APAC Opto Electronics (4908) Q2 2025 earnings summary

Executive summary

• Revenue for Q2 2024 was NT$205.8 million, down 17% year-over-year; first half revenue was NT$418.1 million, down 12%.

• Net income for Q2 2024 was NT$10.8 million, a 79% decrease year-over-year; first half net income was NT$69.8 million, down 37%.

• Gross margin for Q2 2024 was 46%, up from 42% in Q2 2023.

• The company remains focused on manufacturing and selling wired and wireless communication equipment and electronic components.

Financial highlights

• Q2 2024 revenue: NT$205.8 million (Q2 2023: NT$247.9 million).

• Q2 2024 net income: NT$10.8 million (Q2 2023: NT$51.9 million).

• Q2 2024 EPS: NT$0.14 (Q2 2023: NT$0.66).

• First half 2024 revenue: NT$418.1 million (first half 2023: NT$475.6 million).

• First half 2024 net income: NT$69.8 million (first half 2023: NT$111.1 million).

Outlook and guidance

• Management expects no significant impact from newly adopted or upcoming accounting standards.

• No major changes in capital management or risk policies anticipated.