our securities could decline, and you could lose all or part of your investment. All forward-looking statements attributable to us or persons acting on our behalf are expressly qualified in their entirety by this cautionary statement.

 

 

 

 

關(guān)于安森美(onsemi)

安森美(onsemi, 納斯達(dá)克股票代號:ON)正推動顛覆性創(chuàng)新,幫助建設(shè)更美好的未來。公司專注于汽車和工業(yè)終端市場,正加速推動大趨勢的變革,包括汽車功能電子化和安全、可持續(xù)能源網(wǎng)、工業(yè)自動化以及5G和云基礎(chǔ)設(shè)施等。安森美以高度差異化的創(chuàng)新產(chǎn)品組合,創(chuàng)造智能電源和感知技術(shù),解決世界上最復(fù)雜的挑戰(zhàn),并引領(lǐng)創(chuàng)建一個(gè)更安全、更清潔、更智能的世界。