【导读】安森美2025年第三季度事迹超预期，收入达15.509亿美元，环比增加6%。只管同比仍降落12%，但毛利率与运营利润率连结稳健，自由现金流同比增加22%至3.724亿美元。公司夸大人工智能范畴增加强劲，并连续经由过程产物立异助力能效晋升。第四序度收入估计为14.8亿至15.8亿美元，显示营业企稳态势。

2025 年 11 月 4 日 – 安森美(onsemi，美国纳斯达克股票代号：ON)宣布其2025年第三季度事迹，要点以下：

第三季度收入为 15.509亿美元

第三季度公认管帐原则(如下简称“GAAP”) 及 非GAAP 毛利率别离为 37.9%及38.0%

第三季度GAAP 业务利润率及非GAAP业务利润率别离为 17.0%及19.2%

第三季度GAAP 每一股摊薄收益及非GAAP 每一股摊薄收益均为 0.63美元

运营现金流为4.187亿美元

自由现金流为3.724亿美元，同比增加22%，占收入的24%

截至今朝，年度回购股分金额为9.25亿美元，约占自由现金流的100%

“咱们第三季度事迹超预期，彰显了公司战略的有用性及营业模式的强盛韧性。咱们看到焦点市场连续企稳迹象，于人工智能范畴也实现了踊跃增加，”安森美总裁兼CEO Hassane El-Khoury说，“跟着能效成为下一代汽车、工业和 AI 平台的要害要求，咱们正连续扩大产物组合，提供体系级价值，助力客户以更低能耗实现更优机能。”

下表概列2025年第三季度与可比力期间的部门财政事迹（未经审计）:

收入汇总(百万美元)(未经审计)

2025年第四序度瞻望

下表概列安森美估计2025年第四序度的GAAP和非GAAP瞻望：

* 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 美金52.97 for the 0% Notes, and 美金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 美金52.97 and 美金74.34 for the 0% Notes, and 美金103.87 and 美金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 美金74.34 for the 0% Notes, and 美金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.

淫乱 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.

德律风集会

安森美已经在美国东部尺度时间 (ET) 2025年 11 月 3日上午 9 时进行金融界德律风集会，会商这次的发布及安森美 2025 年第三季度事迹。英语德律风集会已经于公司网站http://www.onsemi.cn的“投资者瓜葛”网页作及时播送。及时网上播送约莫1小时后于该网站回放，为时30天。