- 理想的成長型公司, 本業EPS的成長幅度會大於營收的成長幅度
- 營收到某個數字後, 本業EPS呈現不成比例的增加, 有可能是規模經濟的效應
- 如果是有淡旺季的公司, 是否有淡季不淡, 旺季更旺的情況
- 漲很多的股票要留意 EPS 較上季是否有大幅衰退的情況
- 如果EPS衰退，要觀察同業是不是有一樣的狀況
- 要留意增資減資和公司債對股本及EPS的影響
| 加權平均股數 QoQ YoY | EPS QoQ YoY | 本業EPS QoQ YoY | 累計EPS QoQ YoY | 營收 QoQ YoY | 毛利率(%) QoQ YoY | 營業利益 QoQ YoY | 稅後淨利 QoQ YoY | 稅前淨利率(%) QoQ YoY | 稅後淨利率(%) QoQ YoY | 兩季平均(YOY)營收成長率(%) | 兩季平均(YOY)EPS成長率(%) | 兩季平均(YOY)本業EPS成長率(%) | |||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 23Q4 (20) | 90 | 0.0 | 1.12 | -0.38 | 24.0 | 59.57 | 0.01 | 101.2 | 103.7 | -2.46 | -17.7 | -496.77 | 8.71 | 18.02 | 9.7 | 31.69 | 22.45 | 5.56 | -0.07 | 91.76 | 82.05 | -0.34 | 24.44 | 59.04 | -4.83 | 35.17 | 60.73 | -3.89 | 36.23 | 62.92 | 9.01 | 20.34 | 52.90 |
| 23Q3 (19) | 90 | 0.0 | 1.12 | -0.50 | 16.67 | -145.45 | -0.83 | 4.6 | -407.41 | -2.09 | -31.45 | -233.97 | 7.38 | 0.0 | -17.63 | 25.88 | 7.25 | -28.57 | -0.85 | 9.57 | -288.89 | -0.45 | 16.67 | -146.39 | -7.45 | 21.58 | -156.65 | -6.10 | 17.34 | -156.17 | 7.93 | 28.03 | 8.36 |
| 23Q2 (18) | 90 | 0.0 | 2.27 | -0.60 | 39.39 | -239.53 | -0.87 | 12.12 | -1550.0 | -1.59 | -60.61 | -445.65 | 7.38 | 15.86 | -15.75 | 24.13 | -1.99 | -23.45 | -0.94 | 15.32 | -1666.67 | -0.54 | 39.33 | -242.11 | -9.50 | 45.43 | -313.0 | -7.38 | 47.13 | -270.44 | -1.96 | 17.04 | -127.28 |
| 23Q1 (17) | 90 | 1.12 | 2.27 | -0.99 | -5.32 | -2575.0 | -0.99 | -266.67 | -209.37 | -0.99 | -259.68 | -2575.0 | 6.37 | -19.77 | -26.19 | 24.62 | -17.99 | -3.15 | -1.11 | -184.62 | -270.0 | -0.89 | -7.23 | -3066.67 | -17.41 | -41.54 | -7669.57 | -13.96 | -33.08 | -3977.78 | -15.57 | -95.38 | -233.34 |
| 22Q4 (16) | 89 | 0.0 | 1.14 | -0.94 | -185.45 | -16.05 | -0.27 | -200.0 | 64.94 | 0.62 | -60.26 | -88.21 | 7.94 | -11.38 | -2.46 | 30.02 | -17.14 | 69.41 | -0.39 | -186.67 | 56.18 | -0.83 | -185.57 | -15.28 | -12.30 | -193.54 | -8.85 | -10.49 | -196.59 | -19.34 | -4.55 | -14.82 | 75.00 |
| 22Q3 (15) | 89 | 1.14 | 1.14 | 1.10 | 155.81 | 233.33 | 0.27 | 350.0 | -3.57 | 1.56 | 239.13 | -74.3 | 8.96 | 2.28 | -12.67 | 36.23 | 14.94 | 37.03 | 0.45 | 650.0 | 40.62 | 0.97 | 155.26 | 234.48 | 13.15 | 194.84 | 274.64 | 10.86 | 150.81 | 286.48 | 1.90 | 565.40 | 234.38 |
| 22Q2 (14) | 88 | 0.0 | 39.68 | 0.43 | 975.0 | -89.2 | 0.06 | 118.75 | -97.95 | 0.46 | 1050.0 | -94.28 | 8.76 | 1.51 | -49.51 | 31.52 | 24.0 | -1.25 | 0.06 | 120.0 | -97.92 | 0.38 | 1166.67 | -84.92 | 4.46 | 1839.13 | -72.07 | 4.33 | 1102.78 | -70.16 | 3.76 | 539.97 | 88.59 |
| 22Q1 (13) | 88 | 0.0 | 39.68 | 0.04 | 104.94 | -99.01 | -0.32 | 58.44 | -111.43 | 0.04 | -99.24 | -99.01 | 8.63 | 6.02 | -50.43 | 25.42 | 43.45 | -23.27 | -0.3 | 66.29 | -109.97 | 0.03 | 104.17 | -98.83 | 0.23 | 102.04 | -98.69 | 0.36 | 104.1 | -97.56 | -7.32 | -120.25 | -158.28 |
| 21Q4 (12) | 88 | 0.0 | 39.68 | -0.81 | -345.45 | -115.4 | -0.77 | -375.0 | -120.7 | 5.26 | -13.34 | -61.94 | 8.14 | -20.66 | -50.34 | 17.72 | -32.98 | -52.29 | -0.89 | -378.12 | -123.99 | -0.72 | -348.28 | -121.88 | -11.30 | -421.94 | -150.72 | -8.79 | -412.81 | -143.73 | -30.76 | -218.58 | -232.72 |
| 21Q3 (11) | 88 | 39.68 | 39.68 | 0.33 | -91.71 | -93.27 | 0.28 | -90.44 | -91.59 | 6.07 | -24.5 | -29.34 | 10.26 | -40.86 | -39.07 | 26.44 | -17.17 | -28.23 | 0.32 | -88.93 | -91.62 | 0.29 | -88.49 | -90.61 | 3.51 | -78.02 | -84.87 | 2.81 | -80.63 | -84.7 | -20.60 | -46.84 | -42.90 |
| 21Q2 (10) | 63 | 0.0 | 1.61 | 3.98 | -1.97 | 34.46 | 2.93 | 4.64 | 47.98 | 8.04 | 98.03 | 119.67 | 17.35 | -0.34 | 45.07 | 31.92 | -3.65 | -9.81 | 2.89 | -3.99 | 43.78 | 2.52 | -1.95 | 36.96 | 15.97 | -9.05 | -7.85 | 14.51 | -1.49 | -5.78 | 2.94 | -12.39 | -10.04 |
| 21Q1 (9) | 63 | 0.0 | 1.61 | 4.06 | -22.81 | 480.0 | 2.80 | -24.73 | 483.33 | 4.06 | -70.62 | 480.0 | 17.41 | 6.22 | 109.51 | 33.13 | -10.8 | 11.81 | 3.01 | -18.87 | 457.41 | 2.57 | -21.88 | 497.67 | 17.56 | -21.18 | 170.57 | 14.73 | -26.72 | 183.82 | 1.77 | -7.73 | -6.51 |
| 20Q4 (8) | 63 | 0.0 | 3.28 | 5.26 | 7.35 | 610.81 | 3.72 | 11.71 | 629.41 | 13.82 | 60.88 | 341.53 | 16.39 | -2.67 | 96.52 | 37.14 | 0.81 | 20.23 | 3.71 | -2.88 | 539.66 | 3.29 | 6.47 | 631.11 | 22.28 | -3.97 | 228.61 | 20.10 | 9.42 | 270.17 | 19.06 | 36.45 | 39.95 |
| 20Q3 (7) | 63 | 1.61 | 3.28 | 4.90 | 65.54 | 212.1 | 3.33 | 68.18 | 211.21 | 8.59 | 134.7 | 257.92 | 16.84 | 40.8 | 104.37 | 36.84 | 4.1 | -1.68 | 3.82 | 90.05 | 218.33 | 3.09 | 67.93 | 221.88 | 23.20 | 33.87 | 59.56 | 18.37 | 19.29 | 57.95 | 42.36 | 194.20 | 190.34 |
| 20Q2 (6) | 62 | 0.0 | 3.33 | 2.96 | 322.86 | 196.0 | 1.98 | 312.5 | 200.0 | 3.66 | 422.86 | 346.34 | 11.96 | 43.92 | 79.58 | 35.39 | 19.44 | -8.32 | 2.01 | 272.22 | 154.43 | 1.84 | 327.91 | 201.64 | 17.33 | 167.03 | 42.63 | 15.40 | 196.72 | 69.23 | 21.78 | 158.72 | 153.31 |
| 20Q1 (5) | 62 | 1.64 | 3.33 | 0.70 | -5.41 | 488.89 | 0.48 | -5.88 | 500.0 | 0.70 | -77.64 | 488.89 | 8.31 | -0.36 | 95.53 | 29.63 | -4.08 | -21.78 | 0.54 | -6.9 | 485.71 | 0.43 | -4.44 | 490.91 | 6.49 | -4.28 | 302.81 | 5.19 | -4.42 | 300.39 | - | - | 0.00 |
| 19Q4 (4) | 61 | 0.0 | 0.0 | 0.74 | -52.87 | 0.0 | 0.51 | -52.34 | 0.0 | 3.13 | 30.42 | 0.0 | 8.34 | 1.21 | 0.0 | 30.89 | -17.56 | 0.0 | 0.58 | -51.67 | 0.0 | 0.45 | -53.12 | 0.0 | 6.78 | -53.37 | 0.0 | 5.43 | -53.31 | 0.0 | - | - | 0.00 |
| 19Q3 (3) | 61 | 1.67 | 0.0 | 1.57 | 57.0 | 0.0 | 1.07 | 62.12 | 0.0 | 2.40 | 192.68 | 0.0 | 8.24 | 23.72 | 0.0 | 37.47 | -2.93 | 0.0 | 1.2 | 51.9 | 0.0 | 0.96 | 57.38 | 0.0 | 14.54 | 19.67 | 0.0 | 11.63 | 27.8 | 0.0 | - | - | 0.00 |
| 19Q2 (2) | 60 | 0.0 | 0.0 | 1.00 | 655.56 | 0.0 | 0.66 | 650.0 | 0.0 | 0.82 | 555.56 | 0.0 | 6.66 | 56.71 | 0.0 | 38.60 | 1.9 | 0.0 | 0.79 | 664.29 | 0.0 | 0.61 | 654.55 | 0.0 | 12.15 | 479.69 | 0.0 | 9.10 | 451.35 | 0.0 | - | - | 0.00 |
| 19Q1 (1) | 60 | 0.0 | 0.0 | -0.18 | 0.0 | 0.0 | -0.12 | 0.0 | 0.0 | -0.18 | 0.0 | 0.0 | 4.25 | 0.0 | 0.0 | 37.88 | 0.0 | 0.0 | -0.14 | 0.0 | 0.0 | -0.11 | 0.0 | 0.0 | -3.20 | 0.0 | 0.0 | -2.59 | 0.0 | 0.0 | - | - | 0.00 |
| 年/月 | 營收 | 月增率(%) | 去年同期年增率(%) | 累計營收 | 累計營收年增率(%) | 近三月累計營收 | 存貨銷售比 | 自結稅前EPS | 自結稅前累計EPS | 備註(年增率變動50%需說明原因) |
|---|---|---|---|---|---|---|---|---|---|---|
| 2024/3 | 3.0 | 15.51 | 27.18 | 8.61 | 35.12 | 8.61 | N/A | - | ||
| 2024/2 | 2.6 | -13.37 | 44.16 | 5.6 | 39.81 | 8.61 | N/A | - | ||
| 2024/1 | 3.0 | -0.05 | 36.25 | 3.0 | 36.25 | 9.01 | N/A | - | ||
| 2023/12 | 3.0 | 0.0 | 29.86 | 29.85 | -12.95 | 8.71 | 0.6 | - | ||
| 2023/11 | 3.0 | 11.06 | 12.13 | 26.84 | -16.05 | 8.17 | 0.63 | - | ||
| 2023/10 | 2.7 | 9.7 | -8.12 | 23.84 | -18.63 | 7.43 | 0.7 | - | ||
| 2023/9 | 2.47 | 9.19 | -17.04 | 21.13 | -19.8 | 7.38 | 0.77 | - | ||
| 2023/8 | 2.26 | -15.12 | -25.26 | 18.67 | -20.15 | 7.45 | 0.76 | - | ||
| 2023/7 | 2.66 | 4.94 | -10.33 | 16.41 | -19.39 | 7.58 | 0.75 | - | ||
| 2023/6 | 2.54 | 6.17 | -8.25 | 13.75 | -20.94 | 7.38 | 0.93 | - | ||
| 2023/5 | 2.39 | -2.82 | -20.44 | 11.21 | -23.33 | 7.21 | 0.95 | - | ||
| 2023/4 | 2.46 | 4.0 | -18.1 | 8.83 | -24.08 | 6.62 | 1.04 | - | ||
| 2023/3 | 2.36 | 30.94 | -29.27 | 6.37 | -26.16 | 6.37 | 1.37 | - | ||
| 2023/2 | 1.8 | -18.12 | -28.43 | 4.01 | -24.2 | 6.32 | 1.38 | - | ||
| 2023/1 | 2.2 | -4.74 | -20.34 | 2.2 | -20.34 | 7.2 | 1.21 | - | ||
| 2022/12 | 2.31 | -13.65 | -23.6 | 34.29 | -35.5 | 7.94 | 1.17 | - | ||
| 2022/11 | 2.68 | -9.0 | 16.14 | 31.98 | -36.22 | 8.6 | 1.08 | - | ||
| 2022/10 | 2.94 | -0.94 | 4.97 | 29.3 | -38.74 | 8.94 | 1.04 | - | ||
| 2022/9 | 2.97 | -1.62 | 5.25 | 26.35 | -41.47 | 8.96 | 1.12 | - | ||
| 2022/8 | 3.02 | 1.84 | -11.19 | 23.38 | -44.59 | 8.75 | 1.14 | - | ||
| 2022/7 | 2.97 | 7.37 | -26.44 | 20.36 | -47.52 | 8.73 | 1.15 | - | ||
| 2022/6 | 2.76 | -7.93 | -48.05 | 17.39 | -49.97 | 8.76 | 1.09 | - | ||
| 2022/5 | 3.0 | 0.03 | -49.02 | 14.63 | -50.31 | 9.34 | 1.02 | 本月營收較去年同期減少，主要係因各WiFi主晶片交期延後所致 | ||
| 2022/4 | 3.0 | -10.16 | -51.15 | 11.63 | -50.64 | 8.86 | 1.08 | 本月營收較去年同期減少，主要係因各WiFi主晶片交期延後所致 | ||
| 2022/3 | 3.34 | 32.49 | -44.46 | 8.63 | -50.46 | 8.63 | 1.23 | 本月營收較去年同期減少，主要係因各WiFi主晶片交期延後所致 | ||
| 2022/2 | 2.52 | -8.87 | -54.27 | 5.29 | -53.62 | 8.31 | 1.27 | 本月營收較去年同期減少，主要係因各WiFi主晶片交期延後所致 | ||
| 2022/1 | 2.77 | -8.63 | -53.01 | 2.77 | -53.01 | 8.1 | 1.3 | 本月營收較去年同期減少，主要係因各WiFi主晶片交期延後所致 | ||
| 2021/12 | 3.03 | 31.26 | -45.4 | 53.16 | -0.63 | 8.14 | 1.69 | - | ||
| 2021/11 | 2.31 | -17.76 | -58.31 | 50.13 | 4.54 | 7.94 | 1.73 | 本月營收較去年同期減少，主要係因各WiFi主晶片交期延後所致 | ||
| 2021/10 | 2.8 | -0.67 | -47.16 | 47.83 | 12.74 | 9.03 | 1.52 | - | ||
| 2021/9 | 2.82 | -17.0 | -53.23 | 45.02 | 21.3 | 10.26 | 1.65 | 本月營收較去年同期減少，主要係因各WiFi主晶片交期延後所致 | ||
| 2021/8 | 3.4 | -15.64 | -38.31 | 42.2 | 35.79 | 12.76 | 1.32 | - | ||
| 2021/7 | 4.03 | -24.17 | -23.74 | 38.8 | 51.78 | 15.24 | 1.11 | 因客戶需求增加及產能提升 | ||
| 2021/6 | 5.32 | -9.63 | 8.51 | 34.76 | 71.49 | 17.35 | 0.87 | 因客戶需求增加及產能提升 | ||
| 2021/5 | 5.89 | -4.15 | 44.41 | 29.44 | 91.58 | 18.04 | 0.83 | 因客戶需求增加及產能提升 | ||
| 2021/4 | 6.14 | 2.12 | 105.77 | 23.56 | 108.61 | 17.67 | 0.85 | 因客戶需求增加及產能提升 | ||
| 2021/3 | 6.01 | 9.09 | 100.31 | 17.41 | 109.63 | 17.41 | 0.8 | 因客戶需求增加及產能提升 | ||
| 2021/2 | 5.51 | -6.37 | 107.8 | 11.4 | 114.91 | 16.95 | 0.82 | 因客戶需求增加及產能提升 | ||
| 2021/1 | 5.89 | 6.17 | 122.03 | 5.89 | 122.03 | 16.97 | 0.82 | 因客戶需求增加及產能提升 | ||
| 2020/12 | 5.55 | 0.22 | 111.51 | 53.5 | 94.58 | 16.39 | 0.78 | 因客戶需求增加及產能提升 | ||
| 2020/11 | 5.53 | 4.22 | 104.55 | 47.96 | 92.79 | 16.88 | 0.76 | 因客戶需求增加及產能提升 | ||
| 2020/10 | 5.31 | -12.09 | 76.35 | 42.42 | 91.36 | 16.86 | 0.76 | 因客戶需求增加及產能提升 | ||
| 2020/9 | 6.04 | 9.48 | 112.85 | 37.11 | 93.72 | 16.84 | 0.67 | 因客戶需求增加及產能提升 | ||
| 2020/8 | 5.52 | 4.26 | 101.89 | 31.08 | 90.39 | 15.71 | 0.72 | 因客戶需求增加及產能提升 | ||
| 2020/7 | 5.29 | 7.9 | 97.86 | 25.56 | 88.08 | 14.27 | 0.79 | 因客戶需求增加及產能提升 | ||
| 2020/6 | 4.9 | 20.25 | 90.44 | 20.27 | 85.69 | 11.96 | 0.87 | 因客戶需求增加及產能提升 | ||
| 2020/5 | 4.08 | 36.56 | 81.71 | 15.37 | 84.22 | 10.06 | 1.03 | 因客戶需求增加及產能提升 | ||
| 2020/4 | 2.99 | -0.57 | 61.72 | 11.29 | 85.14 | 8.64 | 1.2 | 因客戶需求回穩 | ||
| 2020/3 | 3.0 | 13.17 | 100.03 | 8.31 | 95.31 | 8.31 | 0.91 | 因客戶需求回穩 | ||
| 2020/2 | 2.65 | 0.03 | 130.57 | 5.3 | 92.73 | 7.93 | 0.95 | 因客戶需求回穩 | ||
| 2020/1 | 2.65 | 1.14 | 65.55 | 2.65 | 65.55 | 7.98 | 0.95 | 因客戶需求大幅增加 | ||
| 2019/12 | 2.62 | -3.07 | 45.54 | 27.5 | 3.75 | 8.34 | 0.72 | - | ||
| 2019/11 | 2.7 | -10.14 | 31.21 | 24.87 | 0.7 | 8.55 | 0.7 | - | ||
| 2019/10 | 3.01 | 6.09 | 36.78 | 22.17 | -2.07 | 8.58 | 0.7 | - | ||
| 2019/9 | 2.84 | 3.85 | 30.04 | 19.16 | -6.26 | 8.24 | 0.53 | - | ||
| 2019/8 | 2.73 | 2.19 | 20.86 | 16.32 | -10.59 | 7.98 | 0.55 | - | ||
| 2019/7 | 2.67 | 3.85 | 18.81 | 13.59 | -15.04 | 7.49 | 0.58 | - | ||
| 2019/6 | 2.57 | 14.73 | 6.78 | 10.92 | -20.58 | 6.66 | 0.56 | - | ||
| 2019/5 | 2.24 | 21.54 | -6.53 | 8.34 | -26.4 | 0.0 | N/A | - | ||
| 2019/4 | 1.85 | 22.97 | -20.19 | 6.1 | -31.74 | 0.0 | N/A | - |
| 加權平均股數 YoY | EPS YoY | 本業EPS YoY | 營收 YoY | 毛利率(%) YoY | 營業利益 YoY | 稅前淨利 YoY | 稅後淨利 YoY | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 (10) | 90 | 1.12 | -2.46 | 0 | -2.68 | 0 | 29.85 | -12.95 | 26.87 | -12.96 | -2.97 | 0 | -2.78 | 0 | -2.22 | 0 |
| 2022 (9) | 89 | 1.14 | 0.62 | -88.19 | -0.26 | 0 | 34.29 | -35.5 | 30.87 | 6.16 | -0.17 | 0 | 0.61 | -88.43 | 0.55 | -88.2 |
| 2021 (8) | 88 | 39.68 | 5.25 | -61.59 | 5.26 | -44.75 | 53.16 | -0.64 | 29.08 | -18.06 | 5.34 | -47.02 | 5.27 | -48.18 | 4.66 | -46.19 |
| 2020 (7) | 63 | 3.28 | 13.67 | 349.67 | 9.52 | 351.18 | 53.5 | 94.55 | 35.49 | -0.89 | 10.08 | 314.81 | 10.17 | 316.8 | 8.66 | 353.4 |
| 2019 (6) | 61 | 1.67 | 3.04 | 4.83 | 2.11 | 15.93 | 27.5 | 3.77 | 35.81 | 9.71 | 2.43 | 20.9 | 2.44 | 14.02 | 1.91 | 7.91 |
| 2018 (5) | 60 | 9.09 | 2.90 | 14.62 | 1.82 | -34.77 | 26.5 | -0.6 | 32.64 | -4.28 | 2.01 | -25.83 | 2.14 | 32.1 | 1.77 | 24.65 |
| 2017 (4) | 55 | 0.0 | 2.53 | -6.99 | 2.79 | 55.0 | 26.66 | 23.31 | 34.10 | 0.68 | 2.71 | 47.28 | 1.62 | -5.81 | 1.42 | -5.33 |
| 2016 (3) | 55 | 22.22 | 2.72 | -16.31 | 1.80 | 17.65 | 21.62 | 25.99 | 33.87 | 1.32 | 1.84 | 13.58 | 1.72 | 1.78 | 1.5 | 2.74 |
| 2015 (2) | 45 | 7.14 | 3.25 | 140.74 | 1.53 | 225.53 | 17.16 | 24.17 | 33.43 | 31.2 | 1.62 | 200.0 | 1.69 | 144.93 | 1.46 | 156.14 |
| 2014 (1) | 42 | 2.44 | 1.35 | 275.0 | 0.47 | 327.27 | 13.82 | 24.17 | 25.48 | 0 | 0.54 | 260.0 | 0.69 | 245.0 | 0.57 | 280.0 |
