Acer (2353) Q4 2025 earnings summary

Executive summary

• Q4 2025 revenue reached NT$74,359 million, up 13% year-over-year and 1% sequentially from Q3 2025.

• Full-year 2025 revenue was NT$275,628 million, a 4% increase over 2024.

• Net income attributable to shareholders was NT$3.78 billion, down from NT$5.54 billion in 2024.

• Gross profit margin for Q4 2025 was 11.6%, up from 10.5% in Q4 2024.

• Total assets increased to NT$254.6 billion as of December 31, 2025, from NT$219.5 billion a year earlier.

Financial highlights

• Q4 2025 EPS was NT$0.36, down from NT$0.47 in Q4 2024.

• Full-year 2025 EPS was NT$1.26, compared to NT$1.84 in 2024.

• Q4 2025 profit after tax was NT$1,070 million, down 25% year-over-year.

• Operating income for 2025 was NT$7.65 billion, compared to NT$8.97 billion in 2024.

• Operating expenses in Q4 2025 rose 15% year-over-year to NT$6,880 million.

Outlook and guidance

• Notebooks, desktops, and gaming-related products saw strong year-over-year growth in Q4 2025: +11.6%, +23.1%, and +29.5% respectively.

• For full-year 2025, notebooks grew 3.1%, desktops 6.8%, and gaming-related products 11.3%.

• Comprehensive income attributable to shareholders decreased, reflecting lower profitability despite revenue growth.