Q2 2026 Earnings: Revenue NT$1,845.8B, EPS NT$12.93 — Quanta Computer

Summary

Quanta Computer (2382) reported Q2 2026 revenue of NT$1,845.8B (~US$56B), an exceptional result for the Computer & Peripheral Equipment sector driven by surging AI server shipments to hyperscale customers. Operating income reached NT$57.3B (operating margin ~3.1%), with net income after tax of NT$50.1B and basic EPS of NT$12.93 — a standout single-quarter profit level well above historical norms for an ODM platform. Non-operating items contributed a net NT$3.8B, providing modest uplift to bottom-line earnings.

Historical Impact

1 past Quarterly Earnings · ≈ 10-Q event at Quanta Computer

Median +5d

+2.74%

Range

+2.74% to +2.74%

Positive outcomes

1/1

Filed	P₀	P₊₅	+5d
Jul 31, 2026	NT$292	NT$300	+2.74%

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

Full Translation

Quanta Computer Co., Ltd. (TWSE: 2382) released its Q2 2026 (April–June 2026) earnings on August 15, 2026 (ROC year 115). All figures below are converted from NT$ thousands to full NT$ amounts. Revenue (營業收入): NT$1,845,813,767,000 (~NT$1,845.8B / ~NT$1.85 trillion). This represents an extraordinary quarterly revenue figure for the company, reflecting Quanta's dominant position as a primary AI server ODM supplier to major hyperscale cloud operators. Operating Income (營業利益): NT$57,268,079,000 (~NT$57.3B), implying an operating margin of approximately 3.1%. While the margin remains in the characteristically thin range typical of high-volume ODM/EMS businesses, the absolute operating profit dollar amount is materially elevated relative to historical quarters, consistent with a richer AI server product mix. Non-Operating Income & Expenses (營業外收入及支出): Net contribution of NT$3,829,916,000 (~NT$3.8B), which includes items such as interest income, equity-method investment gains, and foreign exchange impacts. Net Income After Tax (稅後淨利): NT$50,093,575,000 (~NT$50.1B). Net margin approximates 2.7%. Basic EPS (基本每股盈餘): NT$12.93 per share (par value NT$10.00/share). A single-quarter EPS of NT$12.93 is notably high by the standards of the TWSE Computer & Peripheral Equipment sector and signals that AI server demand has materially re-rated Quanta's earnings power relative to its legacy notebook/PC ODM profile. Sector context: Traditional ODM peers in the Computer & Peripheral Equipment space typically operate with operating margins of 1.5–3.0% and deliver full-year EPS in the NT$5–15 range. Quanta's Q2 2026 single-quarter EPS of NT$12.93 therefore implies annualized earnings meaningfully above sector peers, reflecting its early-mover advantage in rack-scale AI server assembly and close partnerships with leading GPU and hyperscale customers.