LandMark Optoelectronics (3081) Q1 2026 earnings summary

Executive summary

• Achieved significant year-over-year growth in revenue and net profit for Q1 2026, driven by strong sales in Mainland China and robust wafer demand.

• Maintained a stable financial structure with ample internal funding and a negative net debt position.

• Board approved a cash dividend of TWD 3.0 per share and a stock dividend of TWD 1.0 per share for 2025 earnings.

Financial highlights

• Operating revenue rose to TWD 904,389 thousand, up 99% year-over-year from TWD 454,502 thousand.

• Net profit surged to TWD 317,515 thousand, compared to TWD 42,269 thousand in Q1 2025.

• Gross margin improved to 55% from 32% year-over-year.

• Basic and diluted EPS were TWD 3.44 and TWD 3.43, respectively, versus TWD 0.46 in Q1 2025.

• Cash and cash equivalents stood at TWD 762,414 thousand as of March 31, 2026.

Outlook and guidance

• Evaluating the impact of IFRS 18, which will be adopted in 2028, on future financial reporting.

• No seasonality or cyclicality factors affected operations in the reporting period.