Quanta Computer (2382) Q2 2026 earnings summary

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.