Q2 2026 Earnings: Revenue NT$249.3B, EPS NT$17.73
Original: 2026年第2季財報 - 營收249,271,763千元, 稅後淨利13,108,902千元, EPS 17.73元
Summary
Gigabyte Technology posted Q2 2026 revenue of NT$249.3B and net income after tax of NT$13.1B, delivering basic EPS of NT$17.73 — well above typical quarterly run-rates for the computer peripherals sector. Operating income reached NT$15.5B, implying a 6.2% operating margin, with non-operating items adding a further NT$971M net contribution. The result reflects sustained elevated demand for AI-capable discrete graphics cards and server/workstation components, positioning Gigabyte as a direct beneficiary of the ongoing AI infrastructure build-out.
Full Translation
Gigabyte Technology Co., Ltd. (TWSE: 2376) filed its Q2 2026 (April–June 2026) quarterly earnings on August 15, 2026 (ROC year 115). All figures below are converted from NT$ thousands to NT$ billions or millions where noted.
Revenue (營業收入): NT$249.3B (raw: 249,271,763 thousand). This marks a substantial top-line result within the computer and peripheral equipment industry segment, driven primarily by strong shipments of GeForce RTX-series consumer and workstation graphics cards, AI server boards, and gaming peripherals.
Operating Income (營業利益): NT$15.5B (raw: 15,533,953 thousand), representing an operating margin of approximately 6.2%. The margin reflects Gigabyte's product mix shift toward higher-margin AI GPU and server product lines, partially offset by ongoing component and logistics costs.
Non-Operating Income / Expense (營業外收入及支出): Net positive NT$971.3M (raw: 971,278 thousand), providing a modest uplift from investment income, foreign exchange gains, or other non-core items.
Net Income After Tax (稅後淨利): NT$13.1B (raw: 13,108,902 thousand), implying a net profit margin of approximately 5.3%. The step-down from operating income to net income reflects the combined effect of income taxes and minority interests.
Basic EPS (基本每股盈餘): NT$17.73 per share (par value NT$10.00 per share). This is a high per-share earnings figure relative to historical Gigabyte quarterly norms, underscoring the scale of profitability in the current AI-hardware demand cycle.
Sector context: Gigabyte competes in the computer and peripheral equipment (電腦及週邊設備業) industry. The combination of NT$249.3B in revenue and NT$17.73 EPS in a single quarter signals that AI-driven GPU and server hardware demand has materially elevated the company's earnings trajectory above traditional PC-cycle seasonality.