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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
AUO
AUO (2409) investor relations material
AUO Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary29 Oct, 2026
Executive summary
3Q26 net sales were NT$66,875m, down 5.7% QoQ and 4.3% YoY; operating loss was NT$2,374m and net loss attributable to owners was NT$2,495m.
9M26 net sales fell 2.1% YoY to NT$206,798m; operating loss was NT$2,791m versus operating profit of NT$3,032m in 9M25.
Financial highlights
3Q26 gross profit was NT$6,782m, with a 10.1% margin versus 13.0% in 2Q26; gross margin included a one-time Green Solutions loss, product-mix changes and weaker notebook demand.
Operating expenses rose 1.4% QoQ to NT$9,155m; operating margin was -3.5%, versus 0.3% in 2Q26 and -2.6% in 3Q25.
Consolidated net loss was NT$2,363m; net loss attributable to owners was NT$2,495m and basic EPS was -NT$0.33. Non-operating income was NT$400m, mainly dividend income.
EBITDA was NT$4.9bn, with a 7.4% margin.
9M26 gross profit was NT$24,213m, down 2.5% YoY; net loss was NT$1,282m versus net income of NT$4,066m in 9M25, and EPS was -NT$0.30 versus NT$0.52.
Outlook and guidance
4Q26 Display revenue is expected to decline QoQ as seasonal replenishment ends and branded customers remain cautious in panel procurement.
4Q26 Mobility Solutions revenue is expected to remain flat QoQ; Vertical Solutions revenue is forecast to decline by a low-to-mid-single-digit percentage, including the energy business separation.
2026 depreciation expense is expected at ~TWD 28bn; cash CapEx outflow was revised to no more than TWD 15bn, with some payments deferred to 2027 due to project acceptance timing.
OPEX ratio target is 11%-12% short term and below 10% over the medium to long term; new technology initiatives are expected to contribute meaningful revenue within two to three years.
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Latest events from AUO
- FY2023 losses narrowed, while Q4 remained loss-making and 1Q24 ASP is forecast lower.2409
Q4 2023 - 2Q26 saw revenue growth and a return to profit, but 1H26 net profit dropped sharply year-over-year.2409Q2 2026
- Q1 2026 saw lower sales and a net loss, but margins improved and Mobility/Vertical Solutions grew.2409Q1 2026
- Returned to profit in 2025 with TWD 6.84B net income, margin gains, and segment growth.2409Q4 2025
- Q3 revenue up 1% Q/Q, margins pressured; mobility and vertical solutions drive transformation.2409Q3 2025
- Q3 2024 net sales up 10.9% YoY, gross margin 10.9%, but net loss TWD 923 million.2409Q3 2024
- Q2 revenue jumped 25% QoQ, margins improved, and transformation accelerated in key segments.2409Q2 2024
- Q1 2025 delivered strong profit and revenue growth, but tariff and litigation risks persist.2409Q1 2025
- Q4 2024 returned to profit as sales and margins improved, with strong ESG progress.2409Q4 2024
Next AUO earnings date
Q4 202611 Mar, 2027
AUO
Next AUO earnings date
Q4 202611 Mar, 2027
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Frequently asked questions
AUO Corporation is a Taiwanese company specializing in the research, development, production, and sale of thin-film transistor liquid crystal displays (TFT-LCDs) and other flat panel displays. The company operates through two main segments: Display and Energy, designing, manufacturing, and selling ingots, solar wafers, and solar modules, alongside providing technical engineering and maintenance services for solar system projects. AUO has diversified its business further into digital signage content, construction projects for environmental protection, medical equipment, and software and hardware for the healthcare industry, emphasizing its role in intelligent manufacturing and investment services. The company is headquartered in Hsinchu City, Taiwan, and its shares are listed on the OTCMKTS.