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Asia Vital Components
Asia Vital Components (3017) investor relations material
Asia Vital Components Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary12 Aug, 2026
Executive summary
Q2 2026 revenue reached TWD 49.121 billion, up 66% year-over-year and stable sequentially, with gross margin improving to 32.57% due to favorable product mix and higher server application revenue.
Net income for Q2 2026 was TWD 9.567 billion, a 139% increase year-over-year and 21% higher than Q1 2026.
EPS for Q2 2026 was TWD 24.37, up 137% year-over-year and 21% quarter-over-quarter, reflecting improved earnings quality.
Core thermal and chassis business drove growth, with combined first-half revenue of TWD 81.9 billion, up 104% year-over-year, and server/network revenue up 153% year-over-year.
H1 2026 revenue totaled TWD 98.159 billion, up 85% year-over-year; net income reached TWD 17.483 billion, up 142%.
Financial highlights
Gross margin improved by 2.8 percentage points quarter-over-quarter and 8.16 percentage points year-over-year, reaching 32.57%.
Operating margin was 27.44% in Q2 2026, with operating income of TWD 13.478 billion, up 164% year-over-year.
Second quarter non-operating income was TWD 457 million, reversing a Q1 loss, mainly due to net interest income and exchange gains.
Cash and cash equivalents at end of June were TWD 77.7 billion, up TWD 9.8 billion from Q1 and 136% year-over-year.
First half operating cash flow reached TWD 26.291 billion, up 176% year-over-year; free cash flow was TWD 19.179 billion, up 203% year-over-year.
Outlook and guidance
Liquid cooling adoption in data centers is expected to surpass 50% penetration next year, driving further server-related revenue growth.
Second half 2026 revenue is expected to be better than the first half, with all product lines entering mass production and automation supporting margin trends.
CapEx for 2026 is around TWD 15 billion, with 2027 expected to be higher, funded by operating cash flow and existing bank facilities.
Management notes strong year-over-year growth in revenue and profitability, with continued margin expansion.
CAGRs: Revenue 25%, EPS 58%, Gross Margin 12% over recent years.
Analyze 153% YoY Server & Networking growth
Drivers for 8.1% H1 operating margin expansion
Explain the QoQ rise in inventory turnover days
Customer prepayments for capacity expansion
In-house production of liquid cooling components
Cooling solutions for space-based data centers
Partial view of Summaries dataset, powered by Quartr API
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Latest events from Asia Vital Components
- Revenue and EPS growth remain strong, supported by industry recognition and ESG leadership.3017
Investor presentation - Q3 2024 delivered robust revenue and profit growth, led by thermal and server/networking segments.3017Investor presentation
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- H1'24 delivered 19% revenue and 59% net income growth, with higher margins and strong cash flow.3017Q2 2024
- Explosive growth and industry leadership secured by advanced liquid cooling for AI infrastructure.3017Investor presentation
- Record 2025 revenue and profit, driven by AI and liquid cooling, with major expansion in Asia.3017Q4 2025
- Q1 2026 revenue and profit soared on AI server and overseas demand, with improved margins.3017Q1 2026
- Q3 2025 revenue and profit more than doubled, led by AI server demand and margin expansion.3017Q3 2025
- H1'25 revenue and profit surged, driven by thermal and server/networking growth.3017Q2 2025
Next Asia Vital Components earnings date
Q3 202611 Nov, 2026
Asia Vital Components
Next Asia Vital Components earnings date
Q3 202611 Nov, 2026
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