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阿斯麥(ASML.US)一季度營收利潤均超預期 二季度指引低於預期 CEO預計年收入增長20%
格隆匯 04-20 13:21

格隆匯4月20日丨阿斯麥(ASML.US)2022年第一季度營收35.34億歐元,前值為43.64億歐元,超市場預期的35.1億歐元,毛利率為49.0%;淨利潤為6.95億歐元,前值為13.31億歐元,合每股盈餘1.73歐元,超市場預期的1.68歐元;預計第二季度淨銷售額為51億歐元至53億歐元,低於市場預期的58.6億歐元;預計第二季度毛利率在49%至50%之間。

ASML總裁兼首席執行官Peter Wennink説,“我們第一季度的淨銷售額為35億歐元,達到了我們指導意見的高端。毛利率為49.0%,與指導目標一致。我們第一季度的淨預訂量為70億歐元,包括來自0.33NA和0.55NA EUV系統的25億歐元,以及非常強勁的DUV預訂量,反映了對先進和成熟節點的持續高需求”,“我們繼續看到,對我們系統的需求高於我們目前的生產能力。我們通過提供高生產率的升級和減少工廠的週期時間來滿足客户的需求,並且我們繼續提供快速的出貨流程。此外,我們正在積極努力,與我們的供應鏈夥伴一起大幅擴大產能。鑑於需求和我們增加產能的計劃,我們預計將重新審視我們2025年的方案和之後的增長機遇。我們計劃在今年下半年通報最新情況”,“預計第二季度淨銷售額在51億至53億歐元之間,毛利率在49%至50%之間。ASML預計研發成本約為7.9億歐元,銷售、一般和管理費用約為2.2億歐元”,“就全年而言,我們繼續預期收入增長約為20%”。

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