Q2 2026 Earnings: Revenue NT$82.6B, EPS NT$8.48 — Yageo Corporation

Summary

Yageo Corporation posted Q2 2026 revenue of NT$82.6B and net income after tax of NT$17.5B, delivering basic EPS of NT$8.48 on a NT$2.50 par-value share. Operating income came in at NT$21.4B, implying an operating margin of approximately 25.9%, which is well above typical electronic-components-sector benchmarks. Non-operating items contributed a net NT$1.2B, providing modest additional lift to the bottom line.

Historical Impact

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

Median +5d

+9.16%

Range

+9.16% to +9.16%

Positive outcomes

1/1

Filed	P₀	P₊₅	+5d
Jul 31, 2026	NT$502	NT$548	+9.16%

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

Full Translation

Yageo Corporation (TWSE: 2327) released its Q2 2026 (April–June 2026) consolidated earnings on 16 August 2026. Key financial highlights, converted from NT$ thousands, are as follows: • Revenue (營業收入): NT$82,621,975 thousand = NT$82.6B • Operating Income (營業利益): NT$21,361,624 thousand = NT$21.4B; operating margin ≈ 25.9% • Net Non-Operating Income (營業外收入及支出): NT$1,185,481 thousand = NT$1.2B • Net Income After Tax (稅後淨利): NT$17,493,881 thousand = NT$17.5B; net margin ≈ 21.2% • Basic EPS (基本每股盈餘): NT$8.48 per share (par value NT$2.50) Yageo is one of the world's largest passive-component manufacturers, producing MLCCs, resistors, and inductors. A ~26% operating margin is notably high for the broader electronic-components sector, reflecting pricing power and product-mix improvements, likely benefiting from continued global inventory restocking demand for passive components. The NT$1.2B non-operating contribution—which may include interest income, FX gains, or equity-method investee earnings—added roughly 1.4 percentage points to the net margin relative to operating income alone. Overall, this is a quarter characterised by strong top-line scale and disciplined cost management, with profitability metrics comfortably above mid-cycle sector norms.