WNC (6285) Q3 2026 earnings summary

Executive summary

• Q3 2026 revenue reached NT$48,696 million, up 23.5% QoQ; PAT rose 28.2% to NT$2,090 million and EPS was NT$4.35.

• Q1–Q3 2026 revenue increased 40.9% YoY to NT$117,291 million; PAT grew 133.7% to NT$4,852 million and EPS was NT$10.10.

Financial highlights

• Q3 gross margin was NT$5,954 million, up 16.1% QoQ; operating income rose 24.1% to NT$2,567 million.

• Q1–Q3 gross margin was NT$15,092 million, up 51.6% YoY; operating income increased 124.5% to NT$5,998 million.

• Q1–Q3 PBT rose 134.4% YoY to NT$6,107 million; non-operating income was NT$109 million versus a NT$67 million loss.

Segment performance

• Q1–Q3 revenue mix by customer segment: Service Provider 45%, Automotive 24%, Enterprise 15%, Others 4%, and overlap 4%.

• Q1–Q3 revenue by region: America 69%, Europe 16%, and Asia 15%.

• Product offerings span automotive connectivity and ADAS, broadband and smart-home devices, enterprise networking, AI-RAN and edge infrastructure, and IoT solutions.