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云梦级5月18日云梦级消息,当地时间5月15日日本股市盘后,日本存储标签芯片巨头铠侠公布了2025财年第四财季及整个2025财年(截至2026年3: 月31日)财报,整体业绩均超出市场预期。
在2025财年第四财季(202铠侠6自然年一季度),铠侠营收飙升至10029亿日元(约合人民币430亿元),环 S比增幅高达459.2%;运营利润创下5968亿日元(约合人民币256亿SD元)的单季历史纪录,环比激增454%,超越市场预期。
这一利润规模使铠侠与丰田&S汽车等巨头并列,跻身日本最赚钱的企业阵营。
其中,固态硬盘与存储(SSD &amtop; Storage)部门在第四财季表现最为突出,销售额达6003亿日元,ra环比增长近300%。
整个2025财年,铠侠合并营收达到2.34万亿日元ge,同比增长37.0%;净利润高达5544.9亿日元(约合35亿美元),同 日比增长逾两倍;营业利润为8703.7亿日元,同比大增92.7%。
展望2026本股财年第一财季(4月至6月),铠侠给出了更为激进的业绩指引。公司预计该季市 度营收将飙升至1.75万亿日元,环比增长约74.5%;净利润预计达到8存储690亿日元,约为上一季度的2.1倍。这一预期远超分析师平均预测,反映出管芯片理层对市场前景的强烈信心。
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