AIROHA TECHNOLOGY (6526) Q4 2025 earnings summary

Executive summary

• Revenue for 4Q25 was NTD 4,551 million, down 19.2% sequentially and 5.8% year-over-year.

• Net income for 4Q25 was NTD 533 million, a decrease of 35.4% quarter-over-quarter and 8.6% year-over-year.

• Full-year 2025 revenue grew 9.4% to NTD 20,926 million, with net income up 8.2% to NTD 2,825 million.

Financial highlights

• Gross margin for 4Q25 was 53.6%, up 1.4pts sequentially but down 0.1pts year-over-year.

• Operating income for 4Q25 was NTD 477 million, down 45.6% quarter-over-quarter and 17.6% year-over-year.

• EPS for 4Q25 was NTD 3.32, down from NTD 5.00 in 3Q25 and NTD 3.76 in 4Q24.

• Net profit margin for 4Q25 was 11.7%, down 2.9pts sequentially and 0.4pts year-over-year.

Outlook and guidance

• Forward-looking statements caution on risks including market oversupply, competitive pricing, and global economic conditions.