-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师的观点总结如下：QRVO公布的3月季度营收为8.083亿美元（环比下降19%，同比下降7%），非GAAP每股收益为1.69美元，分别超出预期的8.02亿美元和1.01美元。非GAAP毛利率达到52.6%（环比增长350个基点，同比增长670个基点），显著高于48.5%的预期，表明尽管受到苹果季节性因素和安卓系统退出市场带来的营收不利影响，其毛利率仍实现了显著增长。强劲的业绩凸显了战略成本优化和产品组合改进的有效性。管理层维持了2027财年非GAAP毛利率高于50%和每股收益接近7.00美元的目标，表明对业绩持续改善充满信心。高性能模拟器件公司业绩稳健，营收达2.027亿美元（环比增长6%，同比增长8%），营业利润率达34.7%，主要得益于汽车和国防业务的强劲表现。公司创造了2.55亿美元的自由现金流，并执行了4亿美元的股票回购计划，展现了管理层在等待完成对Skyworks Solutions Inc.（SWKS 73 ***）收购的同时，对公司前景的信心。
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