Suzhou TFC Optical Communication (300394) Q3 2026 earnings summary

Executive summary

• Q3 revenue reached ¥1.923 billion, up 31.50% YoY; attributable net income was ¥879.2 million, up 55.30% YoY.

• YTD revenue totaled ¥4.751 billion, up 21.25% YoY; attributable net income reached ¥2.083 billion, up 42.18% YoY.

Financial highlights

• Q3 adjusted net income was ¥878.6 million, up 55.78% YoY; YTD adjusted net income was ¥2.065 billion, up 44.26% YoY.

• YTD operating cash flow was ¥1.462 billion, up 8.75% YoY.

• Total assets rose 27.84% from year-end to ¥8.245 billion; equity attributable to shareholders rose 19.50% to ¥6.580 billion.

Segment performance

• Global AI industry growth and data-center construction supported sustained demand for high-speed optical-device products.