Fositek (6805) Q4 2025 earnings summary

Executive summary

• FY2025 revenue rose 51.61% YoY to NT$12,413,930 thousand; net income increased 73.19% to NT$2,125,300 thousand.

• Server revenue climbed to NT$4,505 million, lifting its share of revenue to 36.3% from 5.3% in FY2024.

Financial highlights

• Gross profit was NT$3,270,371 thousand, with gross margin of 26.34%, versus NT$1,826,936 thousand and 22.31% in FY2024.

• Operating income was NT$2,524,445 thousand, with operating margin of 20.34%, versus NT$1,197,373 thousand and 14.62% in FY2024.

• Basic and diluted EPS were NT$31.00 and NT$30.98, respectively, versus NT$17.90 and NT$17.89 in FY2024.

• Q4 2025 revenue was NT$3,976 million, up 11.50% QoQ and 43.54% YoY; gross margin was 29.05%.

• Q4 2025 net income was NT$752 million, up 9.46% QoQ and 82.08% YoY; EPS was NT$10.96.

Segment performance

• Foldable-phone revenue was NT$7,004 million, or 56.4% of FY2025 revenue, versus NT$6,759 million and 82.6% in FY2024.

• Server revenue rose to NT$4,505 million from NT$435 million; notebook revenue was NT$796 million and other revenue was NT$109 million.

• Asia generated NT$12,006,776 thousand of FY2025 revenue, America NT$294,451 thousand and Europe NT$112,703 thousand.

• Computer and mobile-phone components were aggregated as one reportable segment.