ENNOSTAR (3714) Q2 2026 earnings summary

Executive summary

• Net revenue for 2Q26 reached NT$6,324 million, up 20.6% sequentially and 10.2% year-over-year.

• Net income attributable to the parent company was NT$1,245 million, a significant turnaround from losses in prior periods.

• Net profit margin improved to 19.7% from -2.8% in 1Q26 and -15.3% in 2Q25.

Financial highlights

• Gross margin was 10.9%, slightly down from 11.1% in 1Q26 but up from 6.9% in 2Q25.

• Operating margin stood at -6.0%, a modest decline from -5.8% in 1Q26 but a notable improvement from -14.5% in 2Q25.

• Basic EPS was NT$1.69, compared to -NT$0.20 in 1Q26 and -NT$1.19 in 2Q25.

• EBITDA margin was 5.8%, down from 10.4% in 1Q26 but up from 2.6% in 2Q25.

Segment performance

• Revenue from TV BLU and Automotive applications remained strong, with Automotive accounting for 22% of 2Q26 revenue.

• General Application and Professional Lighting segments showed stable contributions.