Q2 2026 Earnings: Revenue NT$518.6B, EPS NT$2.26 — Pegatron Corporation

Summary

Pegatron (4938) reported Q2 2026 revenue of NT$518.6B and net income after tax of NT$9.2B, delivering basic EPS of NT$2.26. Operating income of NT$7.0B implies an operating margin of approximately 1.4%, consistent with EMS/ODM sector norms. Notably, non-operating income of NT$4.2B — roughly 60% of operating income — materially lifted net profit above the operating line, a magnitude that warrants scrutiny for recurrence.

Historical Impact

1 past Quarterly Earnings · ≈ 10-Q event at Pegatron Corporation

Median +5d

+3.44%

Range

+3.44% to +3.44%

Positive outcomes

1/1

Filed	P₀	P₊₅	+5d
Jul 31, 2026	₩84	₩87	+3.44%

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

Full Translation

Pegatron Corporation (TWSE: 4938; 和碩聯合科技股份有限公司), a major electronics manufacturing services (EMS) and ODM contractor, filed its Q2 2026 (April–June 2026) quarterly earnings on August 13, 2026 (ROC date 1150813). Key financials (all NT$ figures converted from thousands): • Revenue (營業收入): NT$518,553,263 thousand → NT$518.6 billion • Operating Income (營業利益): NT$7,027,003 thousand → NT$7.0 billion; operating margin ≈ 1.4% • Non-operating Income, net (營業外收入及支出): NT$4,182,144 thousand → NT$4.2 billion • Net Income After Tax (稅後淨利): NT$9,172,963 thousand → NT$9.2 billion; net margin ≈ 1.8% • Basic EPS (基本每股盈餘): NT$2.26 per share (par value NT$10.00) Operating profitability at ~1.4% sits within the characteristically thin-margin range for large-scale EMS/ODM assemblers. The more notable feature is that non-operating income of NT$4.2B nearly equals 60% of operating income, pushing net profit well above the operating line. Such a large non-operating contribution — potentially from foreign exchange gains, equity-method investment income, or asset disposals — meaningfully inflates reported EPS relative to core assembly economics. Investors focused on earnings quality should seek disclosure of the non-operating income breakdown in the full filing to assess how much is recurring versus one-time in nature.