)
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.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.
- Revenue and net profit soared in Q1 2026, driven by power electronics and infrastructure growth.2308
Q1 20265 Jun 2026 - Record profit and revenue growth led by Infrastructure and Power Electronics segments.2308
Q4 202517 Apr 2026 - Record revenue and profit growth driven by Infrastructure and Power Electronics; Mobility lagged.2308
Q3 202517 Feb 2026 - Q2 profit and margins surged, with 1H24 showing stable growth and robust investments.2308
Q2 20242 Feb 2026 - Record profit and margin growth in Q3, with robust segment gains and strong cash flow.2308
Q3 202418 Jan 2026 - 2024 revenue up 5%, margins improved, and a NT$7 dividend is proposed.2308
Q4 20247 Jan 2026 - Q1 2025 revenue and profit surged on data center demand, with tariffs and global risks persisting.2308
Q1 202520 Dec 2025 - Record H1 2025 revenue and profit growth driven by infrastructure and power electronics.2308
Q2 20255 Nov 2025
Next Delta Electronics earnings date
Next Delta Electronics earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
Frequently asked questions
Explore our global coverage
)
)