share_log

Diodes Incorporated (DIOD) Q3 2024 Earnings Call Transcript Summary

Diodes Incorporated (DIOD) Q3 2024 Earnings Call Transcript Summary

diodes公司 (DIOD) 2024年第三季度業績會交流摘要
富途資訊 ·  11/09 16:02  · 電話會議

The following is a summary of the Diodes Incorporated (DIOD) Q3 2024 Earnings Call Transcript:

以下是Diodes Incorporated(DIOD)2024年第三季度業績會議呼叫transcript摘要:

Financial Performance:

財務業績:

  • Diodes Incorporated reported Q3 2024 revenue of $350.1 million, compared to $319.8 million in Q2 2024.

  • Gross profit for Q3 was $118 million or 33.7% of revenue.

  • GAAP net income for Q3 was $13.7 million, or $0.30 per diluted share.

  • Non-GAAP adjusted net income for Q3 was $20.1 million, or $0.43 per diluted share.

  • Diodes Incorporated報告2024年第三季度營業收入爲35010萬美元,相比2024年第二季度的31980萬美元。

  • 第三季度的毛利潤爲11800萬美元,佔營業收入的33.7%。

  • 第三季度的GAAP淨利潤爲1370萬美元,每股攤薄收益爲0.30美元。

  • 第三季度的非GAAP調整後淨利潤爲2010萬美元,每股攤薄收益爲0.43美元。

Business Progress:

業務進展:

  • The automotive market revenue increased to 19% of product revenue, with ongoing expansion in content and design win initiatives.

  • Capital expenditures were moderated to below the target model, preserving near-term earnings and cash flow.

  • The company is targeting revenue of approximately $337 million for Q4 2024, indicating expected better than typical seasonal performance.

  • 汽車市場的營業收入佔產品收入的19%,在內容和設計獲勝計劃持續擴大。

  • 資本支出已經控制在目標模型以下,保護近期收益和現金流。

  • 公司將在2024年第四季度的營業收入目標設定爲約33700萬元,表明預期的季節性表現將優於典型水平。

Opportunities:

機會:

  • Continued market recovery in Asia, particularly in China, where automotive market demand is driving growth.

  • Product portfolio expansion and design win momentum in automotive and industrial markets, with new automotive compliant parts launched.

  • Expanded design pipeline in AI data centers and AI server markets.

  • 亞洲市場繼續復甦,特別是在中國,在那裏汽車市場需求推動增長。

  • 產品組合擴展和在汽車和工業市場的設計贏得勢頭,推出了新的汽車兼容零部件。

  • 在人工智能數據中心和人工智能服務器市場擴大設計管道。

Risks:

風險:

  • The automotive and industrial markets continue to undergo inventory and demand adjustments, affecting revenue growth.

  • Anticipated sequential revenue decline in Q4 2024 due to continued market adjustments and typical seasonal downtrends.

  • 汽車和工業市場繼續進行庫存和需求調整,影響營業收入增長。

  • 由於持續的市場調整和典型的季節性下降趨勢,預計2024年第四季度營業收入將出現順序性下降。

Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.

提示:如需更全面的詳情,請參閱投資人關係網站。本文僅供投資者參考,不作任何指引或建議。

譯文內容由第三人軟體翻譯。


以上內容僅用作資訊或教育之目的,不構成與富途相關的任何投資建議。富途竭力但無法保證上述全部內容的真實性、準確性和原創性。
    搶先評論