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 Sanmina Corporation (SANM) 2024 年第四季度業績電話會議記錄摘要:
Financial Performance:
財務業績:
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.
Sanmina公佈的第四季度收入爲20.2億美元,從預期的19億美元增加到20億美元,環比增長9.6%。
第四季度的非公認會計准則毛利爲1.75億美元,佔收入的8.7%,處於前景的較高水平,環比增長20個點子。
第四季度的非公認會計准則營業利潤爲1.07億美元,佔收入的5.3%,這反映了儘管運營支出增加但營業利潤率仍保持穩定。
Business Progress:
業務進展:
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.
Sanmina的大多數終端市場都實現了收入增長,尤其是在通信網絡和雲基礎設施方面。
該公司正在進行戰略投資以增強技術和能力,特別關注雲數據中心解決方案和人工智能架構。
Opportunities:
機會:
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.
Sanmina預測,在客戶預測、新項目和現有計劃的推動下,25財年的收入將實現高個位數的增長。
向人工智能驅動的雲基礎設施等高科技領域的擴張預計將提供新的商機。
該公司認爲,能源項目、工廠自動化和安全設備等工業領域存在增長潛力,醫療器械領域的持續機遇也反映了穩定的需求。
Risks:
風險:
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.
Sanmina指出,其客戶正在進行庫存調整,這表明需求可能出現短期波動。
該公司指出,「有針對性的投資」 可能會影響短期盈利能力,同時瞄準長期增長。
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.
小貼士:本文由 AI 生成。無法完全保證內容的準確性。如需更全面的詳情,請訪問投資者關係網站。本文僅供投資者參考,不提供任何指導或建議建議。