- 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) | 66 | 0.0 | 3.12 | 0.54 | -69.66 | 86.21 | 1.08 | 11.34 | 68.75 | 4.19 | 14.79 | -46.07 | 5.61 | -7.12 | 9.57 | 25.04 | 8.87 | 24.52 | 0.8 | 14.29 | 73.91 | 0.36 | -69.49 | 100.0 | 8.03 | -61.11 | 87.62 | 6.40 | -67.21 | 77.78 | -0.39 | -10.66 | 21.21 |
| 23Q3 (19) | 66 | 0.0 | 0.0 | 1.78 | 48.33 | -26.45 | 0.97 | 31.08 | -39.75 | 3.65 | 95.19 | -51.78 | 6.04 | 6.34 | -31.29 | 23.00 | 3.79 | -6.96 | 0.7 | 16.67 | -49.28 | 1.18 | 47.5 | -26.25 | 20.65 | 28.34 | -5.49 | 19.52 | 39.23 | 7.02 | 15.87 | 63.71 | 20.77 |
| 23Q2 (18) | 66 | 0.0 | 4.76 | 1.20 | 79.1 | -56.04 | 0.74 | 10.45 | -65.58 | 1.87 | 179.1 | -63.76 | 5.68 | 25.39 | -46.36 | 22.16 | -13.57 | -13.3 | 0.6 | 5.26 | -66.48 | 0.8 | 81.82 | -53.49 | 16.09 | 28.72 | -18.45 | 14.02 | 43.5 | -13.78 | 6.94 | 105.06 | 7.57 |
| 23Q1 (17) | 66 | 3.12 | 10.0 | 0.67 | 131.03 | -72.31 | 0.67 | 4.69 | -58.39 | 0.67 | -91.38 | -72.31 | 4.53 | -11.52 | -57.1 | 25.64 | 27.5 | 27.18 | 0.57 | 23.91 | -59.29 | 0.44 | 144.44 | -69.86 | 12.50 | 192.06 | -26.64 | 9.77 | 171.39 | -29.1 | -26.63 | 21.51 | -27.78 |
| 22Q4 (16) | 64 | -3.03 | 6.67 | 0.29 | -88.02 | -85.78 | 0.64 | -60.25 | -63.64 | 7.77 | 2.64 | 14.6 | 5.12 | -41.75 | -50.44 | 20.11 | -18.65 | -7.54 | 0.46 | -66.67 | -69.54 | 0.18 | -88.75 | -85.37 | 4.28 | -80.41 | -72.01 | 3.60 | -80.26 | -69.75 | -29.38 | -49.69 | -42.69 |
| 22Q3 (15) | 66 | 4.76 | 10.0 | 2.42 | -11.36 | 20.4 | 1.61 | -25.12 | -5.85 | 7.57 | 46.71 | 59.7 | 8.79 | -17.0 | -8.25 | 24.72 | -3.29 | 7.57 | 1.38 | -22.91 | -8.0 | 1.6 | -6.98 | 32.23 | 21.85 | 10.75 | 32.83 | 18.24 | 12.18 | 44.19 | -8.36 | 0.73 | 4.21 |
| 22Q2 (14) | 63 | 5.0 | 5.0 | 2.73 | 12.81 | 67.48 | 2.15 | 33.54 | 37.82 | 5.16 | 113.22 | 89.71 | 10.59 | 0.28 | 29.3 | 25.56 | 26.79 | 12.11 | 1.79 | 27.86 | 44.35 | 1.72 | 17.81 | 75.51 | 19.73 | 15.79 | 35.23 | 16.26 | 18.0 | 35.73 | 1.25 | 15.72 | 12.51 |
| 22Q1 (13) | 60 | 0.0 | 0.0 | 2.42 | 18.63 | 122.02 | 1.61 | -8.52 | 82.95 | 2.42 | -64.31 | 122.02 | 10.56 | 2.23 | 81.44 | 20.16 | -7.31 | -7.48 | 1.4 | -7.28 | 91.78 | 1.46 | 18.7 | 121.21 | 17.04 | 11.45 | 22.94 | 13.78 | 15.8 | 21.62 | 5.03 | 10.06 | -2.80 |
| 21Q4 (12) | 60 | 0.0 | 0.0 | 2.04 | 1.49 | 55.73 | 1.76 | 2.92 | 33.33 | 6.78 | 43.04 | 42.44 | 10.33 | 7.83 | 46.52 | 21.75 | -5.35 | -7.25 | 1.51 | 0.67 | 41.12 | 1.23 | 1.65 | 55.7 | 15.29 | -7.05 | 9.37 | 11.90 | -5.93 | 6.54 | 12.40 | 12.40 | 6.27 |
| 21Q3 (11) | 60 | 0.0 | 0.0 | 2.01 | 23.31 | 34.0 | 1.71 | 9.62 | 12.5 | 4.74 | 74.26 | 37.39 | 9.58 | 16.97 | 24.42 | 22.98 | 0.79 | 1.82 | 1.5 | 20.97 | 21.95 | 1.21 | 23.47 | 34.44 | 16.45 | 12.75 | 12.36 | 12.65 | 5.59 | 7.66 | 28.84 | 36.42 | 43.45 |
| 21Q2 (10) | 60 | 0.0 | 0.0 | 1.63 | 49.54 | 25.38 | 1.56 | 77.27 | 20.93 | 2.72 | 149.54 | 39.49 | 8.19 | 40.72 | 12.35 | 22.80 | 4.64 | 11.17 | 1.24 | 69.86 | 25.25 | 0.98 | 48.48 | 25.64 | 14.59 | 5.27 | 14.61 | 11.98 | 5.74 | 11.86 | 11.63 | 16.38 | 21.97 |
| 21Q1 (9) | 60 | 0.0 | 0 | 1.09 | -16.79 | 0 | 0.88 | -33.33 | 0 | 1.09 | -77.1 | 0 | 5.82 | -17.45 | 0 | 21.79 | -7.08 | 0 | 0.73 | -31.78 | 0 | 0.66 | -16.46 | 0 | 13.86 | -0.86 | 0 | 11.33 | 1.43 | 0 | -12.95 | -14.73 | -23.24 |
| 20Q4 (8) | 60 | 0.0 | 0 | 1.31 | -12.67 | 0 | 1.32 | -13.16 | 0 | 4.76 | 37.97 | 0 | 7.05 | -8.44 | 0 | 23.45 | 3.9 | 0 | 1.07 | -13.01 | 0 | 0.79 | -12.22 | 0 | 13.98 | -4.51 | 0 | 11.17 | -4.94 | 0 | -1.41 | 1.36 | 2.33 |
| 20Q3 (7) | 60 | 0.0 | 0 | 1.50 | 15.38 | 0 | 1.52 | 17.83 | 0 | 3.45 | 76.92 | 0 | 7.7 | 5.62 | 0 | 22.57 | 10.04 | 0 | 1.23 | 24.24 | 0 | 0.9 | 15.38 | 0 | 14.64 | 15.0 | 0 | 11.75 | 9.71 | 0 | 2.81 | 7.69 | 8.91 |
| 20Q2 (6) | 60 | 0 | 0 | 1.30 | 0 | 0 | 1.29 | 0 | 0 | 1.95 | 0 | 0 | 7.29 | 0 | 0 | 20.51 | 0 | 0 | 0.99 | 0 | 0 | 0.78 | 0 | 0 | 12.73 | 0 | 0 | 10.71 | 0 | 0 | 0.00 | 0.00 | 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 | 1.96 | 33.18 | 7.41 | 5.2 | 14.81 | 5.2 | N/A | - | ||
| 2024/2 | 1.47 | -16.76 | -2.39 | 3.24 | 19.8 | 4.92 | N/A | - | ||
| 2024/1 | 1.77 | 4.97 | 47.79 | 1.77 | 47.79 | 5.37 | N/A | - | ||
| 2023/12 | 1.68 | -12.11 | -10.27 | 21.86 | -37.64 | 5.61 | 1.56 | - | ||
| 2023/11 | 1.92 | -4.76 | 13.3 | 20.18 | -39.18 | 5.94 | 1.47 | - | ||
| 2023/10 | 2.01 | 0.3 | 29.91 | 18.26 | -42.0 | 6.03 | 1.45 | - | ||
| 2023/9 | 2.01 | 0.03 | -25.56 | 16.25 | -45.73 | 6.04 | 1.66 | - | ||
| 2023/8 | 2.01 | -0.9 | -28.49 | 14.24 | -47.72 | 6.15 | 1.63 | - | ||
| 2023/7 | 2.02 | -4.36 | -38.28 | 12.24 | -49.93 | 6.02 | 1.66 | - | ||
| 2023/6 | 2.12 | 12.81 | -42.93 | 10.21 | -51.74 | 5.68 | 1.71 | 客戶去化庫存，調整出貨速度 | ||
| 2023/5 | 1.88 | 11.14 | -48.96 | 8.09 | -53.61 | 5.39 | 1.8 | 客戶去化庫存，調整出貨速度 | ||
| 2023/4 | 1.69 | -7.48 | -47.42 | 6.22 | -54.85 | 5.02 | 1.93 | 客戶去化庫存，調整出貨速度 | ||
| 2023/3 | 1.83 | 21.02 | -46.63 | 4.53 | -57.11 | 4.53 | 2.14 | 客戶去化庫存，調整出貨速度 | ||
| 2023/2 | 1.51 | 26.03 | -49.84 | 2.7 | -62.13 | 4.58 | 2.12 | 客戶去化庫存，調整出貨速度 | ||
| 2023/1 | 1.2 | -36.27 | -71.06 | 1.2 | -71.06 | 4.77 | 2.04 | 客戶去化庫存，調整出貨速度 | ||
| 2022/12 | 1.88 | 10.97 | -47.66 | 35.06 | 3.37 | 5.12 | 2.3 | - | ||
| 2022/11 | 1.69 | 9.19 | -51.33 | 33.18 | 9.41 | 5.94 | 1.99 | 客戶去化庫存，調整出貨速度 | ||
| 2022/10 | 1.55 | -42.53 | -52.52 | 31.49 | 17.27 | 7.05 | 1.67 | 客戶去化庫存，調整出貨速度 | ||
| 2022/9 | 2.7 | -3.9 | -11.35 | 29.94 | 26.93 | 8.78 | 1.36 | - | ||
| 2022/8 | 2.81 | -14.48 | -14.25 | 27.25 | 32.6 | 9.8 | 1.21 | - | ||
| 2022/7 | 3.28 | -11.56 | 0.56 | 24.44 | 41.47 | 10.67 | 1.12 | - | ||
| 2022/6 | 3.71 | 0.89 | 31.58 | 21.16 | 50.99 | 10.6 | 0.92 | 本月營收較去年同期增加主係無線模組出貨量增加所致 | ||
| 2022/5 | 3.68 | 14.48 | 36.06 | 17.45 | 55.88 | 10.31 | 0.95 | 本月營收較去年同期增加主係無線模組出貨量增加所致 | ||
| 2022/4 | 3.21 | -6.08 | 20.2 | 13.77 | 62.19 | 9.64 | 1.01 | 本月營收較去年同期增加主係無線模組出貨量增加所致 | ||
| 2022/3 | 3.42 | 13.73 | 48.65 | 10.56 | 81.47 | 10.56 | 0.85 | 本月營收較去年同期增加主係無線模組出貨量增加所致 | ||
| 2022/2 | 3.01 | -27.28 | 131.67 | 7.14 | 102.92 | 10.73 | 0.84 | 本月營收較去年同期增加主係無線模組出貨量增加所致 | ||
| 2022/1 | 4.14 | 15.27 | 86.12 | 4.14 | 86.12 | 11.2 | 0.8 | 本月營收較去年同期增加主係無線模組出貨量增加所致 | ||
| 2021/12 | 3.59 | 3.18 | 66.25 | 33.92 | 27.24 | 10.33 | 0.67 | 本月營收較去年同期增加主係無線模組出貨量增加所致 | ||
| 2021/11 | 3.48 | 6.53 | 42.62 | 30.33 | 23.81 | 9.78 | 0.71 | - | ||
| 2021/10 | 3.26 | 7.29 | 32.97 | 26.85 | 21.73 | 9.58 | 0.73 | - | ||
| 2021/9 | 3.04 | -7.04 | 19.46 | 23.59 | 20.32 | 9.58 | 0.86 | - | ||
| 2021/8 | 3.27 | 0.29 | 24.88 | 20.55 | 20.45 | 9.35 | 0.88 | - | ||
| 2021/7 | 3.26 | 15.71 | 28.75 | 17.28 | 19.64 | 8.78 | 0.94 | - | ||
| 2021/6 | 2.82 | 4.32 | 12.25 | 14.01 | 17.71 | 8.19 | 0.89 | - | ||
| 2021/5 | 2.7 | 1.13 | 22.22 | 11.19 | 19.16 | 7.67 | 0.95 | - | ||
| 2021/4 | 2.67 | 16.14 | 4.77 | 8.49 | 18.22 | 6.27 | 1.17 | - | ||
| 2021/3 | 2.3 | 77.25 | 4.88 | 5.82 | 25.62 | 5.82 | 1.02 | - | ||
| 2021/2 | 1.3 | -41.58 | 22.8 | 3.52 | 44.27 | 5.62 | 1.06 | - | ||
| 2021/1 | 2.22 | 5.94 | 60.69 | 2.22 | 60.69 | 6.76 | 0.88 | 本月營收較去年同期增加主係無線模組出貨量增加所致 | ||
| 2020/12 | 2.1 | -13.97 | 17.13 | 26.65 | 21.95 | 6.99 | 0.6 | - | ||
| 2020/11 | 2.44 | -0.66 | 26.98 | 24.56 | 22.38 | 7.46 | 0.56 | - | ||
| 2020/10 | 2.45 | -4.57 | 23.66 | 22.12 | 21.89 | 7.65 | 0.55 | - | ||
| 2020/9 | 2.57 | -1.83 | 27.38 | 19.66 | 21.67 | 7.29 | 0.62 | - | ||
| 2020/8 | 2.62 | 0.0 | 34.6 | 17.09 | 20.86 | 6.64 | 0.68 | - | ||
| 2018/5 | 2.1 | 9.14 | 11.4 | 8.74 | -12.12 | 5.75 | N/A | - | ||
| 2018/4 | 1.92 | 11.0 | -9.49 | 6.64 | -17.62 | 4.78 | N/A | - | ||
| 2018/3 | 1.73 | 53.48 | -29.24 | 4.72 | -20.53 | 4.72 | N/A | - | ||
| 2018/2 | 1.13 | -39.33 | -39.37 | 2.99 | -14.42 | 0.0 | N/A | - | ||
| 2018/1 | 1.86 | -2.76 | 14.04 | 1.86 | 14.04 | 0.0 | N/A | - | ||
| N/A | N/A | N/A | N/A | N/A | N/A | 0 | N/A | |||
| N/A | N/A | N/A | N/A | N/A | N/A | 0 | N/A | |||
| N/A | N/A | N/A | N/A | N/A | N/A | 0 | N/A | |||
| N/A | N/A | N/A | N/A | N/A | N/A | 0 | N/A | |||
| N/A | N/A | N/A | N/A | N/A | N/A | 0 | N/A | |||
| N/A | N/A | N/A | N/A | N/A | N/A | 0 | N/A | |||
| N/A | N/A | N/A | N/A | N/A | N/A | 0 | N/A | |||
| N/A | N/A | N/A | N/A | N/A | N/A | 0 | N/A | |||
| N/A | N/A | N/A | N/A | N/A | N/A | 0 | N/A | |||
| N/A | N/A | N/A | N/A | N/A | N/A | 0 | N/A | |||
| N/A | N/A | N/A | N/A | N/A | N/A | 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) | 66 | 3.12 | 4.17 | -45.49 | 3.45 | -42.79 | 21.86 | -37.65 | 23.85 | 4.01 | 2.68 | -46.83 | 3.18 | -47.26 | 2.78 | -44.06 |
| 2022 (9) | 64 | 6.67 | 7.65 | 14.69 | 6.03 | 2.03 | 35.06 | 3.36 | 22.93 | 2.55 | 5.04 | 1.2 | 6.03 | 16.86 | 4.97 | 21.81 |
| 2021 (8) | 60 | 0.0 | 6.67 | 41.91 | 5.91 | 29.89 | 33.92 | 27.28 | 22.36 | 3.37 | 4.98 | 35.33 | 5.16 | 46.18 | 4.08 | 42.66 |
| 2020 (7) | 60 | -13.04 | 4.70 | 261.54 | 4.55 | 172.46 | 26.65 | 21.91 | 21.63 | 68.46 | 3.68 | 185.27 | 3.53 | 223.85 | 2.86 | 217.78 |
| 2019 (6) | 69 | -17.86 | 1.30 | 1344.44 | 1.67 | 0 | 21.86 | 6.79 | 12.84 | 109.8 | 1.29 | 0 | 1.09 | 1111.11 | 0.9 | 1185.71 |
| 2018 (5) | 84 | 0.0 | 0.09 | -85.0 | -0.30 | 0 | 20.47 | -10.81 | 6.12 | -37.61 | -0.18 | 0 | 0.09 | -85.25 | 0.07 | -86.0 |
| 2017 (4) | 84 | 0.0 | 0.60 | -47.83 | 0.85 | -42.57 | 22.95 | -12.9 | 9.81 | -17.63 | 0.67 | -51.8 | 0.61 | -55.8 | 0.5 | -48.45 |
| 2016 (3) | 84 | 2.44 | 1.15 | 4.55 | 1.48 | 60.87 | 26.35 | -1.68 | 11.91 | -10.85 | 1.39 | -29.44 | 1.38 | -39.21 | 0.97 | 6.59 |
| 2015 (2) | 82 | 7.89 | 1.10 | 0 | 0.92 | -57.01 | 26.8 | 12.13 | 13.36 | 26.16 | 1.97 | 80.73 | 2.27 | 80.16 | 0.91 | -42.41 |
| 2014 (1) | 76 | 0 | 0.00 | 0 | 2.14 | 0 | 23.9 | 0 | 10.59 | 0 | 1.09 | 0 | 1.26 | 0 | 1.58 | 0 |
