Sitronix Technology (8016) Q2 2026 earnings summary

Executive summary

• Achieved consolidated revenue of NT$6,251.8 million in Q2 2026, up 17.32% sequentially and 34.50% year-over-year.

• EPS reached NT$7.68, a significant increase from NT$4.60 in Q1 2026 and NT$3.56 in Q2 2025.

• Gross margin improved to 35%, up 3 percentage points sequentially and 4 percentage points year-over-year.

Financial highlights

• Operating margin rose to 17% in Q2 2026, up from 12% in Q1 2026 and 11% in Q2 2025.

• Net income margin increased to 15% in Q2 2026, compared to 10% in Q1 2026 and Q2 2025.

• Inventory turnover days decreased to 74, below the three-year average.

• Accounts receivable turnover days improved to 24, also below the three-year average.

Outlook and guidance

• New product specifications in AloT and automotive DDIC are expected to drive further market share gains.

• IMU modules for aerospace applications are scheduled to enter validation in the second half of 2026.