LandMark Optoelectronics (3081) Q2 2026 earnings summary

Executive summary

• Achieved significant revenue and profit growth in 2Q 2026 and the first half of 2026, with strong year-over-year and sequential improvements.

• Gross margin and operating margin reached multi-year highs, reflecting improved operational efficiency.

• Major sales growth was driven by demand in Mainland China and the United States, with wafer products comprising the vast majority of revenue.

Financial highlights

• Net revenue for 2Q 2026 was NT$1,221M, up 35% sequentially and 121% year-over-year; revenue for the six months ended June 30, 2026 was NT$2,125.6M, up 111% year-over-year.

• Gross profit rose to NT$702M in 2Q 2026, a 42% sequential and 193% year-over-year increase.

• Operating income reached NT$573M in 2Q 2026, up 53% sequentially and 284% year-over-year; for the six months, operating income was NT$945.8M, up from NT$193.8M year-over-year.

• Net income was NT$468M in 2Q 2026, up 48% sequentially and 384% year-over-year; for the six months, net profit was NT$786.0M, up from NT$139.1M in the prior year period.

• Basic earnings per share for the six months was NT$7.75, compared to NT$1.38 in the prior year.

Outlook and guidance

• Forward-looking statements indicate expectations of continued growth, but acknowledge risks and uncertainties that may impact future results.

• The company maintains a stable financial structure and sufficient internal funding for expansion and productivity improvement.

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