- 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) |
|---|---|---|---|---|---|---|---|---|---|---|
| 2026/4 | 6.85 | -5.49 | 14.11 | 24.24 | 13.15 | 18.75 | N/A | - | ||
| 2026/3 | 7.25 | 55.65 | 22.13 | 17.39 | 12.77 | 17.39 | 0.76 | - | ||
| 2026/2 | 4.65 | -15.22 | -7.2 | 10.15 | 6.92 | 15.5 | 0.85 | - | ||
| 2026/1 | 5.49 | 2.57 | 22.78 | 5.49 | 22.78 | 15.7 | 0.84 | - | ||
| 2025/12 | 5.35 | 10.33 | 4.81 | 63.03 | -2.03 | 14.97 | 0.84 | - | ||
| 2025/11 | 4.85 | 1.84 | -1.24 | 57.68 | -2.62 | 14.9 | 0.84 | - | ||
| 2025/10 | 4.76 | -9.81 | -6.78 | 52.83 | -2.75 | 14.93 | 0.84 | - | ||
| 2025/9 | 5.28 | 8.2 | -3.57 | 48.06 | -2.33 | 15.58 | 0.77 | - | ||
| 2025/8 | 4.88 | -9.94 | -21.26 | 42.78 | -2.17 | 15.73 | 0.77 | - | ||
| 2025/7 | 5.42 | -0.13 | -12.39 | 37.9 | 0.97 | 16.48 | 0.73 | - | ||
| 2025/6 | 5.43 | -3.58 | -8.55 | 32.48 | 3.61 | 17.06 | 0.71 | - | ||
| 2025/5 | 5.63 | -6.17 | -5.45 | 27.05 | 6.46 | 17.56 | 0.69 | - | ||
| 2025/4 | 6.0 | 1.14 | 0.22 | 21.42 | 10.1 | 16.95 | 0.71 | - | ||
| 2025/3 | 5.93 | 18.25 | 5.19 | 15.42 | 14.49 | 15.42 | 0.81 | - | ||
| 2025/2 | 5.02 | 12.17 | 54.5 | 9.49 | 21.2 | 14.6 | 0.86 | 本月工作天數較去年同期多所致 | ||
| 2025/1 | 4.47 | -12.44 | -2.39 | 4.47 | -2.39 | 14.49 | 0.86 | - | ||
| 2024/12 | 5.11 | 3.95 | 19.35 | 64.34 | 16.23 | 15.13 | 0.81 | - | ||
| 2024/11 | 4.91 | -3.86 | 0.84 | 59.23 | 15.97 | 15.5 | 0.79 | - | ||
| 2024/10 | 5.11 | -6.7 | 10.39 | 54.32 | 17.56 | 16.79 | 0.73 | - | ||
| 2024/9 | 5.48 | -11.64 | 13.53 | 49.21 | 18.36 | 17.87 | 0.66 | - | ||
| 2024/8 | 6.2 | 0.2 | 17.94 | 43.73 | 19.0 | 18.32 | 0.64 | - | ||
| 2024/7 | 6.19 | 4.24 | 15.13 | 37.53 | 19.17 | 18.08 | 0.65 | - | ||
| 2024/6 | 5.94 | -0.31 | 35.05 | 31.34 | 20.0 | 17.88 | 0.68 | - | ||
| 2024/5 | 5.95 | -0.53 | 21.47 | 25.41 | 16.96 | 17.58 | 0.69 | - | ||
| 2024/4 | 5.99 | 6.15 | 22.52 | 19.45 | 15.65 | 14.87 | 0.82 | - | ||
| 2024/3 | 5.64 | 73.69 | 19.13 | 13.47 | 12.83 | 13.47 | N/A | - | ||
| 2024/2 | 3.25 | -29.13 | -18.09 | 7.83 | 8.69 | 12.11 | N/A | - | ||
| 2024/1 | 4.58 | 7.07 | 41.5 | 4.58 | 41.5 | 13.73 | N/A | - | ||
| 2023/12 | 4.28 | -12.16 | 19.29 | 55.35 | -17.45 | 13.78 | N/A | - | ||
| 2023/11 | 4.87 | 5.23 | 32.71 | 51.08 | -19.52 | 14.33 | N/A | - | ||
| 2023/10 | 4.63 | -4.06 | 4.36 | 46.2 | -22.73 | 14.71 | N/A | - | ||
| 2023/9 | 4.83 | -8.2 | 5.59 | 41.57 | -24.9 | 15.46 | N/A | - | ||
| 2023/8 | 5.26 | -2.17 | 8.72 | 36.75 | -27.65 | 15.03 | N/A | - | ||
| 2023/7 | 5.37 | 22.27 | 8.16 | 31.49 | -31.47 | 14.67 | N/A | - | ||
| 2023/6 | 4.4 | -10.34 | -23.28 | 26.12 | -36.28 | 14.18 | N/A | - | ||
| 2023/5 | 4.9 | 0.33 | -24.36 | 21.72 | -38.39 | 14.52 | N/A | - | ||
| 2023/4 | 4.89 | 3.21 | -36.0 | 16.82 | -41.55 | 13.58 | N/A | - | ||
| 2023/3 | 4.73 | 19.41 | -37.84 | 11.94 | -43.55 | 11.94 | N/A | - | ||
| 2023/2 | 3.96 | 22.43 | -41.28 | 7.2 | -46.77 | 10.79 | N/A | - | ||
| 2023/1 | 3.24 | -9.73 | -52.23 | 3.24 | -52.23 | 10.5 | N/A | 全球半導體自2022年Q4以來需求急凍，整體產業庫存過高所致。 | ||
| 2022/12 | 3.59 | -2.28 | -43.6 | 67.06 | -15.76 | 11.69 | N/A | - | ||
| 2022/11 | 3.67 | -17.23 | -45.05 | 63.47 | -13.34 | 12.68 | N/A | - | ||
| 2022/10 | 4.44 | -2.93 | -38.75 | 59.8 | -10.16 | 13.84 | N/A | - | ||
| 2022/9 | 4.57 | -5.49 | -33.86 | 55.36 | -6.67 | 14.37 | N/A | - | ||
| 2022/8 | 4.83 | -2.68 | -32.94 | 50.79 | -3.09 | 15.53 | N/A | - | ||
| 2022/7 | 4.97 | -13.27 | -31.02 | 45.96 | 1.66 | 17.18 | N/A | - | ||
| 2022/6 | 5.73 | -11.6 | -19.94 | 40.99 | 7.86 | 19.85 | N/A | - | ||
| 2022/5 | 6.48 | -15.11 | -9.58 | 35.26 | 14.31 | 21.73 | N/A | - | ||
| 2022/4 | 7.63 | 0.25 | 14.04 | 28.78 | 21.55 | 22.0 | N/A | - | ||
| 2022/3 | 7.62 | 12.8 | 18.36 | 21.15 | 24.51 | 21.15 | N/A | - | ||
| 2022/2 | 6.75 | -0.4 | 47.58 | 13.53 | 28.25 | 19.89 | N/A | - | ||
| 2022/1 | 6.78 | 6.57 | 13.45 | 6.78 | 13.45 | 19.82 | N/A | - | ||
| 2021/12 | 6.36 | -4.78 | 1.58 | 79.61 | 24.11 | 20.28 | N/A | - | ||
| 2021/11 | 6.68 | -7.76 | 6.92 | 73.25 | 26.55 | 20.83 | N/A | - | ||
| 2021/10 | 7.24 | 4.81 | 15.57 | 66.57 | 28.92 | 21.36 | N/A | - | ||
| 2021/9 | 6.91 | -4.16 | -0.86 | 59.32 | 30.77 | 21.32 | N/A | - | ||
| 2021/8 | 7.21 | 0.1 | 13.12 | 52.42 | 36.51 | 21.57 | N/A | - | ||
| 2021/7 | 7.2 | 0.64 | 9.47 | 45.21 | 41.16 | 21.53 | N/A | - | ||
| 2021/6 | 7.16 | -0.15 | 32.67 | 38.0 | 49.36 | 0.0 | N/A | - | ||
| 2021/5 | 7.17 | 7.06 | 50.06 | 30.85 | 53.85 | 0.0 | N/A | 受惠於新冠疫情影響，視訊相關產品、筆記型電腦及相關周邊市場需求增加所致。 |
| 年/月 | 營收 | 年/月 | 營收 | 年/月 | 營收 | 年/月 | 營收 | 年/月 | 營收 |
|---|---|---|---|---|---|---|---|---|---|
| 2026/1 | 5.49 | 2025/1 | 4.47 | 2024/1 | 4.58 | 2023/1 | 3.24 | 2022/1 | 6.78 |
| 2026/2 | 4.65 | 2025/2 | 5.02 | 2024/2 | 3.25 | 2023/2 | 3.96 | 2022/2 | 6.75 |
| 2026/3 | 7.25 | 2025/3 | 5.93 | 2024/3 | 5.64 | 2023/3 | 4.73 | 2022/3 | 7.62 |
| 2026/4 | 6.85 | 2025/4 | 6.0 | 2024/4 | 5.99 | 2023/4 | 4.89 | 2022/4 | 7.63 |
| N/A | N/A | 2025/5 | 5.63 | 2024/5 | 5.95 | 2023/5 | 4.9 | 2022/5 | 6.48 |
| N/A | N/A | 2025/6 | 5.43 | 2024/6 | 5.94 | 2023/6 | 4.4 | 2022/6 | 5.73 |
| N/A | N/A | 2025/7 | 5.42 | 2024/7 | 6.19 | 2023/7 | 5.37 | 2022/7 | 4.97 |
| N/A | N/A | 2025/8 | 4.88 | 2024/8 | 6.2 | 2023/8 | 5.26 | 2022/8 | 4.83 |
| N/A | N/A | 2025/9 | 5.28 | 2024/9 | 5.48 | 2023/9 | 4.83 | 2022/9 | 4.57 |
| N/A | N/A | 2025/10 | 4.76 | 2024/10 | 5.11 | 2023/10 | 4.63 | 2022/10 | 4.44 |
| N/A | N/A | 2025/11 | 4.85 | 2024/11 | 4.91 | 2023/11 | 4.87 | 2022/11 | 3.67 |
| N/A | N/A | 2025/12 | 5.35 | 2024/12 | 5.11 | 2023/12 | 4.28 | 2022/12 | 3.59 |
- 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) | 0.38 | 18.75 | -25.49 |
| 25Q4 (7) | 0.32 | -27.27 | -36.0 |
| 25Q3 (6) | 0.44 | -2.22 | 10.0 |
| 25Q2 (5) | 0.45 | -11.76 | 40.62 |
| 25Q1 (4) | 0.51 | 2.0 | 0.0 |
| 24Q4 (3) | 0.5 | 25.0 | 0.0 |
| 24Q3 (2) | 0.4 | 25.0 | 0.0 |
| 24Q2 (1) | 0.32 | 0.0 | 0.0 |