Taiwan Union Technology (6274) Q2 2026 earnings summary

Executive summary

• Net revenue reached NT$14,301 million in 2Q26, up 42.2% from 1Q26 and 110.9% year-over-year.

• Net income surged to NT$2,342 million, an 85.8% increase sequentially and 259.3% year-over-year.

• EPS rose to NT$8.02, up 83.9% from 1Q26 and 239.8% from 2Q25.

Financial highlights

• Gross margin improved to 29.7%, up 4.6 percentage points from 1Q26 and 8.6 points year-over-year.

• Operating margin increased to 23.5%, a 5.3 point rise sequentially and 10.9 points year-over-year.

• Net profit margin reached 16.4%, up 3.8 points from 1Q26 and 6.8 points from 2Q25.

Outlook and guidance

• Revenue mix continues to shift toward higher-value ELL & SLL technologies, comprising 39% of 2Q26 CCL revenue.