Q2 2026 Earnings: Revenue NT$74.0B, EPS NT$15.86

Realtek Semiconductor Co., Ltd. (TWSE: 2379), a leading fabless IC design house in Taiwan's semiconductor sector, filed its Q2 2026 (ROC Year 115, Quarter 2) earnings on August 13, 2026. Revenue for the quarter totaled NT$74.0B (NT$73,975,769 thousand), underpinning continued demand across Realtek's core product lines including Ethernet/networking controllers, multimedia SoCs, and storage interface ICs. Operating income reached NT$8.1B (NT$8,057,128 thousand), translating to an operating margin of approximately 10.9%, which is characteristic of a well-managed fabless semiconductor company amid a mid-cycle demand environment. Net non-operating income and expenses contributed a net positive NT$1.3B (NT$1,290,631 thousand) for the period; this figure likely reflects a combination of equity-method investment income, interest income, and/or foreign exchange gains, and is material enough to warrant attention as it may not recur at the same level in future quarters. Net income after tax stood at NT$8.1B (NT$8,135,122 thousand), representing a net margin of approximately 11.0%. The slight divergence between operating income (NT$8.06B) and net income (NT$8.14B) is attributable to the substantial non-operating contribution partially offsetting the tax burden. Basic earnings per share were NT$15.86, calculated on a NT$10.00 par-value common share base, implying an approximate share count of roughly 513 million shares. Overall, the quarter reflects stable core operations with a meaningful non-operating tailwind; investors should monitor whether the non-operating income line normalizes in Q3 2026.