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Hon Hai Precision Industry Co (2317) investor relations material
Hon Hai Precision Industry Co Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Q3 FY25 and the nine months ended September 30, 2025, saw strong revenue and profit growth, with double-digit increases across key financial metrics year-over-year and quarter-over-quarter.
Major business developments included AI server expansion, EV partnerships, digital health initiatives, and global operations in IT, communications, automotive, and consumer electronics.
The company advanced semiconductor capabilities, showcased new products at global events, and completed significant acquisitions.
Consolidated financial statements for the nine months ended September 30, 2025, received a qualified audit opinion due to some subsidiaries and equity investments not reviewed by independent auditors, representing up to 9.68% of assets and 3.68% of comprehensive income.
Financial highlights
Q3 FY25 revenue reached NTD 2,058,949 million, up 11% YoY and 15% QoQ; nine-month operating revenue was NT$5,496,732,736 thousand, up from NT$4,729,111,661 thousand YoY.
Gross profit for Q3 FY25 was NTD 130,757 million, up 14% YoY; nine-month gross profit was NT$344,834,065 thousand with a 6% margin.
Net profit attributable to owners for Q3 FY25 was NTD 57,673 million, up 17% YoY; nine-month net income was NT$144,141,397 thousand, up from NT$106,379,192 thousand YoY.
EPS for Q3 FY25 was NTD 4.15, up 17% YoY; basic EPS for nine months was NT$10.38, compared to NT$7.67 prior year.
Cash and cash equivalents at September 30, 2025, were NTD 865,252 million.
Outlook and guidance
Q4 FY25 expected to see sequential growth in AI server revenue and rack shipments.
FY25 guidance indicates continued YoY growth in cloud, networking, and computing products.
FY26 outlook highlights AI industry development, political/economic landscape, and monetary policy as key factors.
Planned investment of up to NT$42,000,000 thousand in AI computing clusters and supercomputing centers from December 2025 to December 2026.
Pillar Two global minimum tax rules are being assessed for impact, with top-up tax recognized in affected jurisdictions.
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