Fabrinet (FN) Q4 2024 Earnings Call Transcript Summary
Fabrinet (FN) Q4 2024 Earnings Call Transcript Summary
The following is a summary of the Fabrinet (FN) Q4 2024 Earnings Call Transcript:
以下是Fabrinet (fabrinet) 2024財年第4季度業績會議通話記錄摘要:
Financial Performance:
金融業績:
Fabrinet reported Q4 revenue of $753 million, a 15% increase from the previous year, and non-GAAP EPS of $2.41, exceeding guidance.
Full fiscal year revenue reached $2.9 billion, a 9% increase year-over-year, with non-GAAP earnings growing 16% to $8.88 per share.
Gross margin for Q4 stood at 12.5%, with operating margin at 10.7%, reflecting consistent profitability.
Fabrinet報告Q4營業收入爲75300萬美元,比去年同期增長15%,非GAAP每股收益爲2.41美元,超過預期。
全財年營業收入達29億美元,同比增長9%,非GAAP每股收益增長16%至8.88美元。
Q4毛利率爲12.5%,營業利潤率爲10.7%,反映了持續的盈利能力。
Business Progress:
業務進展:
Marked the fourth consecutive quarter of record revenue and EPS, driven by 120% growth in Datacom revenue, offsetting telecom declines. Notable expansions include the breaking ground on Building 10, a 2-million-square-foot facility, for $110 million to enhance production capacity.
實現第四個季度創紀錄的營收和每股收益,由於數據通信收入增長120%,抵消了電信下降。值得注意的擴展包括開始建設一座200萬平方英尺的10號樓,耗資1.1億美元以增強生產能力。
Opportunities:
機會:
Strong growth prospects in datacom, propelled by 800 gig products for AI and related applications, with anticipation of continued revenue growth in both datacom and telecom sectors.
Expansion into new datacom technologies and telecom system wins indicate favorable long-term revenue trends.
數據通信領域的強勁增長前景推動了800吉比特人工智能和相關應用產品的發展,預計數據通信和電信業務的收入增長將持續。
對新的數據通信技術和電信系統勝利的擴展表明收入趨勢長期向好。
Risks:
風險:
The telecom sector saw over a 20% decline due to protracted inventory adjustments, although inventory digestion is showing signs of stabilization.
由於持久的庫存調整,電信行業出現了超過20%的下降,儘管庫存消化正在顯示出穩定的跡象。
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。文章內容的準確性無法完全保證。有關更全面的詳細信息,請參閱IR網站。本文只是爲投資者提供參考,沒有任何指導或推薦建議。