Acer (2353) Q3 2026 earnings summary

Executive summary

• Q3 2026 revenue was NT$91,821,523 thousand, up 25% YoY and 8% QoQ; operating income rose 101% YoY to NT$3,021,067 thousand.

• 9M 2026 revenue was NT$249,547,896 thousand, up 24.0% YoY.

• 9M operating income rose 71% YoY; net income was NT$7,076,242 thousand versus NT$4,053,255 thousand.

Financial highlights

• Q3 gross profit was NT$10,961,814 thousand, up 34% YoY; income before tax was NT$3,916,196 thousand versus NT$2,714,302 thousand.

• Q3 profit after tax was NT$2.1B, down 2% QoQ and up 92% YoY; net income was NT$2,941,112 thousand versus NT$2,033,691 thousand.

• 9M gross profit was NT$28,748,224 thousand, up 34.4% YoY; income before tax rose 75% to NT$9,569,751 thousand.

Segment performance

• PC revenue grew 14.8% YoY in Sep 2026 and 21.4% in 9M; Chromebook revenue rose 4.2% and 11.1%, respectively.

• Commercial-line revenue increased 7.0% YoY in Sep and 34.2% in 9M; tablet revenue grew 127% and 12.7%, respectively.

• Computer and display products accounted for 65.0% of Q3 revenue; non-PC products represented 35.0%, versus 33.6% a year earlier.

• Businesses outside PCs and displays contributed 34.7% of 9M revenue.