)
TCL Technology (000100) investor relations material
TCL Technology Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Operating revenue for H1 2026 reached RMB 88.65 billion, up 3.6% year-over-year, with net profit attributable to shareholders surging 102.2% to RMB 3.81 billion.
Core businesses include displays, new energy photovoltaics, and silicon materials, with significant advances in technology and operational efficiency.
Cash and cash equivalents at period-end were RMB 22.22 billion; debt-to-asset ratio increased to 65.0%.
Financial highlights
Net profits attributable to shareholders after non-recurring gains and losses doubled year-over-year to RMB 3.14 billion.
Basic EPS rose 83.5% to RMB 0.1861; weighted average ROE increased by 2.65 percentage points to 6.19%.
Net cash from operating activities declined 35.4% to RMB 17.62 billion due to increased inventory stocking.
Total assets decreased 2.04% to RMB 365.14 billion; net assets attributable to shareholders rose 3.48%.
Outlook and guidance
Focus remains on technological innovation, AI integration, and expanding high-value product segments.
Capital expenditure intensity expected to decline, with disciplined investment and enhanced free cash flow quality.
Continued global expansion in photovoltaics and silicon materials, with new capacity ramp-ups planned.
- Q1 2026 net profit jumped 53.7% on robust display and photovoltaic business growth.000100
Q1 2026 - Net profit surged 188.8% YoY on strong display and silicon materials growth.000100
Q4 2025 - Net profit nearly doubled year-over-year, driven by strong display and silicon materials growth.000100
Q3 2025 - Net profit surged 322% YoY to RMB 1.01 billion on record display business and improved photovoltaics.000100
Q1 2025 - Net profit surged 89.3% YoY to RMB 1.88 billion on strong display business growth.000100
Q2 2025 - Display segment growth offset by steep profit drop and photovoltaic challenges in Q3 2024.000100
Q3 2024 - Net profit soared 192% year-over-year on display business strength, despite lower revenue.000100
Q2 2024 - Display growth offset by photovoltaic losses; net profit down 29.4% year-over-year.000100
Q4 2024
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
)
)