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Delta Electronics (2308) investor relations material
Delta Electronics Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Sales revenue for 1Q26 reached NT$159.4 billion, up 34% year-over-year and down 1% sequentially.
Gross profit increased 56% year-over-year to NT$59.0 billion, with gross margin improving to 37.0%.
Operating profit rose 102% year-over-year to NT$28.4 billion, with operating margin at 17.8%.
Net profit after tax grew 101% year-over-year to NT$20.6 billion, with net margin at 12.9%.
EPS for 1Q26 was NT$7.91, up from NT$3.94 in 1Q25.
Financial highlights
EBITDA for 1Q26 was NT$39.4 billion, up 71% year-over-year and 20% sequentially, representing 24.7% of sales.
Profits before tax reached NT$31.1 billion, up 99% year-over-year and 21% sequentially.
Non-operating profit totaled NT$2.7 billion, reversing a loss in the previous quarter.
Segment performance
Power Electronics sales grew 43% year-over-year to NT$85.6 billion, with segment profit up 15%.
Mobility segment sales declined 27% year-over-year to NT$7.8 billion, with a segment loss of NT$744 million.
Automation sales increased 5% year-over-year to NT$14.4 billion, with segment profit of NT$108 million.
Infrastructure sales surged 48% year-over-year to NT$51.3 billion, with segment profit up 170%.
- Record profit and revenue growth led by Infrastructure and Power Electronics segments.2308
Q4 202517 Apr 2026 - Record revenue and profit growth driven by Infrastructure and Power Electronics; Mobility lagged.2308
Q3 202517 Feb 2026 - Q2 profit and margins surged, with 1H24 showing stable growth and robust investments.2308
Q2 20242 Feb 2026 - Record profit and margin growth in Q3, with robust segment gains and strong cash flow.2308
Q3 202418 Jan 2026 - 2024 revenue up 5%, margins improved, and a NT$7 dividend is proposed.2308
Q4 20247 Jan 2026 - Q1 2025 revenue and profit surged on data center demand, with tariffs and global risks persisting.2308
Q1 202520 Dec 2025 - Record H1 2025 revenue and profit growth driven by infrastructure and power electronics.2308
Q2 20255 Nov 2025
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Next Delta Electronics earnings date
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