Yageo Q3 EPS 5.83, Revenue Hits Single-Quarter Record High

黃黃郁婷 產業線記者2026-10-29 22:45

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Taiwan equities closed at 46368.33 on the 29th, down 1.42%, while Yageo closed at 543, down 0.73%, with dealers net buying 220 lots for 3 straight days. Q3 revenue was 495.32 billion, a record high, with EPS 5.83, and first-three-quarters EPS reached 14.32.

Index Falls 667 Points, Yageo Closes at 543

The Taiwan weighted index opened lower and moved lower on the 29th, closing at 46368.33, down 667.25 points, or 1.42%, with turnover reaching 7891.52 billion. Passive-component leader Yageo fluctuated after opening lower and briefly turned positive intraday, but still closed down 0.73% at 543. According to post-market chip movements from the Taiwan Stock Exchange, dealers collectively sold about 21.5 billion, of which the dealer proprietary trading portion sold 1.84 billion.

Foreign Investors Sell 3853 Lots, Dealers Net Buy for 3 Straight Days

In terms of chips, Yageo saw the largest selling pressure from foreign investors selling 3853 lots today, while investment trusts and dealers were both on the buy side. Of these, the dealer proprietary trading portion bought 220 lots, spending nearly 1.2 billion, marking 3 consecutive days of net buying. According to Taiwan Stock Exchange data, among today's top ten dealer buys, Yageo ranked seventh; the top six were Walsin Technology with 383 lots, Nanya Technology with 289 lots, WPG Holdings with 278 lots, Formosa Petrochemical with 257 lots, Chi Mei Materials with 239 lots, and ASE Technology Holding with 229 lots, while eighth to tenth were Genius Electronic Optical with 217 lots, Long Chen Paper with 204 lots, and GIS-KY with 178 lots.

Q3 Revenue 49.5 Billion Hits High, EPS 5.83

Yageo announced third-quarter results after the market closed on the 29th, with consolidated revenue reaching 495.32 billion, up 11.4% quarter-on-quarter and up 49.7% year-on-year, setting a single-quarter revenue record. Net profit attributable to the parent company was 119.81 billion, up 27.2% quarter-on-quarter and up 88.5% year-on-year, with earnings per share of 5.83, up 27.2% quarter-on-quarter and up 88.4% year-on-year. Single-quarter gross margin was 41%, and operating profit margin was 29.5%.

First-Three-Quarters EPS 14.32, AI Momentum Strong

For the first three quarters, Yageo posted consolidated revenue of 1321.54 billion, up 36.3% year-on-year, with after-tax net profit attributable to parent-company owners of 294 billion, up 74.1% year-on-year, and earnings per share of 14.32. Gross margin for the first three quarters was 39.3%, up 3.5 percentage points year-on-year, and operating profit margin was 27.2%, up 5.5 percentage points year-on-year. The company said revenue growth in the first three quarters mainly came from strong momentum in AI-related application demand, with stable demand growth in both standard and specialty products, and each end-application segment also maintained moderate growth. Looking ahead, as AI application demand continues to grow, the electronic components industry is undergoing a structural shift. The company will closely monitor related developments. Although geopolitical uncertainty remains, customer inventory levels remain healthy, and it will respond prudently to economic changes, flexibly adjusting to reduce the impact of tariff policies and exchange-rate fluctuations.

FAQ

What were Yageo's share price and chip performance on the 29th?

Yageo opened lower and fluctuated on the 29th, closing down 0.73% at 543. Foreign investors sold 3853 lots, while investment trusts and dealers were buyers, with dealer proprietary trading buying 220 lots for nearly 1.2 billion, marking 3 consecutive days of net buying.

What are the highlights of Yageo's third-quarter results?

Third-quarter consolidated revenue was 495.32 billion, up 11.4% quarter-on-quarter and up 49.7% year-on-year, a single-quarter record. Net profit was 119.81 billion, up 27.2% quarter-on-quarter and up 88.5% year-on-year, with EPS 5.83, gross margin 41% and operating profit margin 29.5%.

What were Yageo's first-three-quarters profit and outlook?

First-three-quarters revenue was 1321.54 billion, up 36.3% year-on-year, net profit was 294 billion, up 74.1% year-on-year, with EPS 14.32. The company cited strong AI demand and healthy customer inventories, and said it will respond to geopolitical, tariff and exchange-rate changes.