ELAN Microelectronics (2458) Q2 2026 earnings summary

Executive summary

• Q2 2026 revenue was NT$3,204,859 thousand, up 5.7% YoY and down 0.6% sequentially; net profit was NT$845,781 thousand, up 149% YoY and 24.8% from Q1 2026.

• H1 2026 revenue totaled NT$6,429,625 thousand, up 4.5% YoY; net profit was NT$1,521,655 thousand, up 84.5%.

• H1 operating profit was NT$1,475,668 thousand; investment valuation and foreign-exchange gains lifted pre-tax profit to NT$1,831,216 thousand.

Financial highlights

• Q2 revenue was NT$3,204,859 thousand versus NT$3,031,718 thousand YoY; gross profit was NT$1,519,191 thousand versus NT$1,456,637 thousand.

• Q2 gross margin was 47.4%, versus 48.0% in Q2 2025 and 47.7% in Q1 2026; operating profit margin was 21.7%, versus 24.5% and 24.2%, respectively.

• Q2 net profit was NT$845,781 thousand versus NT$310,120 thousand YoY; H1 net profit was NT$1,521,655 thousand versus NT$825,011 thousand.

• Q2 basic EPS was NT$3.07 and diluted EPS NT$3.05; H1 basic EPS was NT$5.53 and diluted EPS NT$5.48.

• H1 revenue was NT$6,429,625 thousand versus NT$6,150,602 thousand; gross profit was NT$3,055,714 thousand versus NT$3,020,173 thousand.

Segment performance

• Q2 external revenue: Laptop Input Device NT$2,184,941 thousand; Consumer Touch Control NT$927,020 thousand; Sales and Retailing NT$55,575 thousand.

• H1 external revenue: Laptop Input Device NT$4,364,844 thousand; Consumer Touch Control NT$1,869,038 thousand; Sales and Retailing NT$120,463 thousand.

• H1 segment profit before tax: Laptop Input Device NT$1,615,909 thousand; Consumer Touch Control NT$271,632 thousand; Investment NT$202,425 thousand.

• Touch products accounted for most sales; non-touch products contributed a smaller but growing share. AI-related products, including ADAS, ITS and Algorithm, and biometrics were highlighted as growth areas.