AIROHA TECHNOLOGY (6526) Q1 2026 earnings summary

Executive summary

• Revenue for 1Q26 reached NT$5,455 million, up 19.9% sequentially and 4.4% year-over-year.

• Net income for 1Q26 was NT$746 million, a 40.0% increase sequentially and 5.1% year-over-year.

• Operating income rose to NT$816 million, up 71.1% sequentially and 10.7% year-over-year.

Financial highlights

• Gross margin for 1Q26 was 52.7%, up 1.0 percentage point year-over-year but down 0.9 points sequentially.

• Operating margin improved to 14.9%, up 4.4 points sequentially and 0.8 points year-over-year.

• Net profit margin was 13.7%, up 2.0 points sequentially and 0.1 points year-over-year.

• EPS for 1Q26 was NT$4.47, up NT$1.15 sequentially and NT$0.11 year-over-year.

Outlook and guidance

• Forward-looking statements highlight risks from market demand, supply chain, competition, regulatory changes, and macroeconomic factors.