Xintec (3374) Q3 2026 earnings summary

Executive summary

• 3Q'26 revenue was NT$2,702M, up 23.7% QoQ and 29.3% YoY; net income reached NT$609M, up 53.7% QoQ and 40.9% YoY.

• 1–3Q'26 revenue grew 31.5% YoY to NT$6,800M, while net income rose 65.6% to NT$1,390M.

Financial highlights

• 3Q'26 gross margin was 32.9%, up 5.3ppt QoQ and 3.9ppt YoY; operating margin was 28.0%, up 5.7ppt QoQ and 3.0ppt YoY.

• 3Q'26 EPS was NT$2.24, up 53.4% QoQ and 40.5% YoY; net profit margin was 22.5%, up 4.4ppt QoQ and 1.9ppt YoY.

• 1–3Q'26 gross margin was 30.3%, up 5.1ppt YoY; EPS was NT$5.12, up 65.7% YoY.

Segment performance

• 3Q'26 revenue mix: Testing 63%, CSP 31%, PPI 5%, and Others 1%.

• Testing revenue rose 26% QoQ and 62% YoY to NT$1,713M; CSP grew 18% QoQ but declined 6% YoY to NT$835M.

• PPI revenue increased 34% QoQ and 28% YoY to NT$122M.

• 1–3Q'26 wafer shipments increased 3.0% YoY for packaging to 220k 8-inch-equivalent pieces and 67.4% for testing to 1,432k 12-inch pieces.