Quanta Computer
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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.
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Q2 2026 earnings summary13 Aug, 2026

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.

Explain the 200bps YoY gross margin compression
Drivers for the 17% sequential inventory growth
Impact of FX gains on 2Q26 pre-tax income
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