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Vanguard International Semiconductor (5347) investor relations material
Vanguard International Semiconductor Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Net revenue for 4Q25 reached NT$12,594 million, up 2.0% quarter-over-quarter and 9.0% year-over-year.
Net income attributable to shareholders was NT$1,748 million, a 2.6% increase from 3Q25 but a 5.4% decrease from 4Q24.
Diluted EPS for 4Q25 was NT$0.93, up from NT$0.91 in 3Q25 but down from NT$1.03 in 4Q24.
Financial highlights
Gross profit margin for 4Q25 was 27.5%, within the guided range of 26.5% to 28.5%.
Operating income for 4Q25 was NT$1,807 million, down 1.4% quarter-over-quarter and 6.2% year-over-year.
Yearly net revenue for 2025 was NT$48,591 million, a 10.3% increase over 2024.
Yearly net income attributable to shareholders grew 12.2% year-over-year to NT$7,908 million.
Outlook and guidance
4Q25 wafer shipments decreased 7% quarter-over-quarter, while blended ASP increased 5% quarter-over-quarter.
Gross profit margin met guidance, and shipment and ASP trends were in line with expectations.
- TimeTickerHeadlineOpen
- 6 FebPECO
2026 FFO per share growth guided at 5.5% with record occupancy and robust acquisitions. - 6 FebCRI
Q1 2025 saw record revenue, a return to profit, and major new contracts in space technology. - 6 FebCRI
Net loss widened to 7.5m PLN in H1 2024 as revenue fell and R&D costs remained high. - 6 FebCRI
Net loss deepened on lower sales and higher costs, but major new contracts and restructuring are underway. - 6 FebEMBASSY
Record revenue, NOI, and distributions highlight strong growth and robust segment performance. - 6 FebCRI
Revenue fell and losses deepened, but ESA contracts and R&D projects drive future prospects. - 6 FebNVDA
AI-driven digital twins and real-time simulation will transform engineering and manufacturing. - 6 FebTUPRS
Net income reached TRY 29.5 billion, with strong dividends and a robust net cash position. - 6 FebCPT
2025 results beat guidance; Sun Belt focus, asset sales, and share buybacks drive 2026 strategy. - 6 FebCRI
H1 2025 saw a return to profit, record revenues, and strong cash from major space projects.
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