安森美半导体第一季度业绩创历史新高，超出预期，预计将实现强劲增长

Onsemi（纳斯达克股票代码：ON）公布 2024 年第一季度强劲的财务业绩，超出市场预期。该公司的收入为 18.627 亿美元，在其电源解决方案集团的推动下，收入和每股收益均实现增长。尽管其他细分市场面临挑战，Onsemi仍保持强劲的毛利率和营业利润率，体现了战略业务调整和对长期增长的关注。展望未来，该公司预计第二季度收入强劲，并将继续通过股票回购优先考虑股东价值。

ON Semiconductor Outperforms Expectations with Record First-Quarter Results and Robust Growth Outlook

安森美半导体第一季度业绩创纪录，增长前景强劲，超出预期

In a testament to its unwavering commitment to innovation and delivering exceptional financial performance, ON Semiconductor (NASDAQ: ON) has released its impressive first-quarter results for 2024, showcasing remarkable achievements that solidify its position as a global semiconductor powerhouse.

安森美半导体（纳斯达克股票代码：ON）公布了令人印象深刻的 2024 年第一季度业绩，展示了巩固其全球半导体巨头地位的卓越成就，证明了其坚定不移地致力于创新和提供卓越的财务业绩。

Boasting a robust revenue of $1,862.7 million, ON Semiconductor has surpassed market expectations, defying the headwinds faced by the semiconductor industry. Notably, the company's unwavering focus on operational efficiency has yielded substantial results, with both GAAP and non-GAAP gross margins remaining strong at 45.8% and 45.9%, respectively.

安森美半导体的营收高达 18.627 亿美元，超出了市场预期，克服了半导体行业面临的不利因素。值得注意的是，该公司对运营效率的坚定不移的关注已取得了显着成果，GAAP 和非 GAAP 毛利率分别保持在 45.8% 和 45.9% 的强劲水平。

Reflecting the company's operational prowess, operating margins have also performed exceptionally well, reaching 28.2% on a GAAP basis and an impressive 29.0% on a non-GAAP basis. This remarkable financial performance underscores ON Semiconductor's prudent strategic adjustments and unwavering commitment to long-term growth.

营业利润率也表现异常出色，按 GAAP 计算达到 28.2%，按非 GAAP 计算则达到令人印象深刻的 29.0%，这反映了公司的运营实力。这一出色的财务业绩突显了安森美半导体审慎的战略调整和对长期增长坚定不移的承诺。

Hassane El-Khoury, the visionary president and CEO of ON Semiconductor, attributed the company's resilience and success to its ability to maintain gross margin through strategic business transformations implemented over the past three years. Emphasizing the critical role of power efficiency in addressing global energy demands, El-Khoury expressed confidence in the company's continued market share growth, driven by its cutting-edge power and sensing technologies.

安森美半导体富有远见的总裁兼首席执行官 Hassane El-Khoury 将公司的韧性和成功归因于过去三年实施的战略业务转型保持毛利率的能力。 El-Khoury 强调了电源效率在满足全球能源需求方面的关键作用，并对公司在尖端电源和传感技术的推动下市场份额的持续增长充满信心。

ON Semiconductor's exceptional performance is further underscored by its ability to consistently exceed market expectations. Analysts had projected an EPS of $1.04 and a revenue of $1.85 billion for the quarter, estimates that ON Semiconductor not only met but also surpassed, with an EPS of $1.08 and revenue reaching an impressive $1,862.7 million. This outperformance is a testament to the company's robust operational execution and strategic investments in key growth areas.

安森美半导体不断超越市场预期的能力进一步凸显了其卓越的业绩。分析师预计本季度每股收益为 1.04 美元，营收为 18.5 亿美元，安森美半导体不仅达到了预期，而且还超越了预期，每股收益为 1.08 美元，营收达到了令人印象深刻的 18.627 亿美元。这一优异表现证明了该公司强劲的运营执行力和在关键增长领域的战略投资。

The company's ongoing commitment to shareholder value is evident in its significant increase in free cash flow, which has nearly tripled year-over-year. Recognizing the importance of returning value to its investors, ON Semiconductor has allocated approximately 100% of its free cash flow to stock repurchases within the past twelve months, demonstrating its unwavering dedication to shareholder returns.

该公司对股东价值的持续承诺体现在其自由现金流的大幅增长，同比增长近两倍。安森美半导体认识到为投资者回报价值的重要性，在过去 12 个月内将其自由现金流的约 100% 用于股票回购，展现了其对股东回报坚定不移的奉献精神。

While the Power Solutions Group (PSG) reported a modest 2% year-over-year revenue increase despite a sequential decline, the Automotive, Industrial, and Multi-Market Group (AMG) and Intelligent Sensing Group (ISG) experienced declines both sequentially and year-over-year. These fluctuations reflect the ongoing adjustments within the semiconductor industry and the specific challenges faced by these segments.

电源解决方案集团 (PSG) 的收入尽管环比下降，但仍实现了 2% 的同比小幅增长，​​而汽车、工业和多市场集团 (AMG) 和智能传感集团 (ISG) 的收入则环比和一年又一年。这些波动反映了半导体行业内部的持续调整以及这些细分市场面临的具体挑战。

Looking ahead to the second quarter of 2024, ON Semiconductor has provided guidance that reflects its continued optimism about the future. The company anticipates revenue between $1,680 million and $1,780 million, with an anticipated gross margin ranging from 44.1% to 46.1% on a GAAP basis and 44.2% to 46.2% on a non-GAAP basis. Operating expenses are projected to fall within the range of $327 million to $342 million on a GAAP basis, with adjustments for special items resulting in a non-GAAP operating expense outlook of $313 million to $328 million. The company also forecasts diluted EPS to be between $0.82 and $0.94 on a GAAP basis and $0.86 and $0.98 on a non-GAAP basis.

展望 2024 年第二季度，安森美半导体提供的指引反映了其对未来的持续乐观态度。该公司预计收入在 16.8 亿美元至 17.8 亿美元之间，预计毛利率按 GAAP 计算为 44.1% 至 46.1%，按非 GAAP 计算为 44.2% 至 46.2%。根据 GAAP 计算，运营费用预计将在 3.27 亿美元至 3.42 亿美元之间，对特殊项目进行调整后，非 GAAP 运营费用前景将达到 3.13 亿美元至 3.28 亿美元。该公司还预计，按 GAAP 计算，摊薄后每股收益将在 0.82 美元至 0.94 美元之间，按非 GAAP 计算，摊薄后每股收益将在 0.86 美元至 0.98 美元之间。

In conclusion, ON Semiconductor's first-quarter results are a resounding testament to its exceptional financial performance, operational resilience, and unwavering commitment to delivering long-term value to its investors. The company's unwavering focus on innovation, operational efficiency, and strategic investments are the cornerstones of its success. As ON Semiconductor continues to navigate the dynamic semiconductor industry, its robust financial foundation, talented team, and innovative solutions position it for continued success and market leadership.

总之，安森美半导体第一季度业绩有力地证明了其卓越的财务业绩、运营弹性以及为投资者提供长期价值的坚定承诺。该公司对创新、运营效率和战略投资的坚定不移的关注是其成功的基石。随着安森美半导体继续引领充满活力的半导体行业，其强大的财务基础、优秀的团队和创新的解决方案使其能够持续取得成功并保持市场领先地位。