)
Realtek Semiconductor (2379) investor relations material
Realtek Semiconductor Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Q3 revenue was NT$37,731.811M, up 27.9% YoY and 0.5% QoQ; operating income rose 33.1% YoY to NT$4,144.190M.
Q3 net income was NT$4,126.285M, up 20.3% YoY; EPS was NT$8.05 versus NT$6.69 in Q3 2025.
9M revenue reached NT$111,707.580M and net income was NT$12,261.407M, compared with NT$96,427.898M and NT$12,099.449M, respectively, a year earlier.
The interim review was qualified because certain subsidiaries and equity-method investees were not independently reviewed; the qualification covered 7.01% of consolidated assets at September 30, 2026.
Financial highlights
Q3 gross profit was NT$17,902.585M, up 22.2% YoY and 1.4% QoQ.
Operating expenses were NT$13,758M, up 19.2% YoY and down 1.2% QoQ; R&D expense was NT$10,082M.
Operating profit was NT$4,144M; the 11.0% operating margin rose 0.4pp YoY and 1.1pp QoQ.
Net non-operating income was NT$606M, down 34.9% YoY and 6.0% QoQ, mainly due to FX and financial-asset valuation losses.
9M operating costs rose to NT$58,066.585M from NT$47,689.698M; inventory obsolescence and market-value allowances were a NT$534.318M expense versus a NT$520.081M reversal.
Outlook and guidance
Q4 order momentum remained stable; seasonality may not bring the usual revenue slowdown, supported by mix and pricing, while PC demand is expected to weaken further.
2027 top-line growth is expected to remain steady, driven by higher ASPs, specification upgrades and new products; Wi-Fi 7, multi-gigabit Ethernet and 10G PON should improve mix.
Gross margin is expected to recover gradually in H2 2026; 2027 pricing will be measured amid changing foundry and OSAT costs, with focus on stable profitability and growth.
OpEx ratio is expected to remain broadly stable near term; over time, revenue is expected to grow faster than operating expenses as higher-value solutions expand.
- Q2 2026 revenue up 17.7% YoY, but margins and net profit declined amid higher costs and litigation.2379
Q2 2026 - Q1 2026 delivered strong revenue growth but faced margin pressure and ongoing supply risks.2379
Q1 2026 - 2025 revenue up 8.2% to NT$122.71B, net income at NT$14.75B, with margin pressure and cautious 2026 outlook.2379
Q4 2025 - Q3 profit fell, but nine-month revenue and net income rose; long-term demand remains strong.2379
Q3 2025 - First-half 2025 revenue up 19% YoY, with strong auto Ethernet and AIoT growth amid FX risks.2379
Q2 2025 - Q3 net income up 70.1% on 15.3% revenue growth, with strong margins and segment gains.2379
Q3 2024 - Q2 revenue and net income surged, with gross margin at 50.9% and robust outlook ahead.2379
Q2 2024 - Q1 2025 net income jumped 52% on strong IC demand, but risks and uncertainties remain.2379
Q1 2025 - Net income up 67.1% on 19.1% revenue growth; TWD 25.5 dividend proposed.2379
Q4 2024
Next Realtek Semiconductor earnings date
Next Realtek Semiconductor earnings date
AI chat
Ask anything. Verify everything.
Ask across every event and document from public companies. Each answer links back to the exact line in the transcript, slide or filing it came from.Learn moreFind what matters
AI across all first-party IR material. Live calls, transcripts, slides, filings.)
Trust every finding
50m+ first-party documents. Every output traceable to its source.Automations
Zero in on what matters
Define the prompt once. It runs the moment a company publishes or on a schedule you set. Outputs map to the exact signals you choose.Learn more)
Event-triggered research
Runs when a company publishes new material. Trigger on the first published document for the earliest possible run, or wait for a specific one.)
Scheduled research
Runs on a recurring cadence you set. Daily, weekly, monthly, or quarterly, for aggregate reads across a period rather than a single event.Live audio & transcripts
Be first
Join any earnings call live in one click, with no manual registration. Follow the transcript as it happens and jump straight to the moments that matter.Learn more)
Live earnings calls
Join any call in one click. The audio keeps playing while you work elsewhere in Quartr.)
Live transcripts
Speaker-by-speaker, in real time. Searchable across every live and historical call.Quartr MCP connects your AI environment to 17K+ public companies
Quartr's AI stands out because it only pulls clean, first-party data from public companies. In investing, that's everything.
Jamie Ross
Investment Manager, GAM Investments
Research that used to take hours now takes seconds with Quartr Pro. Tracking shifts in tone or extracting tables, it's as simple as typing a query.
Tom O'Hara
Investment Director
Before Quartr we spent hours manually compiling insights through the peer earnings cycle. Now, these tasks are done faster, with greater precision.
Gregg Lampf
VP of Investor Relations
Being able to ask specific questions across years of transcripts and reports and instantly get verified answers is a game-changer.
Pontus Dackmo
CEO & Investment Manager
)
)
)
)