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Foxconn Industrial Internet (601138) investor relations material
Foxconn Industrial Internet Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Q3 revenue reached RMB 383,553,853 thousand, up 57.73% YoY; 9M revenue was RMB 941,414,498 thousand, up 55.88% YoY.
Q3 net income attributable to shareholders was RMB 16,634,153 thousand, up 60.35% YoY; 9M net income was RMB 40,374,611 thousand, up 79.55%.
Financial highlights
Q3 profit before tax was RMB 19,430,839 thousand, up 59.00% YoY; 9M profit before tax was RMB 47,247,792 thousand, up 80.03%.
Adjusted for non-recurring items, attributable net income was RMB 16,464,833 thousand in Q3, up 64.82% YoY, and RMB 39,448,956 thousand for 9M, up 82.15%.
9M operating profit was RMB 47,230,993 thousand versus RMB 26,297,649 thousand; net income was RMB 40,396,694 thousand versus RMB 22,521,572 thousand.
Segment performance
Cloud computing revenue grew 75% YoY and 25% QoQ; AI-ASIC server shipments rose 1.5x YoY and 80% QoQ, while AI-GPU rack shipments increased 70% YoY and 15% QoQ.
New-generation AI racks began shipping, with overall market share continuing to improve versus the prior generation.
Network equipment revenue rose 1.2x YoY and 25% QoQ; shipments of 800G-and-above switches increased 80% YoY and 25% QoQ.
AI-related networking products expanded across Ethernet, CPO and NVLink switches and SuperNICs; WiFi 7 routers and low-earth-orbit satellite broadband equipment also grew rapidly.
- AI server sales surged 150%+, fueling record revenue and profit growth.601138
H2 2024 - Net profit nearly doubled on 55% revenue growth, fueled by AI and cloud business expansion.601138
Q2 2026 - AI-driven revenue and profit soared over 100% year-over-year, with cloud and server shipments surging.601138
Q1 2026 - Revenue and profit surged on AI and cloud growth, with strong shareholder returns.601138
H2 2025 - AI server and cloud demand fueled 42.81% revenue and 62.04% net profit growth in Q3 2025.601138
Q3 2025 - AI server and cloud demand fueled over 35% revenue and 38% net profit growth.601138
H1 2025 - Record revenue and profit fueled by AI server demand, but cash flow dropped sharply.601138
Q3 2024 - AI server and cloud demand drove 28.7% revenue growth and 22% profit rise in H1 2024.601138
H1 2024 - Q1 2025 saw 35% revenue growth and 25% profit rise, led by AI and cloud server demand.601138
Q1 2025
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