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LandMark Optoelectronics (3081) investor relations material
LandMark Optoelectronics Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Achieved significant revenue and profit growth in 2Q 2026, with strong year-over-year and sequential improvements.
Gross margin and operating margin reached multi-year highs, reflecting improved operational efficiency.
Financial highlights
Net revenue for 2Q 2026 was NT$1,221M, up 35% sequentially and 121% year-over-year.
Gross profit rose to NT$702M, a 42% sequential and 193% year-over-year increase.
Operating income reached NT$573M, up 53% sequentially and 284% year-over-year.
Net income was NT$468M, up 48% sequentially and 384% year-over-year; EPS at NT$4.62.
Outlook and guidance
Forward-looking statements indicate expectations of continued growth, but acknowledge risks and uncertainties that may impact future results.
- Q1 2025 saw a return to profitability, strong revenue growth, and improved liquidity.3081
Q1 2025 - Returned to profitability with strong revenue growth and margin recovery, led by China and US sales.3081
Q2 2025 - Revenue up, but gross margin fell and net loss persisted amid high customer concentration.3081
Q2 2024 - Revenue grew and losses narrowed, with improved margins and a strong cash position.3081
Q3 2024 - Net profit rebounded to $238,068 thousand on 70% revenue growth and improved margins.3081
Q3 2025 - 2025 saw a strong return to profitability with robust revenue growth and improved margins.3081
Q4 2025 - Revenue plunged 56% and the company posted a net loss amid margin and demand pressures.3081
Q4 2023 - Revenue up 14% and net loss narrowed to NT$54.5M, with improved gross margin at 20%.3081
Q4 2024 - Q1 2026 saw revenue and profit surge, driven by wafer demand and strong Mainland China sales.3081
Q1 2026
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