)
Delta Electronics (2308) investor relations material
Delta Electronics Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Q3 revenue reached a record NT$150.3 billion, up 34% year-over-year and 21% sequentially, driven by strong server power and liquid cooling system shipments.
Gross profit and EBITDA both set new all-time highs, with gross profit at NT$52.4 billion, up 34% year-over-year, and EBITDA at NT$35.4 billion, up 45% year-over-year.
Net profit after tax for Q3 was NT$18.6 billion, up 51% year-over-year and 33% quarter-over-quarter.
EPS for Q3 was NT$7.16, a new historical high, compared to NT$4.75 in Q2 and NT$2.76 in Q3 last year.
Operating profit increased 51% year-over-year and 33% sequentially, with operating margin improving to 16.5%.
Financial highlights
Year-to-date sales totaled NT$393.3 billion, up 28% year-over-year, with gross profit at NT$134.3 billion, up 32% year-over-year.
Year-to-date operating profit reached NT$57.5 billion, up 56% year-over-year, and net profit after tax was NT$42.8 billion, up 53% year-over-year.
Year-to-date EPS was NT$16.47, up 53% from NT$10.80 in the prior year period.
Q3 gross margin was 34.9%, operating margin 16.5%, and net margin 12.4%.
Q3 EBITDA margin was 23.5%.
Outlook and guidance
Strong demand expected to continue into Q4 and next year, especially for data center and AI-related products.
Management remains optimistic for Q4 and Q1 but cautious due to fast-changing environments.
Next Delta Electronics earnings date
Next Delta Electronics earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
)
)
)
Frequently asked questions
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage