$AVGO, $LITE, $QCOM, Mediatek, $MTSI, $NXPI, all use them.
状态日期:2026-05-27
Serenity观点
中性
推文立场
价格动量
看多
60D / 252D
信号分数
33
新增排序
24h 提及
0
短线新增
7日新闻
0
none
收入同比
-2.7%
稳定
概览
作者立场:中性;价格动量:看多。最新证据:$AVGO, $LITE, $QCOM, Mediatek, $MTSI, $NXPI, all use them. 暂无 AI 结论。
近 7 天有 0 条新闻、近 30 天 2 条披露,需要复核新增信息质量。
近期推文
Serenity观点
中性
价格动量
看多
首次提出
2026-04-28 16:08
来源
llm
更新时间
2026-04-28 16:08
作者立场:中性;价格动量:看多。最新证据:$AVGO, $LITE, $QCOM, Mediatek, $MTSI, $NXPI, all use them.
当前观点证据
$AVGO, $LITE, $QCOM, Mediatek, $MTSI, $NXPI, all use them.
Serenity 变化
$AVGO, $LITE, $QCOM, Mediatek, $MTSI, $NXPI, all use them.
$AVGO, $LITE, $QCOM, Mediatek, $MTSI, $NXPI, all use them.
新鲜度
复核时间:2026-05-27
证据
年度数据
最新期
2025
营收
12B
营收同比
-2.7%
毛利率
54.4%
2022
2023
2024
2025
简读 + 重点消息
0 条 7日新闻,压力 none。
当前 profile 没有可解析的公司新闻。
近期披露
Filing body read (10-Q 2026-04-28) NXP Semiconductors N.V. 的 2026 Q1 10-Q 披露收入同比增长、MEMS Sensors 业务出售带来重大一次性收益,并更新了债务、回购分红、重组、产能承诺和风险控制情况。 Material changes: Q1 2026 revenue was $3.181 billion, up 12.2% year over year, with growth across Automotive, Industrial & IoT, Mobile, and Communication Infrastructure & Other end markets.; On February 2, 2026, the company completed the sale of its MEMS Sensors business, received $878 million in cash at closing, recorded a $627 million gain, and recognized a fair-value earn-out receivable tied to potential additional consideration of up to $50 million.; GAAP operating income increased to $1.505 billion from $723 million year over year, and net income increased to $1.133 billion from $497 million, materially affected by the MEMS Sensors divestiture gain.. Risks: Semiconductor market demand and customer end-market demand may weaken or diverge from production plans.; Tariffs, trade policy changes, export controls, and government actions could disrupt established supply chains.; Dependence on third-party outsourcing partners, foundries, suppliers, equipment, and materials creates supply availability and capacity risks.. Next checks: Review subsequent filings for whether the MEMS Sensors earn-out milestones are achieved and whether the fair value of the earn-out receivable changes.; Check Exhibit 4.1 and Exhibit 4.2 for detailed terms, covenants, guarantees, and availability under the amended $3.0 billion revolving credit facility.; Track Q2 2026 liquidity after the April 9, 2026 dividend payment and April 20, 2026 $750 million debt repayment..
近期推文
立场
中性
价格动量
看多
$AVGO, $LITE, $QCOM, Mediatek, $MTSI, $NXPI, all use them.
24h / 7天 / 30天
24h
0
7D
0
30D
1
Beta
1.78
敏感度
高 beta
情绪风险
中
估值风险
正常
背景
technology-semiconductors
-
等待 GPT xhigh 分析。
研究问题
背景
technology-semiconductors
状态日期:2026-05-27
复核时间:2026-05-27
作者立场
中性
llm
价格动量
看多
60D / 252D
信号分数
33
新增信息排序
24h 提及
0
短线新增
7天提及
0
低
30天提及
1
长周期热度
7日新闻
0
none
30日披露
2
10-Q
收入同比
-2.7%
稳定
Beta
1.78
高 beta
llm · 2026-04-28 16:08
$AVGO, $LITE, $QCOM, Mediatek, $MTSI, $NXPI, all use them.
$AVGO, $LITE, $QCOM, Mediatek, $MTSI, $NXPI, all use them.
基本面 / 消息面 / 情绪面 / 市场
年度数据
最新期
2025
营收
12B
营收同比
-2.7%
毛利率
54.4%
营收趋势
需要继续工作的地方
-
等待 GPT xhigh 分析。
同业压力
technology-semiconductors
利润趋势
利润率趋势
| 最近财务序列 | 营收 | 营收同比 | 毛利率 | 营业利润率 | 净利率 |
|---|---|---|---|---|---|
| 2021 | 11B | - | 54.8% | 23.3% | 16.9% |
| 2022 | 13B | 19.4% | 56.9% | 28.8% | 21.1% |
| 2023 | 13B | 0.5% | 56.9% | 27.6% | 21.1% |
| 2024 | 13B | -5.0% | 56.4% | 27.1% | 19.9% |
| 2025 | 12B | -2.7% | 54.4% | 27.0% | 16.5% |
24h / 7天 / 30天
24h
0
7D
0
30D
1
风险: 中 · 低
简读 + 重点消息
消息简读
0 条 7日新闻,压力 none。
重点消息
当前 profile 没有可解析的公司新闻。
新增披露摘要
披露分析
Filing body read (10-Q 2026-04-28) NXP Semiconductors N.V. 的 2026 Q1 10-Q 披露收入同比增长、MEMS Sensors 业务出售带来重大一次性收益,并更新了债务、回购分红、重组、产能承诺和风险控制情况。 Material changes: Q1 2026 revenue was $3.181 billion, up 12.2% year over year, with growth across Automotive, Industrial & IoT, Mobile, and Communication Infrastructure & Other end markets.; On February 2, 2026, the company completed the sale of its MEMS Sensors business, received $878 million in cash at closing, recorded a $627 million gain, and recognized a fair-value earn-out receivable tied to potential additional consideration of up to $50 million.; GAAP operating income increased to $1.505 billion from $723 million year over year, and net income increased to $1.133 billion from $497 million, materially affected by the MEMS Sensors divestiture gain.. Risks: Semiconductor market demand and customer end-market demand may weaken or diverge from production plans.; Tariffs, trade policy changes, export controls, and government actions could disrupt established supply chains.; Dependence on third-party outsourcing partners, foundries, suppliers, equipment, and materials creates supply availability and capacity risks.. Next checks: Review subsequent filings for whether the MEMS Sensors earn-out milestones are achieved and whether the fair value of the earn-out receivable changes.; Check Exhibit 4.1 and Exhibit 4.2 for detailed terms, covenants, guarantees, and availability under the amended $3.0 billion revolving credit facility.; Track Q2 2026 liquidity after the April 9, 2026 dividend payment and April 20, 2026 $750 million debt repayment..
近期披露
beta / 动量 / 主题
Beta
1.78
状态
高 beta
立场
中性
动量
看多
观察 · 正常
板块定位
technology-semiconductors