Taiwan · Delayed Price · Currency is TWD Advantech Earnings Call Transcripts
Fiscal Year 2026
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Q1 2026 saw record revenue and profit, driven by strong demand in semiconductors, medical, and transportation sectors, with all regions and segments posting double-digit growth. Margins remain pressured by component costs, but aggressive pricing and a robust order backlog support a positive outlook.
Fiscal Year 2025
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Q3 2025 saw 19% revenue growth year-on-year, with strong double-digit gains across all major regions and sectors. Gross margin was pressured by rising component costs, but operational efficiency and price adjustments are expected to support margins in 2026. Edge AI revenue surged, and double-digit organic growth is targeted for next year.
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Q1 2025 saw revenue rise 25% year-on-year and net income jump 37%, with strong growth across major regions and sectors. Management expects full-year growth above 15% even in a worst-case scenario, while remaining cautious about tariff and geopolitical risks.
Fiscal Year 2024
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Q3 2024 saw stable revenue and improved gross margin, but net income declined year-over-year. Regional performance was mixed, with ASEAN growth offset by declines in North America and Europe. Strategic investments in Edge AI and sector reorganization aim to drive future growth.