安森美半导体(ON.US)盘前跌4.8%，报62美元。消息面上，安森美半导体去年第四季度营收同比下滑 11%至约15.3亿美元，略好于分析师预期的约15.2亿美元；调整后每股收益为0.64美元，远低于上年同 期的约0.95美元，仍超过分析师预期的0.62美元。期内，电源解决方案部门、智能传感部门、模拟和混 合信号部门收入分别下滑11%、17%和9%。展望第一季度，安森美预计营收将在14.4亿至15.4亿美元之 间，中间值低于分析师预期的15.1亿美元。(格隆汇) ...

格隆汇2月10日｜安森美半导体公布去年第四季度业绩，营收同比下滑11%至约15.3亿美元，略好于分 析师预期的约15.2亿美元；调整后每股收益为0.64美元，远低于上年同期的约0.95美元，仍超过分析师 预期的0.62美元。期内，电源解决方案部门营收同比下滑11%至7.24亿美元，智能传感部门收入同比下 降17%至2.5亿美元，模拟和混合信号部门收入同比下降9%至5.56亿美元。展望第一季度，安森美预计 营收将在14.4亿至15.4亿美元之间，中间值低于分析师预期的15.1亿美元。 ...

[Table_Title] 研究报告 Research Report 10 Feb 2026 中国半导体 China (Overseas) Semiconductor FY4Q25 全球科技业绩快报：安森美 FY4Q25 Global Semiconductor Earnings Snapshot: ON Semiconductor 姚书桥 Barney Yao barney.sq.yao@htisec.com [Table_yemei1] 热点速评 Flash Analysis [Table_summary] (Please see APPENDIX 1 for English summary) 事件 安森美 4Q25 业绩整体表现稳健：4Q25 收入为$15.3 亿，略高于$15.35 亿的市场一致预期；非公认会计准则每股收益 （non-GAAP EPS）为$0.64，超出$0.62 的市场共识；盈利能力稳步提升，GAAP 毛利率达 36%，non-GAAP Gross Margin 进一步提升至 38.2%，已初步显现晶圆优化措施的成效，整体业绩表现超出公司此前业绩指引中值。 点评 AI Datacen ...

Group 1 - Jefferies raised the target price for ON Semiconductor from $65 to $73 [1]

Major U.S. stock benchmarks closed higher on Monday, with the Dow Jones Industrial Average edging up 0.04% to 50,135.87, the S&P 500 rising 0.47% to 6,964.82, and the Nasdaq climbing 0.9% to 23,238.67.These are the top stocks that gained the attention of retail traders and investors through the day.Kyndryl Holdings, Inc. (NYSE:KD)Kyndryl Holdings stock tumbled 54.92% to close at $10.59, trading between an intraday high of $11.43 and a low of $10.10, with the stock sitting at its 52-week trough of $10.10 ver ...

面向汽车与工业领域的芯片巨头安森美半导体(ON.US)北京时间周二晨间公布最新季度业绩数据以及未来展望，数据显示，安森美半导体截至 2025年12月31日的第四季度业绩高于华尔街分析师平均预期，但是该公司对于当前季度(第一季度)的最新展望不及华尔街预期，导致该芯片 巨头的股价在美股盘后交易中一度大跌超8%。 为何安森美半导体今年以来股价大涨? 今年以来，安森美半导体股价跟随史无前例AI大浪潮所驱动的模拟芯片/数据中心电力链条相关芯片需求强劲复苏预期持续上涨，自 2026年以来的涨幅高达20%，作为对比，2025年该芯片巨头全年股价跌幅高达15%。 财报数据显示，安森美半导体第四季度总营收约15.3亿美元，意味着同比下滑11%，Non-GAAP准则下的调整后每股收益为0.64美 元，远远低于上年同期的约0.95美元，不过两项业绩数据均高于华尔街分析师们平均预期的约15.2亿美元与0.62美元。安森美半导 体Q4营业利润率约13.1%，低于上年同期的约23.7%，Non-GAAP准则下的营业利润率约19.8%，同样低于上年同期的约26.7%。 按业务部门划分，安森美第四季度电源方案部(PSG)业务营收为7.24亿 ...

智通财经APP获悉，面向汽车与工业领域的芯片巨头安森美半导体(ON.US)北京时间周二晨间公布最新 季度业绩数据以及未来展望，数据显示，安森美半导体截至2025年12月31日的第四季度业绩高于华尔街 分析师平均预期，但是该公司对于当前季度(第一季度)的最新展望不及华尔街预期，导致该芯片巨头的 股价在美股盘后交易中一度大跌超8%。 作为对比，在上年同期，安森美半导体整体营收约为14.5亿美元，调整后每股收益约为0.55美元;这也意 味着，在经历了长达两年多的同比下滑阶段之后，安森美半导体第一季度的总营收和每股收益有望恢复 增长轨迹。 为何安森美半导体今年以来股价大涨? 这家聚焦于模拟芯片与功率半导体领域的芯片巨头业绩自2025年下半年以来可谓持续受益于AI数据中 心建设进程如火如荼带来的强劲电力链条相关芯片需求，尤其是其聚焦AI基础设施的电源管理产品增 长对冲了电动汽车端(尤其SiC与EV相关)更谨慎的开支以及自2022年末以来电动汽车需求持续疲软态 势，这也说明市场并非凭空想象"AI拉动安森美半导体业绩"，而是已有订单/营收端的体现。 安森美主营业务的上述三大分部决定了该芯片公司"更像电力/功率与能效类半导体 ...

US stock futures inched higher on Tuesday after the Dow’s latest record close, as Wall Street's march back to record territory continued following last week's tech sell-off. Dow Jones Industrial Average futures (YM=F) rose 0.1%, edging nearer to fresh all-time highs above 50,000. Meanwhile, contracts on the S&P 500 (ES=F) and the tech-heavy Nasdaq 100 (NQ=F) moved up roughly 0.2%. The moves follow another positive session for stocks to start the week. The Dow (^DJI) eked out a gain, setting another all- ...

Company Performance - On Semiconductor reported earnings per share of $0.45 on revenue of $1.53 billion, missing earnings estimates of $0.59 per share and falling below earnings per share of $0.88 in the same period a year ago [6] - The company experienced annual sales declines across all business groups, with Power Solutions and Analog & Mixed Signal sales falling by 2% and 5% respectively, while Intelligent Sensing was the only segment to see quarter-over-quarter sales growth [7] - For the first quarter, On Semiconductor expects revenue in the range of $1.43 billion to $1.53 billion, with adjusted diluted earnings per share projected between $0.56 and $0.66, below the consensus estimate of $0.61 [8] Market Trends - Technology shares led the market rally, with investors regaining confidence after a recent pullback related to concerns in the software and megacap tech sectors [3] - The Dow Jones Industrial Average reached an all-time high over 50,000, while the S&P 500 advanced approximately 0.5% and the Nasdaq Composite jumped 0.9% [2] - Investors are closely monitoring the earnings season, with major companies like Coca-Cola and Ford reporting results [3]

Hassane El-Khoury: Thank you, Parag. Good afternoon, and thank you all for joining us on this first call of the year. In 2025, amid a challenging demand environment, we delivered $6 billion of revenue and non-GAAP gross margin of 38.4% by staying disciplined in our execution and tightly aligning to our long-term strategy. With focused investments, we advanced our technology leadership while positioning ourselves better in the growth markets that define our future. We strengthened our portfolio through organ ...