Arcadyan Technology (3596) Q2 2026 earnings summary

Executive summary

• Net revenue for 2Q26 reached NTD 13,882 million, up 9% quarter-over-quarter and 3% year-over-year.

• Net income for 2Q26 was NTD 743 million, an 8% increase quarter-over-quarter and 13% year-over-year.

• First half 2026 net revenue totaled NTD 26,666 million, up 2% year-over-year; net income rose 7% to NTD 1,432 million.

• Gross profit margin remained stable at 15%–15.2% for both 2Q26 and 1H26.

• The company operates primarily in networking products, focusing on wireless LAN, digital home, and multimedia products.

Financial highlights

• Operating profit for 2Q26 was NTD 929 million, up 13% quarter-over-quarter and 1% year-over-year.

• Operating income for 1H26 was TWD 2,293,787 thousand, compared to TWD 2,197,175 thousand in 2025.

• EPS for 2Q26 was NTD 3.38, up from NTD 3.12 in 1Q26 and NTD 3.02 in 2Q25; basic EPS for 1H26 was TWD 6.50.

• Book value per share increased to NTD 74.68 as of June 30, 2026.

• Cash and cash equivalents as of June 30, 2026 were TWD 6,954 million.

Outlook and guidance

• Revenue and profit growth trends remain positive into the second half of 2026, supported by stable margins and improved net income.

• The company adopted new IFRS standards in 2026 with no significant impact and is preparing for further changes in 2027 and 2028.

• No significant impact is expected from the global minimum top-up tax as of June 30, 2026.