ELAN Microelectronics (2458) Q4 2025 earnings summary

Executive summary

• 4Q25 sales reached NT$2,859M, down 5.8% year-over-year and 13.8% sequentially from 3Q25.

• Net profit for 4Q25 was NT$712M, up 28.3% year-over-year but down 7.5% sequentially.

• Full-year 2025 sales totaled NT$12,326M, a 2.9% decrease from 2024.

• Full-year net profit was NT$2,307M, down 11% year-over-year.

Financial highlights

• 4Q25 gross margin was 49.3%, slightly lower than 49.6% in 4Q24 but higher than 47.2% in 3Q25.

• 4Q25 EPS was NT$2.57, up 22.4% year-over-year but down from NT$2.81 in 3Q25.

• Full-year 2025 EPS was NT$8.53, compared to NT$9.57 in 2024.

• Operating profit margin for 4Q25 was 23.1%, down from 23.8% in 4Q24 and 23.9% in 3Q25.

• Net profit margin for 4Q25 was 24.9%, up from 18.3% in 4Q24 and 23.2% in 3Q25.

Outlook and guidance

• 1Q26 consolidated revenue expected between NT$3.2B and NT$3.4B.

• Gross margin guidance for 1Q26 is 46.5% to 49.5%.

• Operating margin guidance for 1Q26 is 22.3% to 26.8%.

• Forward-looking statements are subject to significant risks and uncertainties.