Q2 2026 Earnings: Revenue NT$26.8B, EPS NT$2.84
Original: 2026年第2季財報 - EPS 2.84元 (TPEx)
Summary
Vanguard International Semiconductor reported Q2 2026 revenue of NT$26.8B with an operating margin of approximately 18.6%, reflecting stable demand for its specialty mature-node foundry services. Net income after tax reached NT$5.1B, slightly exceeding operating income of NT$5.0B on the back of a NT$762M net non-operating income gain. Basic EPS of NT$2.84 represents a solid result consistent with the company's positioning as a leading specialty analog/power foundry.
Full Translation
Vanguard International Semiconductor Co., Ltd. (TWSE: 5347) released its Q2 2026 (April–June 2026) quarterly earnings with the following key figures:
• Revenue (營業收入): NT$26,776,474 thousand = NT$26.8B
• Operating Income (營業利益): NT$4,987,517 thousand = NT$5.0B; implied operating margin ~18.6%
• Non-Operating Income, Net (營業外收入及支出): NT$762,406 thousand = NT$762.4M — a meaningful positive contribution, likely comprising investment income, FX gains, or interest income
• Net Income After Tax (稅後淨利): NT$5,057,287 thousand = NT$5.1B; implied net margin ~18.9%
• Basic EPS (基本每股盈餘): NT$2.84 per share (par value NT$10.00)
Notably, net income (NT$5.1B) modestly exceeded operating income (NT$5.0B), indicating that the NT$762M in non-operating income more than offset the net income tax charge — an uncommon but not unprecedented outcome for Vanguard, which holds a sizeable investment portfolio. The 18.6% operating margin reflects sustained fab utilization at its mature specialty nodes (analog, power management, display driver ICs), consistent with recovering end-market demand across consumer and automotive segments. No extraordinary or one-time items have been separately disclosed in this structured filing.