LRCX本季度表现尚可——每股收益2.20美元，超出预期1美分；营收增长54%至82.2亿美元；系统业务营收增长62%；毛利率扩大至52.4%——指引也大致符合预期；这些数据中没有任何一点能解释约6%的下跌，下跌可能反映了有关供应链和涨价的评论。
逐段跳播
现在，我想转到Lamb Research，因为他们下跌了约5.5%。Lamb公布第一季度每股收益为2.20美元。他们最初发布消息时确实出了问题。那是个错误的数字，但它是220。它超出预期一美分。
Right now, I want to jump to Lamb Research because they're down about 5.5%. Lamb reporting their first quarter EPS of $2.20. They did have an issue when they first reported that coming across the wire.
That was an incorrect number, but it's 220. It beat the estimates by a penny.
他们的营收同比增长54%，达到82.2亿。这也超过了81.3亿的预期。系统业务营收为57.3亿。同比增长62%。也超过了56亿美元的预期。
Their revenue rose 54% year-over-year to 8.22 billion. That also topped the estimates looking for 8.13. Systems revenue is at 5.73 billion. That's up 62% year-over-year. also topped the $5.6 billion estimate.
客户支持相关营收为24.9亿。同比增长40%。但未达到26亿的预期。
Customer support related revenue at 2.49 billion. That's 40% higher year-over-year. It missed the estimate looking for 2.6.
他们的利润率，调整后毛利率，从一年前的50.6扩大到52.4，略高于预期，预期是略好于52%。调整后营业利润率为40.2%。他们财年第一季度的净利润为27.5亿。
Their margins, gross adjusted margins, expanded to 52.4 from 50.6 a year ago, slightly above the estimate, looking for a little bit better than 52%. Adjusted operating margins coming in at 40.2%.
Uh, and their net income in their fiscal first quarter was 2.75 billion.
至于他们对未来的指引，本季度营收为82亿至90亿。市场预期是86亿。所以这正好在中间点。他们本季度的调整后毛利率预期为51.5%至53.5%。市场此前的预期是51.9%。
As far as their guidance going forward, their revenue for this current quarter 8.2 to9 billion. The abstract was looking for 8.6. So that's uh right there at the midpoint here.
They're seeing their adjusted gross margin for the quarter 51.5 to 53 and a half. The street was looking for 51.9.
调整后营业利润率为39.5%至41.5%。市场预期是39.7%。所以这些基本符合预期。
Uh and their uh adjusted operating margins at 39.5 to 41 a.5. Estimate was looking for 39.7. So those are pretty much in line.
KG，我们来看这些数字，股价下跌了6%，跌幅相当大。拖累因素是什么？这是个好问题。我也不确定，因为这份财报看起来其实相当不错。除了收入结构之外，看中国区销售时，那部分看起来略有调整。
目前中国区销售大约占总收入的35%。过去几个季度这一比例其实一直在改善。而韩国区销售大约占总收入的20%。
Uh KG, as we look across these numbers, uh 6% move to the downside, pretty significant here. Uh what's what's the drag? >> Uh that's a good question. I'm not sure because this actually looks like a pretty decent report.
I mean, outside of the revenue mix, that looks a little bit adjusted when you're looking at China sales. Looks like that's around 35% of total revenue at this point. That's actually been improving over the last couple of quarters here.
And you have Korea sales sitting at around 20% of total revenue.
但我在这些数字里没有看到任何会导致股价回落的东西。也许是财报评论部分的内容。也许提到了供应链问题和潜在涨价。但从标题层面来看，我没有看到任何会导致股价像现在这样回落的东西。
But I'm not seeing anything within the numbers that would suggest a pullback in the uh in the shares. Maybe it's a part of the commentary. Maybe there's a mention of around u you know supply chain issues and potentially price increases.
But I'm not seeing anything from the headline standpoint that would result in a pullback uh in the shares like we are seeing right now.
Lam Research 下跌5.8%。
Lam Research is down 5.8%.
这个频道对 $LRCX 的历次判断
Schwab Network 在这只股票上共 2 条判断，这里只列相邻的几条。