安森美第三季度营收17.22亿美元增长11%：超级智能数据中心营收同比增长175%
总部位于亚利桑那州 Scottsdale 的半导体公司安森美（onsemi，Nasdaq: ON）11月2日公布2026年第三季度财报：季度营收17.22亿美元，同比增长11%；GAAP 毛利率41.4%、营业利润率22.0%，GAAP 稀释每股收益0.79美元、非 GAAP 每股收益0.90美元，GAAP 净利3.139亿美元；经营活动现金流同比增长23%至5.16亿美元，自由现金流增长31%至4.89亿美元，占营收28%。
公司总裁兼首席执行官 Hassane El-Khoury 表示，电力需求上升正加速其在超级智能（SI）数据中心与工业终端市场的增长，第三季度营收、毛利率与每股收益均超过指引中点，SI 数据中心营收环比增长39%、同比增长175%。执行副总裁兼首席财务官 Thad Trent 称，毛利率已连续第五个季度扩张、环比提升190个基点，每股收益在营收增长11%的基础上同比增长超过40%。
业务进展方面，公司宣布达成收购 Ferric 的协议，确立其在下一代超级智能处理器供电领域的地位，并把 SI 数据中心2030年营收目标上调5亿美元至逾30亿美元；计划收购 Synaptics 的交易条款修订为约57亿美元现金（原为70亿美元股票），预计将即时增厚非 GAAP 每股收益；公司还与 Subaru 就新推出的嵌入式电源平台（EPP）开展战略技术合作，阳光电源（Sungrow）采用了其最新 EliteSiC 碳化硅混合功率模块技术。
分部门看，第三季度电源方案部（PSG）营收8.899亿美元、同比增长21%，先进方案部（AMG）5.973亿美元、增长2%，智能传感部（ISG）2.351亿美元、增长2%。公司给出第四季度指引：营收17.15亿至18.15亿美元，GAAP 毛利率41.4%至43.4%，GAAP 稀释每股收益0.88至1.00美元。安森美为汽车、工业与 SI 数据中心市场提供智能电源与传感技术，是标普500指数成分股。
（来源：安森美）
onsemi Q3 Revenue Rises 11% to $1.72 Billion: Super Intelligence Data Center Revenue Up 175% Year over Year
Semiconductor company onsemi (Nasdaq: ON), headquartered in Scottsdale, Arizona, reported third-quarter 2026 results on November 2: revenue of $1.722 billion, up 11% year over year; GAAP gross margin of 41.4% and operating margin of 22.0%; GAAP diluted earnings per share of $0.79 and non-GAAP EPS of $0.90, with GAAP net income of $313.9 million; cash from operations rose 23% to $516 million and free cash flow grew 31% to $489 million, or 28% of revenue.
President and CEO Hassane El-Khoury said increasing power requirements are driving accelerated demand in the company's super intelligence (SI) data center and industrial end markets, with third-quarter revenue, gross margin and EPS exceeding the midpoint of guidance while super intelligence (SI) data center revenue grew 39% sequentially and 175% year over year. EVP and CFO Thad Trent said gross margin expanded for the fifth consecutive quarter, rising 190 basis points sequentially, with EPS growing more than 40% on 11% revenue growth.
On business developments, the company announced an agreement to acquire Ferric, establishing it as a leader in next-generation super intelligence processor power delivery and raising its super intelligence data center 2030 revenue target by $500 million to more than $3 billion; revised the planned Synaptics acquisition to about $5.7 billion in cash, from $7 billion in stock, expected to be immediately accretive to non-GAAP EPS; entered a strategic technology engagement with Subaru on its new Embedded Power Platform (EPP); and saw Sungrow adopt its latest EliteSiC silicon carbide hybrid power module technology.
By segment, Power Solutions Group revenue was $889.9 million, up 21%; Advanced Solutions Group $597.3 million, up 2%; and Intelligent Sensing Group $235.1 million, up 2%. Fourth-quarter guidance calls for revenue of $1.715 billion to $1.815 billion, GAAP gross margin of 41.4% to 43.4% and GAAP diluted EPS of $0.88 to $1.00. onsemi, an S&P 500 company, supplies intelligent power and sensing technologies to automotive, industrial and super intelligence data center markets.
(Source: onsemi)
来源：安森美
发布：GSM·美国（发布链接）
图片来源：图：半导体晶圆洁净室加工（资料图）。ResearchFrontier 摄，CC BY 4.0，经 Wikimedia Commons。 / Photo: Precision wafer processing in a cleanroom (file photo). Photo by ResearchFrontier, CC BY 4.0, via Wikimedia Commons.
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