)
Winbond Electronics (2344) investor relations material
Winbond Electronics Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
3Q26 consolidated net sales reached NT$82,331m, up 37.6% QoQ and 278.2% YoY; operating margin rose to 53.2%.
Memory capacity utilization remained ~100%, with strong AI-related demand supporting the memory upcycle and profitability momentum.
Financial highlights
Gross profit was NT$58,101m, up 46.6% QoQ and 471.5% YoY; gross margin was 70.6%, up 4 ppts QoQ and 24 ppts YoY.
Operating profit was NT$43,784m, up 51.1% QoQ and 1,082.4% YoY; operating expenses were NT$14,317m, up 34.2% QoQ.
Net income was NT$35,138m, up 45.2% QoQ and 1,201.1% YoY; net profit margin was 42.7%.
EPS was NT$7.58 for 3Q26; 3Q26 YTD EPS was NT$15.32. EBITDA was NT$51,781m.
Outlook and guidance
High-density NOR demand and pricing momentum are expected to remain strong into 2027; SLC NAND pricing outlook is also favorable, supported by design-ins.
Further upside in 4Q contract pricing is expected for Customized Memory Solution; constrained supply is expected to persist into 2027.
DDR4 and LPDDR4 series are planned as key 2027 focus areas; CUBE remains on track for mass production in 2027.
- 2H23 improved HoH as FY2023 results weakened and a memory up-cycle came into view.2344
H2 2023 - Record sales and profit growth driven by memory, higher prices, and robust demand.2344
H1 2026 - Q1 2026 net sales up 91% YoY, with strong margins and robust memory-driven growth.2344
Q1 2026 - Net income surged to NT$3.18B on strong sales and margin gains, led by memory and CMS.2344
H2 2025 - Profitability restored in 3Q25, with stable revenue and strong liquidity.2344
Q3 2025 - Net loss widened to NT$1,631M in 2Q25; gross margin 24%, cash up, price recovery expected.2344
H1 2025 - Nine-month 2024 net income reached NT$1.39B on revenue of NT$62.92B, reversing last year's loss.2344
Q3 2024 - Q2 2024 profit rebounded on strong memory growth, margin expansion, and robust cash flow.2344
H1 2024 - Net loss widened despite stable sales, as margin and cost pressures persisted.2344
Q1 2025
Next Winbond Electronics earnings date
Next Winbond Electronics 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
)
)
)
)