Vishay Intertechnology, Inc.

这些是单季度数字，不是滚动一年——本站其他地方的数字覆盖十二个月，会大得多。季节性业务在两者之间摆动很大：ServiceNow 在十二月季度赚 20 亿美元自由现金流，在六月季度只有 5 亿。

对比对象是去年同一季度，而不是分析师预测。要说“超预期”或“不及预期”需要一致预期数据，那是我们没有的授权数据——而搞错它比不提更糟。

管理层说了什么

“Q3 revenue of $979 million marked the highest quarterly revenue ever in Vishay’s history and exceeded the top end of our guidance. With revenue growth of 24% over last year, we lifted our gross profit margin to 25.5%, 600 basis points higher. This significant gross margin improvement flowed through to earnings which surged to $0.37 per share. All technologies delivered strong results, demonstrating the value of Vishay as a hybrid supplier of discrete semiconductors and passive components,”