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Darfon Electronics (8163) investor relations material
Darfon Electronics Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Achieved strong quarterly revenue growth of 24.8% sequentially and 8.9% year-over-year, driven by a rebound in the green energy channel business.
Operating margin improved sequentially due to economies of scale and effective expense controls.
Net income rose 86.8% quarter-over-quarter and 208.5% year-over-year, outpacing revenue growth and reflecting structural profitability improvements.
Financial highlights
2Q26 net sales reached NT$7,517 million, up from NT$6,025 million in 1Q26 and NT$6,903 million in 2Q25.
Gross profit margin was 16.6%, up from 16.1% in 2Q25 and 18.0% in 1Q26.
Operating income increased to NT$148 million, up 87.9% sequentially and 17.1% year-over-year.
Net income for 2Q26 was NT$61 million, with basic EPS of NT$0.31.
Free cash flow for IH26 was negative NT$414 million, reflecting higher capital expenditures.
Segment performance
Green energy segment showed significant rebound, contributing to overall revenue growth.
Product mix continues to shift toward green energy and integrated components, with IT peripherals declining as a share of revenue.
- Q1 2026 revenue rose 10% year-over-year, with stable margins and two major acquisitions consolidated.8163
Q1 2026 - Gross margin rose to 19% despite lower sales, with positive free cash flow and reduced leverage.8163
Q1 2024 - Revenue up 20.6% year-over-year, but net income and margins fell sharply amid operational risks.8163
Q3 2025 - Sales and profit fell, but E-Mobility expansion and Green Energy share increased.8163
Q4 2024 - Revenue and profit fell, but free cash flow rose and European expansion is underway.8163
Q2 2024 - Revenue and profit fell sharply on weak green energy sales; major European acquisition completed.8163
Q3 2024 - Revenue increased year-over-year, but net income, EPS, and free cash flow declined sharply.8163
Q1 2025 - FY25 revenue up 15.5% YoY, but net income and gross margin declined amid E-Mobility expansion.8163
Q4 2025 - Revenue up 32.8% YoY in 2Q25, but net income fell sharply on margin and credit risks.8163
Q2 2025
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