May 2026 Revenue: NT$59.0B, +43.7% YoY

Original: 2026年5月月營收 - 58,961,817千元 (MoM +0.5%, YoY +43.7%)

Summary

Delta Electronics posted May 2026 revenue of NT$59.0B, up 43.7% YoY and +0.5% MoM, marking another record-pace month driven by AI server power and thermal demand. YTD revenue reached NT$277.0B, +38.0% vs the same period last year, reflecting sustained AI infrastructure capex tailwinds flowing into power-supply and cooling suppliers.

Historical Impact

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

Median +5d

+12.13%

Range

+12.13% to +12.13%

Positive outcomes

1/1

Filed	P₀	P₊₅	+5d
May 17, 2026	NT$2,020	NT$2,265	+12.13%

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

Full Translation

Delta Electronics (TWSE: 2308) reported May 2026 monthly revenue of NT$58.96B (NT$58,961,817 thousand), versus NT$58.69B in April 2026 (+0.5% MoM) and NT$41.04B in May 2025 (+43.7% YoY). Year-to-date cumulative revenue through May 2026 reached NT$277.01B, compared with NT$200.75B in the same period of 2025, representing a +38.0% YoY increase. The filing carries no special remarks. Industry classification: Electronic Components.