Silergy (6415) Q2 2026 earnings summary

Executive summary

• Revenue for 2Q26 reached NT$6,003 million, up 23.5% sequentially and 31.5% year-over-year.

• Net income surged to NT$1,571 million, a 104.4% increase quarter-over-quarter and 149.4% year-over-year.

• EPS rose to NT$4.05, more than doubling both sequentially and year-over-year.

Financial highlights

• Gross margin declined to 47.0%, down 1.2 percentage points sequentially and 4.5 points year-over-year.

• Operating margin improved to 12.4%, up 4.4 points sequentially and 0.5 points year-over-year.

• Net profit margin increased to 26.2%, up 10.4 points sequentially and 12.4 points year-over-year.

• Pro forma net income was NT$1.96 billion, up 67.4% quarter-over-quarter and 101.9% year-over-year.

• Pro forma operating margin reached 18.9%, up 2.6 points sequentially.

Segment performance

• Industrial segment contributed 35% of 2Q26 revenue, up from 30% in 2Q25.

• Automotive accounted for 14% of revenue, up from 12% in 2Q25.

• Consumer segment dropped to 36% from 37% year-over-year.

• Computer and communication segments contributed 9% and 6% respectively in 2Q26.