Wistron
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Wistron (3231) investor relations material

Wistron Q2 2026 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Q2 2026 earnings summary21 Aug, 2026

Executive summary

  • Transitioned from PC-centric (pre-2010) to diversified AI, server, and enterprise compute focus, driving significant revenue growth.

  • Positioned as a key player in AI compute, network, and enterprise mobility, with strong exposure to major tech clients and CSPs.

  • Recognized for ESG leadership, innovation, and sustainability, earning top global awards and ratings.

  • Net revenues for the six months ended June 30, 2026 reached $1,741,745,642 thousand, up from $897,776,520 thousand in the same period last year, with gross profit margin at 5%.

  • The independent auditor's review found no material misstatements in the financial statements.

Financial highlights

  • Net revenue reached NT$2,186.5bn in 2025, up from NT$1,049.3bn in 2024 and NT$867.1bn in 2022.

  • Operating income rose to NT$78.6bn in 2025 from NT$27.4bn in 2024 and NT$39.0bn in 2022.

  • 1H'26 net revenue surged 94% YoY to NT$1,741.7bn, with PAT up 106.6% YoY to NT$24.5bn and EPS up 91.6% YoY to NT$7.78.

  • EBITDA for 2025 was NT$105.0bn, up from NT$45.4bn in 2024.

  • Cash and cash equivalents at period end were $123,163,873 thousand, up from $83,079,905 thousand a year earlier.

Outlook and guidance

  • AI revenue contribution and YoY growth rates are expected to remain strong, with further expansion across products and business models.

  • 1H'26 guidance indicates continued robust growth in revenue and profitability, driven by AI and enterprise compute platforms.

  • The Group continues to evaluate the impact of new IFRS standards, including IFRS 18, which will affect income statement presentation and management performance measures.

  • Management is monitoring climate-related risks and their impact on accounting estimates.

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Frequently asked questions

Wistron Corporation is an electronics manufacturer based in Taiwan. Established on May 30, 2001, after being spun off from Acer Inc., Wistron has grown into a global entity, engaging in the design, manufacturing, and after-sales support services for a broad spectrum of technology products. Its diverse product lineup includes notebook PCs, desktop systems, server and storage systems, information appliances, handheld devices, and networking and communication products. The company is headquartered in Taiwan, and its shares are listed on the Taiwan Stock Exchange.