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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.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.
- First-half 2024 net profit nearly doubled on 14% revenue growth and margin expansion.3231
Q2 2024 - Q1 2025 revenue and net profit surged year-over-year, with strong margins and major strategic moves.3231
Q1 2025 - Q1 2026 net profit rose 61% to NT$18.0B, but gross margin fell to 5.2%.3231
Q1 2026 - Strong revenue, global reach, and ESG leadership drive growth and innovation.3231
Investor presentation - Global ICT leader with strong growth, innovation, and top ESG recognition.3231
Investor presentation - Achieved record 2024 revenue, strong profitability, and top ESG ratings in global ICT markets.3231
Investor presentation - Transformed into a global ICT and AI leader with strong growth, innovation, and sustainability.3231
Investor presentation - Global ICT leader with rising revenue, strong margins, and top ESG awards.3231
Investor presentation - AI and cloud-driven growth, strong financials, and leading ESG performance define recent progress.3231
Investor presentation
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