Q2 2026 Earnings: Revenue NT$10.9B, EPS NT$6.03
Original: 2026年第2季財報 - 營收10,862,861千元, 稅後淨利2,300,344千元, EPS 6.03元
Summary
Silergy Corp posted Q2 2026 revenue of NT$10.9B and net income after tax of NT$2.3B, yielding basic EPS of NT$6.03. A striking feature of the quarter is that non-operating income (NT$1.36B) exceeded operating income (NT$1.13B), lifting the net margin to approximately 21.2% well above the ~10.4% operating margin. This non-operating windfall is an outsized outlier relative to typical semiconductor-sector earnings structure and materially inflates reported profitability.
Full Translation
Silergy Corp (TWSE: 6415), a semiconductor company specializing in analog and mixed-signal ICs, reported its Q2 2026 (April–June 2026) earnings on 28 August 2026.
Revenue (營業收入): NT$10,862,861 thousand = NT$10.863B
Operating Income (營業利益): NT$1,133,501 thousand = NT$1.134B; operating margin ~10.4%
Non-operating Income, net (營業外收入及支出): NT$1,355,378 thousand = NT$1.355B
Net Income After Tax (稅後淨利): NT$2,300,344 thousand = NT$2.300B; net margin ~21.2%
Basic EPS (基本每股盈餘): NT$6.03 per share (par value NT$2.50/share)
Key observations:
1. Non-operating income of NT$1.36B exceeded operating income of NT$1.13B — an unusual configuration that likely reflects substantial FX translation gains, mark-to-market investment income, or other one-time items. Investors should scrutinize the notes to determine recurrence.
2. The gap between operating margin (~10.4%) and net margin (~21.2%) is approximately 11 percentage points, almost entirely attributable to the non-operating line.
3. Revenue of NT$10.9B places Silergy firmly in the mid-cap segment of Taiwan's analog semiconductor sector.
4. EPS of NT$6.03 is headline-positive but is substantially boosted by below-the-line items; core operating EPS is materially lower.