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WNC (6285) investor relations material
WNC Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Q3 2026 revenue reached NT$48,696 million, up 23.5% QoQ; PAT rose 28.2% to NT$2,090 million and EPS was NT$4.35.
Q1–Q3 2026 revenue increased 40.9% YoY to NT$117,291 million; PAT grew 133.7% to NT$4,852 million and EPS was NT$10.10.
Financial highlights
Q3 gross margin was NT$5,954 million, up 16.1% QoQ; operating income rose 24.1% to NT$2,567 million.
Q1–Q3 gross margin was NT$15,092 million, up 51.6% YoY; operating income increased 124.5% to NT$5,998 million.
Q1–Q3 PBT rose 134.4% YoY to NT$6,107 million; non-operating income was NT$109 million versus a NT$67 million loss.
Segment performance
Q1–Q3 revenue mix by customer segment: Service Provider 45%, Automotive 24%, Enterprise 15%, Others 4%, and overlap 4%.
Q1–Q3 revenue by region: America 69%, Europe 16%, and Asia 15%.
Product offerings span automotive connectivity and ADAS, broadband and smart-home devices, enterprise networking, AI-RAN and edge infrastructure, and IoT solutions.
- Revenue and profit surged in 2026, with new bonds issued and credit risk concentrated.6285
Q2 2026 - Q1 2026 net income rose 23% YoY to NT$1.13 billion, with EPS at NT$2.36 and strong ESG recognition.6285
Q1 2026 - Q1 2024 saw higher net income, margin gains, and major capacity investments in Vietnam.6285
Q1 2024 - Net income surged 25.8% year-over-year, driven by revenue growth and the NMX acquisition.6285
Q2 2024 - Revenue up 1.4% to NT$82.26B, net income down 17% to NT$2.43B, NMX acquisition boosts NA growth.6285
Q3 2024 - Q4 2024 delivered robust sequential gains, but full-year profit and EPS declined despite stable revenue.6285
Q4 2024 - Q1 2025 saw double-digit revenue and profit growth, led by wireless product demand.6285
Q1 2025 - Net income and revenue dropped, but cash reserves and customer concentration risk remained high.6285
Q2 2025 - Profitability rebounded in Q4 2025, with stable revenue and improved capital structure.6285
Q4 2025
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