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Edge12 Dec 2025
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The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
Lite-On Technology Corporation (2301) investor relations material
Lite-On Technology Corporation Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary29 Oct, 2025
Executive summary
Achieved double-digit growth in revenue and profits for the first three quarters of 2025, with Q3 revenue up 22% YOY and net profit at NT$4.65 billion, EPS NT$2.05, driven by AI, cloud, and high-value businesses.
For the first nine months, consolidated sales were NT$121.7 billion, net profit NT$11.3 billion, and EPS NT$4.94, up 27% YOY.
AI-related products now account for over 20% of revenue, with further increases expected next year.
Growth was driven by increased shipments in cloud computing, AI server power management, energy storage, and high-end LED solutions.
Focused on AI, cloud computing, and system integration, with significant investments in R&D and capacity expansion across Vietnam, Kaohsiung, and Texas.
Financial highlights
Q3 2025 revenue reached NT$44.9 billion, up 11% QOQ and 22% YOY; net profit after tax was NT$4.65 billion, EPS NT$2.05, a record high.
Q3 gross profit margin was 25%, up 2.9 percentage points QOQ; operating profit margin was 10.4%, up 1.2 points QOQ.
For the first nine months, gross margin was 23%, operating margin 10%, and operating profit NT$12.1 billion, up 28% YOY.
Net cash position at Q3 2025 ranged from NT$51.7 billion to NT$86.7 billion, with cash generated from operations at NT$8.43 billion for the nine months.
Total assets as of September 30, 2025, were NT$203.9 billion, with total equity of NT$83.8 billion.
Outlook and guidance
Expect continued double-digit annual growth in revenue and profits, with AI and high-end power supply products as key drivers.
Q4 and 2026 outlook remain optimistic, with both QOQ and YOY growth anticipated, especially in core businesses.
CapEx for 2024 projected to grow by at least 25% YOY, reaching TWD 6-7 billion, with further increases expected next year.
Board approved a new credit facility and plans to issue up to NT$12 billion in convertible bonds to strengthen capital and repay loans.
US$200 million capital increase approved for Vietnam subsidiary to support capacity expansion.
Timeline for 800V DC Power Rack ramp-up?
Reason for Opto-electronics segment decline?
Impact of Vietnam expansion on future margins?
Strategy for 800V/SST adoption and timing?
BBU capacity increase for next year?
How will R&D investment drive future growth?
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Next Lite-On Technology Corporation earnings date
Q4 202526 Feb, 2026
Next Lite-On Technology Corporation earnings date
Q4 202526 Feb, 2026
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Frequently asked questions
Lite-On Technology Corporation specializes in the manufacture of a broad spectrum of consumer electronics, including but not limited to LEDs, semiconductors, computer chassis, monitors, motherboards, and optical disc drives. Lite-On's product range extends into diverse fields such as cloud computing, automotive electronics, optoelectronic semiconductors, 5G, AIoT, information and communication technology, and consumer electronics. The company is headquartered in Taipei, Taiwan, and its shares are listed on the Taiwan Stock Exchange.
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