Seeking AlphaCodex · 实盘不做把握 7/10
北京时间·🕒 发布 04:22:24时区推断·⟳ 抓取 04:22:33·⚡ 决策 08-04 11:58:11 +7h35m·84.2 天前
安森美二季度业绩和三季度指引小幅高于预期，AI数据中心业务增长最快
二季度收入16.04亿美元略高于15.89亿美元预期，调整后EPS 0.74美元略高于0.71美元预期。
📄 原文Seeking Alpha↗ 原文
On Semi perks up as Q2 results, guidance top forecasts
On Semiconductor (ON) shares rose 5.9% in extended trading on Monday after the semiconductor company reported second-qu…
不做 On Semiconductor（ON.US）
利好成立但幅度偏小且盘后已涨约6%；下一开盘追财报缺少足够剩余edge。
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
消息传播链
- 报道二季度业绩和三季度指引均略高于华尔街预期。市场反应:报道称盘后上涨5.9%。
- 补充AI数据中心收入预计从2025年约2.5亿美元翻倍，但该业务仍只是公司收入的一小部分。市场反应:盘后约85.92美元，涨幅约6%。
关键理由
- 二季度收入16.04亿美元略高于15.89亿美元预期，调整后EPS 0.74美元略高于0.71美元预期。
- 三季度收入指引中点17.0亿美元仅较16.7亿美元预期高约1.8%，EPS中点0.87美元较0.83美元预期高约4.8%。
- AI数据中心收入预计2026年翻倍，但按报道2025年约2.5亿美元，翻倍后约5亿美元，相对约65亿美元年收入基数约8%，不足以支撑盘后已涨约6%后继续追。
主要风险
- 股价盘后已涨约5.9%至约85.92美元，轻微beat和AI叙事大概率已被下一开盘价部分消化。
反向证据
- 做多前查反向 · 来源 web · 日期 2026-08-03 · 影响 weakens
反向约束是beat幅度小且盘后已涨约6%，AI数据中心收入虽快增但基数仍小。
检索:ON Semiconductor Q2 2026 guidance beat after hours 5.9% AI data center revenue size 原文 ↗
原文全文
展开原文 · 1,341 字
On Semiconductor (ON) shares rose 5.9% in extended trading on Monday after the semiconductor company reported second-quarter results and guidance that topped Wall Street's estimates.
For the period ending July 3, On Semiconductor said it earned an adjusted $0.74 per share as revenue rose 9.2% year-over-year to $1.6B. Analysts had expected the company to earn an adjusted $0.71 per share on $1.59B in revenue.
“We delivered revenue, gross margin and earnings per share above the midpoint of guidance, reflecting strengthening demand, particularly across AI-driven applications, and growing customer adoption of our differentiated solutions, including Treo and our high voltage power solutions,” said On Semi President and CEO Hassane El-Khoury in a statement. “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.”
Looking to the fiscal third quarter, On Semiconductor expects adjusted earnings to be between $0.81 and $0.93 per share, with the midpoint above the $0.83 per share estimate. Sales are forecast to be between $1.65B and $1.75B, with the $1.7B midpoint above the $1.67B estimate.
The company will host a conference call at 5 p.m. EST to discuss the results.
For the period ending July 3, On Semiconductor said it earned an adjusted $0.74 per share as revenue rose 9.2% year-over-year to $1.6B. Analysts had expected the company to earn an adjusted $0.71 per share on $1.59B in revenue.
“We delivered revenue, gross margin and earnings per share above the midpoint of guidance, reflecting strengthening demand, particularly across AI-driven applications, and growing customer adoption of our differentiated solutions, including Treo and our high voltage power solutions,” said On Semi President and CEO Hassane El-Khoury in a statement. “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.”
Looking to the fiscal third quarter, On Semiconductor expects adjusted earnings to be between $0.81 and $0.93 per share, with the midpoint above the $0.83 per share estimate. Sales are forecast to be between $1.65B and $1.75B, with the $1.7B midpoint above the $1.67B estimate.
The company will host a conference call at 5 p.m. EST to discuss the results.
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