Apr 2026 Revenue: NT$58.7B, +43.9% YoY

Original: 2026年4月月營收 - 58,691,652千元 (MoM -1.8%, YoY +43.9%)

Summary

Delta Electronics posted April 2026 revenue of NT$58.69B, up a striking +43.9% YoY though down -1.8% MoM off March's high. The sustained 40%+ YoY growth signals continued strength in AI server power supply demand, where Delta is a key supplier of high-efficiency power solutions for Nvidia GPU racks and HBM-equipped AI infrastructure. YTD revenue of NT$218.04B is +36.5% vs the prior year, indicating durable AI-driven momentum rather than a one-month spike.

Historical Impact

1 past Monthly Revenue · ≈ 8-K event at Delta Electronics

Median +5d

-8.58%

Range

-8.58% to -8.58%

Positive outcomes

0/1

Filed	P₀	P₊₅	+5d
Jun 17, 2026	NT$2,155	NT$1,970	-8.58%

Past performance does not guarantee future results. Small sample sizes may not be representative. For informational purposes only.

Full Translation

Delta Electronics (2308) reported monthly revenue for April 2026 of NT$58,691,652 thousand (NT$58.69B / approx. US$1.83B). This compares to NT$59,779,988 thousand (NT$59.78B) in March 2026, a MoM decline of -1.82%. Versus April 2025 revenue of NT$40,782,164 thousand (NT$40.78B), this represents a YoY increase of +43.92%. Year-to-date cumulative revenue through April 2026 reached NT$218,044,304 thousand (NT$218.04B), compared to NT$159,701,570 thousand (NT$159.70B) for the same period in 2025 — a YTD YoY increase of +36.53%. Industry classification: Electronic Components. No additional remarks were disclosed.