Sercomm (5388) Q2 2026 earnings summary

Executive summary

• Net sales for Q2 2026 reached NT$20,616 million, up 68.8% year-over-year and 23.8% sequentially from Q1 2026.

• Net income attributable to owners for Q2 2026 was NT$473 million, a 41.6% increase year-over-year and 56.5% higher than Q1 2026.

• H1 2026 net sales totaled NT$37,263 million, up 58.1% year-over-year.

Financial highlights

• Q2 2026 gross profit was NT$2,536 million, up 25.2% year-over-year and 11.5% sequentially.

• Operating profit for Q2 2026 was NT$678 million, a 79.3% increase year-over-year and 38.2% higher than Q1 2026.

• EPS after tax for Q2 2026 was NT$1.58, compared to NT$1.13 in Q2 2025 and NT$1.01 in Q1 2026.

• H1 2026 net income attributable to owners was NT$775 million, up 21.3% year-over-year.

Segment performance

• In H1 2026, Broadband CPE contributed 60% of revenue, Infrastructure & IoT 21%, and Enterprise 19%.

• Compared to 2025, Broadband CPE's share increased, while Enterprise's share decreased.