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Sanmina Corporation (SANM) Q4 2024 Earnings Call Transcript Summary

Sanmina Corporation (SANM) Q4 2024 Earnings Call Transcript Summary

新美亚电子公司(SANM)2024年第四季度业绩会电话会议简报总结
moomoo AI ·  11/04 23:28  · 电话会议

The following is a summary of the Sanmina Corporation (SANM) Q4 2024 Earnings Call Transcript:

以下是新美亚电子(SANM)2024年第四季度业绩会议电话摘要:

Financial Performance:

金融业绩:

  • Sanmina reported Q4 revenue of $2.02 billion, an increase from the guidance of $1.9 billion to $2.0 billion, and up 9.6% sequentially.

  • Non-GAAP gross profit for Q4 was $175 million, or 8.7% of revenue, which is at the higher end of outlook and a 20-basis point increase sequentially.

  • Non-GAAP operating profit for Q4 was $107 million, or 5.3% of revenue, reflecting stability in operating margin despite increased operating expenses.

  • 新美亚电子报告第四季度营业收入为20.2亿美元,高于19亿到20亿美元的指导,并相较上季度增长了9.6%。

  • 第四季度非通用会计净利润为17500万美元,占营业收入的8.7%,处于展望的较高端,并较上季度增加了20个基点。

  • 第四季度非通用会计营业利润为10700万美元,占营业收入的5.3%,尽管营业费用增加,反映了营业利润率稳定。

Business Progress:

业务进展:

  • Sanmina experienced revenue growth across the majority of its end markets, particularly in communication networks and cloud infrastructure.

  • The company is making strategic investments to enhance technologies and capabilities, particularly focusing on cloud data center solutions and AI architecture.

  • 新美亚电子在大部分终端市场经历了营收增长,特别是在通讯网络和云基础建设领域。

  • 公司正在进行战略投资,以增强技术能力,特别关注云数据中心解决方案和人工智能架构。

Opportunities:

机会:

  • Sanmina forecasts high-single-digit revenue growth for FY '25, driven by customer forecasts, new and existing programs.

  • Expansion into high-technology areas like AI-driven cloud infrastructure is expected to provide new business opportunities.

  • The company sees potential for growth in industrial sectors with energy projects, factory automation, and safety equipment, along with ongoing opportunities in medical devices reflecting steady demand.

  • 新美亚电子预测,由于客户预测、新项目和现有项目的推动,2025财年营收将实现高单位数增长。

  • 扩展到人工智能驱动的云基础建设等高科技领域,有望带来新的业务机会。

  • 公司认为在能源项目、工厂自动化、安全设备等工业领域以及医疗设备领域存在增长潜力,反映出稳定需求的持续机会。

Risks:

风险:

  • Sanmina notes ongoing inventory adjustments with its customers, suggesting potential short-term fluctuations in demand.

  • The company points to 'targeted investments' which might impact short-term profitability while aiming for long-term growth.

  • 新美亚电子指出,与客户进行持续的库存调整,可能会导致短期需求波动。

  • 公司提到“有针对性的投资”可能会影响短期盈利能力,但目标是实现长期增长。

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提示:本文由AI生成。文章内容的准确性无法完全保证。有关更全面的详细信息,请参阅IR网站。本文只是为投资者提供参考,没有任何指导或推荐建议。

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