Q2 2026 Earnings: Revenue NT$301.3B, EPS NT$30.44
Original: 2026年第2季財報 - 營收301,333,121千元, 稅後淨利48,981,437千元, EPS 30.44元
Summary
MediaTek reported Q2 2026 revenue of NT$301.3B, operating income of NT$45.8B (operating margin ~15.2%), and net income after tax of NT$49.0B, yielding basic EPS of NT$30.44. Non-operating income of NT$9.2B—likely boosted by investment gains or forex—pushed net income above operating income, a standout feature of the quarter. For a fabless semiconductor company navigating an AI-driven demand cycle, this scale of revenue and profitability places MediaTek among the top earners in the Taiwan semiconductor sector.
Full Translation
MediaTek Technology Co., Ltd. (TWSE: 2454) released its Q2 2026 (ROC Year 115, Quarter 2) consolidated earnings on August 1, 2026. All figures below are converted from NT$ thousands to standard units.
Revenue (營業收入): NT$301.3B (NT$301,333,121 thousand), reflecting continued strong demand across MediaTek's smartphone SoC, Wi-Fi, and emerging AI edge chip product lines.
Operating Income (營業利益): NT$45.8B (NT$45,758,626 thousand), representing an operating margin of approximately 15.2%.
Non-Operating Income & Expenses (營業外收入及支出): NT$9.2B net inflow (NT$9,222,453 thousand). This is a material positive contribution—likely from equity-method investment gains, interest income, or foreign exchange gains—and is the primary reason net income exceeds operating income.
Net Income After Tax (稅後淨利): NT$49.0B (NT$48,981,437 thousand), implying an effective net margin of approximately 16.3%.
Basic EPS (基本每股盈餘): NT$30.44 per share (par value NT$10.00 per share).
Key observation: The NT$9.2B non-operating surplus materially lifted net income above operating income. Investors should monitor whether this non-operating uplift is recurring (e.g., structural investment income from subsidiaries) or one-time in nature. Core operating profitability at ~15.2% margin remains solid for a fabless chip designer of MediaTek's scale.