AIROHA TECHNOLOGY (6526) Q2 2026 earnings summary

Executive summary

• Consolidated revenue for 2Q26 reached NTD 6,289 million, up 13.9% year-over-year and 15.3% sequentially from 1Q26.

• Net income for 2Q26 was NTD 886 million, representing a 16.9% increase year-over-year and 18.8% sequential growth.

• Earnings per share (EPS) rose to NTD 5.25, up NTD 0.61 year-over-year and NTD 0.78 quarter-over-quarter.

Financial highlights

• Gross profit for 2Q26 was NTD 3,217 million, up 15.4% year-over-year and 11.8% sequentially.

• Gross margin stood at 51.2%, up 0.7 percentage points year-over-year but down 1.5 points sequentially.

• Operating income reached NTD 943 million, up 15.6% both year-over-year and sequentially.

• Net profit margin was 14.1%, up 0.4 percentage points year-over-year and quarter-over-quarter.

Segment performance

• R&D expenses increased to NTD 1,822 million in 2Q26, up from NTD 1,619 million in 1Q26 and NTD 1,546 million in 2Q25.

• Selling and administrative expenses also rose year-over-year and sequentially.