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Suzhou TFC Optical Communication (300394) investor relations material
Suzhou TFC Optical Communication Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Q3 revenue reached ¥1.923 billion, up 31.50% YoY; attributable net income was ¥879.2 million, up 55.30% YoY.
YTD revenue totaled ¥4.751 billion, up 21.25% YoY; attributable net income reached ¥2.083 billion, up 42.18% YoY.
Financial highlights
Q3 adjusted net income was ¥878.6 million, up 55.78% YoY; YTD adjusted net income was ¥2.065 billion, up 44.26% YoY.
YTD operating cash flow was ¥1.462 billion, up 8.75% YoY.
Total assets rose 27.84% from year-end to ¥8.245 billion; equity attributable to shareholders rose 19.50% to ¥6.580 billion.
Segment performance
Global AI industry growth and data-center construction supported sustained demand for high-speed optical-device products.
- Net profit surged 33.92% on strong AI and data center demand, with robust cash flow and margins.300394
Q2 2026 - Q1 2026 saw 40.82% revenue growth and 45.79% net profit growth, with H-share listing plans approved.300394
Q1 2026 - Record revenue and profit growth fueled by AI and data center demand, with robust global expansion.300394
Q4 2025 - Revenue and profit soared on AI-driven demand, with strong cash flow and higher dividends.300394
Q3 2025 - H1 2025 revenue up 57.84%, net profit up 37.46%, led by AI and data center growth.300394
Q2 2025 - Q3 revenue and profit soared on robust AI and data center demand for optical components.300394
Q3 2024 - Revenue and profit soared in H1 2024 on robust AI and data center demand.300394
Q2 2024 - Record profit and revenue growth fueled by AI, global expansion, and strong cost control.300394
Q4 2024 - Q1 2025 saw double-digit revenue and profit growth, with strong cash flow and order momentum.300394
Q1 2025
Next Suzhou TFC Optical Communication earnings date
Next Suzhou TFC Optical Communication earnings date
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