Q2 2026 Earnings: Revenue NT$1,741.7B, EPS NT$7.78
Original: 2026年第2季財報 - 營收1,741,745,642千元, 稅後淨利41,764,953千元, EPS 7.78元
Summary
Wistron posted Q2 2026 revenue of NT$1,741.7B and net income of NT$41.8B, delivering basic EPS of NT$7.78 — a standout quarterly result for a Taiwan ODM/EMS peer. Operating income reached NT$62.6B at a ~3.6% operating margin, solid for the contract manufacturing sector. Non-operating items were a net drag of NT$8.0B, tempering pre-tax income, but after-tax profitability remains well above typical EMS-sector norms.
Full Translation
Wistron Corporation (TWSE: 3231), a major Taiwanese ODM/EMS manufacturer in the computer and peripheral equipment sector, reported the following consolidated results for Q2 2026 (April–June 2026, ROC fiscal year 115):
• Revenue (營業收入): NT$1,741,745,642 thousand = NT$1,741.7B (~NT$1.74 trillion). This reflects continued robust demand across enterprise IT, AI server, and cloud-infrastructure build-out segments that benefit large-scale Taiwanese ODM players.
• Operating Income (營業利益): NT$62,584,549 thousand = NT$62.6B, implying an operating margin of approximately 3.6%. For an EMS/ODM business with structurally thin margins, this is a healthy result and suggests favorable product mix or improving cost efficiency.
• Non-Operating Income / Expense (營業外收入及支出): –NT$7,992,733 thousand = –NT$8.0B net drag. This likely reflects net interest costs, foreign-exchange losses, or investment-related charges that partially offset strong operating performance.
• Net Income After Tax (稅後淨利): NT$41,764,953 thousand = NT$41.8B. Net margin comes in at approximately 2.4%, which is above average for large-scale EMS peers.
• Basic EPS (基本每股盈餘): NT$7.78 per common share (par value NT$10.00). A single-quarter EPS at this level is notably high by Wistron's historical standards and would rank among its strongest quarterly prints.
Overall, the Q2 2026 filing points to strong operational execution, with revenue scale, operating leverage, and after-tax profitability all tracking favorably against sector benchmarks. The primary earnings risk to monitor is the non-operating drag, which at –NT$8.0B represents a meaningful offset to otherwise robust operating income.