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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.
Delta Electronics
Delta Electronics (2308) investor relations material
Delta Electronics 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 revenue reached NT$197.1B, up 31% YoY and 8% QoQ; operating profit rose 31% YoY to NT$32.6B.
YT3Q26 revenue increased 37% YoY to NT$539.7B, with net profit after tax up 62% to NT$69.2B.
Financial highlights
3Q26 gross profit was NT$67.2B, up 28% YoY and 3% QoQ; gross margin was 34.1%, versus 34.9% in 3Q25 and 35.6% in 2Q26.
YT3Q26 gross profit rose 43% YoY to NT$191.4B; gross margin improved to 35.5% from 34.1%.
3Q26 net profit after tax was NT$23.5B, up 26% YoY and down 7% QoQ; net margin was 11.9%.
YT3Q26 operating profit increased 59% YoY to NT$91.6B; operating margin improved to 17.0% from 14.6%.
3Q26 non-operating profit totaled NT$1.046B, down from NT$4.429B in 2Q26; investment gains were NT$265M versus NT$1.880B in 2Q26.
Segment performance
Power Electronics 3Q26 sales were NT$105.930B, +40% YoY and +10% QoQ; profit was NT$19.920B, +22% YoY and -1% QoQ.
Mobility sales were NT$9.071B, +7% YoY and +10% QoQ; segment loss was NT$137M, with YoY loss worsening 657% and QoQ loss narrowing 65%.
Automation sales were NT$15.900B, +19% YoY and +2% QoQ; profit was NT$769M, turning profitable YoY and QoQ.
Infrastructure sales were NT$65.880B, +25% YoY and +5% QoQ; profit was NT$12.068B, +40% YoY and +7% QoQ.
YT3Q26 Infrastructure sales rose 47% YoY to NT$180.154B and profit increased 92% to NT$33.512B; Power Electronics sales rose 44% to NT$287.848B.
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Latest events from Delta Electronics
- Net profit and revenue soared, driven by power electronics and infrastructure growth.2308
Q2 2026 - Revenue and net profit soared in Q1 2026, driven by power electronics and infrastructure growth.2308Q1 2026
- Record profit and revenue growth led by Infrastructure and Power Electronics segments.2308Q4 2025
- Record revenue and profit growth driven by Infrastructure and Power Electronics; Mobility and Automation lagged.2308Q3 2025
- Record Q2 results and 1H growth were led by infrastructure and data-center demand.2308Q2 2025
- Record profit and margin growth in Q3, with robust segment gains and strong cash flow.2308Q3 2024
- Q2 profit and margins surged, with 1H24 showing stable growth and robust investments.2308Q2 2024
- Q1 2025 revenue and profit surged on data center demand, with tariffs and global risks persisting.2308Q1 2025
- 2024 revenue up 5%, margins improved, and a NT$7 dividend is proposed.2308Q4 2024
Next Delta Electronics earnings date
Q4 202626 Feb, 2027
Delta Electronics
Next Delta Electronics earnings date
Q4 202626 Feb, 2027
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Frequently asked questions
Delta Electronics Inc, commonly referred to as Delta, is a global leader in the design, manufacture, and sale of power and thermal management products and services. The company's vast product range includes power supplies, thermal management solutions, and electronic components, along with infrastructure for data centers, facial recognition access control systems, LED lighting, intelligent surveillance systems, automotive electronics, high-power motor drives, and industrial automation products. Delta caters to a wide array of sectors, including consumer electronics, healthcare, IT, home entertainment, transportation, education, and security. Delta Electronics is headquartered in Taipei, Taiwan, and its shares are listed on the Taiwan Stock Exchange.