Sanmina Corporation (SANM) Q4 2024 Earnings Call Transcript Summary
Sanmina Corporation (SANM) Q4 2024 Earnings Call Transcript Summary
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。
Tips: This article is generated by AI. The accuracy of the content can not be fully guaranteed. For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
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。