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2026年8月4日--安森美（onsemi，美国纳斯达克股票代号：ON）公布其2026年第二季度业绩，要点如下：
• 第二季度营收为16.04亿美元，同比增长9%
• 第二季度公认会计原则（以下简称“GAAP”）毛利率38.4%，非GAAP毛利率39.3%
• 第二季度GAAP营业利润率为16.1%，非GAAP营业利润率为20.8%
• 第二季度GAAP每股摊薄收益为0.56美元，非GAAP每股摊薄收益为0.74美元
• 运营现金同比增长150%，自由现金流4.254亿美元，同比增长4倍
• 第二季度股票回购金额为3.32亿美元，使年初至今的股东回报率占自由现金流的105%
安森美总裁兼首席执行官Hassane El-Khoury表示：“本季度营收、毛利率和每股收益均高于公司指引区间中值，反映出市场需求持续增强，尤其是人工智能（AI）驱动的应用领域，同时客户对我们Treo平台及高压电源等差异化解决方案的采用率也在不断提升。AI数据中心仍是我们增长最快的业务领域，预计该业务2026年营收将实现两倍以上增长，这彰现了安森美智能电源产品组合的实力，以及在整个电源链（power tree）中客户采用率的增长。”
安森美执行副总裁兼首席财务官Thad Trent表示：“公司的业绩体现了我们业务模式所具备的经营杠杆效应。在毛利率提升以及严谨的成本管控推动下，每股收益同比增速达到营收增速的四倍。自由现金流利润率从去年同期约7%提升至今年的27%，反映出我们运营模式的强劲实力。随着市场需求持续改善，我们对推动盈利增长和创造长期股东价值更充满信心。”
2026年第二季度业务亮点：
• 宣布计划收购 Synaptics，以扩展互联计算（Connected Compute）能力，在提升毛利率的同时支持市场拓展，并补足安森美在电源和感知领域的领先实力。
• 随着AI基础设施供电需求的加速，安森美在NVIDIA MGX生态系统中发挥更大作用。
• 获得中国领先云基础设施电源供应商长城电源（Great Wall） 的战略性AI数据中心平台项目，进一步扩大EliteSiC、硅MOSFET及控制器产品的应用份额。
• 推出 GaNEXUS™ 氮化镓（GaN）电源产品组合，覆盖40V至650V电压范围，面向AI数据中心、机器人及工业基础设施等应用。
• 进一步巩固在汽车区域架构和车载充电领域的领先地位，为Rivian R2平台提供电源解决方案，助力实现高效配电和电源转换。
下表概列2026年第二季度与可比较时期的部分财务业绩（未经审计）：
第二季度业绩
收入汇总
（百万美元）
（未经审计）
收入摘要
2026年第三季度展望
下表概列安森美预计2026年第三季度的GAAP及非GAAP展望：
2026年第三季度展望
*Diluted shares outstanding can vary as a result of, among other things, the vesting of restricted stock units, the incremental dilutive shares from the convertible notes, and the repurchase or the issuance of stock or convertible notes or the sale of treasury shares. In periods when the quarterly average stock price per share exceeds $52.97 for the 0% Notes, $103.87 for the 0.50% Notes, and $161.30 for the 2031 0% Notes, the non-GAAP diluted share count and non-GAAP net income per share include the anti-dilutive impact of the hedge transactions entered concurrently with the 0% Notes, the 0.50% Notes, and the 2031 0% Notes, respectively. At an average stock price per share between $52.97 and $74.34 for the 0% Notes, $103.87 and $156.78 for the 0.50% Notes, and $161.30 and $211.54 for the 2031 0% Notes, the hedging activity offsets the potentially dilutive effect of the 0% Notes, the 0.50% Notes, and the 2031 0% Notes, respectively. In periods when the quarterly average stock price exceeds $74.34 for the 0% Notes, $156.78 for the 0.50% Notes, and $211.54 for the 2031 0% Notes, the dilutive impact of the warrants issued concurrently with such notes is included in the diluted shares outstanding. GAAP and non-GAAP diluted share counts are based on either the previous quarter's average stock price or the stock price as of the last day of the previous quarter, whichever is higher.
** Special items may include: amortization of acquisition-related intangibles; expensing of appraised inventory fair market value step-up; restructuring-related cost of revenue charges; non-recurring facility costs; in-process research and development expenses; restructuring, asset impairments and other, net; goodwill impairment charges; gains and losses on debt prepayment; actuarial (gains) losses on pension plans and other pension benefits; and certain other special items, as necessary. These special items are out of our control and could change significantly from period to period. As a result, we are not able to reasonably estimate and separately present the individual impact or probable significance of these special items, and we are similarly unable to provide a reconciliation of the non-GAAP measures. The reconciliation that is unavailable would include a forward-looking income statement, balance sheet and statement of cash flows in accordance with GAAP. For this reason, we use a projected range of the aggregate amount of special items in order to calculate our projected non-GAAP operating expense outlook.
*** We believe these non-GAAP measures provide important supplemental information to investors. We use these measures, together with GAAP measures, for internal managerial purposes and as a means to evaluate period-to-period comparisons. However, we do not, and you should not, rely on non-GAAP financial measures alone as measures of our performance. We believe that non-GAAP financial measures reflect an additional way of viewing aspects of our operations that, when taken together with GAAP results and the reconciliations to corresponding GAAP financial measures that we also provide in our releases, provide a more complete understanding of factors and trends affecting our business. Because non-GAAP financial measures are not standardized, it may not be possible to compare these financial measures with other companies’ non-GAAP financial measures, even if they have similar names.
电话会议
安森美已于美国东部时间（ET）2026年8月3日下午5时举行金融界电话会议，讨论此次的发布和安森美2026年第二季度业绩。英语电话会议已在公司网站http://www.onsemi.cn的“投资者关系”网页作实时广播。实时网上广播大约1小时后在该网站回放，为时30天。
前瞻性声明
This document includes “forward-looking statements,” as that term is defined in Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. All statements, other than statements of historical facts, included or incorporated in this document could be deemed forward-looking statements, particularly statements about the future financial performance of onsemi, including financial guidance for the third quarter of 2026. Forward-looking statements are often characterized by the use of words such as “believes,” “estimates,” “expects,” “projects,” “may,” “will,” “intends,” “plans,” “anticipates,” “should” or similar expressions or by discussions of strategy, plans or intentions. All forward-looking statements in this document are made based on our current expectations, forecasts, estimates and assumptions and involve risks, uncertainties and other factors that could cause results or events to differ materially from those expressed in the forward-looking statements. Certain factors that could affect our future results or events are described under Part I, Item 1A “Risk Factors” in the 2025 Annual Report on Form 10-K filed with the Securities and Exchange Commission (“SEC”) on February 9, 2026 (the “2025 Form 10-K”) and from time to time in our other SEC reports. Readers are cautioned not to place undue reliance on forward-looking statements. We assume no obligation to update such information, which speaks only as of the date made, except as may be required by law. Investing in our securities involves a high degree of risk and uncertainty, and you should carefully consider the trends, risks and uncertainties described in this document, our 2025 Form 10-K and other reports filed with or furnished to the SEC before making any investment decision with respect to our securities. If any of these trends, risks or uncertainties actually occurs or continues, our business, financial condition or operating results could be materially adversely affected, the trading prices of our securities could decline, and you could lose all or part of your investment. All forward-looking statements attributable to us or persons acting on our behalf are expressly qualified in their entirety by this cautionary statement.
Financial
关于安森美（onsemi）
安森美（onsemi, 纳斯达克股票代号：ON）提供智能电源和智能感知技术，推动汽车、工业及人工智能数据中心等终端市场实现电气化升级，并提升能效、安全性和自动化水平。凭借高度差异化的创新产品组合，安森美助力客户攻克复杂的挑战，以实现更高能效、更优性能和更低的系统成本，携手共建一个更安全、更清洁、更节能的世界。安森美被纳入标普500指数。了解更多关于安森美的信息，请访问：http://www.onsemi.cn。
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