May 2026 Revenue: NT$96.0B, +12.0% YoY
Original: 2026年5月 月營收 - 95,962,959千元 (MoM +10.1%, YoY +12.0%)
Summary
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.
Full Translation
Pegatron Corporation (TWSE: 4938) — Monthly Revenue Filing for May 2026 (filed 2026-06-17)
May 2026 revenue: NT$95.96B (NT$95,962,959 thousand)
April 2026 revenue: NT$87.19B — MoM: +10.06%
May 2025 revenue: NT$85.69B — YoY: +11.99%
YTD (Jan–May 2026) cumulative revenue: NT$427.26B
YTD (Jan–May 2025) cumulative revenue: NT$460.99B
YTD YoY change: -7.32%
Industry: Computer & Peripheral Equipment
Notes: None disclosed.
May marks the strongest single-month revenue print of 2026 to date, with double-digit growth on both MoM and YoY bases — a notable inflection given the YTD figure still trails 2025 by ~7%. As a major ODM for PCs, smartphones, and AI server components, the rebound is consistent with broader Taiwan tech sector signals of AI server demand pull-through.