FOCI Fiber Optic Communications (3363) Q2 2025 earnings summary

Executive summary

• Revenue for the six months ended June 30, 2025 was NT$993,479 thousand, up 60% year-over-year from NT$621,303 thousand.

• Net profit for the six months was NT$17,980 thousand, reversing a net loss of NT$2,711 thousand in the prior year period.

• Gross margin improved to 20% for Q2 2025, compared to 15% in Q2 2024.

• The company operates a single reportable segment focused on fiber optic components and systems.

Financial highlights

• Operating income for the six months was NT$25,317 thousand, compared to an operating loss of NT$36,405 thousand year-over-year.

• Basic EPS for the six months was NT$0.17, compared to a loss per share of NT$0.03 in the prior year.

• Cash and cash equivalents stood at NT$1,432,564 thousand as of June 30, 2025.

• Total assets increased to NT$3,219,881 thousand from NT$2,961,315 thousand a year earlier.

• Short-term borrowings were NT$134,502 thousand at period end.

Outlook and guidance

• Management expects continued growth in fiber optic product demand, supported by global infrastructure investments.

• No formal forward-looking financial guidance was provided.