)
Lotes (3533) investor relations material
Lotes Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Q2 2026 revenue was NT$9,568,829 thousand, up from NT$8,336,437 thousand YoY; net profit was NT$1,973,563 thousand versus NT$763,530 thousand.�
H1 2026 revenue reached NT$18,896,408 thousand, compared with NT$16,101,931 thousand; net profit was NT$4,404,897 thousand versus NT$3,061,845 thousand.�
The interim financial statements received an auditors’ review conclusion stating nothing came to their attention indicating material misstatement; this was a review, not an audit opinion.�
Financial highlights
Q2 gross profit was NT$4,350,784 thousand, with gross margin of 45% versus 51% YoY; operating profit was NT$2,102,728 thousand versus NT$2,598,502 thousand.�
H1 gross profit was NT$8,972,368 thousand, with gross margin of 47% versus 51%; operating profit was NT$4,811,194 thousand versus NT$5,049,222 thousand.�
H1 pretax profit was NT$5,601,110 thousand versus NT$4,091,139 thousand; income tax expense was NT$1,196,213 thousand versus NT$1,029,294 thousand.�
H1 operating cash flow was NT$4,593,369 thousand versus NT$5,729,218 thousand; ending cash was NT$13,982,858 thousand versus NT$12,499,891 thousand at Dec. 31, 2025.�
Segment performance
H1 server revenue rose to NT$10,114,143 thousand from NT$5,732,286 thousand YoY; desktop revenue declined to NT$3,012,640 thousand from NT$4,844,419 thousand.�
H1 automotive revenue was NT$1,383,295 thousand versus NT$1,065,121 thousand; notebook revenue was NT$1,634,499 thousand versus NT$1,795,603 thousand.�
H1 revenue by geography: Mainland China NT$12,001,647 thousand, other countries NT$5,078,696 thousand, and Taiwan NT$1,816,065 thousand.�
- Strong financials and innovation drive growth in high-speed connectors and automotive markets.3533
Investor presentation - Q1 2026 saw double-digit revenue growth and stable margins, led by strong server and overseas sales.3533
Q1 2026 - Revenue up 12% to NT$33.78B, but net profit fell to NT$7.95B with lower margins.3533
Q4 2025 - Revenue up, profit down; merger approved and NT$4.67B cash dividends distributed.3533
Q3 2025 - H1 2025 saw higher revenue, profit, and strong cash flow, with a solid equity base.3533
Q2 2025 - Q2 2024 net profit jumped 76% year-over-year on strong server and automotive sales.3533
Q2 2024 - Revenue and profit soared on robust server and automotive sales, with margin and EPS sharply higher.3533
Q3 2024 - Record profit and higher dividends in 2024, with all convertible bonds converted to equity.3533
Q1 2025 - Record profit and dividend as revenue and margins surge on strong connector demand.3533
Q4 2024
Next Lotes earnings date
Next Lotes earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
)
)
)
Frequently asked questions
Explore our global coverage