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Advantech (2395) investor relations material
Advantech Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Achieved record-high revenue and net income in 2Q26 and 1H26, with double-digit growth both quarter-over-quarter and year-over-year.
Revenue for H1 2026 rose 32% year-over-year to NT$46.51 billion, with net profit after tax up 66% to NT$7.85 billion and basic EPS at $9.05.
Q2 2026 revenue increased 46% year-over-year to NT$26.13 billion, with net profit after tax up 127% to NT$4.52 billion and basic EPS at $5.20.
All major business units and geographic regions reported double-digit growth, with North America, Europe, China, North Asia, Taiwan, and Emerging Markets leading.
Operating profit margin improved significantly year-over-year due to effective operating expense control and operating leverage.
Financial highlights
2Q26 net sales reached NT$26,126 million, up 28% sequentially and 46% year-over-year.
Gross profit for H1 2026 was NT$17.83 billion (gross margin 38.3%), and operating profit was NT$8.86 billion (operating margin 19.0%).
For Q2 2026, gross profit was NT$9.85 billion (gross margin 37.7%), and operating profit was NT$5.13 billion (operating margin 19.6%).
Net income to parent in 2Q26 was NT$4,518 million, up 127% year-over-year; EPS was NT$5.20.
1H26 revenue was NT$46,512 million, up 32% year-over-year; operating profit was NT$8,856 million, up 46% year-over-year.
Outlook and guidance
Management expects continued growth, leveraging strong performance in key sectors and regions, with a focus on digital transformation and IoT solutions.
No significant post-balance sheet events or disaster losses were reported.
- Revenue declined, but record parent-attributable profit and 40.5% gross margin held firm.2395
Q4 2023 - Record Q1 2026 revenue and profit growth, strong global demand, and positive outlook despite margin pressures.2395
Q1 2026 - Record 19% revenue and 18% net profit growth, with strong global segment expansion and dividends.2395
Q4 2025 - Q3 revenue up 19% YoY, net profit up 23%, and all regions posted double-digit growth.2395
Q3 2025 - Six-month revenue up 23% and net profit up 15% year-over-year, with robust 3Q25 outlook.2395
Q2 2025 - Q3 revenue flat, net income down, but margin up; Taiwan and ASEAN grew 18% YoY.2395
Q3 2024 - Sequential growth in 2Q24 offset by double-digit YoY declines across segments and regions.2395
Q2 2024 - Q1 2025 revenue and net profit surged 25% and 37%, with broad-based segment growth.2395
Q1 2025 - FY2024 profit and revenue declined, but IIoT and Taiwan market grew.2395
Q4 2024
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