Yageo (2327) Q3 2026 earnings summary
Event summary combining transcript, slides, and related documents.
Q3 2026 earnings summary
29 Oct, 2026Executive summary
3Q26 net sales were NT$49,532M, up 11.4% QoQ and 49.7% YoY; growth spanned products, segments, regions, and channels.
Q1–Q3 net sales rose 36.3% YoY to NT$132,154M, with attributable net income up 74.1% to NT$29,400M.
Financial highlights
3Q26 gross profit was NT$20,308M, up 18.6% QoQ and 69.6% YoY; operating profit was NT$14,603M, up 24.3% QoQ and 93.1% YoY.
3Q26 attributable net income was NT$11,981M, up 27.2% QoQ and 88.5% YoY; EPS was NT$5.83, up 27.2% QoQ and 88.4% YoY.
Q1–Q3 gross profit was NT$51,966M, up 49.7% YoY; operating profit was NT$35,965M, up 70.7% YoY.
Outlook and guidance
Customer sentiment and outlook were positive for 4Q26.
Continued focus on balancing financial flexibility with funding future growth opportunities.
Latest events from Yageo
- Q3 sales rose 49.7% YoY as margins expanded and leverage remained low.2327
Corporate presentation - Q2 2026 saw double-digit sales and profit growth, with leadership in key electronic components.2327
Corporate presentation - AI-led growth lifted Q2 sales and margins; the interim review conclusion was qualified.2327
Q2 2026 - Revenue up 22.7%, net profit up 44.7%, with improved margins and strong A.I.-driven growth.2327
Q1 2026 - Q2 2024 saw robust sales and margin growth, with steady improvement expected ahead.2327
Q2 2024 - Q3 2024 delivered strong year-over-year growth; Q4 is expected to decline sequentially.2327
Q3 2024 - H1 2025 delivered sales and profit growth, margin gains, and strong cash flow despite FX headwinds.2327
Q2 2025 - Sales, profits, and margins rose, with strong A.I. demand and key acquisitions completed.2327
Q3 2025 - Record revenue and profit in 2025, led by AI and Shibaura, with strong outlook for 2026.2327
Q4 2025