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Applied Materials | 8-K: APPLIED MATERIALS ANNOUNCES THIRD QUARTER 2024 RESULTS

Applied Materials | 8-K: APPLIED MATERIALS ANNOUNCES THIRD QUARTER 2024 RESULTS

应用材料 | 8-K:应用材料公布2024年第三季度业绩
美股SEC公告 ·  2024/08/16 04:07

Moomoo AI 已提取核心信息

Applied Materials achieved record Q3 FY2024 revenue of $6.78 billion, up 5% YoY, driven by strong AI-related demand. GAAP EPS rose 11% to $2.05, while non-GAAP EPS increased 12% to $2.12. Operating margin improved to 28.7% GAAP and 28.8% non-GAAP, up 0.7 and 0.5 percentage points respectively.The Semiconductor Systems segment led performance with $4.92 billion in revenue and 34.8% operating margin. Applied Global Services contributed $1.58 billion with 29.6% operating margin. The company generated $2.39 billion in operating cash flow and returned $1.19 billion to shareholders through dividends and share repurchases.Looking ahead, Applied Materials expects Q4 FY2024 revenue of approximately $6.93 billion (±$400M) with non-GAAP EPS projected between $2.00 and $2.36. Management highlighted that the race for AI leadership is fueling demand for their portfolio of products and services, positioning the company to outperform markets over the longer term.
Applied Materials achieved record Q3 FY2024 revenue of $6.78 billion, up 5% YoY, driven by strong AI-related demand. GAAP EPS rose 11% to $2.05, while non-GAAP EPS increased 12% to $2.12. Operating margin improved to 28.7% GAAP and 28.8% non-GAAP, up 0.7 and 0.5 percentage points respectively.The Semiconductor Systems segment led performance with $4.92 billion in revenue and 34.8% operating margin. Applied Global Services contributed $1.58 billion with 29.6% operating margin. The company generated $2.39 billion in operating cash flow and returned $1.19 billion to shareholders through dividends and share repurchases.Looking ahead, Applied Materials expects Q4 FY2024 revenue of approximately $6.93 billion (±$400M) with non-GAAP EPS projected between $2.00 and $2.36. Management highlighted that the race for AI leadership is fueling demand for their portfolio of products and services, positioning the company to outperform markets over the longer term.
应用材料在2024财年第三季度创下了67.8亿的营业收入,同比增长5%,主要受强劲的人工智能相关需求驱动。GAAP每股收益增长11%至$2.05,而非GAAP每股收益增长12%至$2.12。营业利润率分别提升至28.7% GAAP和28.8%非GAAP,分别上升0.7和0.5个百分点。半导体系统部门以49.2亿的营业收入和34.8%的营业利润率引领业绩。应用全球服务部门贡献了15.8亿的营业收入,营业利润率为29.6%。公司产生了23.9亿的经营现金流,并通过分红派息和股票回购向股东返还了11.9亿。展望未来,应用材料预计2024财年第四季度的营业收入约为69.3亿(±4亿),非GAAP每股收益预计在$2.00到$2.36之间。管理层强调,人工智能领域的竞争正在推动对其产品和服务组合的需求,使公司在长期内有望超过市场表现。
应用材料在2024财年第三季度创下了67.8亿的营业收入,同比增长5%,主要受强劲的人工智能相关需求驱动。GAAP每股收益增长11%至$2.05,而非GAAP每股收益增长12%至$2.12。营业利润率分别提升至28.7% GAAP和28.8%非GAAP,分别上升0.7和0.5个百分点。半导体系统部门以49.2亿的营业收入和34.8%的营业利润率引领业绩。应用全球服务部门贡献了15.8亿的营业收入,营业利润率为29.6%。公司产生了23.9亿的经营现金流,并通过分红派息和股票回购向股东返还了11.9亿。展望未来,应用材料预计2024财年第四季度的营业收入约为69.3亿(±4亿),非GAAP每股收益预计在$2.00到$2.36之间。管理层强调,人工智能领域的竞争正在推动对其产品和服务组合的需求,使公司在长期内有望超过市场表现。
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