2345
악톤 테크놀로지
Suppliers
Accton Technology
Customers
Competitors
Accton Technology (TWSE: 2345) reported Q2 2026 revenue of NT$165.7B and net income after tax of NT$19.4B, with basic EPS of NT$34.70. Operating income reached NT$24.4B, implying an operating margin of approximately 14.7%, a standout figure for the communications networking equipment sector. The result reflects sustained demand for high-throughput networking infrastructure and points to continued pricing power in the company's core product lines.
Notes
Accton is a leading ODM for white-box data center switches and a key beneficiary of AI back-end networking buildouts, supplying Meta and other hyperscalers; its Edgecore subsidiary sells branded open networking gear. Heavy exposure to Broadcom Tomahawk/Jericho silicon cycles and hyperscaler capex timing is a notable risk.
Accton Technology's Board of Directors has approved the company's consolidated financial report for the second quarter of 2026 (Republic of China Year 115, April–June 2026). Board approval of quarterly consolidated financials is a required procedural step under Taiwan's regulations before the report is filed and made public. Full body available on MOPS.