英特尔第三季度营收165亿美元增21%：数据中心收入73亿美元增78%创15年最快，净利33亿美元
总部位于美国加利福尼亚州圣克拉拉县 Santa Clara 市的英特尔公司（Intel）10月29日公布2026年第三季度业绩：营收165亿美元，同比增长21%，高于公司此前指引；GAAP（通用会计准则）净利33亿美元，摊薄每股收益0.60美元；非 GAAP 净利28亿美元、每股收益0.52美元，同比增169%与126%。
分业务看，客户端计算业务收入81亿美元，同比下降5%；数据中心事业部（DCAI）收入73亿美元，同比大增78%。首席财务官 David Zinsner 称，这是公司数据中心收入15年来最快的增速。英特尔产品总收入154亿美元，增长22%。
代工业务（Intel Foundry）收入67亿美元，增长58%，其中包含公司内部业务往来，全公司内部交易抵消共63亿美元；其他业务收入7亿美元，下降30%。当季经营现金流51亿美元，GAAP 毛利率43.0%，非 GAAP 毛利率44.1%。
公司当季完成230亿美元公开增发，以支持未来增长并维持稳健的资产负债表与投资级评级；同时宣布计划收购量子软件公司 Classiq，将其量子软件合成平台与英特尔的自旋量子比特制造和软件能力结合，组建全栈量子计算平台。
四季度指引方面，公司预计营收150亿至160亿美元，GAAP 每股收益0.10美元、非 GAAP 每股收益0.25美元，预期基于指引区间中点。
首席执行官 Lip-Bu Tan 表示，三季度业绩显示公司执行力正在改善、产能扩张取得实质进展、工艺技术持续推进；尽管个人电脑行业近期面临逆风，中央处理器（CPU）需求依然强劲，公司当务之急是释放更多产能，满足 Xeon 系列的旺盛需求。
Intel Third-Quarter Revenue Rises 21% to $16.5 Billion as Data Center Revenue Jumps 78%
SANTA CLARA, California — Intel Corporation on October 29 reported third-quarter 2026 financial results: revenue rose 21% year over year to $16.5 billion, exceeding the company's guidance. GAAP net income attributable to Intel was $3.3 billion, or $0.60 per diluted share; non-GAAP net income was $2.8 billion, or $0.52 per diluted share, up 169% and 126% from a year earlier.
By business unit, Client Computing and Physical AI Group (CCPG) revenue was $8.1 billion, down 5%, while Data Center and AI (DCAI) revenue was $7.3 billion, up 78%. Chief Financial Officer David Zinsner said it was the company's strongest data center revenue growth in 15 years. Total Intel Products revenue was $15.4 billion, up 22%.
Intel Foundry revenue was $6.7 billion, up 58%, including intersegment sales; company-wide intersegment eliminations totaled $6.3 billion. All Other revenue was $0.7 billion, down 30%. Intel generated $5.1 billion in cash from operations in the quarter. GAAP gross margin was 43.0% and non-GAAP gross margin was 44.1%.
During the quarter, Intel completed a $23 billion public equity offering to support future growth while maintaining a strong balance sheet and investment-grade rating. The company also announced plans to acquire Classiq, combining its quantum software synthesis platform with Intel's spin-qubit manufacturing and software expertise to create a full-stack quantum computing platform.
For the fourth quarter of 2026, Intel guided revenue of $15.0 billion to $16.0 billion, with GAAP earnings per share of $0.10 and non-GAAP earnings per share of $0.25, based on the midpoint of the revenue range.
“Our Q3 results demonstrate improving execution, meaningful progress expanding supply and continued advancement of our process technology,” said Chief Executive Officer Lip-Bu Tan. He said that despite near-term headwinds across the PC industry, demand for the company's CPUs remains robust, and that Intel's immediate priority is to unlock additional supply to meet extraordinary demand for its Xeon family.
来源：GSM·美国（原文链接）
图片来源：英特尔位于美国加利福尼亚州 Santa Clara 的总部大楼。Sixflashphoto 摄，CC BY-SA 4.0，经 Wikimedia Commons。 / Intel's headquarters building in Santa Clara, California. Photo by Sixflashphoto, CC BY-SA 4.0, via Wikimedia Commons.
