Fositek (6805) Q2 2026 earnings summary

Executive summary

• H1’26 revenue was NT$7,923,593 thousand, up 62.64% YoY; net income was NT$1,766,401 thousand and EPS was NT$25.77.

• Server revenue reached NTD 4,418 million, accounting for 55.7% of H1’26 revenue versus 19.2% a year earlier.

Financial highlights

• H1’26 gross profit was NTD 2,625 million and gross margin was 33.13%, versus 23.17% in H1’25; operating income was NTD 2,163,704 thousand.

• H1’26 pretax income was NTD 2,241 million, up 174.97% YoY; net income rose 157.06% to NTD 1,766 million and EPS rose 157.19% to NTD 25.77.

• Q2’26 revenue was NT$3,739,739 thousand; gross margin was 34.05% and operating income was NT$1,043,405 thousand.

• Q2’26 net income was NT$849,141 thousand, versus NT$330,342 thousand in Q2’25; basic EPS was NT$12.39 and diluted EPS was NT$12.37.

Segment performance

• H1’26 server revenue was NTD 4,418 million, up 372.51% YoY; its revenue mix rose to 55.7% from 19.2%.

• Foldable-phone revenue was NTD 3,007 million, down 13.07% YoY; its mix declined to 38.0% from 71.0%.

• NB revenue was NTD 446 million, up 3.00% YoY, with a 5.6% mix versus 8.9% in H1’25. Computer and mobile phone components are reported as one segment.