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Edge12 Dec 2025
Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
Lite-On Technology Corporation (2301) investor relations material
Lite-On Technology Corporation Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary29 Oct, 2025
Executive summary
Q3 2025 revenue reached NT$44.9 billion, up 11% QOQ and 22% YOY, with net profit at NT$4.65 billion and EPS of NT$2.05, driven by cloud, AIoT, and power supply solutions.
For the first nine months of 2025, revenue was NT$121.7 billion, net profit NT$11.3 billion, and EPS NT$4.94, up 27% YOY, with strong growth in cloud, AI server power, and high-end LED solutions.
AI-related products contributed over 20% of annual revenue, with further increases expected next year.
Strategic focus on system integration, R&D, and capacity expansion in Vietnam, Kaohsiung, and Texas.
Growth was fueled by increased shipments in cloud computing, AI server power management, energy storage, and high-end LED solutions.
Financial highlights
Q3 2025 gross profit: NT$11.2 billion (25% margin); operating profit: NT$4.7 billion (10.4% margin); net profit: NT$4.65 billion; EPS: NT$2.05, a record high.
First three quarters 2025: gross profit NT$28.4 billion (23.3% margin), operating profit NT$12.1 billion (9.9% margin), net profit NT$11.3 billion, EPS NT$4.94, up 27% YOY.
Cloud and AIoT revenue more than doubled YOY; gross profit up 32% YOY, operating profit up 28% YOY.
Net cash generated from operating activities for the nine months was NT$8.43 billion, up from NT$7.25 billion YOY.
Cash and cash equivalents at period end were NT$86.7 billion.
Outlook and guidance
Double-digit annual growth in revenue and profits targeted for mid- and long-term.
Q4 expected to maintain strong growth, with AI products showing less seasonality than traditional ICT products.
2026 outlook remains optimistic, assuming stable AI market conditions; continued QOQ and YOY growth anticipated.
Board approved a new credit facility and plans to issue up to NT$12 billion in convertible bonds to strengthen capital and repay loans.
US$200 million capital increase approved for Vietnam subsidiary to support capacity expansion.
Timeline for 800V DC Power Rack ramp-up?
Reason for Opto-electronics segment decline?
Impact of Vietnam expansion on future margins?
Strategy for 800V/SST adoption and timing?
BBU capacity increase for next year?
How will R&D investment drive future growth?
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Next Lite-On Technology Corporation earnings date
Q4 202526 Feb, 2026
Next Lite-On Technology Corporation earnings date
Q4 202526 Feb, 2026
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Frequently asked questions
Lite-On Technology Corporation specializes in the manufacture of a broad spectrum of consumer electronics, including but not limited to LEDs, semiconductors, computer chassis, monitors, motherboards, and optical disc drives. Lite-On's product range extends into diverse fields such as cloud computing, automotive electronics, optoelectronic semiconductors, 5G, AIoT, information and communication technology, and consumer electronics. The company is headquartered in Taipei, Taiwan, and its shares are listed on the Taiwan Stock Exchange.
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