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Foxconn Technology (2354) investor relations material
Foxconn Technology Investor presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Current business and outlook
Celebrating 35 years of advanced ICT product R&D with global production bases in 10 core locations and 2025 revenue of NT$156.2 billion (approx. USD 5 billion).
Product portfolio includes gaming consoles, casings, thermal modules, and robots, supported by specialized business units.
Operations span the US, China, Vietnam, and Japan, with vertically integrated manufacturing and intelligent automation.
Robotics offerings target smart home, education, inspection, and healthcare, leveraging AI and edge computing for personalized and efficient services.
Robot-as-a-Service model shifts revenue to recurring streams, improving customer LTV and ROI at scale.
Financial performance
Q2 2026 EPS was NT$0.63, with a revenue growth rate of -26.40%, gross margin at 4.03%, operating profit margin at 1.13%, and net profit margin at 2.89%.
Game consoles contributed 78% of Q1 2026 revenue and 76% in H1 2026, with thermal modules and casings making up most of the remainder.
Key ratios and balance sheet figures show stable shareholder equity and asset-liability management through Q2 2026.
Cash flow statements indicate ongoing operational and investment activities across recent quarters.
ESG strategy
Established a Sustainability Promotion Office in 2024, integrating resources for sustainable operations and innovation.
Board of directors is 60% independent, with a Sustainable Development Committee guiding ESG initiatives.
Increased use of renewable energy, expanded recycled materials in products, and achieved international waste zero landfill certifications.
Social welfare programs support medical, educational, and disaster relief efforts, with regular community engagement.
Multiple international certifications in quality, environment, energy, information security, and social responsibility across factory locations.
- Q1 2026 saw a 16% revenue drop and 30% lower net profit amid margin stability and impairment losses.2354
Q1 2026 - Revenue surged, but profit and EPS fell amid margin pressure and one-time losses.2354
Q4 2025 - Revenue grew but net income and EPS fell year-over-year, with stable liquidity and debt ratio.2354
Q3 2025 - Revenue up, net income down; qualified review, strong cash, and new investments.2354
Q2 2025 - Revenue and profit declined sharply, but gross margin improved to 10%.2354
H1 2024 - Revenue and profit fell, but margin gains and segment growth supported financial stability.2354
Q3 2024 - Q1 2025 delivered robust revenue and profit growth, with EPS up to NT$0.67 and strong cash dividends.2354
Q1 2025 - Revenue up, profit down; cash reserves drop, customer concentration risk remains high.2354
Q4 2024
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