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Don't Overlook Avnet (AVT) International Revenue Trends While Assessing the Stock
ZACKS· 2025-05-13 22:22
公司国际业务表现 - 公司2025年3月季度总收入为53.2亿美元,同比下降6% [4] - 亚洲地区收入占比46.7%(24.8亿美元),超出华尔街预期7.29%,同比上年同期的22亿美元增长显著 [5] - EMEA地区收入15.6亿美元(占比29.33%),低于华尔街预期8.58%,较上年同期的20.5亿美元明显下滑 [6] 区域收入对比分析 - 亚洲收入环比上季度的27.1亿美元(占比47.88%)有所下降,但同比上年同期的22亿美元(占比38.86%)实现增长 [5] - EMEA收入环比上季度的15.8亿美元(占比27.95%)小幅下降,同比上年同期的20.5亿美元(占比36.31%)大幅减少 [6] 国际市场收入展望 - 华尔街预计当前季度总收入53.8亿美元(同比下降3.3%),其中亚洲占比45.5%(24.5亿美元),EMEA占比31.6%(17亿美元) [7] - 全年收入预期219.8亿美元(同比下降7.5%),亚洲预计贡献45.8%(100.8亿美元),EMEA贡献30.3%(66.5亿美元) [8] 股票市场表现 - 过去一个月股价上涨13.2%,超越标普500指数9.1%的涨幅和所属科技板块11.9%的涨幅 [13] - 过去三个月股价累计上涨2.2%,同期标普500指数下跌3.1%,科技板块下跌6.8% [13] 行业背景与评级 - 公司当前Zacks评级为4级(卖出),预示短期可能跑输大盘 [12] - 国际业务多元化带来增长机会,但面临汇率波动和地缘政治风险 [3][9]
Avnet (AVT) Q3 Earnings and Revenues Top Estimates
ZACKS· 2025-04-30 22:10
Avnet (AVT) came out with quarterly earnings of $0.84 per share, beating the Zacks Consensus Estimate of $0.72 per share. This compares to earnings of $1.10 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 16.67%. A quarter ago, it was expected that this distributor of electronic components would post earnings of $0.88 per share when it actually produced earnings of $0.87, delivering a surprise of -1.14%.Over the last four quar ...