종목/QRVO
Qorvo, Inc.
For full-year fiscal 2027, Qorvo continues to expect non-GAAP gross margin above 50% and non-GAAP diluted earnings per share approaching $7.00. (참고: 회사는 Skyworks와의 대기 중인 거래로 컨퍼런스콜 및 전형적인 향후 가이던스 제공을 중단함)
아래 내용은 AI 가 8-K Item 2.02 본문과 보도자료(Exhibit 99.x)를 종합해 한국어로 정리한 요약입니다. 핵심 하이라이트·가이던스·운영 코멘트·시장 평가 네 섹션 모두 AI 생성이며, 실제 원문은 EDGAR 링크에서 확인하세요.
Qorvo, Inc. engages in development and commercialization of technologies and products for wireless, wired, and power markets in the United States, China, rest of Asia, Taiwan, and Europe. It operates through three segments: High Performance Analog (HPA), Connectivity and Sensors Group (CSG), and Advanced Cellular Group (ACG). The HPA segment supplies radio frequency, analog mixed signal, and power management solutions for defense and aerospace markets, as well as offers compound semiconductor foundry services, wafer processing, advanced packaging and heterogeneous integration solutions. The CSG segment supplies connectivity and sensor solutions featuring various technologies, such as UWB, Matter, Bluetooth Low Energy, Zigbee, Thread, Wi-Fi, and cellular solutions. It serves smart home, industrial automation, automotive, smartphones, wearables, gaming, and industrial and enterprise access points markets. The ACG segment supplies cellular solutions for smartphones, wearables, laptops, tablets, and various other devices. It also offers foundry services for defense primes and other defense and aerospace customers. The company sells its products directly to original equipment manufacturers and original design manufacturers, as well as through a network of sales representative firms and distributors. Qorvo, Inc. was founded in 1957 and is headquartered in Greensboro, North Carolina.
| 발표일 | 분기 | EPS 예상 | EPS 실제 | Surprise | 매출 실제 | 발표 직후 반응 |
|---|---|---|---|---|---|---|
| 5월 5일 (화) | 2026 Q4 | $1.23 | $1.69 | +37.3% | $808M | ▼ −7.7% |
| AVGO | 브로드컴 | 1.97T | +1.3% | 100% (4/4) |
| MU | 마이크론 | 896B | +33.2% | 100% (4/4) |
매출은 예상보다 둔화(분기·전분기 하락)했지만 non-GAAP 마진과 EPS 개선, 강한 현금흐름·대규모 자사주 매입이 긍정적 신호로 작용할 가능성. 다만 Skyworks 거래 관련 불확실성과 분기별 매출 변동성은 단기적으로 리스크로 작용할 수 있음.