🐦 推特Wall St EngineCodex · 实盘不做把握 8/10
北京时间·🕒 发布 04:13:20时区推断·⟳ 抓取 04:13:33·⚡ 决策 08-04 04:15:18 +1m45s·84.5 天前
安森美半导体二季度业绩与三季度指引小幅超预期，但同一财报催化已被系统处理
安森美半导体（ON.US）二季度收入、调整后EPS和三季度指引均略高于市场预期，AI数据中心电源业务仍是增量叙事。
📄 原文Wall St Engine@wallstengine↗ 原文
ONSEMI $ON Q2’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $1.60B (Est. $1.59B) 🟢; +9% YoY 🔹 Adj. EPS: $0.74 (Est. $0.71) 🟢; +40%…
不做 安森美半导体（ON.US）
同一具体二季度财报催化已在内部已处理消息库中命中：2026-08-03 20:13 UTC news_center已记录“安森美半导体二季度调整后EPS小幅高于预期”，本条为社媒转述，不重复交易。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
🔎 新鲜度:最早出现 2026-08-03 · 扩散 medium · price-in 风险 medium ↗
关键理由
- 安森美半导体（ON.US）二季度收入、调整后EPS和三季度指引均略高于市场预期，AI数据中心电源业务仍是增量叙事。
- 但系统已在同一时间处理过同一份二季度财报催化，重复推卡会造成同一事件多次下单或重复风控。
主要风险
- 财报本身属于排期内披露，beat幅度不大，若要重新评估需等待后续电话会或盘前真实价格反应。
反向证据
- 做多前查反向 · 来源 kb_search · 影响 none
内部KB未命中足以改变本次去重结论的安森美财报反向证据。
检索:Onsemi ON Q2 2026 earnings guidance AI data center power portfolio bearish risks
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原文全文
展开原文 · 1,097 字
ONSEMI $ON Q2’26 EARNINGS HIGHLIGHTS
🔹 Revenue: $1.60B (Est. $1.59B) 🟢; +9% YoY
🔹 Adj. EPS: $0.74 (Est. $0.71) 🟢; +40% YoY
🔹 Free Cash Flow: $425.4M; quadrupled YoY
🔹 Non-GAAP Gross Margin: 39.3%; +170 bps YoY
Q3 Guide:
🔹 Revenue: $1.65B-$1.75B (Est. $1.67B) 🟢
🔹 Non-GAAP Gross Margin: 40.0%-42.0%
🔹 Adj. EPS: $0.81-$0.93 (Est. $0.83) 🟢
🔹 Non-GAAP OpEx: $303M-$318M
Segment Net Revenue:
🔹 PSG: $829.0M; +19% YoY
🔹 AMG: $545.7M; -2% YoY
🔹 ISG: $228.8M; +7% YoY
Other Q2 Metrics:
🔹 Non-GAAP Operating Margin: 20.8%; +350 bps YoY
🔹 Operating Cash Flow: $459.7M; +150% YoY
Business Highlights:
🔹 Announced: Planned acquisition of Synaptics
Comments:
🔸 “AI data center remains our fastest-growing business, and we now expect revenue to more than double in 2026, demonstrating the strength of our intelligent power portfolio and growing customer adoption across the power tree.”
🔸 “Year-over-year earnings per share grew four times faster than revenue, driven by gross margin expansion and disciplined cost management. Free cash flow margin expanded from approximately 7% to 27% year-over-year …”
🔹 Revenue: $1.60B (Est. $1.59B) 🟢; +9% YoY
🔹 Adj. EPS: $0.74 (Est. $0.71) 🟢; +40% YoY
🔹 Free Cash Flow: $425.4M; quadrupled YoY
🔹 Non-GAAP Gross Margin: 39.3%; +170 bps YoY
Q3 Guide:
🔹 Revenue: $1.65B-$1.75B (Est. $1.67B) 🟢
🔹 Non-GAAP Gross Margin: 40.0%-42.0%
🔹 Adj. EPS: $0.81-$0.93 (Est. $0.83) 🟢
🔹 Non-GAAP OpEx: $303M-$318M
Segment Net Revenue:
🔹 PSG: $829.0M; +19% YoY
🔹 AMG: $545.7M; -2% YoY
🔹 ISG: $228.8M; +7% YoY
Other Q2 Metrics:
🔹 Non-GAAP Operating Margin: 20.8%; +350 bps YoY
🔹 Operating Cash Flow: $459.7M; +150% YoY
Business Highlights:
🔹 Announced: Planned acquisition of Synaptics
Comments:
🔸 “AI data center remains our fastest-growing business, and we now expect revenue to more than double in 2026, demonstrating the strength of our intelligent power portfolio and growing customer adoption across the power tree.”
🔸 “Year-over-year earnings per share grew four times faster than revenue, driven by gross margin expansion and disciplined cost management. Free cash flow margin expanded from approximately 7% to 27% year-over-year …”
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