Pegatron (4938) Q3 2026 earnings summary

Executive summary

• 3Q26 revenue was NT$389,072.846mn, up 50.9% YoY and 41.8% QoQ; 9M26 revenue was NT$907,626.109mn, up 13.8% YoY.

• 9M26 net profit rose 38.5% YoY to NT$16,239.101mn; operating cash flow was negative NT$128,427.795mn.

Financial highlights

• 3Q26 operating income rose 91.4% QoQ to NT$8,036.410mn; gross profit was NT$17,509.888mn.

• 9M26 gross profit increased 37.4% YoY to NT$40,467.407mn, while operating income rose 110.0% to NT$15,063.413mn.

• 9M26 parent-attributable net income was NT$10,027mn, up 9.8% YoY; EPS was NT$3.74, up 9.4%.

• 3Q26 net profit was NT$7,066.138mn; parent-attributable net income was NT$3,977mn, down 11.4% QoQ, and EPS was NT$1.49, down 11.3%.

Segment performance

• Computing revenue rose 127% YoY and 30% QoQ, supported by higher server business scale.

• Communication revenue rose 45% YoY and 57% QoQ, driven by stronger smartphone shipments; it represented 58% of 3Q26 revenue.

• Consumer revenue increased 5% YoY and 13% QoQ; 3Q26 revenue mix was Computing 21%, Consumer 5%, and Others 16%.

• 3Q26 segment profit was NT$5,152.041mn for DMS and NT$6,646.102mn for Strategic Investment Group, offset by NT$1,893.175mn in adjustments and eliminations.

• 3Q26 revenue was NT$355,444.084mn from Strategic Investment and NT$33,628.762mn from DMS; the U.S. and Europe were the largest reported markets.