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Pegatron (4938) investor relations material
Pegatron Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Net revenue for 1H 2026 was NT$518.6Bn, down 3.9% year-over-year, but 2Q2026 revenue rose 12% sequentially and 3% year-over-year to NT$274Bn, driven by Computing and Consumer segments.
Net income for 1H 2026 increased 47% year-over-year to NT$9.17Bn, with EPS up 31.4% to NT$2.26.
Operating income for 1H 2026 surged 77.7% year-over-year, and 2Q2026 net income attributable to the parent rose 1463.8% year-over-year.
Financial highlights
Gross profit for 1H 2026 was NT$22.96Bn, up 23.8% year-over-year, with gross margin at 4.4%.
2Q2026 operating income was NT$4.20Bn, up 185.4% year-over-year and 48.4% sequentially.
Net non-operating income for 1H 2026 was NT$4.18Bn, down 5.9% year-over-year.
Cash and equivalents at 2026/6/30 were NT$108.8Bn, down from NT$119.4Bn at 2025/12/31.
Cash flow from operations in 1H 2026 was negative NT$37.8Bn, compared to positive NT$3.27Bn in 1H 2025.
Outlook and guidance
Revenue momentum expected to continue in Computing and Consumer segments, while Communication segment faces weaker demand.
- Revenue and profit declined sharply, but gross margin improved and a Mexico plant was acquired.4938
Q1 2026 - Fourth quarter revenue jumped 24% sequentially, but annual profit and revenue declined.4938
Q4 2025 - Net income for 1H2024 rose to NT$9.99Bn on NT$504.1Bn revenue, with improved margins and key gains.4938
Q2 2024 - Gross margin and net profit rose despite lower revenue and a qualified audit opinion.4938
Q3 2024 - Revenue fell 10.5% year-over-year, but net income and EPS rose on stable margins and one-time gains.4938
Q4 2024 - Net income rose 32.1% year-over-year to NT$4.3Bn, with EPS at NT$1.62 and strong segment growth.4938
Q1 2025 - Revenue up 7.1% but net income and cash flow fell sharply amid margin and FX pressures.4938
Q2 2025 - Net income and EPS fell sharply year-over-year amid weak demand and major group changes.4938
Q3 2025
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