- 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) | 239 | 0.42 | 1.27 | -0.98 | -13.95 | -92.16 | -1.04 | -28.4 | -131.11 | -2.60 | -60.49 | -26.21 | 4.4 | -34.43 | -63.96 | 5.19 | -44.61 | -69.13 | -2.13 | -20.34 | -113.0 | -2.35 | -14.63 | -92.62 | -45.38 | -60.69 | -381.23 | -53.32 | -74.65 | -435.34 | -34.89 | -44.73 | -60.63 |
| 23Q3 (19) | 238 | 0.0 | 0.0 | -0.86 | -75.51 | -115.0 | -0.81 | -92.86 | -97.56 | -1.62 | -113.16 | -4.52 | 6.71 | -35.36 | -48.42 | 9.37 | -30.8 | -28.09 | -1.77 | -90.32 | -90.32 | -2.05 | -75.21 | -115.79 | -28.24 | -168.19 | -303.43 | -30.53 | -170.66 | -317.08 | -24.57 | -81.98 | -96.43 |
| 23Q2 (18) | 238 | 0.0 | 0.0 | -0.49 | -88.46 | 9.26 | -0.42 | -100.0 | -10.53 | -0.76 | -192.31 | 33.91 | 10.38 | -13.79 | 1.07 | 13.54 | -21.32 | -3.84 | -0.93 | -116.28 | -3.33 | -1.17 | -85.71 | 8.59 | -10.53 | -129.91 | 14.94 | -11.28 | -116.09 | 9.69 | -7.59 | -19.72 | -23.34 |
| 23Q1 (17) | 238 | 0.85 | 3.03 | -0.26 | 49.02 | 57.38 | -0.21 | 53.33 | 65.0 | -0.26 | 87.38 | 57.38 | 12.04 | -1.39 | 28.91 | 17.21 | 2.38 | 45.97 | -0.43 | 57.0 | 68.15 | -0.63 | 48.36 | 55.32 | -4.58 | 51.43 | 67.79 | -5.22 | 47.59 | 65.48 | -3.77 | 10.76 | 21.79 |
| 22Q4 (16) | 236 | -0.84 | 3.51 | -0.51 | -27.5 | 17.74 | -0.45 | -9.76 | 29.69 | -2.06 | -32.9 | -4.57 | 12.21 | -6.15 | 32.14 | 16.81 | 29.01 | 78.64 | -1.0 | -7.53 | 38.27 | -1.22 | -28.42 | 14.08 | -9.43 | -34.71 | 42.18 | -9.96 | -36.07 | 35.32 | 10.27 | -0.79 | -8.82 |
| 22Q3 (15) | 238 | 0.0 | 4.39 | -0.40 | 25.93 | 21.57 | -0.41 | -7.89 | 14.58 | -1.55 | -34.78 | -14.81 | 13.01 | 26.68 | 29.71 | 13.03 | -7.46 | -16.63 | -0.93 | -3.33 | 16.96 | -0.95 | 25.78 | 18.8 | -7.00 | 43.46 | 38.33 | -7.32 | 41.39 | 37.06 | 18.32 | 18.70 | 14.39 |
| 22Q2 (14) | 238 | 3.03 | 4.39 | -0.54 | 11.48 | -54.29 | -0.38 | 36.67 | -8.57 | -1.15 | -88.52 | -36.9 | 10.27 | 9.96 | 2.5 | 14.08 | 19.42 | -13.83 | -0.9 | 33.33 | -8.43 | -1.28 | 9.22 | -62.03 | -12.38 | 12.94 | -57.11 | -12.49 | 17.39 | -57.5 | 5.52 | 6.54 | 21.46 |
| 22Q1 (13) | 231 | 1.32 | 1.32 | -0.61 | 1.61 | -24.49 | -0.60 | 6.25 | -22.45 | -0.61 | 69.04 | -24.49 | 9.34 | 1.08 | -6.69 | 11.79 | 25.29 | 9.47 | -1.35 | 16.67 | -14.41 | -1.41 | 0.7 | -25.89 | -14.22 | 12.81 | -23.98 | -15.12 | 1.82 | -35.48 | -3.40 | -9.98 | -13.54 |
| 21Q4 (12) | 228 | 0.0 | 0.0 | -0.62 | -21.57 | -244.44 | -0.64 | -33.33 | -166.67 | -1.97 | -45.93 | -369.05 | 9.24 | -7.88 | -7.97 | 9.41 | -39.8 | -45.29 | -1.62 | -44.64 | -194.55 | -1.42 | -21.37 | -238.1 | -16.31 | -43.7 | -318.21 | -15.40 | -32.42 | -270.19 | -3.89 | -33.64 | -35.23 |
| 21Q3 (11) | 228 | 0.0 | 0.0 | -0.51 | -45.71 | -112.5 | -0.48 | -37.14 | -84.62 | -1.35 | -60.71 | -462.5 | 10.03 | 0.1 | 6.93 | 15.63 | -4.35 | -17.43 | -1.12 | -34.94 | -111.32 | -1.17 | -48.1 | -112.73 | -11.35 | -44.04 | -123.43 | -11.63 | -46.66 | -97.45 | 0.10 | -8.57 | -4.29 |
| 21Q2 (10) | 228 | 0.0 | -2.15 | -0.35 | 28.57 | -537.5 | -0.35 | 28.57 | -288.89 | -0.84 | -71.43 | -8500.0 | 10.02 | 0.1 | -9.32 | 16.34 | 51.72 | -24.39 | -0.83 | 29.66 | -315.0 | -0.79 | 29.46 | -515.79 | -7.88 | 31.3 | -504.1 | -7.93 | 28.94 | -569.23 | -0.10 | -71.83 | -37.80 |
| 21Q1 (9) | 228 | 0.0 | 0.0 | -0.49 | -172.22 | -600.0 | -0.49 | -104.17 | -880.0 | -0.49 | -16.67 | -600.0 | 10.01 | -0.3 | 10.85 | 10.77 | -37.38 | -35.55 | -1.18 | -114.55 | -1211.11 | -1.12 | -166.67 | -558.82 | -11.47 | -194.1 | -574.71 | -11.16 | -168.27 | -490.48 | 3.37 | -73.61 | -48.24 |
| 20Q4 (8) | 228 | 0.0 | 0.0 | -0.18 | 25.0 | -300.0 | -0.24 | 7.69 | -318.18 | -0.42 | -75.0 | -4300.0 | 10.04 | 7.04 | -29.74 | 17.20 | -9.14 | 20.96 | -0.55 | -3.77 | -311.54 | -0.42 | 23.64 | -290.91 | -3.90 | 23.23 | -358.28 | -4.16 | 29.37 | -375.5 | -4.04 | -187.50 | -90.60 |
| 20Q3 (7) | 228 | -2.15 | 0.0 | -0.24 | -400.0 | -140.0 | -0.26 | -188.89 | -73.33 | -0.24 | -2500.0 | -166.67 | 9.38 | -15.11 | -21.51 | 18.93 | -12.4 | 10.25 | -0.53 | -165.0 | -60.61 | -0.55 | -389.47 | -139.13 | -5.08 | -360.51 | -211.66 | -5.89 | -448.52 | -205.18 | 3.63 | -92.86 | -134.44 |
| 20Q2 (6) | 233 | 2.19 | 2.19 | 0.08 | 214.29 | 0 | -0.09 | -80.0 | -400.0 | 0.01 | 114.29 | 0.0 | 11.05 | 22.37 | -25.79 | 21.61 | 29.32 | 6.77 | -0.2 | -122.22 | -300.0 | 0.19 | 211.76 | 1800.0 | 1.95 | 214.71 | 490.91 | 1.69 | 189.42 | 4125.0 | -7.22 | 18.25 | -112.72 |
| 20Q1 (5) | 228 | 0.0 | 0.0 | -0.07 | -177.78 | -800.0 | -0.05 | -145.45 | -266.67 | -0.07 | -800.0 | -800.0 | 9.03 | -36.81 | -46.44 | 16.71 | 17.51 | 16.12 | -0.09 | -134.62 | -200.0 | -0.17 | -177.27 | -666.67 | -1.70 | -212.58 | -909.52 | -1.89 | -225.17 | -1360.0 | - | - | 0.00 |
| 19Q4 (4) | 228 | 0.0 | 0.0 | 0.09 | 190.0 | 0.0 | 0.11 | 173.33 | 0.0 | 0.01 | 111.11 | 0.0 | 14.29 | 19.58 | 0.0 | 14.22 | -17.18 | 0.0 | 0.26 | 178.79 | 0.0 | 0.22 | 195.65 | 0.0 | 1.51 | 192.64 | 0.0 | 1.51 | 178.24 | 0.0 | - | - | 0.00 |
| 19Q3 (3) | 228 | 0.0 | 0.0 | -0.10 | 0 | 0.0 | -0.15 | -600.0 | 0.0 | -0.09 | -1000.0 | 0.0 | 11.95 | -19.74 | 0.0 | 17.17 | -15.17 | 0.0 | -0.33 | -430.0 | 0.0 | -0.23 | -2400.0 | 0.0 | -1.63 | -593.94 | 0.0 | -1.93 | -4925.0 | 0.0 | - | - | 0.00 |
| 19Q2 (2) | 228 | 0.0 | 0.0 | 0.00 | -100.0 | 0.0 | 0.03 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 14.89 | -11.68 | 0.0 | 20.24 | 40.65 | 0.0 | 0.1 | 11.11 | 0.0 | 0.01 | -66.67 | 0.0 | 0.33 | 57.14 | 0.0 | 0.04 | -73.33 | 0.0 | - | - | 0.00 |
| 19Q1 (1) | 228 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.03 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 16.86 | 0.0 | 0.0 | 14.39 | 0.0 | 0.0 | 0.09 | 0.0 | 0.0 | 0.03 | 0.0 | 0.0 | 0.21 | 0.0 | 0.0 | 0.15 | 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 | 1.48 | 1.55 | -53.97 | 4.31 | -64.18 | 4.31 | N/A | 因客戶調整排程遞延出貨，故營收減少 | ||
| 2024/2 | 1.46 | 6.17 | -66.39 | 2.83 | -67.91 | 3.94 | N/A | 因客戶調整排程遞延出貨，故營收減少 | ||
| 2024/1 | 1.37 | 24.2 | -69.37 | 1.37 | -69.37 | 3.89 | N/A | 因客戶調整排程遞延出貨，故營收減少 | ||
| 2023/12 | 1.11 | -21.48 | -72.96 | 33.54 | -25.17 | 4.4 | 4.01 | 因客戶調整訂單出貨排程，故營收減少 | ||
| 2023/11 | 1.41 | -25.57 | -65.73 | 32.43 | -20.38 | 4.99 | 3.54 | 因客戶調整訂單出貨排程，故營收減少 | ||
| 2023/10 | 1.89 | 11.78 | -52.82 | 31.02 | -15.29 | 5.87 | 3.01 | 地面微波通訊系統及器材因客戶調整訂單需求量，故營收減少 | ||
| 2023/9 | 1.69 | -26.03 | -62.24 | 29.13 | -10.68 | 6.71 | 2.75 | 地面微波通訊系統及器材營收減少 | ||
| 2023/8 | 2.29 | -16.34 | -46.99 | 27.44 | -2.47 | 8.45 | 2.19 | - | ||
| 2023/7 | 2.73 | -20.15 | -35.1 | 25.15 | 5.59 | 9.75 | 1.9 | - | ||
| 2023/6 | 3.42 | -4.53 | 2.23 | 22.42 | 14.34 | 10.38 | 1.87 | - | ||
| 2023/5 | 3.59 | 6.39 | 1.44 | 19.0 | 16.85 | 10.17 | 1.91 | - | ||
| 2023/4 | 3.37 | 4.85 | -0.23 | 15.41 | 21.13 | 10.92 | 1.78 | - | ||
| 2023/3 | 3.22 | -25.85 | -17.27 | 12.04 | 28.88 | 12.04 | 1.78 | - | ||
| 2023/2 | 4.34 | -3.24 | 54.88 | 8.82 | 61.81 | 12.91 | 1.66 | 衛星通訊及地面微波通訊系統及器材營收增加 | ||
| 2023/1 | 4.48 | 9.65 | 69.13 | 4.48 | 69.13 | 12.68 | 1.69 | 地面微波通訊系統及器材營收增加 | ||
| 2022/12 | 4.09 | -0.48 | 62.0 | 44.82 | 14.05 | 12.21 | 1.92 | 地面微波通訊系統及器材營收增加 | ||
| 2022/11 | 4.11 | 2.45 | 16.84 | 40.74 | 10.77 | 12.6 | 1.86 | - | ||
| 2022/10 | 4.01 | -10.51 | 25.28 | 36.63 | 10.12 | 12.81 | 1.83 | - | ||
| 2022/9 | 4.48 | 3.82 | 21.79 | 32.62 | 8.51 | 13.01 | 1.83 | - | ||
| 2022/8 | 4.32 | 2.42 | 35.24 | 28.14 | 6.65 | 11.88 | 2.0 | - | ||
| 2022/7 | 4.21 | 25.79 | 33.33 | 23.82 | 2.72 | 11.1 | 2.14 | - | ||
| 2022/6 | 3.35 | -5.27 | -10.57 | 19.61 | -2.1 | 10.27 | 2.52 | - | ||
| 2022/5 | 3.54 | 4.62 | 11.83 | 16.26 | -0.16 | 10.8 | 2.4 | - | ||
| 2022/4 | 3.38 | -13.05 | 8.73 | 12.72 | -3.06 | 10.07 | 2.57 | - | ||
| 2022/3 | 3.89 | 38.82 | 20.19 | 9.34 | -6.72 | 9.34 | 2.64 | - | ||
| 2022/2 | 2.8 | 5.65 | 1.66 | 5.45 | -19.59 | 7.97 | 3.09 | - | ||
| 2022/1 | 2.65 | 5.03 | -34.14 | 2.65 | -34.14 | 8.69 | 2.84 | - | ||
| 2021/12 | 2.52 | -28.22 | -31.3 | 39.3 | -0.51 | 9.24 | 2.33 | - | ||
| 2021/11 | 3.52 | 9.85 | 1.29 | 36.77 | 2.68 | 10.4 | 2.07 | - | ||
| 2021/10 | 3.2 | -13.01 | 10.86 | 33.26 | 2.82 | 10.07 | 2.14 | - | ||
| 2021/9 | 3.68 | 15.28 | 22.26 | 30.06 | 2.02 | 10.03 | 1.94 | - | ||
| 2021/8 | 3.19 | 0.97 | 6.12 | 26.38 | -0.26 | 10.1 | 1.93 | - | ||
| 2021/7 | 3.16 | -15.62 | -6.14 | 23.19 | -1.12 | 10.07 | 1.93 | - | ||
| 2021/6 | 3.75 | 18.46 | -3.08 | 20.03 | -0.27 | 10.02 | 1.4 | - | ||
| 2021/5 | 3.16 | 1.72 | -20.04 | 16.28 | 0.41 | 9.5 | 1.48 | - | ||
| 2021/4 | 3.11 | -3.89 | -3.36 | 13.12 | 7.09 | 9.1 | 1.54 | - | ||
| 2021/3 | 3.23 | 17.42 | 0.64 | 10.01 | 10.82 | 10.01 | 1.09 | - | ||
| 2021/2 | 2.75 | -31.56 | 33.04 | 6.78 | 16.49 | 10.45 | 1.05 | - | ||
| 2021/1 | 4.02 | 9.57 | 7.42 | 4.02 | 7.42 | 11.17 | 0.98 | - | ||
| 2020/12 | 3.67 | 5.82 | -17.5 | 39.5 | -31.88 | 10.03 | 1.0 | - | ||
| 2020/11 | 3.47 | 20.23 | -37.32 | 35.81 | -33.05 | 9.37 | 1.08 | - | ||
| 2020/10 | 2.89 | -4.06 | -31.89 | 32.35 | -32.52 | 8.9 | 1.13 | - | ||
| 2020/9 | 3.01 | 0.06 | -24.57 | 29.46 | -32.58 | 9.38 | 1.11 | - | ||
| 2020/8 | 3.01 | -10.69 | -25.47 | 26.45 | -33.39 | 10.24 | 1.02 | - | ||
| 2020/7 | 3.37 | -12.88 | -14.27 | 23.45 | -34.27 | 11.19 | 0.94 | - | ||
| 2020/6 | 3.87 | -2.27 | -18.02 | 20.08 | -36.74 | 11.04 | 0.86 | - | ||
| 2020/5 | 3.95 | 22.95 | -23.34 | 16.22 | -40.02 | 10.39 | 0.91 | - | ||
| 2020/4 | 3.22 | 0.08 | -35.82 | 12.25 | -43.99 | 8.5 | 1.11 | - | ||
| 2020/3 | 3.21 | 55.22 | -35.89 | 9.03 | -46.42 | 9.03 | 1.04 | - | ||
| 2020/2 | 2.07 | -44.74 | -59.75 | 5.82 | -50.89 | 10.27 | 0.91 | 本公司之大陸子公司於2月10日如期開工，但其上游供應鏈之部分廠商無法如期復工，導致原物料短缺，營收減少。 | ||
| 2020/1 | 3.75 | -15.85 | -44.1 | 3.75 | -44.1 | 13.74 | 0.68 | - | ||
| 2019/12 | 4.45 | -19.59 | -22.52 | 57.99 | -27.23 | 14.23 | 0.6 | - | ||
| 2019/11 | 5.54 | 30.64 | -29.2 | 53.49 | -27.66 | 13.77 | 0.62 | - | ||
| 2019/10 | 4.24 | 6.25 | -47.5 | 47.94 | -27.51 | 12.26 | 0.7 | - | ||
| 2019/9 | 3.99 | -1.12 | -45.48 | 43.7 | -24.69 | 11.95 | 0.82 | - | ||
| 2019/8 | 4.03 | 2.72 | -49.75 | 39.72 | -21.69 | 12.68 | 0.77 | - | ||
| 2019/7 | 3.93 | -16.69 | -45.72 | 35.68 | -16.33 | 13.8 | 0.71 | - | ||
| 2019/6 | 4.71 | -8.6 | -31.36 | 31.75 | -10.33 | 14.89 | 0.74 | - | ||
| 2019/5 | 5.16 | 2.94 | -16.83 | 27.03 | -5.28 | 0.0 | N/A | - | ||
| 2019/4 | 5.01 | -0.02 | -15.02 | 21.88 | -2.08 | 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) | 239 | 1.27 | -2.60 | 0 | -2.48 | 0 | 33.54 | -25.17 | 12.93 | -7.91 | -5.27 | 0 | -5.54 | 0 | -6.2 | 0 |
| 2022 (9) | 236 | 3.51 | -2.06 | 0 | -1.84 | 0 | 44.82 | 14.05 | 14.04 | 7.09 | -4.19 | 0 | -4.66 | 0 | -4.86 | 0 |
| 2021 (8) | 228 | 0.0 | -1.97 | 0 | -1.95 | 0 | 39.3 | -0.51 | 13.11 | -30.01 | -4.75 | 0 | -4.58 | 0 | -4.5 | 0 |
| 2020 (7) | 228 | 0.0 | -0.42 | 0 | -0.63 | 0 | 39.5 | -31.88 | 18.73 | 14.07 | -1.37 | 0 | -0.81 | 0 | -0.95 | 0 |
| 2019 (6) | 228 | 0.0 | 0.01 | -95.65 | 0.02 | -81.82 | 57.99 | -27.23 | 16.42 | 22.72 | 0.13 | -76.36 | 0.11 | -86.59 | 0.02 | -96.15 |
| 2018 (5) | 228 | 4.11 | 0.23 | -67.14 | 0.11 | -82.26 | 79.69 | 5.54 | 13.38 | -12.72 | 0.55 | -70.74 | 0.82 | -59.0 | 0.52 | -67.7 |
| 2017 (4) | 219 | 8.42 | 0.70 | -13.58 | 0.62 | -3.13 | 75.51 | -0.61 | 15.33 | -7.98 | 1.88 | -11.74 | 2.0 | -11.11 | 1.61 | -1.83 |
| 2016 (3) | 202 | -49.63 | 0.81 | 710.0 | 0.64 | 0 | 75.97 | 20.15 | 16.66 | 20.81 | 2.13 | 0 | 2.25 | 196.05 | 1.64 | 300.0 |
| 2015 (2) | 401 | 0.0 | 0.10 | 0 | -0.59 | 0 | 63.23 | 0.96 | 13.79 | 27.69 | -1.07 | 0 | 0.76 | 0 | 0.41 | 0 |
| 2014 (1) | 401 | 0.0 | -1.33 | 0 | -1.82 | 0 | 62.63 | -8.01 | 10.80 | 0 | -4.16 | 0 | -5.16 | 0 | -5.34 | 0 |
