Zahlen klar über der Prognose. Ausblick sehr konservativ, aber im Rahmen dessen, was der CEO für das 1. HJ prognostiziert hatte. Erst im 2. HJ soll es lt Rusell Low (CEO) besser laufen. Die Prognose lag bei 1,26$ EPS, gelifefert wurden 1,57$ EPS! Die Börsianer hatten mit einem solideren Ausblick gerechnet, weshalb die Aktie deutlich fällt. Hier die wesentlichen Textpassagen zur Veröffentlichung des Q1:
The Company reported first quarter revenue of $252.4 million, compared to $310.3 million for the fourth quarter of 2023. Gross margin for the quarter was 46%, compared to 44.4% in the fourth quarter. Operating profit for the quarter was $56.5 million, compared to $79.1 million for the fourth quarter. Net income for the quarter was $51.6 million, or $1.57 per diluted share, compared to $71.1 million, or $2.15 per diluted share in the fourth quarter.
Business Outlook
For the second quarter ending June 30, 2024, Axcelis expects revenues of approximately $245 million. Gross margin in the second quarter is expected to be approximately 43.5%, as we anticipate closing several evaluations in the period, which typically carry lower gross margins. For the full year we expect gross margins to improve year over year. Second quarter operating profit is forecast to be approximately $47 million with earnings per diluted share of around $1.30. |
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