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Quanta Computer (2382) investor relations material
Quanta Computer Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Net sales for Q2 FY2026 reached NT$1,036,593 million, up 28.1% quarter-over-quarter and 34.6% year-over-year.
Net income for Q2 FY2026 was NT$28,651 million, a 35.2% increase quarter-over-quarter and 69.9% year-over-year.
Basic EPS for Q2 FY2026 was NT$7.43, compared to NT$5.50 in Q1 FY2026 and NT$4.37 in Q2 FY2025.
Financial highlights
Gross profit for Q2 FY2026 was NT$52,079 million, up 34.6% year-over-year.
Operating income for Q2 FY2026 was NT$38,697 million, up 48.7% year-over-year.
For 1H26, net sales were NT$1,845,814 million, up 86.5% year-over-year.
1H26 net income was NT$49,844 million, up 37.1% year-over-year.
1H26 basic EPS was NT$12.93, compared to NT$9.43 in 1H25.
Key financial ratios and metrics
Gross margin for Q2 FY2026 was 5.02%, compared to 4.78% in Q1 FY2026 and 3.30% in Q2 FY2025.
Operating margin for Q2 FY2026 was 3.73%, up from 2.85% in Q1 FY2026.
Net margin for Q2 FY2026 was 2.76%, up from 2.62% in Q1 FY2026 and 3.34% in Q2 FY2025.
- Q1 2026 revenue surged 67% year-over-year, with net profit up 9% and margin at 4.8%.2382
Q1 2026 - Strong sales and profit growth in 2025 led to higher EPS, dividends, and increased leverage.2382
Q4 2025 - 3Q25 net sales up 16.7% YoY, 9M25 net income up 20.4%, strong cash flow and new bonds.2382
Q3 2025 - Record revenue and profit growth driven by AI, with margin pressure and major new investments.2382
Q2 2025 - Net sales and profit soared year-over-year, supported by strong sales and major bond issuance.2382
Q3 2024 - AI server momentum drove record profits, margin gains, and a new USD 1B bond issuance.2382
Q2 2024 - Q1 2025 revenue and profit soared, but margins and cash flow faced pressure.2382
Q1 2025 - Net income surged 50.5% and a NT$13.00 dividend was proposed for 2024.2382
Q4 2024
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