3406
옥정광
Genius Electronic Optical posted May 2026 revenue of NT$1.63B, up 30.2% YoY but down 29.6% MoM from April's NT$2.31B. The strong YoY growth signals continued demand for high-end smartphone optical lenses, though the sharp sequential pullback suggests a typical pre-summer order lull ahead of the iPhone build cycle.
Genius Electronic Optical (3406) posted Q1 2026 revenue of NT$6.14B with operating income of NT$1.20B (19.6% operating margin) and net income after tax of NT$891M, translating to basic EPS of NT$7.90. The 19.6% operating margin is strong for Taiwan's optoelectronics sector, where peers typically run in the high-single-digit to low-teens range, reflecting Genius's premium positioning in smartphone and AR/VR lens assemblies.