Sitronix Technology (8016) Q1 2026 earnings summary

Executive summary

• Achieved consolidated revenue of NT$5,328 million in 1Q26, up 23% year-over-year and 0.4% sequentially from 4Q25.

• EPS for 1Q26 reached NT$4.60, an increase of NT$1.15 year-over-year and NT$0.24 quarter-over-quarter.

• Maintains a leading position in small-size display driver ICs, with strong growth in AloT and automotive segments.

Financial highlights

• Full-year 2025 revenue was NT$19,001 million, a 6.59% increase year-over-year.

• Gross margin in 1Q26 was 32%, up 2 percentage points sequentially but down 1 point year-over-year.

• Operating margin held steady at 12% in 1Q26, unchanged from both 4Q25 and 1Q25.

• Net income margin for 1Q26 was 10%.

Outlook and guidance

• Aerospace-grade IMU sensor validation is on track for 2H 2026, indicating continued innovation.

• Launching more competitive AloT products to gain market share.