Acter (5536) Q2 2026 earnings summary

Executive summary

• Record H1 2026 revenue of NT$24.984bn and basic EPS of NT$23.73, versus NT$19.464bn and NT$12.13 in H1 2025.

• Global operations span 34 companies across 11 locations, with local service and rapid project delivery.

• Diversified operations include electromechanical engineering, cleanroom integration and energy-saving systems, with a leading position in the semiconductor ecosystem.

Financial highlights

• H1 operating income rose to NT$4.425bn from NT$2.592bn; total net income increased to NT$3.558bn from NT$1.974bn.

• H1 net income attributable to parent shareholders was NT$2.944bn versus NT$1.505bn; gross margin improved to 23% from 19%.

• Q2 revenue was NT$13.381bn versus NT$10.908bn; net income was NT$1.734bn versus NT$1.098bn.

• H1 operating cash flow was NT$3.593bn versus NT$2.529bn; cash and equivalents reached NT$15.701bn at June 30, 2026, versus NT$10.723bn a year earlier.

Segment performance

• Semiconductor industry contributed 63% of H1 2026 revenue, up from 59% in 2025; cleanroom electromechanical projects accounted for 66%.

• H1 Taiwan revenue was NT$16.554bn versus NT$11.515bn, with segment profit of NT$2.763bn versus NT$1.361bn; Mainland China revenue was NT$6.157bn versus NT$4.813bn, with profit of NT$551m versus NT$336m.

• Cleanroom electromechanical integration engineering led H1 product revenue at NT$16.586bn versus NT$14.075bn; water-gas supply integration engineering reached NT$6.033bn versus NT$4.036bn.