2327
야게오
Source: dsi_quarterly · analyst_consensus (internal DB). DSI from quarterly filings; consensus as of collection.
Suppliers
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Yageo Corporation
Customers
Competitors
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 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.
Yageo Corporation has been invited to attend the 33rd Investors' Forum 2026, organized by CLSA Securities (中信里昂證券, the CITIC-affiliated CLSA entity). This is a routine investor-relations conference event in which company management typically meets one-on-one or in group sessions with institutional investors. Full body available on MOPS.
Yageo Corporation has been invited to participate in the 2026 Asia Pacific Conference organized by Bank of America. This is a sell-side-hosted investor conference where management typically conducts one-on-one or group meetings with institutional investors. Full body available on MOPS.
Yageo Corporation has been invited to attend the 2026 Third-Quarter Industry Investment Forum hosted by SinoPac Securities (永豐金證券). This is a routine investor relations event where the company may present its business outlook or engage with institutional investors. Full body available on MOPS.
Yageo Corporation has announced the record date (基準日) for a capital increase to be carried out through the issuance of new shares subject to employee restrictions (限制員工權利新股) — a form of equity-based compensation akin to restricted stock grants under Taiwan's Company Act. Setting the record date is a required procedural step before new shares can be formally allocated to eligible employees, meaning issuance is imminent. Existing shareholders will experience modest dilution; the quantum and vesting conditions are disclosed in the full filing on MOPS.
Yageo Corporation has been invited to attend an investor presentation event organized by Taiwan Cooperative Securities. Such events typically provide institutional and retail investors with an opportunity to hear directly from company management on business outlook and strategy. Full body available on MOPS.
Yageo Corporation has filed its self-calculated (preliminary, unaudited) consolidated revenue figures for August 2026, as required under TWSE/TPEx monthly reporting rules. This disclosure gives investors an early read on top-line performance ahead of formal quarterly results. Full body available on MOPS.
Yageo Corporation has been invited to participate in the 'Citi 2026 Semicon Tour,' an investor-facing event organized by Citigroup focused on the semiconductor supply chain. Such non-deal roadshows provide institutional investors with direct management access and may include presentations on business outlook, strategy, or financials. Full body available on MOPS.
Yageo Corporation has been invited to participate in the 'BofA 2026 Taiwan Tech Forum' organized by Bank of America. This is a routine investor relations event where management typically presents to institutional investors; no material corporate action is implied by the announcement itself. Full body available on MOPS.
Yageo Corporation has been invited to participate in the 'Cathay Securities Tech Tour,' an investor conference organized by Cathay Securities. This is a routine investor relations event in which management typically presents the company's business outlook to institutional and retail investors. Full body available on MOPS.
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.
Yageo has disclosed its self-tabulated (preliminary, unaudited) consolidated revenue figure for July 2026, as required under TWSE monthly reporting rules. This release gives investors an early read on top-line performance ahead of any audited confirmation. Full body available on MOPS.
Yageo Corporation has been invited to attend an investor conference organized by CTBC Securities. Such events typically involve management presentations and Q&A sessions with institutional investors. Full body available on MOPS.
Yageo Corporation has been invited to present at an investor conference organized by Nomura. Such events provide management the opportunity to engage directly with institutional investors and analysts. Full body available on MOPS.
Yageo Corporation's board has resolved, on behalf of its wholly-owned subsidiary YAGEO (HONG KONG) LIMITED, to proceed with a capital reduction at that entity. Capital reductions at operating subsidiaries typically signal balance-sheet restructuring, consolidation of group liquidity, or absorption of accumulated losses — each carrying different implications for group financial health. Full body available on MOPS.
Yageo (TWSE: 2327) reported Q1 2026 revenue of NT$38.2B with operating income of NT$9.6B and net income after tax of NT$8.0B, delivering basic EPS of NT$3.90. Operating margin came in at roughly 25.2%, a solid level for the passive components segment within the broader electronic components sector.
Yageo's board of directors has resolved to lift the non-compete obligation(s) imposed on one or more of its executives/managers, allowing them to engage in business activities that would otherwise be restricted under the Company Act. This type of resolution is typically filed when an executive is departing or is being authorized to hold positions at potentially competing entities. Full body available on MOPS.
Yageo Corporation has filed a mandatory public announcement pursuant to Article 22, Paragraph 1, Subparagraph 3 of Taiwan's Regulations Governing Loaning of Funds and Making of Endorsements/Guarantees. This provision requires disclosure when cumulative fund loans extended to third parties, or endorsements/guarantees provided on their behalf, cross a prescribed threshold relative to the company's net worth or paid-in capital. Investors should review the full filing on MOPS to assess the counterparty, amount, and associated credit risk exposure. Full body available on MOPS.
Yageo Corporation filed this material disclosure on behalf of its China-based subsidiary, Dongguan Chilisin Electronics Co., Ltd., announcing the acquisition of financial/wealth management products (理財商品), which in the PRC context typically refers to bank-issued structured deposits or short-term investment instruments. Such purchases represent treasury cash-management activity by the subsidiary rather than a core operational change. Full body available on MOPS.
Yageo Corporation has disclosed the date on which its Board of Directors will convene to review and approve the company's Q2 2026 (ROC Year 115, April–June 2026) financial report. This is a routine statutory disclosure required of TWSE-listed companies ahead of each quarterly earnings release. Investors should note the scheduled meeting date as it will precede the public release of Q2 financial results. Full body available on MOPS.
Yageo Corporation has announced its self-calculated (preliminary, unaudited) consolidated revenue for June 2026. This is a routine statutory monthly disclosure required of all TWSE-listed companies and gives investors an early read on top-line performance ahead of the official filing. Full body available on MOPS.
Announcement on behalf of subsidiary Chilisin Electronics Corp., whose board of directors has resolved a dividend distribution. Full details (per-share amount, record date, payment date) are available on MOPS as only the subject line was provided. Subsidiary dividends flow up to parent Yageo and represent routine capital return governance.
Yageo's securities triggered the TWSE 'attention trading information' (注意交易資訊) threshold — typically driven by abnormal price volatility, turnover, or P/E ratios — prompting the company to disclose related financial and business material information to help investors interpret the trading activity. This is a regulator-mandated disclosure rather than a company-initiated corporate action; the source provided is only the subject line, so the substantive financial/business details are on MOPS. Full body available on MOPS.
Yageo posted May 2026 revenue of NT$15.06B, up 47.5% YoY and 7.3% MoM, marking a sharp acceleration that points to robust passive component demand. The strength aligns with broader AI-server and HBM-related buildouts driving MLCC and tantalum capacitor pull-in, while YTD revenue of NT$67.26B (+27.3% YoY) confirms the cyclical upturn is sustained rather than a one-month anomaly.