ASPEED Technology (5274) Q2 2026 earnings summary

Executive summary

• Revenue for the six months ended June 30, 2026 was NT$7,018 million, up 63% year-over-year from NT$4,312 million in 2025.

• Net income for the six months ended June 30, 2026 was NT$3,256 million, a 115% increase from NT$1,516 million in 2025.

• Gross margin for the six months ended June 30, 2026 was 71%, up from 67% in the prior year period.

• Earnings per share for the six months ended June 30, 2026 were NT$78.28 basic and NT$78.21 diluted, compared to NT$36.46 and NT$36.39 in 2025.

Financial highlights

• Operating income for the six months ended June 30, 2026 was NT$3,745 million, up from NT$2,211 million year-over-year.

• Total assets as of June 30, 2026 were NT$14,327 million, up from NT$9,023 million as of June 30, 2025.

• Cash and cash equivalents increased to NT$6,743 million as of June 30, 2026 from NT$5,244 million a year earlier.

• Net cash generated from operating activities for the six months ended June 30, 2026 was NT$3,155 million, up from NT$2,092 million in 2025.

• Cash dividends of NT$80.00 per share were distributed for 2025 earnings.

Outlook and guidance

• The company is assessing the early adoption and impact of IFRS 18 and related amendments, which will affect presentation and disclosure in future financial statements.