希捷2027财年第一季营收42.33亿美元同比增61%：净利润17.61亿美元、每股收益7.59美元，第二季指引营收48亿美元
美国数据存储公司希捷科技（Seagate Technology，纳斯达克：STX）10月27日盘后公布2027财年第一季（截至2026年10月2日）业绩：营收42.33亿美元、同比增长61%，净利润17.61亿美元，业绩增幅远超去年同期，公司同时给出高于市场预期的第二季指引。
按美国通用会计准则（GAAP），希捷本季营收42.33亿美元，去年同期为26.29亿美元；净利润17.61亿美元，去年同期为5.49亿美元；稀释每股收益7.59美元，去年同期为2.43美元。非GAAP口径稀释每股收益为7.68美元，去年同期为2.61美元。GAAP毛利率升至57.3%，去年同期为39.4%；GAAP营业利润率为48.8%。本季经营现金流16.90亿美元，自由现金流14.79亿美元。增长主要由数据中心存储需求带动，超级智能（SI）基础设施建设持续推高大容量存储的采购。
资产负债表方面，希捷本季偿还约12亿美元债务本金，季末总债务降至24亿美元；季后又再偿还7.5亿美元，总债务进一步降至16亿美元。本季通过股息与回购向股东返还5.68亿美元，季末现金及现金等价物为12.58亿美元。董事会宣布将季度股息上调至每股0.76美元，2027年1月7日支付，股权登记日为2026年12月23日。
首席执行官 Dave Mosley 表示，数据的创建、留存与再利用持续推高存储需求，客户长期需求的可见度支持公司对多年增长阶段的判断。公司预计2027财年第二季营收为48亿美元、上下浮动1亿美元，非GAAP稀释每股收益为9.20美元、上下浮动0.20美元。据道琼斯通讯社报道，尽管业绩与指引均超预期，希捷股价10月27日盘后仍下跌7.9%至614.79美元，当日收盘价为667.85美元。
Seagate Fiscal Q1 2027 Revenue Rises 61% to $4.233 Billion: Net Income $1.761 Billion, EPS $7.59, Q2 Guidance $4.8 Billion
Seagate Technology (Nasdaq: STX) reported fiscal first-quarter 2027 results after the market close on October 27, for the period ended October 2, 2026: revenue rose 61% year over year to $4.233 billion and net income reached $1.761 billion, with second-quarter guidance above market expectations.
On a GAAP basis, revenue was $4.233 billion, versus $2.629 billion a year earlier; net income was $1.761 billion, versus $549 million; and diluted earnings per share were $7.59, versus $2.43. Non-GAAP diluted EPS was $7.68, versus $2.61 a year earlier. GAAP gross margin rose to 57.3% from 39.4%, and GAAP operating margin was 48.8%. Operating cash flow was $1.690 billion and free cash flow $1.479 billion. Growth was driven mainly by data-center storage demand, as super intelligence (SI) infrastructure buildout continues to lift purchases of high-capacity storage.
Seagate retired approximately $1.2 billion of principal debt during the quarter, lowering gross debt to $2.4 billion at quarter end, and retired an additional $750 million after the quarter, bringing gross debt to $1.6 billion. The company returned $568 million to shareholders through dividends and repurchases, and cash and cash equivalents totaled $1.258 billion at quarter end. The board declared a quarterly cash dividend of $0.76 per share, payable January 7, 2027, to shareholders of record as of December 23, 2026.
Chief Executive Officer Dave Mosley said data creation, retention and reuse continue to compound storage demand, with long-term customer demand visibility reinforcing the company's view of a multi-year growth phase. For the fiscal second quarter of 2027, Seagate guided revenue of $4.8 billion, plus or minus $100 million, and non-GAAP diluted EPS of $9.20, plus or minus $0.20. According to Dow Jones Newswires, despite the beat and the raised outlook, Seagate shares fell 7.9% to $614.79 in after-hours trading on October 27, after closing at $667.85.
来源：GSM·美国（原文链接）
图片来源：图：希捷科技（Seagate Technology）公司标志，编辑提名使用。公共领域，经维基共享资源。 / The Seagate Technology logo, editorial nominative use. Public domain, via Wikimedia Commons.
