- 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 | 1.76 | 1.34 | 4.56 | 10.08 | -6.43 | 5.22 | N/A | - | ||
| 2026/5 | 1.74 | 1.37 | -3.46 | 8.32 | -8.47 | 5.11 | N/A | - | ||
| 2026/4 | 1.72 | 4.06 | -3.46 | 6.58 | -9.71 | 4.92 | N/A | - | ||
| 2026/3 | 1.65 | 6.18 | -10.78 | 4.86 | -11.72 | 4.86 | 0.5 | - | ||
| 2026/2 | 1.55 | -6.39 | -15.27 | 3.21 | -12.2 | 4.62 | 0.53 | - | ||
| 2026/1 | 1.66 | 17.69 | -9.12 | 1.66 | -9.12 | 4.47 | 0.55 | - | ||
| 2025/12 | 1.41 | 0.82 | -20.67 | 20.37 | 7.56 | 4.47 | 0.58 | - | ||
| 2025/11 | 1.4 | -15.88 | -23.9 | 18.96 | 10.48 | 4.8 | 0.54 | - | ||
| 2025/10 | 1.66 | -4.33 | -7.56 | 17.56 | 14.61 | 5.14 | 0.5 | - | ||
| 2025/9 | 1.74 | -0.01 | -0.89 | 15.9 | 17.56 | 5.13 | 0.51 | - | ||
| 2025/8 | 1.74 | 5.31 | -0.39 | 14.16 | 20.31 | 5.07 | 0.51 | - | ||
| 2025/7 | 1.65 | -2.12 | -5.96 | 12.43 | 23.91 | 5.14 | 0.51 | - | ||
| 2025/6 | 1.69 | -6.44 | 1.58 | 10.77 | 30.25 | 5.27 | 0.52 | - | ||
| 2025/5 | 1.8 | 1.38 | 10.55 | 9.09 | 37.45 | 5.43 | 0.51 | - | ||
| 2025/4 | 1.78 | -3.82 | 21.26 | 7.29 | 46.25 | 5.46 | 0.51 | - | ||
| 2025/3 | 1.85 | 0.83 | 44.87 | 5.51 | 56.67 | 5.51 | 0.48 | 主要係晶圓市場需求較去年同期增加所致。 | ||
| 2025/2 | 1.83 | 0.4 | 82.39 | 3.66 | 63.39 | 5.44 | 0.49 | 主要係晶圓市場需求較去年同期增加所致。 | ||
| 2025/1 | 1.83 | 2.73 | 47.92 | 1.83 | 47.92 | 5.44 | 0.49 | - | ||
| 2024/12 | 1.78 | -3.28 | 96.89 | 18.94 | 27.7 | 5.41 | 0.53 | 主要係晶圓市場需求較去年同期增加所致。 | ||
| 2024/11 | 1.84 | 2.16 | 74.51 | 17.16 | 23.21 | 5.39 | 0.53 | 主要係晶圓市場需求較去年同期增加所致。 | ||
| 2024/10 | 1.8 | 2.57 | 53.65 | 15.32 | 19.02 | 5.3 | 0.54 | 主要係晶圓市場需求較去年同期增加所致。 | ||
| 2024/9 | 1.75 | 0.49 | 34.17 | 13.53 | 15.55 | 5.25 | 0.56 | - | ||
| 2024/8 | 1.75 | -0.57 | 24.48 | 11.77 | 13.21 | 5.16 | 0.57 | - | ||
| 2024/7 | 1.76 | 5.72 | 28.47 | 10.03 | 11.46 | 5.05 | 0.58 | - | ||
| 2024/6 | 1.66 | 1.82 | 27.68 | 8.27 | 8.41 | 4.76 | 0.65 | - | ||
| 2024/5 | 1.63 | 11.2 | 35.6 | 6.61 | 4.45 | 4.37 | 0.7 | - | ||
| 2024/4 | 1.47 | 14.89 | 20.9 | 4.98 | -2.84 | 3.75 | 0.82 | - | ||
| 2024/3 | 1.28 | 26.94 | -2.08 | 3.52 | -10.2 | 3.52 | N/A | - | ||
| 2024/2 | 1.01 | -18.57 | -20.57 | 2.24 | -14.25 | 3.14 | N/A | - | ||
| 2024/1 | 1.23 | 36.75 | -8.31 | 1.23 | -8.31 | 3.19 | N/A | - | ||
| 2023/12 | 0.9 | -14.27 | -40.41 | 14.83 | -31.06 | 3.13 | N/A | - | ||
| 2023/11 | 1.05 | -10.04 | -35.64 | 13.93 | -30.35 | 3.53 | N/A | - | ||
| 2023/10 | 1.17 | -10.43 | -36.24 | 12.88 | -29.88 | 3.88 | N/A | - | ||
| 2023/9 | 1.31 | -6.75 | -23.32 | 11.7 | -29.18 | 4.07 | N/A | - | ||
| 2023/8 | 1.4 | 2.6 | -26.55 | 10.4 | -29.85 | 4.07 | N/A | - | ||
| 2023/7 | 1.37 | 5.07 | -28.69 | 9.0 | -30.34 | 3.87 | N/A | - | ||
| 2023/6 | 1.3 | 8.13 | -32.31 | 7.63 | -30.62 | 3.71 | N/A | - | ||
| 2023/5 | 1.2 | -0.84 | -37.47 | 6.33 | -30.27 | 3.72 | N/A | - | ||
| 2023/4 | 1.21 | -6.95 | -36.38 | 5.13 | -28.33 | 3.78 | N/A | - | ||
| 2023/3 | 1.3 | 2.97 | -28.39 | 3.92 | -25.41 | 3.92 | N/A | - | ||
| 2023/2 | 1.27 | -6.0 | -26.8 | 2.61 | -23.82 | 4.13 | N/A | - | ||
| 2023/1 | 1.35 | -11.12 | -20.79 | 1.35 | -20.79 | 4.5 | N/A | - | ||
| 2022/12 | 1.51 | -7.42 | -12.99 | 21.52 | 10.22 | 4.99 | N/A | - | ||
| 2022/11 | 1.64 | -10.88 | -8.89 | 20.0 | 12.49 | 5.18 | N/A | - | ||
| 2022/10 | 1.84 | 7.71 | 4.11 | 18.36 | 14.9 | 5.45 | N/A | - | ||
| 2022/9 | 1.7 | -10.67 | -3.81 | 16.53 | 16.23 | 5.53 | N/A | - | ||
| 2022/8 | 1.91 | -0.39 | 5.31 | 14.82 | 19.09 | 5.75 | N/A | - | ||
| 2022/7 | 1.92 | -0.25 | 10.1 | 12.91 | 21.44 | 5.76 | N/A | - | ||
| 2022/6 | 1.92 | -0.1 | 14.92 | 11.0 | 23.66 | 5.75 | N/A | - | ||
| 2022/5 | 1.92 | 0.88 | 11.66 | 9.08 | 25.68 | 5.65 | N/A | - | ||
| 2022/4 | 1.91 | 4.71 | 37.16 | 7.15 | 30.07 | 5.46 | N/A | - | ||
| 2022/3 | 1.82 | 5.26 | 22.83 | 5.25 | 27.67 | 5.25 | N/A | - | ||
| 2022/2 | 1.73 | 1.71 | 29.61 | 3.43 | 30.39 | 5.17 | N/A | - | ||
| 2022/1 | 1.7 | -2.37 | 31.21 | 1.7 | 31.21 | 5.24 | N/A | - | ||
| 2021/12 | 1.74 | -3.06 | 27.88 | 19.52 | 5.76 | 5.3 | N/A | - | ||
| 2021/11 | 1.8 | 1.85 | 19.77 | 17.78 | 3.99 | 5.33 | N/A | - | ||
| 2021/10 | 1.76 | -0.49 | 13.6 | 15.98 | 2.48 | 5.35 | N/A | - | ||
| 2021/9 | 1.77 | -2.19 | 11.43 | 14.22 | 1.25 | 5.32 | N/A | - | ||
| 2021/8 | 1.81 | 4.13 | 13.74 | 12.45 | -0.04 | 0.0 | N/A | - | ||
| 2021/7 | 1.74 | 4.11 | 1.65 | 10.63 | -2.07 | 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 | 1.66 | 2025/1 | 1.83 | 2024/1 | 1.23 | 2023/1 | 1.35 | 2022/1 | 1.7 |
| 2026/2 | 1.55 | 2025/2 | 1.83 | 2024/2 | 1.01 | 2023/2 | 1.27 | 2022/2 | 1.73 |
| 2026/3 | 1.65 | 2025/3 | 1.85 | 2024/3 | 1.28 | 2023/3 | 1.3 | 2022/3 | 1.82 |
| 2026/4 | 1.72 | 2025/4 | 1.78 | 2024/4 | 1.47 | 2023/4 | 1.21 | 2022/4 | 1.91 |
| 2026/5 | 1.74 | 2025/5 | 1.8 | 2024/5 | 1.63 | 2023/5 | 1.2 | 2022/5 | 1.92 |
| 2026/6 | 1.76 | 2025/6 | 1.69 | 2024/6 | 1.66 | 2023/6 | 1.3 | 2022/6 | 1.92 |
| N/A | N/A | 2025/7 | 1.65 | 2024/7 | 1.76 | 2023/7 | 1.37 | 2022/7 | 1.92 |
| N/A | N/A | 2025/8 | 1.74 | 2024/8 | 1.75 | 2023/8 | 1.4 | 2022/8 | 1.91 |
| N/A | N/A | 2025/9 | 1.74 | 2024/9 | 1.75 | 2023/9 | 1.31 | 2022/9 | 1.7 |
| N/A | N/A | 2025/10 | 1.66 | 2024/10 | 1.8 | 2023/10 | 1.17 | 2022/10 | 1.84 |
| N/A | N/A | 2025/11 | 1.4 | 2024/11 | 1.84 | 2023/11 | 1.05 | 2022/11 | 1.64 |
| N/A | N/A | 2025/12 | 1.41 | 2024/12 | 1.78 | 2023/12 | 0.9 | 2022/12 | 1.51 |
- 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) | 0.09 | -35.71 | -55.0 |
| 25Q4 (7) | 0.14 | 16.67 | 55.56 |
| 25Q3 (6) | 0.12 | -20.0 | 71.43 |
| 25Q2 (5) | 0.15 | -25.0 | 15.38 |
| 25Q1 (4) | 0.2 | 122.22 | 0.0 |
| 24Q4 (3) | 0.09 | 28.57 | 0.0 |
| 24Q3 (2) | 0.07 | -46.15 | 0.0 |
| 24Q2 (1) | 0.13 | 0.0 | 0.0 |