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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

應用材料 | 8-K:應用材料公佈2024年第三季度業績
美股SEC公告 ·  2024/08/16 04:07

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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.
應用材料在2024財年第3季度實現了紀錄的營業收入67.8億美金,同比增長5%,得益於強勁的人工智能相關需求。GAAP 每股收益上漲11%至2.05美金,而非GAAP 每股收益增長12%至2.12美金。營業利潤率改善至28.7% GAAP和28.8%非GAAP,分別上漲0.7和0.5個百分點。半導體系統部門以49.2億美金的營業收入和34.8%的營業利潤率領跑表現。應用全球服務貢獻了15.8億美金,營業利潤率爲29.6%。公司生成了23.9億美金的營業現金流,並通過分紅派息和股票回購向股東返還了11.9億美金。展望未來,應用材料預計2024財年第4季度營業收入約爲69.3億美金(±4億美金),非GAAP 每股收益預計在2.00到2.36美金之間。管理層強調,爭奪人工智能領導權的競爭正在推動對其產品和服務組合的需求,使公司在長期內超越市場。
應用材料在2024財年第3季度實現了紀錄的營業收入67.8億美金,同比增長5%,得益於強勁的人工智能相關需求。GAAP 每股收益上漲11%至2.05美金,而非GAAP 每股收益增長12%至2.12美金。營業利潤率改善至28.7% GAAP和28.8%非GAAP,分別上漲0.7和0.5個百分點。半導體系統部門以49.2億美金的營業收入和34.8%的營業利潤率領跑表現。應用全球服務貢獻了15.8億美金,營業利潤率爲29.6%。公司生成了23.9億美金的營業現金流,並通過分紅派息和股票回購向股東返還了11.9億美金。展望未來,應用材料預計2024財年第4季度營業收入約爲69.3億美金(±4億美金),非GAAP 每股收益預計在2.00到2.36美金之間。管理層強調,爭奪人工智能領導權的競爭正在推動對其產品和服務組合的需求,使公司在長期內超越市場。
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