- 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 | 營業利益率 QoQ YoY | 稅後淨利率 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(%) | |||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 26Q1 (8) | 358 | 1.7 | 3.17 | 14.90 | 40.17 | 48.85 | 14.73 | 30.12 | 57.88 | 14.90 | -64.24 | 48.85 | 330.67 | 32.66 | 52.52 | 29.42 | 2.94 | -3.22 | 21.56 | 8.89 | 2.96 | 16.15 | 7.74 | 1.0 | 71.28 | 44.44 | 57.0 | 53.4 | 42.9 | 53.93 | 21.76 | 17.37 | 1.07 | 16.15 | 7.74 | 1.0 | 15.89 | 17.59 | 17.91 |
| 25Q4 (7) | 352 | -0.56 | 2.33 | 10.63 | -5.0 | 38.23 | 11.32 | 5.7 | 44.57 | 41.67 | 33.43 | 49.84 | 249.27 | -0.87 | 34.29 | 28.58 | -5.14 | 0.46 | 19.80 | -0.2 | 4.27 | 14.99 | -4.89 | 5.27 | 49.35 | -1.1 | 40.0 | 37.37 | -5.75 | 41.13 | 18.54 | -8.98 | 2.09 | 14.99 | -4.89 | 5.27 | 5.43 | 3.34 | 5.30 |
| 25Q3 (6) | 354 | 2.02 | 2.61 | 11.19 | 11.68 | 53.29 | 10.71 | 4.9 | 52.78 | 31.23 | 55.92 | 55.06 | 251.46 | 11.72 | 44.0 | 30.13 | -0.69 | 11.59 | 19.84 | -3.83 | 9.37 | 15.76 | 2.01 | 9.44 | 49.9 | 7.45 | 57.56 | 39.65 | 14.0 | 57.59 | 20.37 | 2.62 | 12.05 | 15.76 | 2.01 | 9.44 | 7.77 | 5.89 | 7.17 |
| 25Q2 (5) | 347 | 0.0 | 0.87 | 10.02 | 0.1 | 41.53 | 10.21 | 9.43 | 53.3 | 20.03 | 100.1 | 56.12 | 225.08 | 3.82 | 45.69 | 30.34 | -0.2 | 10.69 | 20.63 | -1.48 | 9.04 | 15.45 | -3.38 | -1.9 | 46.44 | 2.29 | 58.82 | 34.78 | 0.26 | 42.78 | 19.85 | -7.8 | 3.06 | 15.45 | -3.38 | -1.9 | - | - | 0.00 |
| 25Q1 (4) | 347 | 0.87 | 0.0 | 10.01 | 30.17 | 0.0 | 9.33 | 19.16 | 0.0 | 10.01 | -64.01 | 0.0 | 216.8 | 16.8 | 0.0 | 30.40 | 6.85 | 0.0 | 20.94 | 10.27 | 0.0 | 15.99 | 12.29 | 0.0 | 45.4 | 28.79 | 0.0 | 34.69 | 31.0 | 0.0 | 21.53 | 18.56 | 0.0 | 15.99 | 12.29 | 0.0 | - | - | 0.00 |
| 24Q4 (3) | 344 | -0.29 | 0.0 | 7.69 | 5.34 | 0.0 | 7.83 | 11.7 | 0.0 | 27.81 | 38.08 | 0.0 | 185.62 | 6.29 | 0.0 | 28.45 | 5.37 | 0.0 | 18.99 | 4.69 | 0.0 | 14.24 | -1.11 | 0.0 | 35.25 | 11.3 | 0.0 | 26.48 | 5.25 | 0.0 | 18.16 | -0.11 | 0.0 | 14.24 | -1.11 | 0.0 | - | - | 0.00 |
| 24Q3 (2) | 345 | 0.29 | 0.0 | 7.30 | 3.11 | 0.0 | 7.01 | 5.26 | 0.0 | 20.14 | 56.98 | 0.0 | 174.63 | 13.04 | 0.0 | 27.00 | -1.5 | 0.0 | 18.14 | -4.12 | 0.0 | 14.40 | -8.57 | 0.0 | 31.67 | 8.31 | 0.0 | 25.16 | 3.28 | 0.0 | 18.18 | -5.61 | 0.0 | 14.40 | -8.57 | 0.0 | - | - | 0.00 |
| 24Q2 (1) | 344 | 0.0 | 0.0 | 7.08 | 0.0 | 0.0 | 6.66 | 0.0 | 0.0 | 12.83 | 0.0 | 0.0 | 154.49 | 0.0 | 0.0 | 27.41 | 0.0 | 0.0 | 18.92 | 0.0 | 0.0 | 15.75 | 0.0 | 0.0 | 29.24 | 0.0 | 0.0 | 24.36 | 0.0 | 0.0 | 19.26 | 0.0 | 0.0 | 15.75 | 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) |
|---|---|---|---|---|---|---|---|---|---|---|
| 2026/4 | 139.24 | 15.92 | 93.61 | 469.91 | 62.73 | 361.28 | N/A | 受惠於AI伺服器成長力道 | ||
| 2026/3 | 120.11 | 17.82 | 56.63 | 330.67 | 52.49 | 330.67 | 0.64 | 受惠於AI伺服器成長力道 | ||
| 2026/2 | 101.94 | -6.15 | 45.0 | 210.56 | 50.22 | 297.61 | 0.71 | 受惠於AI伺服器成長力道 | ||
| 2026/1 | 108.63 | 24.79 | 55.48 | 108.63 | 55.48 | 276.96 | 0.76 | 受惠於AI伺服器成長力道 | ||
| 2025/12 | 87.05 | 7.07 | 35.79 | 942.42 | 46.38 | 249.09 | 0.67 | - | ||
| 2025/11 | 81.29 | 0.67 | 28.29 | 855.37 | 47.55 | 242.12 | 0.69 | - | ||
| 2025/10 | 80.75 | 0.83 | 38.79 | 774.08 | 49.92 | 248.48 | 0.67 | - | ||
| 2025/9 | 80.08 | -8.63 | 34.8 | 693.33 | 51.33 | 251.46 | 0.56 | 受惠於AI伺服器成長力道 | ||
| 2025/8 | 87.65 | 4.68 | 52.66 | 613.25 | 53.79 | 251.72 | 0.56 | 受惠於AI伺服器成長力道 | ||
| 2025/7 | 83.72 | 4.19 | 44.8 | 525.6 | 53.98 | 236.85 | 0.59 | 受惠於AI伺服器成長力道 | ||
| 2025/6 | 80.35 | 10.41 | 53.15 | 441.88 | 55.85 | 225.04 | 0.49 | 受惠於AI伺服器成長力道 | ||
| 2025/5 | 72.77 | 1.19 | 41.52 | 361.53 | 56.47 | 221.37 | 0.49 | 受惠於AI伺服器成長力道 | ||
| 2025/4 | 71.91 | -6.21 | 42.11 | 288.76 | 60.75 | 218.89 | 0.5 | 受惠於AI伺服器成長力道 | ||
| 2025/3 | 76.68 | 9.07 | 64.77 | 216.84 | 68.06 | 216.84 | 0.49 | 受惠於AI伺服器成長力道 | ||
| 2025/2 | 70.3 | 0.62 | 86.76 | 140.16 | 69.91 | 204.26 | 0.52 | 受惠於AI伺服器成長力道 | ||
| 2025/1 | 69.86 | 8.98 | 55.77 | 69.86 | 55.77 | 197.33 | 0.54 | 受惠於AI伺服器成長力道 | ||
| 2024/12 | 64.1 | 1.16 | 48.8 | 643.79 | 55.89 | 185.64 | 0.51 | 受惠於AI伺服器成長力道 | ||
| 2024/11 | 63.36 | 8.91 | 49.97 | 579.69 | 56.72 | 180.95 | 0.52 | 受惠於AI伺服器成長力道 | ||
| 2024/10 | 58.18 | -2.06 | 33.78 | 516.32 | 57.59 | 175.0 | 0.54 | 受惠於AI伺服器成長力道 | ||
| 2024/9 | 59.41 | 3.47 | 36.96 | 458.15 | 61.24 | 174.64 | 0.5 | 受惠於AI伺服器成長力道 | ||
| 2024/8 | 57.41 | -0.7 | 47.53 | 398.74 | 65.61 | 167.69 | 0.52 | 受惠於AI伺服器成長力道 | ||
| 2024/7 | 57.82 | 10.2 | 58.58 | 341.33 | 69.09 | 161.7 | 0.54 | 受惠於AI伺服器成長力道 | ||
| 2024/6 | 52.46 | 2.03 | 62.65 | 283.51 | 71.41 | 154.49 | 0.5 | 受惠於AI伺服器成長力道 | ||
| 2024/5 | 51.42 | 1.61 | 63.19 | 231.05 | 73.53 | 148.56 | 0.52 | 受惠於AI伺服器成長力道 | ||
| 2024/4 | 50.6 | 8.73 | 80.48 | 179.63 | 76.74 | 134.78 | 0.58 | 受惠於AI伺服器成長力道 | ||
| 2024/3 | 46.54 | 23.63 | 66.4 | 129.02 | 75.32 | 129.02 | N/A | 受惠於AI伺服器成長力道 | ||
| 2024/2 | 37.64 | -16.06 | 59.13 | 82.49 | 80.78 | 125.57 | N/A | 受惠於AI伺服器成長力道 | ||
| 2024/1 | 44.85 | 4.1 | 104.09 | 44.85 | 104.09 | 130.17 | N/A | 受惠於AI伺服器成長力道 | ||
| 2023/12 | 43.08 | 1.96 | 58.58 | 412.95 | 6.78 | 128.81 | N/A | 受惠於AI伺服器成長力道 | ||
| 2023/11 | 42.25 | -2.84 | 39.57 | 369.87 | 2.86 | 129.11 | N/A | - | ||
| 2023/10 | 43.49 | 0.26 | 38.3 | 327.63 | -0.5 | 125.77 | N/A | - | ||
| 2023/9 | 43.37 | 11.45 | 29.31 | 284.14 | -4.6 | 118.75 | N/A | - | ||
| 2023/8 | 38.91 | 6.73 | 20.34 | 240.77 | -8.9 | 107.63 | N/A | - | ||
| 2023/7 | 36.46 | 13.03 | 10.63 | 201.85 | -12.98 | 100.22 | N/A | - | ||
| 2023/6 | 32.26 | 2.37 | -5.87 | 165.39 | -16.89 | 91.8 | N/A | - | ||
| 2023/5 | 31.51 | 12.38 | -9.58 | 133.14 | -19.18 | 87.51 | N/A | - | ||
| 2023/4 | 28.04 | 0.24 | -8.73 | 101.63 | -21.76 | 79.66 | N/A | - | ||
| 2023/3 | 27.97 | 18.24 | -18.77 | 73.59 | -25.8 | 73.59 | N/A | - | ||
| 2023/2 | 23.65 | 7.64 | -18.93 | 45.63 | -29.54 | 72.79 | N/A | - | ||
| 2023/1 | 21.97 | -19.1 | -38.23 | 21.97 | -38.23 | 79.41 | N/A | - | ||
| 2022/12 | 27.16 | -10.25 | -16.84 | 386.72 | 0.44 | 88.88 | N/A | - | ||
| 2022/11 | 30.27 | -3.72 | -10.81 | 359.56 | 2.05 | 95.25 | N/A | - | ||
| 2022/10 | 31.44 | -6.25 | -10.19 | 329.29 | 3.42 | 97.32 | N/A | - | ||
| 2022/9 | 33.54 | 3.72 | -5.21 | 297.85 | 5.1 | 98.83 | N/A | - | ||
| 2022/8 | 32.33 | -1.88 | -12.18 | 264.31 | 6.57 | 99.56 | N/A | - | ||
| 2022/7 | 32.95 | -3.83 | -7.31 | 231.97 | 9.85 | 102.07 | N/A | - | ||
| 2022/6 | 34.27 | -1.65 | 1.21 | 199.02 | 13.32 | 99.83 | N/A | - | ||
| 2022/5 | 34.85 | 13.44 | 8.19 | 164.75 | 16.21 | 99.99 | N/A | - | ||
| 2022/4 | 30.72 | -10.78 | 4.07 | 129.9 | 18.57 | 94.32 | N/A | - | ||
| 2022/3 | 34.43 | 17.99 | 22.16 | 99.19 | 23.92 | 99.19 | N/A | - | ||
| 2022/2 | 29.18 | -17.98 | 19.8 | 64.76 | 24.88 | 97.48 | N/A | - | ||
| 2022/1 | 35.58 | 8.7 | 29.37 | 35.58 | 29.37 | 102.25 | N/A | - | ||
| 2021/12 | 32.73 | -3.56 | 31.49 | 385.06 | 41.56 | 101.68 | N/A | - | ||
| 2021/11 | 33.94 | -3.06 | 32.96 | 352.33 | 42.57 | 104.34 | N/A | - | ||
| 2021/10 | 35.01 | -1.05 | 41.41 | 318.39 | 43.68 | 107.22 | N/A | - | ||
| 2021/9 | 35.39 | -3.9 | 35.33 | 283.38 | 43.96 | 107.77 | N/A | - | ||
| 2021/8 | 36.82 | 3.56 | 42.19 | 248.0 | 45.29 | 106.24 | N/A | - | ||
| 2021/7 | 35.56 | 5.01 | 56.67 | 211.17 | 45.84 | 101.62 | N/A | 去年同期:黃石廠產能30萬張.各廠尚未全能生產及銷售。今年:黃石廠產能60萬張.各廠全能生產及銷售;售價調整及產品組合更佳。 | ||
| 2021/6 | 33.86 | 5.12 | 65.54 | 175.62 | 43.83 | 0.0 | N/A | 去年同期:黃石廠產能30萬張.各廠尚未全能生產及銷售。今年:黃石廠產能60萬張.各廠全能生產及銷售;售價調整及產品組合更佳。 | ||
| 2021/5 | 32.21 | 9.11 | 58.77 | 141.76 | 39.46 | 0.0 | N/A | 去年5月:黃石廠產能30萬張.各廠尚未全能生產及銷售。今年5月:黃石廠產能60萬張.各廠全能生產及銷售;售價調整及產品組合更佳。 |
| 加權平均股數 YoY | EPS YoY | 本業EPS YoY | 營收 YoY | 毛利率(%) YoY | 營業利益率 YoY | 稅後淨利率 YoY | 營業利益 YoY | 稅前淨利 YoY | 稅後淨利 YoY | |||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 (5) | 352 | 2.33 | 40.81 | 49.49 | 41.57 | 55.05 | 942.61 | 46.42 | 29.83 | 6.88 | 20.27 | 7.36 | 15.54 | 4.58 | 191.08 | 57.24 | 188.76 | 55.58 | 146.49 | 52.94 |
| 2024 (4) | 344 | 2.38 | 27.30 | 73.33 | 26.81 | 77.31 | 643.77 | 55.89 | 27.91 | 1.71 | 18.88 | 6.13 | 14.86 | 11.81 | 121.52 | 65.42 | 121.33 | 63.52 | 95.78 | 74.53 |
| 2023 (3) | 336 | 0.9 | 15.75 | 5.99 | 15.12 | 8.23 | 412.96 | 6.78 | 27.44 | 9.28 | 17.79 | 10.5 | 13.29 | 1.22 | 73.46 | 18.01 | 74.2 | 17.85 | 54.88 | 8.18 |
| 2022 (2) | 333 | 0.0 | 14.86 | -9.72 | 13.97 | -9.11 | 386.73 | 0.45 | 25.11 | -3.98 | 16.10 | -10.46 | 13.13 | -8.12 | 62.25 | -10.08 | 62.96 | -8.91 | 50.73 | -7.65 |
| 2021 (1) | 333 | 2.15 | 16.46 | 48.69 | 15.37 | 55.88 | 385.0 | 41.54 | 26.15 | 0 | 17.98 | 0 | 14.29 | 0 | 69.23 | 47.83 | 69.12 | 42.69 | 54.93 | 48.9 |