Q2 2026 Earnings: Revenue NT$139.9B, EPS NT$0.03 — AU Optronics

Summary

AU Optronics reported Q2 2026 revenue of NT$139.9B but posted an operating loss of NT$417.3M, reflecting persistent panel-pricing pressure on core display manufacturing margins. Net income of NT$1.08B (basic EPS NT$0.03) was supported by NT$2.67B in non-operating income, which fully offset the operating shortfall. The result signals a company that remains structurally breakeven at the operating level, consistent with the broader optoelectronics sector's tepid cycle.

Historical Impact

1 past Quarterly Earnings · ≈ 10-Q event at AU Optronics

Median +5d

+0.83%

Range

+0.83% to +0.83%

Positive outcomes

1/1

Filed	P₀	P₊₅	+5d
Jul 31, 2026	₩24	₩24	+0.83%

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

Full Translation

AU Optronics (TWSE: 2409) filed its Q2 2026 (April–June 2026) quarterly earnings on August 13, 2026. Revenue came in at NT$139.92B (NT$139,922,549 thousand), reflecting the company's scale as one of Taiwan's largest display panel manufacturers. Despite top-line volume, the operating line registered a loss: operating income was negative NT$417.3M (NT$-417,279 thousand), meaning the core display-making business consumed more in costs than it generated in gross profit after operating expenses — a sign that panel ASPs and/or utilization rates remain under pressure. Non-operating income and expenses netted a positive NT$2.67B (NT$2,666,872 thousand), which includes items such as foreign exchange gains, equity-method investment income, interest income, or asset disposals. This non-operating contribution was large enough to flip the pre-tax result positive. After taxes, net income attributable to shareholders was NT$1.08B (NT$1,080,601 thousand). Basic earnings per share on a NT$10 par-value common share basis was NT$0.03 — barely above breakeven on a per-share basis. In summary: AUO's Q2 2026 result shows a company whose manufacturing operations are marginally loss-making while non-operating items (likely FX or associate income) are providing a thin profit cushion. Investors should watch whether panel pricing recovers sufficiently to restore positive operating income in H2 2026.