Taiwan Union Technology (6274) Q2 2026 earnings summary

Executive summary

• Q2 2026 revenue was NT$14,301.042 million and net profit NT$2,341.670 million, up 110.9% and 259.3% year-over-year, respectively.

• H1 revenue was NT$24,355.008 million and net profit NT$3,601.714 million, versus NT$13,152.579 million and NT$1,323.678 million in H1 2025.

• H1 comprehensive income reached NT$4,060.719 million, including NT$459.005 million of translation gains; June cash and cash equivalents totaled NT$5,513.383 million.

Financial highlights

• Q2 gross profit was NT$4,249.571 million and operating profit NT$3,357.936 million, versus NT$1,435.244 million and NT$852.572 million in Q2 2025.

• Q2 gross margin was 29.7%, operating margin 23.5% and net profit margin 16.4%; each improved year-over-year and sequentially.

• Basic EPS was NT$8.02 for Q2 and NT$12.40 for H1, versus NT$2.36 and NT$4.79 in the corresponding 2025 periods; diluted EPS was NT$7.76 and NT$11.97.

• H1 operating profit was NT$5,185.472 million, versus NT$1,787.990 million in H1 2025.

Segment performance

• ELL & SLL represented 39% of Q2 CCL revenue, up from 38% in Q1; VLL & LL, HDI & N-LL and Others contributed 31%, 16% and 14%.

• H1 domestic sales and manufacturing revenue was NT$9,586.241 million, with segment profit before tax of NT$1,994.178 million, versus NT$5,852.982 million and NT$343.809 million in H1 2025.

• H1 overseas sales and manufacturing revenue was NT$14,768.767 million, with segment profit before tax of NT$3,191.294 million, versus NT$7,299.597 million and NT$1,444.181 million in H1 2025.