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Foxconn Industrial Internet (601138) investor relations material
Foxconn Industrial Internet Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Revenue rose 56.52% year-over-year to RMB 251.08 billion, driven by surging AI computing demand and optimized product mix.
Net profit attributable to shareholders doubled, up 102.55% year-over-year to RMB 10.59 billion.
Operating cash flow surged 1,826.20% year-over-year, reflecting strong sales collections.
Financial highlights
Total assets reached RMB 457.19 billion at quarter-end, up 0.21% from year-end 2025.
Shareholders’ equity increased 5.66% to RMB 176.22 billion.
Basic and diluted EPS both at RMB 0.53, up 103.85% year-over-year.
Gross margin improved as product structure shifted toward higher-value AI and cloud offerings.
Outlook and guidance
AI computing demand expected to remain robust, supporting continued revenue and profit growth.
Ongoing product mix optimization and expansion in cloud and AI server shipments anticipated.
- Revenue and profit surged on AI and cloud growth, with strong shareholder returns.601138
H2 202513 Mar 2026 - AI and cloud demand fueled 28.7% revenue and 22.04% profit growth in H1 2024.601138
H1 202416 Dec 2025 - AI and cloud-driven revenue and profit growth reinforce leadership and strong outlook.601138
H2 202416 Dec 2025 - AI server and cloud demand fueled 42.81% revenue and 62.04% net profit growth in Q3 2025.601138
Q3 202530 Oct 2025 - AI server and cloud demand fueled over 35% revenue and 38% net profit growth.601138
H1 202515 Aug 2025 - Record revenue and profit fueled by AI server demand, but cash flow dropped sharply.601138
Q3 202413 Jun 2025 - Q1 2025 saw 35% revenue growth and 25% profit rise, led by AI and cloud server demand.601138
Q1 20256 Jun 2025
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Next Foxconn Industrial Internet earnings date
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