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Sep 30, 2023

Microchip Q2 2024 Earnings Report

Microchip's financial performance was in line with guidance, despite a turbulent macro environment.

Key Takeaways

Microchip Technology Incorporated reported Q2 2024 financial results with net sales of $2.254 billion, a decrease of 1.5% sequentially but an increase of 8.7% from the previous year. GAAP EPS was $1.21, and Non-GAAP EPS was $1.62. The company also declared a record quarterly dividend of 43.9 cents per share.

Net sales reached $2.254 billion, down 1.5% sequentially but up 8.7% year-over-year.

GAAP EPS was $1.21 per diluted share, while Non-GAAP EPS was $1.62 per diluted share.

The company returned approximately $562.5 million to shareholders through dividends and stock repurchases.

A record quarterly dividend of 43.9 cents per share was declared for the December quarter, a 33.8% increase from the previous year.

Total Revenue
$2.25B
Previous year: $2.07B
+8.7%
EPS
$1.62
Previous year: $1.46
+11.0%
Gross Margin
67.8%
Previous year: 67.4%
+0.6%
Operating Margin
39.3%
Previous year: 36.4%
+8.0%
Quarterly Dividend
$0.439
Previous year: $0.328
+33.8%
Gross Profit
$1.53B
Previous year: $1.4B
+9.3%
Cash and Equivalents
$257M
Previous year: $307M
-16.4%
Free Cash Flow
$542M
Previous year: $683M
-20.7%
Total Assets
$16.6B
Previous year: $16.1B
+2.9%

Microchip

Microchip

Forward Guidance

Microchip anticipates net sales in the December quarter to be down 15% to 20% sequentially.

Positive Outlook

  • Semiconductors remain the engine of innovation for the applications and markets Microchip serves.
  • Focus on Total System Solutions and key market megatrends is fueling strong design-win momentum.
  • Expectation of above-market long-term growth.
  • Selectively adding capital equipment to maintain and grow internal manufacturing capabilities.
  • Continued commitment to Total System Solutions.

Challenges Ahead

  • Broader economic landscape characterized by decelerating economic activity.
  • Escalating business ambiguity.
  • Proactive measures to assist clients in managing their inventory positions and backlog.
  • Anticipate net sales in the December quarter to be down 15% to down 20% sequentially.
  • Turbulent macro environment.