亚德诺半导体(ADI)
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Analog Devices Raises Quarterly Dividend By 7%
Businesswire· 2024-02-21 06:30
股息政策 - Analog Devices, Inc.宣布将每股普通股的季度股息从0.86美元增加到0.92美元,相当于每年3.68美元[1] - ADI连续20年增加股息,强调公司的持久商业品质和27年连续现金流正向[2] - ADI的股息策略是长期向股东返还100%的自由现金流,过去5年已通过股息和股票回购返还超过150亿美元[2] - ADI的股息将于2024年3月15日支付给截至2024年3月5日收盘时的股东[2] 公司背景 - ADI是一家全球半导体领导者,致力于在智能边缘实现突破,通过模拟、数字和软件技术为数字化工厂、移动性和数字医疗等领域提供解决方案[3]
Analog Devices(ADI) - 2024 Q1 - Quarterly Results
2024-02-21 00:00
营收情况 - 2024财年第一季度营收超过25亿美元,汽车业务持续增长[1] - 2024年2月3日,模拟设备公司的营收为25.13亿美元,同比下降23%[31] - 预计2024财年第二季度营收为21亿美元[4] - 预计2024年5月4日,模拟设备公司的营收将为21亿美元[34] 毛利率情况 - 调整后的毛利率为69.0%,较去年同期下降460个基点[3] - 调整后的毛利为17.34亿美元,毛利率为69.0%[32] 费用及利润情况 - 调整后的运营利润率约为37.0%[4] - 调整后的营业费用为6.79亿美元,占营收的27.0%[32] - 调整后的营业收入为10.54亿美元,营业利润率为42.0%[32] - 2024年2月3日,模拟设备公司的自由现金流为9.16亿美元,占营收的36%[33] - 预计2024年5月4日,模拟设备公司的每股收益为1.26美元[34]
24Q1预计收入符合指引,汽车芯片需求相对稳健
华安证券· 2024-02-19 00:00
业绩总结 - 公司24Q1预计归母净利润为6.79亿美元,同比下降15%[1] - 公司24Q1营业收入预计为24.77亿美元,同比下降24%[1] - 公司24Q1归母净利润预计为6.05亿美元,同比下降20%[2] - 公司汽车模拟芯片需求增速放缓,24Q1同比增长低个位数,环比下滑,但下滑趋势有所放缓[3] - 公司预计24/25/26年净利润分别为27.70/33.82/38.84亿美元,对应PE分别为19.9/18.1/16.6,建议持续关注,给予“增持”评级[4] 公司业务 - 公司主营业务中,工业收入预计为11.66亿美元,同比下降31%;汽车收入预计为7.25亿美元,环比下降0.8%[2] - 亚德诺公司2023年10月营业收入为23.06亿美元,2024年10月预计为10.05亿美元[8] - 亚德诺公司工业板块营收占比逐年下降,2026年预计为49.9%[8] - 公司预计2024年工业板块业务收入同比下滑24.8%,汽车板块业务同比下滑3.9%[117] 市场趋势 - 模拟芯片行业市场空间预计将在2023年至2032年间以5.29%的CAGR增长至1511亿美元[11] - 模拟芯片市场空间预计在2032年达到1511亿美元[12] - 模拟芯片行业经历了多个发展阶段,包括技术创新与市场扩展、市场整合与新兴市场增长、智能设备与物联网崛起、新能源技术与智能驾驶发展、人工智能技术快速发展[13][14][15][16][18] 财务展望 - 2026年亚德诺的营业收入预计将达到12264百万美元,较2023年增长9.1%[1] - 2026年亚德诺的EBITDA预计为5370百万美元,较2023年增长12.4%[1] - 2026年亚德诺的EPS预计为7.68美元,较2023年增长14.9%[1] - 公司预计2024年净利润为27.70亿美元,2025年为33.82亿美元,2026年为38.84亿美元,对应PE分别为19.9、18.1、16.6倍[119]
What Analyst Projections for Key Metrics Reveal About Analog Devices (ADI) Q1 Earnings
Zacks Investment Research· 2024-02-15 23:20
Wall Street analysts expect Analog Devices (ADI) to post quarterly earnings of $1.71 per share in its upcoming report, which indicates a year-over-year decline of 37.8%. Revenues are expected to be $2.5 billion, down 23.1% from the year-ago quarter.Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted downward by 0.1% to its current level. This demonstrates the covering analysts' collective reassessment of their initial projections during this period.Prior to a company's earnin ...
Why Analog Devices (ADI) Dipped More Than Broader Market Today
Zacks Investment Research· 2024-02-13 08:21
Analog Devices (ADI) closed the most recent trading day at $194.05, moving -0.5% from the previous trading session. This change lagged the S&P 500's 0.1% loss on the day. Meanwhile, the Dow experienced a rise of 0.33%, and the technology-dominated Nasdaq saw a decrease of 0.3%.Coming into today, shares of the semiconductor maker had gained 3.54% in the past month. In that same time, the Computer and Technology sector gained 11.35%, while the S&P 500 gained 5.78%.The upcoming earnings release of Analog Devic ...
Analog Devices (ADI) Advances While Market Declines: Some Information for Investors
Zacks Investment Research· 2024-02-06 08:21
股价表现 - Analog Devices (ADI) 最近的股价为$192.56,较前一个交易日上涨了0.24% [1] - ADI 半导体制造商的股价在过去一个月上涨了2.98%,落后于计算机和科技行业的9.33%和标普500指数的4.59% [2] 财报预测 - ADI 即将发布的财报备受投资者关注,预计2024年2月21日发布,预计每股收益为$1.71,较去年同期下降了37.82%,预计营收为$25亿,较去年同期下降了23.1% [3] - Zacks Consensus Estimates 预测整个财年的每股收益为$7.05,营收为$100.5亿,较去年分别下降了30.13%和18.37% [4] 分析师预测 - ADI 最近的分析师预测调整可能反映了最新的短期业务趋势,积极的预测调整反映了分析师对公司业务和盈利能力的乐观态度 [5] - 研究表明,这些预测变化与即将到来的股价表现有直接关系,公司形成了Zacks Rank模型,包括这些预测变化,并提供一个可行的评级系统 [6] 行业比较 - ADI 目前的前瞻市盈率为27.24,相对于行业平均前瞻市盈率30.39,显示出一定的折价 [8] - ADI 目前的PEG比率为2.82,该比率类似于广泛使用的市盈率,但也考虑了公司的预期盈利增长率,半导体 - 模拟和混合行业的平均PEG比率为昨日收盘时为2.36 [9] 行业排名 - 半导体 - 模拟和混合行业属于计算机和科技行业,该行业目前的Zacks Industry Rank为232,在所有250+个行业中处于倒数8% [10] - Zacks Industry Rank按照各个行业内公司的平均Zacks Rank从好到坏排序,研究显示,排名前50%的行业的表现比后50%的行业好一倍 [11]
This semiconductor stock could be the best value for your money
MarketBeat· 2024-02-05 21:21
美联储降息预期 - 美联储提议今年晚些时候降息,推动一些行业潜在突破[1] - 分析师们给出了98.1美元的股价目标,预计股价将上涨38.5%,尽管分析师看好,市场尚未意识到该股票的潜力[11] - 相对于其他公司,Onsemi的股票目前以折扣价出售,汽车行业可能正在为潜在的美联储降息做准备,因为他们了解这将对汽车销售和半导体需求产生积极影响[14] 半导体行业趋势 - 在半导体股票中,Onsemi可能会在汽车行业中看到最显著的活动增长[1] - 在半导体行业的价值链上寻找投资机会是明智之举,Onsemi被分析师们认为有巨大的上涨潜力,而且目前的股价明显低于同行[4] - 随着汽车行业越来越多地将技术应用于车辆中,对芯片的需求也在增长,Onsemi提供了一系列解决方案来满足这一需求[5] 公司业绩与前景 - 公司自2019年以来将自由现金流增长了十倍,同时保持着稳定的两位数营收增长,这一趋势没有放缓的迹象[13] - 与其他公司相比,Onsemi看起来更像是每个价值投资者的梦想,因为它的股价相对便宜[12] - 最广泛关注的经济报告之一指出Onsemi的客户可能会迎来突破,华尔街最知名的公司也在推动这一观点[9]
Analog Devices: Great Company Enduring Some Cyclicality
Seeking Alpha· 2024-01-31 14:37
sergeyryzhov/iStock via Getty Images My thesis Analog Devices (NASDAQ:ADI) has become a powerhouse in the Analog segment, ranking only second after Texas Instruments (TXN) in a fragmented market. Its semiconductors and solutions act as an interface between the physical to the digital world. While the firm is investing in new technologies (Battery Management Systems for EVs, factory automation technologies, 5G), it enjoys a large portfolio of mature devices, which are sticky for its customers and are the ...
Analog Devices (ADI) Falls More Steeply Than Broader Market: What Investors Need to Know
Zacks Investment Research· 2024-01-31 08:21
The latest trading session saw Analog Devices (ADI) ending at $194.74, denoting a -1.25% adjustment from its last day's close. The stock's change was less than the S&P 500's daily loss of 0.06%. Elsewhere, the Dow saw an upswing of 0.35%, while the tech-heavy Nasdaq depreciated by 0.76%.The the stock of semiconductor maker has fallen by 0.68% in the past month, lagging the Computer and Technology sector's gain of 6.36% and the S&P 500's gain of 3.36%.Market participants will be closely following the financi ...
AI growth propels semiconductor stocks to new highs
MarketBeat· 2024-01-26 19:31
Key PointsSemiconductor stocks, on a long-term uptrend since October 2022, are continuing their rally.Taiwan Semiconductor kicked off a fresh bout of buying after providing a higher-than-expected full-year outlook on AI-related revenue.Chip gear maker ASML gapped up after saying it expected 2024 to be a year of setting up for bigger increases in 2025. 5 stocks we like better than AlphabetSemiconductor stocks are on a long-term uptrend that began on October 22, with analysts seeing more room for the sector t ...