《美股业绩》苹果上季纯利倍升胜预期 警告晶片短缺拖累今季收入
苹果公司(AAPL.US)公布截至今年3月27日止2021财年第二财季业绩,期内盈利上升1.1倍至236.3亿美元,每股摊薄盈利为1.4美元,优於市场预期的0.99美元。收入上升54%至895.84亿美元,同样胜预期,主要受惠於5GiPhone的推出,但警告全球晶片短缺可能会令iPad及Mac电脑的销售额减少数十亿美元。
季内iPhone的销售额为479.38亿美元(按年升66%),高於市场预期的414亿美元。Mac电脑及iPad的销售额分别为91亿美元(按年升70%)及78亿美元(按年升79%),同样优於预期。
苹果公司上季大中华地区收入增长87.5%,达到177.28亿美元,增幅较首季的57%有所加快。中国市场表现强劲,iPhone的销售额比预期多65亿美元,Mac电脑的销售额比预期高约三分之一。
苹果行政总裁库克表示,苹果通过现有的库存来减低第二季晶片短缺的影响,很难预计短缺的情况何时会结束。财务总监Luca Maestri估计,第三季晶片短缺可能会令公司损失30亿至40亿美元的收入,但整体而言收入亦将录得强劲的双位数升幅。
苹果还宣布900亿美元的股份回购计划,并将股息提高7%至每股0.22美元。在业绩公布後,苹果股价於盘後上升2.34%。
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