10-QPeriod: Q2 FY2012

MICROCHIP TECHNOLOGY INC Quarterly Report for Q2 Ended Sep 30, 2011

Filed November 7, 2011For Securities:MCHPMCHPP

Summary

Microchip Technology Inc. reported net sales of $340.6 million for the third quarter of fiscal year 2012, a decrease of 10.9% compared to $382.3 million in the same period last year. For the first six months of fiscal year 2012, net sales were $715.1 million, down 3.3% from $739.4 million in the prior year period. This decline in sales is attributed to general economic and semiconductor industry conditions. The company's gross profit margin remained strong, at 57.3% for the quarter and 58.0% for the six-month period, although slightly down from the previous year's 58.9% and 58.5% respectively. Research and development expenses increased year-over-year, reflecting continued investment in new products and technologies. The company's balance sheet shows total assets of $3.03 billion as of September 30, 2011. Key balance sheet changes include an increase in short-term investments to $740.3 million from $539.6 million and a decrease in accounts receivable to $142.4 million from $181.2 million. Cash and cash equivalents stood at $675.1 million. The company also highlighted its strong liquidity position, with $1.775 billion in cash, cash equivalents, and investments, and a newly established $750 million revolving credit facility. Dividend payments of $132.1 million were made in the first six months of the fiscal year.

Financial Statements
Beta
Revenue$340.60M
Cost of Revenue$145.61M
Gross Profit$196.70M
R&D Expenses$45.38M
SG&A Expenses$51.00M
Operating Expenses$99.08M
Operating Income$97.62M
Interest Expense$8.91M
Net Income$79.29M
EPS (Basic)$0.21
EPS (Diluted)$0.20
Shares Outstanding (Basic)381.62M
Shares Outstanding (Diluted)400.40M

Key Highlights

  • 1Net sales for the quarter ended September 30, 2011, decreased by 10.9% year-over-year to $340.6 million, primarily due to general economic and semiconductor industry conditions.
  • 2Gross profit margin remained robust at 57.3% for the quarter, demonstrating pricing power and cost management, despite a slight decrease from the prior year.
  • 3The company's balance sheet reflects a strong liquidity position with $675.1 million in cash and cash equivalents and $740.3 million in short-term investments as of September 30, 2011.
  • 4Microchip Technology Inc. entered into a new $750 million revolving credit facility in August 2011, enhancing its financial flexibility.
  • 5Research and development expenses increased by 3.8% for the quarter and 7.6% for the six-month period, indicating continued investment in innovation and future product development.
  • 6The company repurchased 7.5 million shares under its stock repurchase program as of September 30, 2011, signaling a commitment to returning value to shareholders.
  • 7Dividend payments remained consistent, with $0.347 per share paid in the quarter, highlighting a continued focus on shareholder returns.

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