Acer (2353) Q4 2025 earnings summary

Executive summary

• Q4 2025 revenue reached NT$74,359 million, up 13% year-over-year and 1% sequentially from Q3 2025.

• Full-year 2025 revenue was NT$275,628 million, a 4% increase over 2024.

• Gross profit margin for Q4 2025 was 11.6%, up from 10.5% in Q4 2024.

• Operating income for Q4 2025 was NT$1,866 million, a 24% increase year-over-year.

• Consolidated financial statements for 2025 and 2024 were audited and received an unmodified opinion, confirming fair presentation in accordance with Taiwan-IFRSs.

Financial highlights

• Q4 2025 EPS was NT$0.36, down from NT$0.47 in Q4 2024.

• Full-year 2025 EPS was NT$1.26, compared to NT$1.84 in 2024.

• Q4 2025 profit after tax was NT$1,070 million, down 25% year-over-year.

• Full-year 2025 profit after tax was NT$3,780 million, a 32% decrease from 2024.

• Net income for 2025 was $5,774,882 thousand, down from $6,218,756 thousand in 2024.

Outlook and guidance

• Notebooks, desktops, and gaming-related products saw strong year-over-year growth in Q4 2025: +11.6%, +23.1%, and +29.5% respectively.

• For full-year 2025, notebooks grew 3.1%, desktops 6.8%, and gaming-related products 11.3%.

• Adoption of new IFRS standards is not expected to have a significant impact; IFRS 18 will be adopted in 2028.

• The group continues to evaluate the impact of new standards and market conditions.