May 2026 Revenue: NT$4.59B, +42.7% YoY
Original: 2026年5月 月營收 - 4,592,691千元 (MoM -14.4%, YoY +42.7%)
Summary
Largan Precision reported May 2026 revenue of NT$4.59B, up 42.7% YoY but down 14.4% MoM from April's NT$5.36B. The strong YoY acceleration signals robust smartphone lens demand, likely tied to premium iPhone build ramps and high-end Android optics, though the sequential pullback reflects typical mid-quarter seasonality ahead of the H2 flagship cycle.
Full Translation
Largan Precision (TWSE: 3008, optoelectronics) reported May 2026 monthly revenue of NT$4.59B (NT$4,592,691 thousand), compared with NT$5.36B in April 2026 (MoM -14.4%) and NT$3.22B in May 2025 (YoY +42.7%). Cumulative YTD revenue through May 2026 reached NT$25.50B, versus NT$22.11B in the same period last year, representing YTD YoY growth of +15.3%. The sharp YoY acceleration well above the YTD run-rate suggests demand momentum is building into the H2 smartphone build cycle, with high-spec lens shipments outpacing the broader trend. No additional remarks were disclosed.