Broadcom · 2026-06-03

Broadcom(AVGO)FY2026 Q2 财报发布摘要

收入: $22.187B revenue, up 48% year over year; 盈利能力: adjusted EBITDA was $15.2B, representing 69% of revenue; 指引: fiscal Q3 revenue guidance was $29.4B, with AI semiconductor revenue expected to reach $16.0B

收入 $22.187B

收入: $22.187B revenue, up 48% year over year

盈利能力 $15.2B

盈利能力: adjusted EBITDA was $15.2B, representing 69% of revenue

指引 $29.4B

指引: fiscal Q3 revenue guidance was $29.4B, with AI semiconductor revenue expected to reach $16.0B

已披露数据

AVGO 关键披露数字

01
收入

收入: $22.187B revenue, up 48% year over year

为什么重要

AI semiconductor revenue was $10.8B, up 143% year over year, driven by custom AI accelerators and AI networking

02
盈利能力

盈利能力: adjusted EBITDA was $15.2B, representing 69% of revenue

为什么重要

盈利线需要和利润率质量、现金流以及一次性因素一起读。

03
指引

指引: fiscal Q3 revenue guidance was $29.4B, with AI semiconductor revenue expected to reach $16.0B

为什么重要

前瞻指引是财报后估值重估的核心。

来源

原文与出处

Broadcom fiscal Q2 2026 results