4938
화석
Source: dsi_quarterly · analyst_consensus (internal DB). DSI from quarterly filings; consensus as of collection.
Pegatron (4938) reported Q2 2026 revenue of NT$518.6B and net income after tax of NT$9.2B, delivering basic EPS of NT$2.26. Operating income of NT$7.0B implies an operating margin of approximately 1.4%, consistent with EMS/ODM sector norms. Notably, non-operating income of NT$4.2B — roughly 60% of operating income — materially lifted net profit above the operating line, a magnitude that warrants scrutiny for recurrence.
Pegatron Corporation, acting on behalf of its wholly-owned subsidiaries Hua-Yu Investment Co., Ltd. and Hua-Wei Investment Co., Ltd., has announced the ex-dividend record date for a dividend distribution at the subsidiary level. The ex-dividend record date determines which shareholders of the subsidiaries are entitled to receive the declared dividend. Full body available on MOPS.
Pegatron is announcing on behalf of two wholly-owned subsidiaries — Hua-Yu Investment Co. and Hua-Wei Investment Co. — that their respective boards of directors have passed resolutions to amend a previously approved earnings (profit) distribution plan. Amendments to subsidiary-level earnings distributions can affect intercompany dividend flows and, in turn, the parent's consolidated cash position. Full body available on MOPS.
Pegatron has completed the repurchase and formal cancellation of previously issued restricted employee new shares (restricted stock units). This reduces the company's total outstanding share count and concludes a routine equity-compensation management process, typically triggered by employee departures or share forfeiture events. Full body available on MOPS.
Pegatron's subsidiary Ho-Wei Investment Co., Ltd. has received board approval to divest its equity stake in Lambda, Inc., the U.S.-based AI cloud computing company. This supplementary announcement formalises the divestiture resolution and is material to investors given Lambda's profile as a high-growth GPU cloud provider with significant enterprise backing. Full body available on MOPS.
Pegatron Corporation is filing this disclosure on behalf of its subsidiary Casetek Technology (Shanghai) Co., Ltd. pursuant to Article 22, Paragraph 1, Subparagraph 3 of Taiwan's Regulations Governing Loaning of Funds and Making of Endorsements/Guarantees by Public Companies — a mandatory trigger when a subsidiary's cumulative endorsement or guarantee exposure to a single counterparty crosses a statutory threshold. Investors should review the full MOPS filing to determine the counterparty, the guaranteed amount, and any associated credit risk to the consolidated group. Full body available on MOPS.
Pegatron Corporation has been invited to participate in the 2026 Q3 Fubon Corporate Day event organized by Fubon Securities (富邦證券). Corporate Day events are broker-sponsored investor relations conferences where listed-company management presents business updates and strategy to institutional and retail investors, often including Q&A and one-on-one meetings. Full body available on MOPS.
Pegatron's Board of Directors has resolved to approve a joint construction (合建) arrangement with China Land International Co., Ltd. (中華置地國際股份有限公司). Such agreements in Taiwan typically involve one party contributing land and the other providing construction financing or development expertise in exchange for an agreed share of the completed building or proceeds, making this a material real-estate or asset-development transaction. Full body available on MOPS.
Pegatron's Board of Directors has passed a resolution to issue its second tranche of offshore, unsecured convertible corporate bonds, a form of hybrid debt financing that gives bondholders the option to convert into equity. This is a material capital-markets event: it signals the company is raising funds in international debt markets and may create dilution risk for existing shareholders if the conversion option is exercised. Full terms (size, conversion price, maturity, use of proceeds) are available on MOPS.
Pegatron's Board of Directors has resolved to issue unsecured straight (plain-vanilla) corporate bonds. This represents a debt capital-markets fundraising event that will increase the company's leverage and affect its balance sheet. Full terms — including aggregate principal, maturity, coupon, and use of proceeds — are available on MOPS.
Pegatron's Board of Directors has approved the company's consolidated financial statements for the second quarter of 2026 (ROC Year 115, April–June 2026). This is a standard regulatory disclosure required of all TWSE-listed companies following each quarterly earnings period. Investors should monitor MOPS for the full filing, which will contain the audited or reviewed figures underpinning the board's approval. Full body available on MOPS.
Pegatron Corporation is making this disclosure on behalf of its subsidiary, Kairsheng Holdings Co., Ltd., pursuant to Article 22, Paragraph 1, Subparagraph 3 of Taiwan's Regulations Governing Loaning of Funds and Making of Endorsements/Guarantees by Public Companies — a provision that requires public announcement when a company's cumulative endorsement/guarantee or fund-loan balance crosses a prescribed threshold relative to net worth. This signals that Kairsheng Holdings has reached or exceeded a material statutory limit on inter-company financial support, triggering mandatory parent-level disclosure. Investors should monitor the full MOPS filing to assess the scale and counterparty of the underlying loans or guarantees. Full body available on MOPS.
Pegatron (4938.TW) reported Q1 2026 revenue of NT$244.1B with operating income of NT$2.83B and net income after tax of NT$2.86B, translating to basic EPS of NT$0.58. Non-operating items contributed NT$635.6M, lifting net income modestly above operating income. The result is broadly in line with sector norms for Taiwan's computer & peripherals OEM segment, where thin operating margins (~1.2% here) remain typical.
Pegatron disclosed that it participated in a telephone conference organized by Fubon Securities to brief investors on the company's Q2 2026 operating overview. This filing satisfies Taiwan's fair-disclosure requirement, which mandates that issuers publicly report selective-disclosure events such as broker-arranged investor calls. Full body available on MOPS.
Pegatron Corporation is announcing on behalf of its subsidiary, Mingshuo Computer (Suzhou) Co., Ltd., that the subsidiary's shareholders' meeting has passed a resolution approving the disposal of land and buildings. The divestiture of real property assets at a China-based manufacturing subsidiary may signal operational restructuring or consolidation of Pegatron's mainland China footprint, which investors should monitor for implications on capacity and cost structure. Full body available on MOPS.
Pegatron Corporation's subsidiary He Wei Investment Co., Ltd. (和瑋投資股份有限公司) has announced a board resolution approving the disposal of its equity stake in Lambda, Inc., a U.S.-based AI cloud computing company known for GPU infrastructure services. The divestiture represents a notable shift in Pegatron's AI-related investment portfolio and may signal a strategic reallocation of capital. Full body available on MOPS.
Pegatron reported May 2026 revenue of NT$96.0B, up 12.0% YoY and +10.1% MoM, marking a clear acceleration after a soft start to the year. The sequential rebound suggests improving order momentum in PC/server ODM shipments, likely tied to AI server build-outs benefiting Taiwan ODMs. YTD revenue of NT$427.3B remains -7.3% vs. 2025, indicating recovery is still in early innings.