Eoptolink Technology (300502) Q2 2026 earnings summary

Executive summary

• Revenue for the first half of 2026 reached ¥20.91 billion, up 100.34% year-over-year, driven by surging demand in AI infrastructure and data centers.

• Net profit attributable to shareholders was ¥7.53 billion, a 90.98% increase year-over-year.

• Gross margin improved to 48.46%, reflecting favorable product mix and higher sales of high-speed optical modules.

• The company remains a global leader in high-speed optical interconnect solutions, with significant breakthroughs in 400G, 800G, and 1.6T products.

Financial highlights

• Operating income: ¥20.91 billion, up 100.34% year-over-year.

• Net profit: ¥7.53 billion, up 90.98% year-over-year.

• Basic EPS: ¥5.41, up from ¥2.84 in the prior year.

• Operating cash flow: ¥1.62 billion, up 69.67% year-over-year.

• Gross margin: 48.46%, up 0.99 percentage points year-over-year.

Outlook and guidance

• The company expects continued strong demand for high-speed optical modules, especially for AI clusters and cloud data centers.

• Industry forecasts predict the global Ethernet optical module market will reach $80 billion by 2031, driven by AI infrastructure investment.