Hon Hai Precision Industry (2317) Q3 2026 earnings summary

Executive summary

• Improved product mix and operating scale supported strong Q3 core earnings growth; 4Q26 outlook calls for strong QoQ and YoY growth, and FY26 outlook was revised upward.

• FY27 outlook is cautiously optimistic, with high double-digit AI rack growth and market-share gains anticipated.

Financial highlights

• Q3 revenue was NTD 3,015,634 million, up 19% QoQ and 46% YoY; operating income was NTD 115,350 million, up 22% QoQ and 63% YoY.

• Q3 net income attributable to the parent was NTD 77,524 million, up 29% QoQ and 34% YoY; EPS was NTD 5.51, up 29% QoQ and 33% YoY.

• 9M revenue rose 39.5% YoY and operating profit rose 64.6% YoY; 9M operating income reached NTD 285,802 million.

• 9M net income attributable to the parent was NTD 187,417 million, up 30% YoY; EPS was NTD 13.35, up 29% YoY.

Outlook and guidance

• 4Q26 outlook indicates strong QoQ and YoY growth; FY26 outlook was revised upward.

• FY27 outlook is cautiously optimistic, with high double-digit growth expected for AI rack shipments and anticipated market-share gains.

• 4Q26 AI rack shipments are expected to grow at a high double-digit rate QoQ; AI server revenue is expected to increase QoQ.