- 大部份公司都有淡旺季, 所以通常是看年增率
- 如果是成長期(在炒新的成長動能)的公司或景氣從谷底翻揚, 就可以觀察月增率
- 漲很多的股票要留意營收年增率或月增率大幅減少, 又或者是合約負債已經開始減少
- 留意短期平均營收向上或向下穿越長期平均營收
- 觀察累計營收年增率的累計增加或虧損收斂
| 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) |
|---|---|---|---|---|---|---|---|---|---|---|
| 2026/6 | 1.4 | 27.9 | 24.72 | 8.29 | 45.66 | 4.45 | N/A | - | ||
| 2026/5 | 1.1 | -43.8 | 4.04 | 6.88 | 50.81 | 4.64 | N/A | 主要係客戶需求上升故營收增加 | ||
| 2026/4 | 1.95 | 22.95 | 89.93 | 5.79 | 64.86 | 4.31 | N/A | 主要係客戶需求上升故營收增加 | ||
| 2026/3 | 1.59 | 106.53 | 98.12 | 3.84 | 54.49 | 3.84 | 2.65 | 主要係客戶需求上升故營收增加 | ||
| 2026/2 | 0.77 | -48.07 | 3.09 | 2.25 | 33.7 | 3.5 | 2.9 | - | ||
| 2026/1 | 1.48 | 18.44 | 58.07 | 1.48 | 58.07 | 4.81 | 2.11 | 因客戶需求增加，故營收增加 | ||
| 2025/12 | 1.25 | -40.01 | 0.52 | 16.78 | 0.48 | 6.71 | 1.52 | - | ||
| 2025/11 | 2.08 | -38.22 | 38.15 | 15.53 | 0.48 | 7.41 | 1.38 | - | ||
| 2025/10 | 3.37 | 72.37 | 207.17 | 13.45 | -3.58 | 6.6 | 1.55 | 主要係產品通過客戶認證驗收，故營收增加 | ||
| 2025/9 | 1.96 | 53.72 | 79.69 | 10.08 | -21.59 | 4.39 | 2.79 | 因客戶需求增加，故營收增加 | ||
| 2025/8 | 1.27 | 10.01 | 8.65 | 8.12 | -30.97 | 3.55 | 3.44 | - | ||
| 2025/7 | 1.16 | 2.85 | -8.66 | 6.85 | -35.35 | 3.34 | 3.66 | - | ||
| 2025/6 | 1.12 | 6.7 | -30.71 | 5.69 | -38.98 | 3.21 | 3.92 | - | ||
| 2025/5 | 1.05 | 2.58 | -37.91 | 4.56 | -40.72 | 2.88 | 4.36 | - | ||
| 2025/4 | 1.03 | 28.25 | -39.3 | 3.51 | -41.52 | 2.57 | 4.88 | - | ||
| 2025/3 | 0.8 | 7.47 | -45.87 | 2.48 | -42.39 | 2.48 | 5.23 | - | ||
| 2025/2 | 0.75 | -20.39 | -48.85 | 1.68 | -40.57 | 2.92 | 4.44 | - | ||
| 2025/1 | 0.94 | -24.67 | -31.78 | 0.94 | -31.78 | 3.69 | 3.52 | - | ||
| 2024/12 | 1.24 | -17.56 | 12.48 | 16.7 | -50.2 | 3.85 | 3.39 | 因客戶調整排程遞延出貨，故營收減少 | ||
| 2024/11 | 1.51 | 37.35 | 7.13 | 15.46 | -52.34 | 3.69 | 3.53 | 因客戶調整排程遞延出貨，故營收減少 | ||
| 2024/10 | 1.1 | 0.83 | -41.95 | 13.95 | -55.03 | 3.36 | 3.88 | 因客戶調整排程遞延出貨，故營收減少 | ||
| 2024/9 | 1.09 | -7.05 | -35.65 | 12.85 | -55.88 | 3.53 | 4.18 | 因客戶調整排程遞延出貨，故營收減少 | ||
| 2024/8 | 1.17 | -7.51 | -48.79 | 11.76 | -57.13 | 4.06 | 3.63 | 因客戶調整排程遞延出貨，故營收減少 | ||
| 2024/7 | 1.27 | -21.97 | -53.68 | 10.59 | -57.89 | 4.59 | 3.21 | 因客戶調整排程遞延出貨，故營收減少 | ||
| 2024/6 | 1.62 | -4.39 | -52.59 | 9.32 | -58.4 | 5.01 | 2.95 | 因客戶調整排程遞延出貨，故營收減少 | ||
| 2024/5 | 1.7 | 0.29 | -52.66 | 7.7 | -59.45 | 4.87 | 3.04 | 因客戶調整排程遞延出貨，故營收減少 | ||
| 2024/4 | 1.69 | 14.38 | -49.78 | 6.0 | -61.03 | 4.63 | 3.19 | 因客戶調整排程遞延出貨，故營收減少 | ||
| 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 | N/A | 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 | N/A | 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 | N/A | 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 | N/A | 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 | N/A | - | ||
| 2023/7 | 2.73 | -20.15 | -35.1 | 25.15 | 5.59 | 9.75 | N/A | - | ||
| 2023/6 | 3.42 | -4.53 | 2.23 | 22.42 | 14.34 | 10.38 | N/A | - | ||
| 2023/5 | 3.59 | 6.39 | 1.44 | 19.0 | 16.85 | 10.17 | N/A | - | ||
| 2023/4 | 3.37 | 4.85 | -0.23 | 15.41 | 21.13 | 10.92 | N/A | - | ||
| 2023/3 | 3.22 | -25.85 | -17.27 | 12.04 | 28.88 | 12.04 | N/A | - | ||
| 2023/2 | 4.34 | -3.24 | 54.88 | 8.82 | 61.81 | 12.91 | N/A | 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 | N/A | 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 | N/A | 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 | N/A | - | ||
| 2022/10 | 4.01 | -10.51 | 25.28 | 36.63 | 10.12 | 12.81 | N/A | - | ||
| 2022/9 | 4.48 | 3.82 | 21.79 | 32.62 | 8.51 | 13.01 | N/A | - | ||
| 2022/8 | 4.32 | 2.42 | 35.24 | 28.14 | 6.65 | 11.88 | N/A | - | ||
| 2022/7 | 4.21 | 25.79 | 33.33 | 23.82 | 2.72 | 11.1 | N/A | - | ||
| 2022/6 | 3.35 | -5.27 | -10.57 | 19.61 | -2.1 | 10.27 | N/A | - | ||
| 2022/5 | 3.54 | 4.62 | 11.83 | 16.26 | -0.16 | 10.8 | N/A | - | ||
| 2022/4 | 3.38 | -13.05 | 8.73 | 12.72 | -3.06 | 10.07 | N/A | - | ||
| 2022/3 | 3.89 | 38.82 | 20.19 | 9.34 | -6.72 | 9.34 | N/A | - | ||
| 2022/2 | 2.8 | 5.65 | 1.66 | 5.45 | -19.59 | 7.97 | N/A | - | ||
| 2022/1 | 2.65 | 5.03 | -34.14 | 2.65 | -34.14 | 8.69 | N/A | - | ||
| 2021/12 | 2.52 | -28.22 | -31.3 | 39.3 | -0.51 | 9.24 | N/A | - | ||
| 2021/11 | 3.52 | 9.85 | 1.29 | 36.77 | 2.68 | 10.4 | N/A | - | ||
| 2021/10 | 3.2 | -13.01 | 10.86 | 33.26 | 2.82 | 10.07 | N/A | - | ||
| 2021/9 | 3.68 | 15.28 | 22.26 | 30.06 | 2.02 | 10.03 | N/A | - | ||
| 2021/8 | 3.19 | 0.97 | 6.12 | 26.38 | -0.26 | 0.0 | N/A | - | ||
| 2021/7 | 3.16 | -15.62 | -6.14 | 23.19 | -1.12 | 0.0 | N/A | - |
| 年/月 | 營收 | 年/月 | 營收 | 年/月 | 營收 | 年/月 | 營收 | 年/月 | 營收 |
|---|---|---|---|---|---|---|---|---|---|
| 2026/1 | 1.48 | 2025/1 | 0.94 | 2024/1 | 1.37 | 2023/1 | 4.48 | 2022/1 | 2.65 |
| 2026/2 | 0.77 | 2025/2 | 0.75 | 2024/2 | 1.46 | 2023/2 | 4.34 | 2022/2 | 2.8 |
| 2026/3 | 1.59 | 2025/3 | 0.8 | 2024/3 | 1.48 | 2023/3 | 3.22 | 2022/3 | 3.89 |
| 2026/4 | 1.95 | 2025/4 | 1.03 | 2024/4 | 1.69 | 2023/4 | 3.37 | 2022/4 | 3.38 |
| 2026/5 | 1.1 | 2025/5 | 1.05 | 2024/5 | 1.7 | 2023/5 | 3.59 | 2022/5 | 3.54 |
| 2026/6 | 1.4 | 2025/6 | 1.12 | 2024/6 | 1.62 | 2023/6 | 3.42 | 2022/6 | 3.35 |
| N/A | N/A | 2025/7 | 1.16 | 2024/7 | 1.27 | 2023/7 | 2.73 | 2022/7 | 4.21 |
| N/A | N/A | 2025/8 | 1.27 | 2024/8 | 1.17 | 2023/8 | 2.29 | 2022/8 | 4.32 |
| N/A | N/A | 2025/9 | 1.96 | 2024/9 | 1.09 | 2023/9 | 1.69 | 2022/9 | 4.48 |
| N/A | N/A | 2025/10 | 3.37 | 2024/10 | 1.1 | 2023/10 | 1.89 | 2022/10 | 4.01 |
| N/A | N/A | 2025/11 | 2.08 | 2024/11 | 1.51 | 2023/11 | 1.41 | 2022/11 | 4.11 |
| N/A | N/A | 2025/12 | 1.25 | 2024/12 | 1.24 | 2023/12 | 1.11 | 2022/12 | 4.09 |
- 每季的合約負債通常會反應在未來半年到一年後的營收
| 合約負債 QoQ YoY | |||
|---|---|---|---|
| 26Q1 (8) | 2.18 | 156.47 | 235.38 |
| 25Q4 (7) | 0.85 | 11.84 | 34.92 |
| 25Q3 (6) | 0.76 | 1.33 | 484.62 |
| 25Q2 (5) | 0.75 | 15.38 | 400.0 |
| 25Q1 (4) | 0.65 | 3.17 | 0.0 |
| 24Q4 (3) | 0.63 | 384.62 | 0.0 |
| 24Q3 (2) | 0.13 | -13.33 | 0.0 |
| 24Q2 (1) | 0.15 | 0.0 | 0.0 |