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AUO
AUO (2409) investor relations material
AUO Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary10 Feb, 2026
Executive summary
Q4 2025 revenue was TWD 70.1 billion, up 0.3% sequentially and 2.1% year-over-year, with a 3% FX benefit from NTD depreciation.
Net profit for Q4 2025 was TWD 2.88 billion, reversing a prior loss and up 78% year-over-year, driven by a TWD 4.8 billion non-GAAP gain from a plant sale.
Full-year 2025 revenue reached TWD 281.4 billion, up 0.4% year-over-year, with net profit of TWD 6.8 billion and improved gross margin.
Transformation strategy shifted business mix toward higher-margin mobility and vertical solutions, now 43% of revenue.
Returned to profitability in FY 2025 after a net loss in FY 2024, with comprehensive income also improving.
Financial highlights
Q4 2025 gross margin rose to 10.7%, up from 9.6% in Q3 and 7.9% in Q4 2024.
Q4 2025 operating margin was -2.7%, with an OP loss of TWD 1.9 billion, slightly wider than Q3 but improved from Q4 2024.
Full-year 2025 EPS was TWD 0.9; net profit attributable to owners was TWD 6.8 billion.
Gross profit for FY 2025 rose 33.6% year-over-year to TWD 32.4 billion, with gross margin at 11.5%.
Net cash from operating activities in FY 2025 was TWD 11.1 billion, down from TWD 23.1 billion in FY 2024.
Outlook and guidance
Q1 2026 revenue expected to decline in mobility and display due to seasonality and fewer working days; vertical solutions to be flat or slightly down.
For 2026, cautious optimism with expectations for gradual revenue growth, but monitoring memory shortages, tariffs, and geopolitical risks.
Mobility and vertical solutions targeted for double-digit annual growth; display to focus on profitability.
CapEx for 2026 not to exceed TWD 20 billion, with a shift to asset-light investments.
What drove the 4Q25 non-operating income surge?
Explain the significant decline in Other Equity.
Why did operating cash flow decline in FY25?
Timeline for AI-related product revenue contribution?
How will 2030 revenue mix impact profit growth?
Key drivers for Mobility Solutions' double-digit CAGR?
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Next AUO earnings date
Q1 202629 Apr, 2026
AUO
Next AUO earnings date
Q1 202629 Apr, 2026
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Frequently asked questions
AUO Corporation is a Taiwanese company specializing in the research, development, production, and sale of thin-film transistor liquid crystal displays (TFT-LCDs) and other flat panel displays. The company operates through two main segments: Display and Energy, designing, manufacturing, and selling ingots, solar wafers, and solar modules, alongside providing technical engineering and maintenance services for solar system projects. AUO has diversified its business further into digital signage content, construction projects for environmental protection, medical equipment, and software and hardware for the healthcare industry, emphasizing its role in intelligent manufacturing and investment services. The company is headquartered in Hsinchu City, Taiwan, and its shares are listed on the OTCMKTS.
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