安森美公布2026年第一季度业绩

营业收益同比增长是营业收入同比增长的2倍

  安森美公布其2026年第一季度业绩，要点如下：

•第一季度营收为15.13亿美元，高于公司业绩指引中值

• 第一季度公认会计原则（以下简称“GAAP”）与非GAAP毛利率均为38.5%

• 第一季度GAAP营业利润率为(3.5)%，非GAAP营业利润率为19.1%

• 第一季度GAAP每股摊薄收益为(0.08)美元，非GAAP每股摊薄收益为0.64美元

•第一季度股票回购金额为3.46亿美元，约占自由现金流的160%

安森美总裁兼首席执行官Hassane El-Khoury表示：“随着第一季度的市场需求持续增强，我们的业绩超出预期，并已走出行业周期低谷，踏上复苏之路。我们的AI数据中心业务加速增长，环比增幅超过30%。展望未来，我们对业务的基本面以及由汽车、工业和AI数据中心应用中半导体含量持续提升所带来的长期机遇充满信心。”

安森美执行副总裁兼首席财务官Thad Trent表示：“通过持续的运营改善，我们在业务中实现了强劲的经营杠杆效应，营业收益同比增长10%，增速达到营业收入同比增长的两倍。强大的产品组合与优化的成本结构，使我们能够在市场环境持续改善的情况下加快利润率和盈利增长。我们持续实现稳健的自由现金流并向股东返还资本，并将以审慎的方式专注于为股东创造长期价值。”

2026年第一季度业务亮点：

• AI数据中心收入同比增长超过一倍，得益于多家芯片平台及领先的超大规模云服务商在电源系统各环节的更广泛采用

• 安森美EliteSiC引领电动汽车架构向900V转型，实现更长续航与闪充能力，并扩大与吉利、蔚来的合作

• 软件定义汽车的发展势头持续增强，基于Treo的10base T1S以太网解决方案已实现初始量产出货，支持北美一家领先整车厂的下一代区域控制架构

• 宣布与上能电气（Sineng Electric）达成新的设计合作，为其430kW液冷储能系统和320kW光伏逆变器提供支持

电话会议

安森美已于美国东部时间（ET）2026年5月4日下午5时举行金融界电话会议，讨论此次的发布和安森美2026年第一季度业绩。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。

下表概列2026年第一季度与可比较时期的部分财务业绩（未经审计）：

第一季度业绩

收入汇总

（百万美元）

（未经审计）

收入摘要

2026年第二季度展望

下表概列安森美预计2026年第二季度的GAAP及非GAAP展望：

2026年第二季度展望

*Diluted shares outstanding can vary as a result of, among other things, the vesting of restricted stock units, the incremental dilutive shares from the convertible 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 hedge transactions entered 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 the 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 is included in the diluted shares outstanding. GAAP and non-GAAP diluted share counts are based on either the previous quarter's average stock price or the stock price as of the last day of the previous quarter, whichever is higher.

**Special items may include: amortization of acquisition-related intangibles; expensing of appraised inventory fair market value step-up; restructuring-related cost of revenue charges; non-recurring facility costs; in-process research and development expenses; restructuring, asset impairments and other, net; goodwill impairment charges; gains and losses on debt prepayment; 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.

前瞻性声明

This document includes “forward-looking statements,” as that term is defined in Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. All statements, other than statements of historical facts, included or incorporated in this document could be deemed forward-looking statements, particularly statements about the future financial performance of onsemi, including financial guidance for the second quarter of 2026. Forward-looking statements are often characterized by the use of words such as “believes,” “estimates,” “expects,” “projects,” “may,” “will,” “intends,” “plans,” “anticipates,” “should” or similar expressions or by discussions of strategy, plans or intentions. All forward-looking statements in this document are made based on our current expectations, forecasts, estimates and assumptions and involve risks, uncertainties and other factors that could cause results or events to differ materially from those expressed in the forward-looking statements. Certain factors that could affect our future results or events are described under Part I, Item 1A “Risk Factors” in the 2025 Annual Report on Form 10-K filed with the Securities and Exchange Commission (“SEC”) on February 9, 2026 (the “2025 Form 10-K”) and from time to time in our other SEC reports. Readers are cautioned not to place undue reliance on forward-looking statements. We assume no obligation to update such information, which speaks only as of the date made, except as may be required by law. Investing in our securities involves a high degree of risk and uncertainty, and you should carefully consider the trends, risks and uncertainties described in this document, our 2025 Form 10-K and other reports filed with or furnished to the SEC before making any investment decision with respect to our securities. If any of these trends, risks or uncertainties actually occurs or continues, our business, financial condition or operating results could be materially adversely affected, the trading prices of our securities could decline, and you could lose all or part of your investment. All forward-looking statements attributable to us or persons acting on our behalf are expressly qualified in their entirety by this cautionary statement.