Q2 2026 Earnings: Revenue NT$108.9B, EPS NT$187.43
Original: 2026年第2季財報 - EPS 187.43元 (TPEx)
Summary
Phison Electronics (TPEx: 8299) delivered Q2 2026 revenue of NT$108.9B and net income of NT$41.4B, producing basic EPS of NT$187.43 — an extraordinary result for a fabless NAND flash controller designer. Operating margin reached approximately 37.9% and net margin approximately 38.0%, far above typical semiconductor-sector peers. Non-operating income of NT$7.8B added a meaningful tailwind, likely reflecting equity-method investment gains and financial income.
Full Translation
Phison Electronics Co., Ltd. (TPEx: 8299) reported the following results for the second quarter of 2026 (April–June 2026), with all monetary figures converted from NT$ thousands:
Revenue (營業收入): NT$108.9B (NT$108,855,209 thousand). This top-line figure reflects robust demand for Phison's NAND flash controller ICs across enterprise SSD, UFS, and consumer storage segments.
Operating Income (營業利益): NT$41.2B (NT$41,210,974 thousand), representing an operating margin of approximately 37.9%. This level of profitability is exceptional for the semiconductor industry and signals strong pricing power and operating leverage in the controller IC business.
Non-Operating Income, Net (營業外收入及支出): NT$7.8B positive (NT$7,761,735 thousand). The net non-operating contribution likely includes equity-method investment income, interest income, and financial asset gains.
Net Income After Tax (稅後淨利): NT$41.4B (NT$41,394,048 thousand), producing a net margin of approximately 38.0%. Non-operating income more than offset any tax expense impact, bringing net income slightly above operating income.
Basic EPS (基本每股盈餘): NT$187.43 per share, based on a par value of NT$10.00 per ordinary share.
Summary: Phison's Q2 2026 results represent a landmark quarter — both operating and net margins near 38% are well outside normal ranges for the broader semiconductor sector (半導體業). The combination of scale revenue (NT$108.9B), near-parity between operating and net income, and an EPS of NT$187.43 indicates a quarter of exceptional profitability, likely driven by a favorable product mix shift toward high-margin enterprise and AI-storage controller solutions.