2327
야게오
Suppliers
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Yageo Corporation
Customers
Competitors
Yageo Corporation posted Q2 2026 revenue of NT$82.6B and net income after tax of NT$17.5B, delivering basic EPS of NT$8.48 on a NT$2.50 par-value share. Operating income came in at NT$21.4B, implying an operating margin of approximately 25.9%, which is well above typical electronic-components-sector benchmarks. Non-operating items contributed a net NT$1.2B, providing modest additional lift to the bottom line.
Notes
Yageo is the global #1 in chip resistors and a top-3 MLCC supplier behind Murata and Samsung Electro-Mechanics. Acquisitions of Pulse Electronics, KEMET (2020), and the pending/closed deal for Shibaura Electronics have expanded its footprint into tantalum/film capacitors, inductors, and high-end automotive/industrial passives. Key risks include MLCC pricing cyclicality and consumer-electronics demand exposure.
Yageo Corporation has been invited to participate in the JP Morgan 11th Annual Asia Tech Tour, an institutional investor conference organized by JPMorgan Securities. The event provides a platform for management to meet with institutional investors and present the company's business outlook. Full body available on MOPS.