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Realtek Semiconductor
Realtek Semiconductor (2379) investor relations material
Realtek Semiconductor Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary28 Jan, 2026
Executive summary
Q4 2025 revenue was NT$26.28B, down 10.9% sequentially and 0.3% year-over-year, with net profit at NT$2.65B and EPS of NT$5.17, reflecting seasonal slowdown and inventory adjustments.
2025 full-year revenue reached NT$122.71B, up 8.2% year-over-year, setting a new record high, while net income was NT$14.75B, down 3.5% from 2024.
Consolidated financials received an unqualified opinion from auditors, confirming fair presentation for 2025 and 2024.
The group operates in a single segment focused on integrated circuits, with three major customers accounting for over 50% of 2025 sales.
Financial highlights
Q4 gross margin was 48.1%, down 1.6pp sequentially; 2025 gross margin was 50%, slightly down from 2024.
Q4 operating expenses were NT$10.33B (39.2% of revenue), and 2025 operating expenses were NT$47.01B (38.3% of revenue).
Q4 non-op income was NT$651M, down 30.1% from Q3, due to lower subsidies and FX losses.
Q4 inventory turnover days rose to 127 from 105 in Q3, reflecting lower volume and proactive inventory build-up.
2025 EPS was NT$28.77, down from NT$29.82 in 2024.
Outlook and guidance
Cautiously optimistic for Q1 2026, supported by customer restocking and pre-stocking amid supply chain uncertainties.
Robust first half 2026 projected, but vigilant on rising inventory costs and end demand.
Gross margin expected to be maintained at current levels, with cost and performance optimization as focus.
Board proposed a cash dividend of NT$25 per share for 2025, subject to approval.
What factors impacted 4Q25 gross margin QoQ?
Explain 4Q25 inventory increase
Why did short-term borrowings increase in 4Q25?
Strategies to maintain GM despite cost pressure?
How China auto export shift impacts Realtek?
What AI PC features drive content value?
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Latest events from Realtek Semiconductor
- First-half 2025 revenue up 19% YoY, with strong auto Ethernet and AIoT growth amid FX risks.2379
Q2 202512 Feb 2026 - Q2 revenue and net income surged, with gross margin at 50.9% and robust outlook ahead.2379Q2 20242 Feb 2026
- Q3 net income up 70.1% on 15.3% revenue growth, with strong margins and segment gains.2379Q3 202418 Jan 2026
- Q1 2025 net income surged 52% on strong IC demand, but tariff risks remain.2379Q1 202524 Dec 2025
- Net income up 67.1% on 19.1% revenue growth; TWD 25.5 dividend proposed.2379Q4 202414 Dec 2025
- Q3 profit fell, but nine-month revenue and net income rose; long-term demand remains strong.2379Q3 20253 Dec 2025
Next Realtek Semiconductor earnings date
Q1 202630 Apr, 2026
Realtek Semiconductor
Next Realtek Semiconductor earnings date
Q1 202630 Apr, 2026
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