Q2 2026 Earnings: Revenue NT$29.2B, EPS NT$11.87
Original: 2026年第2季財報 - EPS 11.87元 (TPEx)
Summary
GlobalWafers (6488) reported Q2 2026 revenue of NT$29.2B and net income of NT$5.7B, with basic EPS of NT$11.87. A standout feature is non-operating income of NT$4.0B, which exceeded operating income of NT$2.9B and was the primary driver of bottom-line results. The net margin of approximately 19.4% is notably above typical semiconductor wafer sector norms, largely attributable to the outsized non-operating contribution.
Full Translation
GlobalWafers Co., Ltd. (TWSE: 6488) released its Q2 2026 (April–June 2026) earnings on August 8, 2026. All figures are converted from NT$ thousands to standard units.
Revenue (營業收入): NT$29,199,108 thousand = NT$29.2B
Operating Income (營業利益): NT$2,898,184 thousand = NT$2.9B; implied operating margin of approximately 9.9%.
Non-Operating Income and Expenses (營業外收入及支出): NT$4,033,444 thousand = NT$4.0B. This figure is notably larger than operating income, suggesting significant gains from investment income, asset disposals, foreign exchange, or equity-method investments in the quarter.
Net Income After Tax (稅後淨利): NT$5,674,943 thousand = NT$5.7B; net margin of approximately 19.4%.
Basic EPS (基本每股盈餘): NT$11.87 per share (par value NT$10.00 per share).
Key observation: The non-operating income line (NT$4.0B) exceeding operating income (NT$2.9B) is the defining feature of Q2 2026 results. While the core wafer business generated a mid-single-digit operating margin consistent with ongoing semiconductor cycle normalization, the non-operating windfall lifted reported EPS materially above what operating performance alone would imply. Investors should scrutinize the composition of non-operating income — whether recurring (e.g., interest from cash holdings, equity-method earnings from subsidiaries/affiliates) or one-time (e.g., asset sale gains, FX revaluation) — to assess earnings quality.