Acer (2353) Q1 2026 earnings summary

Executive summary

• Q1 2026 revenue reached NT$72,423 million, up 18% year-over-year from NT$61.3 billion in Q1 2025, but down 3% sequentially from Q4 2025.

• Net income rose to NT$1.34 billion, a 90% increase compared to NT$704 million in the prior year period.

• Profit after tax was NT$702 million, a 36% increase year-over-year but a 34% decrease from the previous quarter.

• Businesses beyond PCs and displays contributed 34.7% of total revenues, growing 29.5% year-over-year.

• Total assets reached NT$274.8 billion as of March 31, 2026, up from NT$225.2 billion a year earlier.

Financial highlights

• Gross profit for Q1 2026 was NT$8,086 million, up 25% year-over-year but down 6% sequentially.

• Gross profit margin was 11% in Q1 2026, up from 11% in Q1 2025, with gross profit at NT$8.1 billion.

• Operating income was NT$803 million, down 23% year-over-year and 57% sequentially.

• EPS for Q1 2026 was NT$0.23, compared to NT$0.17 in Q1 2025 and NT$0.36 in Q4 2025.

• Non-operating income surged to NT$961 million from a loss of NT$81 million in Q1 2025.

Outlook and guidance

• Board approved a cash dividend of NT$1.3 per share, with ex-dividend date June 26 and distribution on July 16.

• No explicit forward-looking guidance provided, but strong revenue and net income growth indicate positive momentum.