Delta Electronics
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Delta Electronics (2308) investor relations material

Delta Electronics Q2 2026 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Q2 2026 earnings summary30 Jul, 2026

Executive summary

  • Achieved strong growth in 2Q26 with sales of NT$183.2 billion, up 48% year-over-year and 15% sequentially.

  • Gross profit reached NT$65.3 billion, up 48% year-over-year, with a gross margin of 35.6%.

  • Operating profit rose to NT$30.6 billion, up 64% year-over-year and 8% sequentially, with an operating margin of 16.7%.

  • Net profit after tax for 2Q26 was NT$25.1 billion, up 80% year-over-year and 22% sequentially, with EPS of NT$9.68.

Financial highlights

  • 1H26 sales totaled NT$342.6 billion, up 41% year-over-year; gross profit was NT$124.3 billion, up 52%.

  • 1H26 operating profit was NT$59.0 billion, up 80% year-over-year, with an operating margin of 17.2%.

  • 1H26 net profit after tax reached NT$45.7 billion, up 89% year-over-year, with EPS of NT$17.59.

  • EBITDA for 2Q26 was NT$44.0 billion (24.0% of sales), up 64% year-over-year and 12% sequentially.

  • Non-operating profit in 2Q26 was NT$4.4 billion, 2.4% of sales, driven by investment gains.

Outlook and guidance

  • Continued focus on growth in Power Electronics and Infrastructure segments.

  • Emphasis on R&D and SG&A efficiency to support margin expansion.

Explain Mobility and Automation segment losses
Role of AI in Infrastructure segment growth
Drivers of 2Q26 non-operating income growth
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