Quanta Computer (2382) Q3 2025 earnings summary

Executive summary

• Net sales for 3Q25 reached NT$495,258 million, down 1.8% sequentially but up 16.7% year-over-year.

• Net income for 3Q25 was NT$16,431 million, a 2.5% decrease from 2Q25 and a 1.2% decrease year-over-year.

• For the first nine months of 2025, net sales grew 49.5% year-over-year to NT$1,485,052 million.

• Net income for 9M25 increased 20.4% year-over-year to NT$52,790 million.

• Cash dividends totaling TWD 50,214 million were distributed for 2024, reflecting strong profitability and cash flow.

Financial highlights

• Gross profit margin for 3Q25 was 6.85%, compared to 7.05% in 2Q25 and 7.33% in 3Q24.

• Gross profit for the nine months was TWD 107,934 million, up from TWD 79,683 million year-over-year.

• Operating income for 3Q25 was NT$18,374 million, down 9.9% sequentially and down 6.0% year-over-year.

• Basic EPS for 3Q25 was NT$4.26, compared to NT$4.37 in 2Q25 and NT$4.32 in 3Q24.

• For 9M25, basic EPS was NT$13.7, up from NT$11.37 in 9M24.

Key financial ratios and metrics

• Trailing twelve months ROE reached approximately 35% by 3Q25.

• Gross margin for the nine months was 7.3%, with operating margin at 4.3%.

• Current ratio as of September 30, 2025, was approximately 1.22.

• Shareholders' equity increased to NT$213,532 million as of September 30, 2025, from NT$187,902 million at June 30, 2025.

• Basic EPS for the nine months was TWD 13.70, and diluted EPS was TWD 13.35.