Greatek Electronics (2441) Q2 2026 earnings summary

Executive summary

• Revenue for 1H26 reached NT$10,006M, up 21.8% year-over-year and 17.1% compared to 2H25.

• Net income for 1H26 was NT$1,692M, a 59% increase year-over-year.

• EPS for 1H26 was NT$2.98, up from NT$1.88 in 1H25 and NT$2.43 in 2H25.

• Total comprehensive income surged to NT$5,040,072 thousand, driven by strong operating results and significant unrealized gains on equity investments.

Financial highlights

• Gross margin improved to 24.0% in 1H26, up 2.7 percentage points year-over-year.

• Operating income margin rose to 20.1% in 1H26, up 2.6 percentage points year-over-year.

• Net worth per share as of June 30, 2026 was NT$48.32.

• Total assets stood at NT$33,662M, with equity representing 82% of total assets.

• Cash and cash equivalents increased to NT$7,061,176 thousand as of June 30, 2026.

Outlook and guidance

• AI and high-performance computing expected to drive continued demand for Bumping and Flip-Chip packaging.

• New smartphone launches and seasonal consumer electronics strength to support shipment growth.

• Automotive and industrial markets anticipated to maintain steady growth.

• Edge AI adoption expected to accelerate expansion in PC, smartphone, and smart IoT device applications.

• The company is assessing the impact of new IFRS standards, including IFRS 18, effective January 1, 2028.