业绩全线“爆表”！泛林集团(LRCX.US)营收大涨22% Q3指引远超市场预期

智通财经01-29

智通财经APP获悉，半导体制造设备商泛林集团(LRCX.US)公布了超预期的2026财年第二季度财报和业绩指引。财报显示，该公司二季度营收达 53.4 亿美元，同比增长22%，超出预期 1 亿美元；非公认会计准则下每股收益为 1.27 美元，超出预期 0.10 美元。业绩公布后，泛林集团盘后涨超5%，截至发稿，涨6.23%，报254.33美元。这家半导体制造设备公司还公布，调整后的毛利率为 ...

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Lam Group (LRCX.US) revenue surged 22%, Q3 guidance far exceeded market expectations","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"LRCX":1.5},"content_text":"智通财经APP获悉，半导体制造设备商泛林集团(LRCX.US)公布了超预期的2026财年第二季度财报和业绩指引。财报显示，该公司二季度营收达 53.4 亿美元，同比增长22%，超出预期 1 亿美元；非公认会计准则下每股收益为 1.27 美元，超出预期 0.10 美元。业绩公布后，泛林集团盘后涨超5%，截至发稿，涨6.23%，报254.33美元。这家半导体制造设备公司还公布，调整后的毛利率为 49.7%，高于此前预期的 48.6%；调整后的营业利润率为 34.3%，高于此前预期的 32.9%。按地区划分，来自中国大陆的收入占35%，中国台湾省占20%，韩国占20%，日本占10%。展望未来，泛林集团预计第三季度营收将在54亿美元至60亿美元之间，远超此前53亿美元的预期。预计每股收益将在1.25美元至1.45美元之间，高于市场普遍预期的1.20美元。泛林集团首席执行官Tim Archer表示，“进入2026年，我们不断扩展的产品和服务组合正推动市场向更小巧、更复杂的三维设备和封装转型，”“随着人工智能的加速发展，我们正在全公司范围内提升执行速度，以支持客户的增长，并实现我们多年超越预期业绩的愿景。”截至2025年12月季度末，现金、现金等价物和受限现金余额降至62亿美元，而截至2025年9月季度末为67亿美元。余额减少的主要原因是用于资本回报活动和资本支出的现金减少，部分被本季度经营活动产生的现金所抵消。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2607399722","isCrawlerRequest":true}