ELAN Microelectronics (2458) Q2 2026 earnings summary

Executive summary

• 2Q26 sales reached NT$3,205M, up 5.7% year-over-year but down 0.6% sequentially from 1Q26.

• Net profit for 2Q26 was NT$846M, a 149% increase year-over-year and a 24.8% increase from 1Q26.

• 1H26 sales totaled NT$6,430M, up 4.5% year-over-year, with net profit at NT$1,522M, up 84.5%.

Financial highlights

• Gross margin for 2Q26 was 47.4%, slightly down from 48.0% in 2Q25 and 47.7% in 1Q26.

• Operating profit margin for 2Q26 was 21.7%, down from 24.5% in 2Q25 and 24.2% in 1Q26.

• EPS for 2Q26 was NT$3.07, up from NT$1.23 in 2Q25 and NT$2.46 in 1Q26.

• 1H26 EPS reached NT$5.53, compared to NT$3.15 in 1H25.

Segment performance

• Touch product line accounted for the majority of sales, with non-touch products contributing a smaller but growing share.

• AI-related products (ADAS, ITS, Algorithm) and biometrics are highlighted as growth areas.