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安森美公布 2024 年第四季度及全年业绩

发布时间:2025-02-11 责任编辑:lina

【导读】随着我们继续应对市场低迷,过去4年的举措已然证明安森美持续优化的战略架构足以应对长期波动”,安森美总裁兼CEO Hassane El-Khoury表示,“尽管2025年仍充满不确定性,但安森美仍将继续致力于长期战略,保持财务纪律,精简运营,并持续提供高价值、差异化的智能电源和智能感知方案,使公司在市场上处于有利地位,更有竞争力。


2024年通过股票回购返还54%的自由现金流

 

2025 年 2 月 11 日 – 安森美(onsemi,美国纳斯达克股票代号:ON)公布其2024年第四季度及全年业绩,要点如下:

· 第四季度收入为 17.225亿美元

· 第四季度公认会计原则(以下简称“GAAP”) 和 非GAAP 毛利率分别为 45.2%和45.3%

· 第四季度GAAP 营业利润率和非GAAP营业利润率分别为 23.7%和26.7%

· 第四季度GAAP 每股摊薄收益为 0.88美元,非GAAP 每股摊薄收益为 0.95 美元

· 2024 年全年自由现金流为 12 亿美元,同比增长 3 倍

 “随着我们继续应对市场低迷,过去4年的举措已然证明安森美持续优化的战略架构足以应对长期波动”,安森美总裁兼CEO Hassane El-Khoury表示,“尽管2025年仍充满不确定性,但安森美仍将继续致力于长期战略,保持财务纪律,精简运营,并持续提供高价值、差异化的智能电源和智能感知方案,使公司在市场上处于有利地位,更有竞争力。”

 

下表概列2024年第四季度与可比较时期的部分财务业绩(未经审计):

  


GAAP


GAAP


截至季度的3个月



截至季度的3个月

(收入和净额以百万美元)

Q4 2024

Q3 2024

Q4 2023


Q4 2024

Q3 2024

Q4 2023

收入

$1,722.5

$1,761.9

$2,018.1


$1,722.5

$1,761.9

$2,018.1

毛利率

45.2 %

45.4 %

46.7 %


45.3 %

45.5 %

46.7 %

营运利润率

23.7 %

25.3 %

30.3 %


26.7 %

28.2 %

31.6 %

安森美应占收入净额

$379.9

$401.7

$562.7


$404.2

$423.8

$540.9

每股摊薄盈利

$0.88

$0.93

$1.28


$0.95

$0.99

$1.25

 


下表概列2024年和2023年财务业绩:

 


GAAP


GAAP


(收入和净额以百万美元计)

 2024

2023


2024

 2023

收入

$7,082.3

$8,253.0


$7,082.3

$8,253.0

毛利率

45.4%

47.1%


45.5%

47.1%

营运利润

25.0%

30.8%


27.9%

32.3%

安森美应占收入净额

$1,572.8

$2183.7


$1,704.6

$2,256.2

每股摊薄盈利

$3.63

$4.89


$3.98

$5.16

 

 

收入汇总

(百万美元)

(未经审计)

 


截至季度的3个月




业务部1)

Q4 2024

Q3 2024

Q4 2023


环比变动

同比变动

电源方案部(PSG)

$ 809.4

$ 829.4

$ 965.6


(2)%

(16)%

模拟与混合信号部(AMG)

610.6

653.7

744.8


(7)%

(18)%

智能感知部(ISG)

302.5

278.8

307.7


9%

(2)%

总额

$ 1,722.5

$ 1,761.9

$ 2,018.1


(2)%

(15)%

 

产品部

2024

2023


同比变动

电源方案部(PSG)

$3,348.2

$3,880.4


(14)%

模拟与混合信号部(AMG)

$2,609.1

$3,057.1


(15)%

智能感知部(ISG)

$1,125.0

$1,315.5


(14)%

总额

$7,082.3

$8,253.0


(14)%

 

(1)2024 年第一季度,安森美对某些部门进行了结构重组。由于 PSG 和 AMG重组,上期金额已重新分类,以符合本期的列报方式。

 

2025年第一季度展望


下表概列安森美预计2025年第一季度的GAAP及非GAAP展望:

 

 


安森美GAAP总额

特别项目**

安森美GAAP总额***

收入

$1,350

$1,450 百万美元

-

$1,350

$1,450 百万美元

毛利率

38.9%40.9%

0.1%

39.0%41.0%

营运支出

$329$344百万美元

$16百万美元

$313$328百万美元

其它收入及支出净额(包括利息支出)

($14百万美元)

-

($14百万美元)

每股摊薄盈利

$0.42$0.52

$0.03

$0.45$0.55

摊薄股数*

426 百万

1百万

425百万

 

 

FINANCIALS

* Diluted shares outstanding can vary as a result of, among other things, the 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 $52.97 for the 0% Notes, and $103.87 for the 0.50% 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 0% Notes and the 0.50% Notes, respectively. At an average stock price per share between $52.97 and $74.34 for the 0% Notes and $103.87 and $156.78 for the 0.50% Notes, the hedging activity offsets the potentially dilutive effect of the 0% Notes and 0.50% Notes, respectively. In periods when the quarterly average stock price exceeds $74.34 for the 0% Notes, and $156.78 for the 0.50% 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 the average stock price for the month subsequent to the end of the previous quarter.

 

** Special items may include: amortization of acquisition-related intangibles; expensing of appraised inventory fair market value step-up; purchased in-process research and development expenses; restructuring, asset impairments and other, net; goodwill and intangible asset 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.

 

电话会议

安森美已于美国东部时间 (EST) 2025年 2 月 10日上午 9 时举行金融界电话会议,讨论此次的发布和安森美 2024 年第四季度及全年业绩。英语电话会议已在公司网站http://www.onsemi.cn的“投资者关系”网页作实时广播。实时网上广播大约1小时后在该网站回放,为时30天。


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