Management remarks
Call period: 2027 Q1 · 2026-08-06
Guidance: J. Bjornholt: Capital expenditures were $13.9 million in the June quarter, and we expect capital expenditures for fiscal year '27 to be about $100 million.Demand and orders: Steve Sanghi: The book-to-bill ratio for the June quarter was well above 1, resulting in a higher backlog entering the September quarter compared to when we entered the June quarter.Margins: Steve Sanghi: On non-GAAP gross margin percentage, we are at 63.8%, which was a sequential improvement of 222 basis points.Analyst Q&A
Analyst Vijay Rakesh asked: Got it. And Eric, on the gross margin side, is the assumption that we should expect it to be kind of flattish going forward? Management J. Bjornholt answered: I mean, what we said earlier is that we -- you shouldn't model in that it's going above the 66.5%, I'll call it, that we're guiding to at the midpoint of guidance. It's a really strong gross margin that's above the long-term model. We're continuing to make improvements, but there's definitely some headwinds on the cost side that we're absorbing also.管理层陈述
电话会期间：2027 Q1 · 2026-08-06
指引：J·比约恩霍尔特：我们6月当季资本支出为1390万美元，预计2027财年资本支出约为1亿美元。需求与订单：史蒂夫·桑吉：6月当季的订单出货比远高于1，导致进入9月当季的待执行订单较进入6月当季时更高。利润率：史蒂夫·桑吉：按非通用会计准则口径，我们的毛利率为63.8%，环比提升222个基点。分析师问答
分析师维贾伊·拉凯什询问：关于毛利率，我们是否应该假设未来毛利率大致持平？管理层的约根·比约恩霍尔特回应称，你们不应将毛利率预期设定在我们指引中点的66.5%以上，当前毛利率远高于长期模型水平，我们仍在持续改进，但成本端存在一些我们正在消化的逆风。This earnings-call research was prepared from company results, regulatory filings, financial statements, and earnings-call transcripts or official replays. It is for informational purposes only and does not constitute investment advice.这篇财报电话会研究基于公司公告、监管文件、财务报表，以及真实电话会文字稿或官方回放整理。内容仅供参考，不构成投资建议。
