2026年8月5日--安森美（NASDAQ： ON）公布了2026年第二季財報，重點如下：
1. 第二季營收為16.04億美元，較去年同期成長9%
2. 第二季GAAP毛利率為38.4%，非GAAP毛利率為39.3%。
3. 第二季 GAAP 營業利潤率為 16.1%，非 GAAP 營業利潤率為 20.8%
4. 第二季 GAAP 稀釋後每股盈餘為 0.56 美元，非 GAAP 稀釋每股盈餘為 0.74 美元
5. 營運現金年增150%，自由現金流達4.254億美元，年增四倍
6. 第二季回購金額為3.32億美元，使股東年初至今獲得自由現金流的105%
安森美總裁暨執行長 Hassane El Khoury 表示：「本季度營收、毛利率及每股盈餘均超過公司業績展望的中位數，反映市場持續需求，特別是在 AI 驅動應用領域，以及客戶對差異化解決方案如 Treo 平台與高壓電源的採用率提升。 AI 資料中心仍是我們成長最快的業務領域，預計 2026 年營收將翻倍以上，凸顯安森美智慧電力產品組合的實力，以及整個電力樹中客戶採用率的提升。 “
安森美執行副總裁暨財務長Thad Trent表示：「公司的表現反映了我們商業模式中固有的營運槓桿效應。 在毛利率提升與嚴格成本控制的推動下，每股盈餘年增長率為營收成長率的四倍。 自由現金流利率從去年同期約7%提升至今年的27%，反映出我們營運模式的強勁實力。 隨著市場需求持續提升，我們更有信心推動利潤成長並創造長期股東價值。」
2026 年第二季商業亮點：
7. 宣布計畫收購Synaptics，以擴展Connected Compute能力，支持市場擴展同時提升毛利率，並補足安森美在電源與感測領域的領先優勢。
8. 隨著對 AI 基礎設施能力需求的加速，安森美 在 NVIDIA MGX 生態系統中扮演更重要的角色。
9. 獲得領先雲端基礎設施電源供應商長城電源的戰略AI資料中心平台項目，進一步擴大EliteSiC、矽MOSFET及控制器產品的採用。
10. 推出 GaNEXUS™ GaN（GaN）電源組合，電壓範圍涵蓋 40V 至 650V，目標應用包括 AI 資料中心、機器人及工業基礎設施。
11. 進一步鞏固其在汽車區域架構與車載充電領域的領先地位，為Rivian R2平台提供電力解決方案，協助實現高效的電源分配與轉換。
下表總結了2026年第二季部分未經審計的財務成果，與同期期間相比：
第二季業績
收入摘要
（百萬美元）
（未審核）
收入摘要
2026年第三季展望
下表總結了安森美對2026年第三季的預期GAAP及非GAAP展望：
2026年第三季展望
*Diluted shares outstanding can vary as a result of, among other things, the vesting of restricted stock units, the incremental dilutive shares from the convertible notes, and the repurchase or the issuance of stock or convertible notes or the sale of treasury shares. In periods when the quarterly average stock price per share exceeds $52.97 for the 0% Notes, $103.87 for the 0.50% Notes, and $161.30 for the 2031 0% Notes, the non-GAAP diluted share count and non-GAAP net income per share include the anti-dilutive impact of the hedge transactions entered concurrently with the 0% Notes, the 0.50% Notes, and the 2031 0% Notes, respectively. At an average stock price per share between $52.97 and $74.34 for the 0% Notes, $103.87 and $156.78 for the 0.50% Notes, and $161.30 and $211.54 for the 2031 0% Notes, the hedging activity offsets the potentially dilutive effect of the 0% Notes, the 0.50% Notes, and the 2031 0% Notes, respectively. In periods when the quarterly average stock price exceeds $74.34 for the 0% Notes, $156.78 for the 0.50% Notes, and $211.54 for the 2031 0% Notes, the dilutive impact of the warrants issued concurrently with such notes is included in the diluted shares outstanding. GAAP and non-GAAP diluted share counts are based on either the previous quarter's average stock price or the stock price as of the last day of the previous quarter, whichever is higher.
** Special items may include: amortization of acquisition-related intangibles; expensing of appraised inventory fair market value step-up; restructuring-related cost of revenue charges; non-recurring facility costs; in-process research and development expenses; restructuring, asset impairments and other, net; goodwill impairment charges; gains and losses on debt prepayment; actuarial (gains) losses on pension plans and other pension benefits; and certain other special items, as necessary. These special items are out of our control and could change significantly from period to period. As a result, we are not able to reasonably estimate and separately present the individual impact or probable significance of these special items, and we are similarly unable to provide a reconciliation of the non-GAAP measures. The reconciliation that is unavailable would include a forward-looking income statement, balance sheet and statement of cash flows in accordance with GAAP. For this reason, we use a projected range of the aggregate amount of special items in order to calculate our projected non-GAAP operating expense outlook.
*** We believe these non-GAAP measures provide important supplemental information to investors. We use these measures, together with GAAP measures, for internal managerial purposes and as a means to evaluate period-to-period comparisons. However, we do not, and you should not, rely on non-GAAP financial measures alone as measures of our performance. We believe that non-GAAP financial measures reflect an additional way of viewing aspects of our operations that, when taken together with GAAP results and the reconciliations to corresponding GAAP financial measures that we also provide in our releases, provide a more complete understanding of factors and trends affecting our business. Because non-GAAP financial measures are not standardized, it may not be possible to compare these financial measures with other companies’ non-GAAP financial measures, even if they have similar names.
電話會議
安森美於 2026 年 8 月 3 日東部時間下午 5 點舉行金融部門電話會議，討論該公告發布及 安森美 2026 年第二季業績。 英語電話會議在公司官網的「投資者關係」頁面 http://www.onsemi.com 現場直播。 線上直播將在網站上重播約一小時，持續30天。
前瞻性聲明
This document includes “forward-looking statements,” as that term is defined in Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. All statements, other than statements of historical facts, included or incorporated in this document could be deemed forward-looking statements, particularly statements about the future financial performance of onsemi, including financial guidance for the third quarter of 2026. Forward-looking statements are often characterized by the use of words such as “believes,” “estimates,” “expects,” “projects,” “may,” “will,” “intends,” “plans,” “anticipates,” “should” or similar expressions or by discussions of strategy, plans or intentions. All forward-looking statements in this document are made based on our current expectations, forecasts, estimates and assumptions and involve risks, uncertainties and other factors that could cause results or events to differ materially from those expressed in the forward-looking statements. Certain factors that could affect our future results or events are described under Part I, Item 1A “Risk Factors” in the 2025 Annual Report on Form 10-K filed with the Securities and Exchange Commission (“SEC”) on February 9, 2026 (the “2025 Form 10-K”) and from time to time in our other SEC reports. Readers are cautioned not to place undue reliance on forward-looking statements. We assume no obligation to update such information, which speaks only as of the date made, except as may be required by law. Investing in our securities involves a high degree of risk and uncertainty, and you should carefully consider the trends, risks and uncertainties described in this document, our 2025 Form 10-K and other reports filed with or furnished to the SEC before making any investment decision with respect to our securities. If any of these trends, risks or uncertainties actually occurs or continues, our business, financial condition or operating results could be materially adversely affected, the trading prices of our securities could decline, and you could lose all or part of your investment. All forward-looking statements attributable to us or persons acting on our behalf are expressly qualified in their entirety by this cautionary statement.
Financial
關於安森美（ onsemi）
安森美（NASDAQ： ON）提供智慧電源與感測技術，推動汽車、工業及人工智慧資料中心等終端市場的電氣化升級，同時提升能源效率、安全性與自動化。 憑藉高度差異化且創新的產品組合，安森美 協助客戶克服複雜挑戰，達成更高的能源效率、更佳的性能與降低系統成本，攜手打造更安全、更潔淨且更節能的世界。安森美 也被納入標普 500 指數。 欲了解更多關於安森美的資訊，請造訪：http://www.onsemi.com。
Onsemi 及其標誌為 Semiconductor Components Industries， LLC 的註冊商標。 本處出現的所有其他品牌及產品名稱均為其各自持有人的註冊商標或商標。 雖然公司在新聞稿中提及其網站，但未包含任何與其網站相關的資訊。
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