- 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 | 278.18 | 6.31 | -3.02 | 1577.27 | 23.34 | 852.96 | N/A | - | ||
| 2026/5 | 261.66 | -16.43 | 36.5 | 1299.08 | 30.97 | 873.73 | N/A | - | ||
| 2026/4 | 313.12 | 4.73 | 68.39 | 1037.43 | 29.65 | 826.66 | N/A | 宏碁四月份單月營收年增68.39%，主要受惠於平均售價（ASP）提升、記憶體漲價誘發提前拉貨效應，以及子公司穩健的業績貢獻。 | ||
| 2026/3 | 298.96 | 39.32 | 2.12 | 724.31 | 17.92 | 724.31 | 1.07 | - | ||
| 2026/2 | 214.58 | 1.8 | 25.68 | 425.35 | 32.31 | 710.75 | 1.09 | - | ||
| 2026/1 | 210.77 | -26.14 | 39.82 | 210.77 | 39.82 | 742.18 | 1.05 | - | ||
| 2025/12 | 285.4 | 16.01 | 16.35 | 2756.42 | 4.14 | 743.73 | 0.82 | - | ||
| 2025/11 | 246.01 | 15.86 | 8.13 | 2471.02 | 2.89 | 753.63 | 0.81 | - | ||
| 2025/10 | 212.32 | -28.1 | 12.81 | 2225.01 | 2.34 | 725.66 | 0.84 | - | ||
| 2025/9 | 295.3 | 35.43 | 12.23 | 2012.69 | 1.35 | 733.99 | 0.73 | - | ||
| 2025/8 | 218.04 | -1.17 | -4.46 | 1717.39 | -0.31 | 725.54 | 0.74 | - | ||
| 2025/7 | 220.64 | -23.08 | -5.91 | 1499.34 | 0.32 | 699.18 | 0.77 | - | ||
| 2025/6 | 286.85 | 49.65 | 1.74 | 1278.7 | 1.48 | 664.48 | 0.63 | - | ||
| 2025/5 | 191.68 | 3.08 | -9.28 | 991.85 | 1.4 | 670.38 | 0.62 | - | ||
| 2025/4 | 185.95 | -36.48 | 4.16 | 800.16 | 4.35 | 649.43 | 0.64 | - | ||
| 2025/3 | 292.75 | 71.47 | 6.52 | 614.22 | 4.4 | 614.22 | 0.73 | - | ||
| 2025/2 | 170.73 | 13.26 | 5.94 | 321.46 | 2.55 | 566.99 | 0.79 | - | ||
| 2025/1 | 150.73 | -38.6 | -1.02 | 150.73 | -1.02 | 623.75 | 0.71 | - | ||
| 2024/12 | 245.53 | 7.92 | 3.68 | 2647.08 | 9.69 | 661.22 | 0.7 | - | ||
| 2024/11 | 227.49 | 20.88 | 13.12 | 2401.55 | 10.35 | 678.79 | 0.68 | - | ||
| 2024/10 | 188.2 | -28.46 | -2.75 | 2174.06 | 10.06 | 679.52 | 0.68 | - | ||
| 2024/9 | 263.1 | 15.28 | -6.25 | 1985.86 | 11.46 | 725.84 | 0.74 | - | ||
| 2024/8 | 228.22 | -2.68 | 5.23 | 1722.76 | 14.77 | 744.68 | 0.72 | - | ||
| 2024/7 | 234.52 | -16.81 | 32.32 | 1494.53 | 16.38 | 727.76 | 0.74 | - | ||
| 2024/6 | 281.93 | 33.42 | 7.12 | 1260.02 | 13.83 | 671.74 | 0.82 | - | ||
| 2024/5 | 211.3 | 18.37 | 16.84 | 978.08 | 15.92 | 664.63 | 0.82 | - | ||
| 2024/4 | 178.5 | -35.04 | 29.06 | 766.78 | 15.67 | 614.48 | 0.89 | - | ||
| 2024/3 | 274.82 | 70.53 | 13.81 | 588.28 | 12.14 | 588.28 | N/A | - | ||
| 2024/2 | 161.15 | 5.81 | 9.79 | 313.45 | 10.71 | 550.38 | N/A | - | ||
| 2024/1 | 152.3 | -35.71 | 11.71 | 152.3 | 11.71 | 590.33 | N/A | - | ||
| 2023/12 | 236.93 | 17.81 | 3.52 | 2413.21 | -12.38 | 631.55 | N/A | - | ||
| 2023/11 | 201.1 | 3.91 | 6.36 | 2176.28 | -13.82 | 675.27 | N/A | - | ||
| 2023/10 | 193.52 | -31.04 | 7.21 | 1975.18 | -15.45 | 691.04 | N/A | - | ||
| 2023/9 | 280.65 | 29.4 | 3.32 | 1781.66 | -17.35 | 674.75 | N/A | - | ||
| 2023/8 | 216.87 | 22.36 | 7.14 | 1501.02 | -20.33 | 657.29 | N/A | - | ||
| 2023/7 | 177.23 | -32.66 | 1.51 | 1284.14 | -23.64 | 621.25 | N/A | - | ||
| 2023/6 | 263.19 | 45.53 | -14.95 | 1106.91 | -26.55 | 582.33 | N/A | - | ||
| 2023/5 | 180.84 | 30.75 | -18.45 | 843.73 | -29.55 | 560.62 | N/A | - | ||
| 2023/4 | 138.3 | -42.72 | -28.06 | 662.89 | -32.07 | 526.56 | N/A | - | ||
| 2023/3 | 241.47 | 64.51 | -20.33 | 524.59 | -33.06 | 524.59 | N/A | - | ||
| 2023/2 | 146.78 | 7.66 | -35.91 | 283.11 | -41.09 | 512.03 | N/A | - | ||
| 2023/1 | 136.33 | -40.44 | -45.81 | 136.33 | -45.81 | 554.31 | N/A | - | ||
| 2022/12 | 228.92 | 21.08 | -22.85 | 2754.3 | -13.65 | 598.49 | N/A | - | ||
| 2022/11 | 189.06 | 4.74 | -34.47 | 2525.38 | -12.71 | 641.18 | N/A | - | ||
| 2022/10 | 180.5 | -33.54 | -35.55 | 2336.32 | -10.3 | 654.53 | N/A | - | ||
| 2022/9 | 271.62 | 34.19 | -2.74 | 2155.82 | -7.26 | 648.61 | N/A | - | ||
| 2022/8 | 202.41 | 15.93 | -25.32 | 1884.2 | -7.88 | 686.45 | N/A | - | ||
| 2022/7 | 174.59 | -43.58 | -33.11 | 1681.79 | -5.21 | 705.81 | N/A | - | ||
| 2022/6 | 309.45 | 39.53 | 3.08 | 1507.21 | -0.4 | 723.48 | N/A | - | ||
| 2022/5 | 221.77 | 15.35 | -10.59 | 1197.76 | -1.26 | 717.12 | N/A | - | ||
| 2022/4 | 192.25 | -36.57 | -22.94 | 975.98 | 1.13 | 724.4 | N/A | - | ||
| 2022/3 | 303.1 | 32.32 | 9.24 | 783.73 | 9.52 | 783.73 | N/A | - | ||
| 2022/2 | 229.06 | -8.95 | 12.73 | 480.63 | 9.7 | 775.79 | N/A | - | ||
| 2022/1 | 251.58 | -14.76 | 7.07 | 251.58 | 7.07 | 835.29 | N/A | - | ||
| 2021/12 | 295.16 | 2.29 | 3.96 | 3188.48 | 15.06 | 863.8 | N/A | - | ||
| 2021/11 | 288.55 | 3.01 | 0.47 | 2893.32 | 16.32 | 847.92 | N/A | - | ||
| 2021/10 | 280.09 | 0.29 | 9.76 | 2604.77 | 18.39 | 830.41 | N/A | - | ||
| 2021/9 | 279.28 | 3.04 | -5.37 | 2324.68 | 19.52 | 811.34 | N/A | - | ||
| 2021/8 | 271.04 | 3.83 | -0.62 | 2045.39 | 23.98 | 0.0 | N/A | - | ||
| 2021/7 | 261.02 | -13.04 | 12.31 | 1774.35 | 28.85 | 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 | 210.77 | 2025/1 | 150.73 | 2024/1 | 152.3 | 2023/1 | 136.33 | 2022/1 | 251.58 |
| 2026/2 | 214.58 | 2025/2 | 170.73 | 2024/2 | 161.15 | 2023/2 | 146.78 | 2022/2 | 229.06 |
| 2026/3 | 298.96 | 2025/3 | 292.75 | 2024/3 | 274.82 | 2023/3 | 241.47 | 2022/3 | 303.1 |
| 2026/4 | 313.12 | 2025/4 | 185.95 | 2024/4 | 178.5 | 2023/4 | 138.3 | 2022/4 | 192.25 |
| 2026/5 | 261.66 | 2025/5 | 191.68 | 2024/5 | 211.3 | 2023/5 | 180.84 | 2022/5 | 221.77 |
| 2026/6 | 278.18 | 2025/6 | 286.85 | 2024/6 | 281.93 | 2023/6 | 263.19 | 2022/6 | 309.45 |
| N/A | N/A | 2025/7 | 220.64 | 2024/7 | 234.52 | 2023/7 | 177.23 | 2022/7 | 174.59 |
| N/A | N/A | 2025/8 | 218.04 | 2024/8 | 228.22 | 2023/8 | 216.87 | 2022/8 | 202.41 |
| N/A | N/A | 2025/9 | 295.3 | 2024/9 | 263.1 | 2023/9 | 280.65 | 2022/9 | 271.62 |
| N/A | N/A | 2025/10 | 212.32 | 2024/10 | 188.2 | 2023/10 | 193.52 | 2022/10 | 180.5 |
| N/A | N/A | 2025/11 | 246.01 | 2024/11 | 227.49 | 2023/11 | 201.1 | 2022/11 | 189.06 |
| N/A | N/A | 2025/12 | 285.4 | 2024/12 | 245.53 | 2023/12 | 236.93 | 2022/12 | 228.92 |
- 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) | 39.84 | -4.0 | 34.01 |
| 25Q4 (7) | 41.5 | 17.8 | 25.83 |
| 25Q3 (6) | 35.23 | 13.94 | 1.44 |
| 25Q2 (5) | 30.92 | 4.0 | -8.44 |
| 25Q1 (4) | 29.73 | -9.85 | 0.0 |
| 24Q4 (3) | 32.98 | -5.04 | 0.0 |
| 24Q3 (2) | 34.73 | 2.84 | 0.0 |
| 24Q2 (1) | 33.77 | 0.0 | 0.0 |