Key Takeaways ALAB reported Q2 earnings of 44 cents per share, beating estimates by 33.33%.Revenues jumped 149.7% year over year to $192M, driven by PCIe 6 and strong signal conditioning demand.ALAB expects Q3 revenues of $203M to $210M and EPS of 38 cents to 39 cents.Astera Labs (ALAB) reported second-quarter 2025 non-GAAP earnings of 44 cents per share, surpassing the Zacks Consensus Estimate by 33.33%. The company reported earnings of 13 cents per share.Net revenues surged 149.7% year over year to $192 b ...

Astera Labs (NASDAQ: ALAB) stock is up 20.18% in premarket trading on Wednesday, reaching $162.89 following the company’s impressive second-quarter earnings results that significantly exceeded market expectations.ALAB one day stock chart. Source: Google FinanceRecord quarterly performance The semiconductor connectivity solutions provider reported record quarterly revenue of $191.9 million for Q2 2025, marking a substantial 150% year-over-year increase and a 20% quarter-over-quarter rise. The company achieve ...

财务表现 - 公司2025年第二季度营收达1.919亿美元，环比增长20%，同比增长150% [4][5] - 季度运营现金流创纪录达1.354亿美元 [4] - GAAP毛利率为75.8%，非GAAP毛利率为76% [5] - GAAP净利润5120万美元，非GAAP净利润7800万美元 [5] - GAAP稀释每股收益0.29美元，非GAAP稀释每股收益0.44美元 [5] 业务进展 - PCIe 6产品组合在定制化机架级AI系统中实现量产 [2][4] - Scorpio Fabric交换机获得多个新客户和应用的设计中标 [2][4] - 信号调节产品组合需求强劲，受PCIe扩展和以太网连接应用驱动 [2] - 与NVIDIA扩大合作，推进NVLink Fusion生态系统 [5] - 作为UALink联盟发起成员，公司推动开放连接生态系统发展 [5] 战略合作 - 与AMD合作展示下一代AI基础设施的关键连接解决方案 [5] - 与高性能ASIC领导者Alchip Technologies建立合作关系，整合定制计算和连接解决方案 [6] - 扩大与NVIDIA的合作，提供NVLink连接解决方案以扩展智能连接平台 [5] 财务展望 - 预计2025年第三季度营收在2.03亿至2.1亿美元之间 [9] - 预计GAAP毛利率约为75%，非GAAP毛利率约为75% [9] - 预计GAAP稀释每股收益0.23至0.24美元，非GAAP稀释每股收益0.38至0.39美元 [9] 资产负债表 - 截至2025年6月30日，现金及现金等价物为1.623亿美元，有价证券9.0276亿美元 [18] - 总资产12.714亿美元，总负债1.3569亿美元 [18][19] - 股东权益11.3571亿美元 [19]