Acer (2353) Q2 2026 earnings summary

Executive summary

• Q2 2026 revenue reached NT$85,303 million, up 28% year-over-year and 18% sequentially from Q1 2026; H1 2026 revenue totaled NT$157,726 million, up 23% year-over-year.

• Net income for Q2 2026 was NT$2,800 million, nearly doubling from NT$1,400 million in Q2 2025; H1 2026 net income was NT$4,100 million, up 53%.

• EPS for Q2 2026 was NT$0.72, compared to NT$0.36 in Q1 2026 and NT$0.23 in Q2 2025; H1 2026 EPS was NT$0.96, up from NT$0.53 in H1 2025.

• Total assets as of June 2026 were NT$308,682 million, with shareholders' equity at NT$99,795 million and liabilities at NT$208,900 million.

Financial highlights

• Gross margin for Q2 2026 was 11.4%, stable compared to 11.2% in Q2 2025; six-month gross margin improved to 11%.

• Operating income for Q2 2026 was NT$1,783 million, up 143% year-over-year and 122% sequentially.

• Non-operating income in Q2 2026 was NT$2,107 million, up 119% year-over-year.

• Profit before tax in Q2 2026 was NT$3,890 million, up 121% year-over-year.

• Cash and cash equivalents at June 2026 were NT$31,107 million, down from NT$32,400 million a year earlier.

Outlook and guidance

• Year-over-year revenue growth in Q2 2026 driven by strong performance in PCs (+22%), desktops (+57.3%), commercial line (+47.3%), gaming, and tablet PCs (+53.9%).

• H1 2026 saw continued momentum in non-PC businesses, contributing 34.5% of total revenues.

• Management distributed cash dividends and increased legal and special reserves, indicating confidence in ongoing profitability.