Q2 2026 Earnings: Revenue NT$554.7B, EPS NT$156.38
Original: 2026年第2季財報 - 營收554,660,326千元, 稅後淨利29,083,507千元, EPS 156.38元
Summary
Wiwynn (TWSE: 6669) posted Q2 2026 revenue of NT$554.7B, reflecting sustained hyperscaler-driven demand for AI and cloud server platforms. Operating income reached NT$37.7B (operating margin ~6.8%), and net income after tax came in at NT$29.1B, translating to basic EPS of NT$156.38. The result cements Wiwynn's standing as a premier CSP-focused server ODM at a scale that substantially outpaces most peers in the Taiwan computer hardware sector.
Full Translation
Wiwynn Technology Service Co., Ltd. (TWSE: 6669) filed its Q2 2026 (April–June 2026) quarterly earnings on August 8, 2026 (ROC year 115, Q2).
Revenue (營業收入): NT$554.7B (NT$554,660,326 thousand). This reflects continued strong order flow from major global hyperscale cloud service providers investing heavily in AI infrastructure.
Operating Income (營業利益): NT$37.7B (NT$37,676,176 thousand), representing an operating margin of approximately 6.8%. This margin level is consistent with a high-throughput ODM model where scale and logistics efficiency are key profit drivers.
Non-operating Items (營業外收入及支出): Net charge of -NT$0.77B (-NT$768,187 thousand), reflecting net non-core financial and other below-the-line items.
Net Income After Tax (稅後淨利): NT$29.1B (NT$29,083,507 thousand), implying a net margin of approximately 5.2%.
Basic EPS (基本每股盈餘): NT$156.38 per share, on a par value of NT$10 per share. Annualized, this run-rate implies EPS in excess of NT$600 per share, placing Wiwynn among the highest absolute EPS generators on the TWSE.
Sector context: Wiwynn operates in the Computer and Peripheral Equipment sector (電腦及週邊設備業) as a dedicated server and storage ODM serving hyperscalers. Its business model is highly concentrated on AI server rack-scale solutions, making it a direct beneficiary of the current AI capex supercycle. Revenue at this quarterly level (~US$17B equivalent) is exceptional for a Taiwan-listed ODM and reflects the company's near-exclusive focus on the fastest-growing segment of global IT infrastructure spend.