Q2 2026 Earnings: Revenue NT$29.2B, EPS NT$82.35 — Largan Precision

Summary

Largan Precision posted Q2 2026 revenue of NT$29.2B and net income after tax of NT$10.9B, translating to basic EPS of NT$82.35 per share. Operating income of NT$11.0B produced an operating margin of approximately 37.5%, far exceeding typical optoelectronics-sector benchmarks. The results reaffirm Largan's structural pricing power as the dominant supplier of precision optical lens modules for premium-tier smartphones.

Historical Impact

1 past Quarterly Earnings · ≈ 10-Q event at Largan Precision

Median +5d

+11.40%

Range

+11.40% to +11.40%

Positive outcomes

1/1

Filed	P₀	P₊₅	+5d
Jul 31, 2026	₩4,035	₩4,495	+11.40%

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

Full Translation

Largan Precision Co., Ltd. (TWSE: 3008) filed its Q2 2026 quarterly earnings report on August 7, 2026 (ROC date: 1150807). The reporting period covers April through June 2026 (ROC fiscal year 115, Quarter 2). The company is classified under the Optoelectronics (光電業) sector on the Taiwan Stock Exchange. Par value per common share is NT$10.00. Revenue (營業收入): NT$29,208,838 thousand = NT$29.2B Operating Income (營業利益): NT$10,960,223 thousand = NT$11.0B; implied operating margin ≈ 37.5% Non-Operating Income & Expenses (營業外收入及支出): NT$2,426,892 thousand = NT$2.4B (net inflow, likely comprised of interest income, forex gains, and investment income) Net Income After Tax (稅後淨利): NT$10,902,020 thousand = NT$10.9B; implied net margin ≈ 37.3% Basic EPS (基本每股盈餘): NT$82.35 per share Key observations: Revenue of NT$29.2B reflects robust demand for high-specification optical lens sets, consistent with a strong smartphone upgrade cycle led by multi-camera and periscope telephoto adoption. The operating margin of ~37.5% is structurally elevated relative to the broader optoelectronics sector, reflecting Largan's near-monopoly position in ultra-high-resolution lens modules for flagship handsets. The non-operating income contribution of NT$2.4B — approximately 8.3% of revenue — suggests meaningful ancillary income from the company's substantial cash and investment portfolio. The near-parity between operating income (NT$11.0B) and net income (NT$10.9B) indicates minimal tax drag relative to operating profit, consistent with applicable R&D tax incentives available to qualifying Taiwanese manufacturers. Basic EPS of NT$82.35 on a NT$10 par-value share base represents an annualized run-rate approaching NT$329 per share on a simple extrapolation, though quarterly seasonality should be noted.