STMicroelectronics 意法半导体第三季度净营收37.6亿美元同比增17.9%，第四季度营收指引41.5亿美元
半导体厂商 STMicroelectronics（意法半导体）10月29日在 Geneva 公布2026年第三季度业绩：截至2026年9月26日的季度净营收为37.6亿美元，同比增长17.9%，高于公司此前展望的中点；净利润2.91亿美元，摊薄每股收益0.31美元。
按非美国通用会计准则口径，公司第三季度营业利润为4.29亿美元，净利润3.44亿美元，摊薄每股收益0.37美元。毛利率37.3%，同比提升410个基点，公司称主要得益于闲置产能费用下降与产品组合改善。分产品看，嵌入式处理分部营收同比增24.1%，射频与光通信分部营收同比增46.2%，模拟、MEMS与传感器分部营收增8.8%。
总裁兼首席执行官 Jean-Marc Chery 表示，第三季度营收高于展望中点，毛利率同样高于中点；当季需求进一步走强，订单旺盛、能见度改善，分销渠道库存继续低于公司的标准目标，这些指标确认各终端市场持续复苏并有长期增长动力。
现金流方面，公司第三季度经营活动净现金流10.2亿美元，自由现金流3.51亿美元；当季派发现金股息8,300万美元并回购股份9,100万美元。截至9月26日，公司净财务头寸为21.1亿美元，总流动性53.1亿美元。
展望方面，公司预计第四季度净营收中点为41.5亿美元，环比增约10.5%、同比增约24.7%，毛利率约39.0%。这一中点对应2026年全年营收约145亿美元，同比增22.8%；公司称增长除周期复苏外，还受 AI 数据中心与低轨卫星通信等公司自身增长动力支撑。
STMicroelectronics Q3 Net Revenues Rise 17.9% to $3.76 Billion, Guides Q4 Revenues to $4.15 Billion
STMicroelectronics reported third-quarter 2026 results on October 29 in Geneva. For the quarter ended September 26, 2026, net revenues were $3.76 billion, up 17.9% year over year and above the mid-point of the company's outlook, with gross margin of 37.3%, operating income of $367 million and net income of $291 million, or $0.31 diluted earnings per share. On a non-U.S. GAAP basis, operating income was $429 million and net income was $344 million, or $0.37 per diluted share.
Jean-Marc Chery, ST President and CEO, said third-quarter net revenues came above the mid-point of the business outlook, driven by higher revenues in CECP and Personal Electronics, and gross margin was also above the mid-point. He said demand increased further during the quarter, supported by strong bookings and improving visibility, while inventory in distribution continued to track below the company's standard target.
By segment, Embedded Processing revenues rose 24.1% year over year and RF Optical Communications revenues rose 46.2%, while Analog products, MEMS and Sensors revenues rose 8.8%. Net cash from operating activities was $1.02 billion in the quarter and free cash flow was $351 million. ST paid $83 million in cash dividends and executed a $91 million share buyback in the quarter, and its net financial position stood at $2.11 billion as of September 26, 2026.
For the fourth quarter, ST guided net revenues to $4.15 billion at the mid-point, up about 10.5% sequentially and about 24.7% year over year, with gross margin of about 39.0%. The mid-point translates into full-year 2026 revenues of about $14.5 billion, up 22.8% year over year, supported by company-specific growth drivers including AI datacenters and LEO satellite communication, the company said.
来源：GSM·美国（原文链接）
图片来源：图：半导体洁净室内一片硅晶圆正由精密设备加工处理。照片：ResearchFrontier 摄，CC BY 4.0，经 Wikimedia Commons。 / A silicon wafer being processed by precision machinery in a semiconductor cleanroom. Photo: ResearchFrontier, CC BY 4.0, via Wikimedia Commons.
