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APAC Opto Electronics (4908) investor relations material
APAC Opto Electronics Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Revenue for Q2 2026 was NT$255,261 thousand, up 24% year-over-year; net income for the quarter reached NT$52,160 thousand, a 385% increase from Q2 2025.
For the first half of 2026, revenue totaled NT$520,704 thousand, up 25% year-over-year, with net income at NT$111,370 thousand, a 60% increase.
Gross margin remained stable at 46% for Q2 2026, with operating margin at 23%.
Financial highlights
Operating income for Q2 2026 was NT$60,045 thousand, up 35% year-over-year; for H1 2026, operating income was NT$125,656 thousand, up 20%.
Basic and diluted EPS for Q2 2026 were both NT$0.67, compared to NT$0.14 in Q2 2025; H1 2026 EPS was NT$1.42, up from NT$0.89.
Cash and cash equivalents at June 30, 2026, were NT$198,448 thousand, up from NT$135,217 thousand a year earlier.
Total assets as of June 30, 2026, were NT$2,112,194 thousand, with equity of NT$1,764,464 thousand.
Outlook and guidance
Management expects continued growth in core product lines, with a focus on expanding in Asian and European markets.
No significant impact anticipated from newly adopted or upcoming accounting standards.
- Q1 revenue up 25% year-over-year, net income stable, and cash position improved.4908
Q1 2026 - Q2 2023 revenue up 21% YoY, net income NT$51,918K, EPS NT$0.66; strong cash flow.4908
Q2 2024 - Q2 2024 saw lower revenue and profit, but gross margin improved to 46%.4908
Q2 2025 - Q1 2024 saw stable net income, higher margins, and a NT$1.75/share cash dividend approved.4908
Q1 2025 - Net profit rose 7.26% year-over-year on stable revenue and higher gross margin.4908
Q4 2024 - YTD revenue up 4.8%, but net income and EPS declined; equity ratio remains strong.4908
Q3 2024 - Q3 2024 delivered strong profit growth, but nine-month results declined year-over-year.4908
Q3 2025 - Revenue and profit fell, with increased customer concentration and FX risk exposure.4908
Q4 2025
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