- 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 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(%) | |||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 23Q4 (20) | 111 | -2.63 | 13.27 | -0.42 | -145.65 | -1300.0 | -0.23 | -91.67 | -2400.0 | 0.64 | -40.74 | 56.1 | 4.64 | -0.85 | 22.43 | 19.89 | -17.67 | -18.52 | -0.16 | -245.45 | -633.33 | -0.47 | -145.19 | -1466.67 | -8.22 | -130.13 | -1811.63 | -7.60 | -130.39 | -1026.83 | -11.29 | 41.46 | -115.84 |
| 23Q3 (19) | 114 | 0.0 | 16.33 | 0.92 | 228.57 | 441.18 | -0.12 | -140.0 | -33.33 | 1.08 | 730.77 | 145.45 | 4.68 | -21.74 | 41.82 | 24.16 | 28.99 | 15.54 | 0.11 | -38.89 | 375.0 | 1.04 | 225.0 | 511.76 | 27.28 | 200.44 | 283.15 | 25.01 | 234.81 | 389.43 | 39.13 | 242.06 | -31.91 |
| 23Q2 (18) | 114 | 12.87 | 16.33 | 0.28 | 255.56 | 366.67 | -0.05 | 76.19 | 16.67 | 0.13 | 172.22 | -51.85 | 5.98 | 100.0 | 140.16 | 18.73 | -31.97 | -20.06 | 0.18 | 220.0 | 550.0 | 0.32 | 277.78 | 433.33 | 9.08 | 383.75 | 140.85 | 7.47 | 256.6 | 204.9 | 39.45 | -122.22 | -1061.90 |
| 23Q1 (17) | 101 | 3.06 | 3.06 | -0.18 | -500.0 | -185.71 | -0.21 | -2200.0 | -320.0 | -0.18 | -143.9 | -185.71 | 2.99 | -21.11 | 18.18 | 27.53 | 12.78 | -9.86 | -0.15 | -600.0 | -250.0 | -0.18 | -500.0 | -190.0 | -3.20 | -644.19 | -122.87 | -4.77 | -681.71 | -148.62 | -3.13 | -308.82 | -1044.44 |
| 22Q4 (16) | 98 | 0.0 | 0.0 | -0.03 | -117.65 | -50.0 | 0.01 | 111.11 | 107.69 | 0.41 | -6.82 | 46.43 | 3.79 | 14.85 | 33.45 | 24.41 | 16.74 | -6.48 | 0.03 | 175.0 | 117.65 | -0.03 | -117.65 | -50.0 | -0.43 | -106.04 | 78.06 | 0.82 | -83.95 | 446.67 | 23.69 | 32.84 | 30.55 |
| 22Q3 (15) | 98 | 0.0 | 1.03 | 0.17 | 183.33 | 13.33 | -0.09 | -50.0 | 65.38 | 0.44 | 62.96 | 46.67 | 3.3 | 32.53 | 4.76 | 20.91 | -10.76 | -27.97 | -0.04 | 0.0 | -150.0 | 0.17 | 183.33 | 21.43 | 7.12 | 88.86 | -56.35 | 5.11 | 108.57 | -6.24 | 15.48 | 55.95 | -35.00 |
| 22Q2 (14) | 98 | 0.0 | 0.0 | 0.06 | -71.43 | -40.0 | -0.06 | -20.0 | -166.67 | 0.27 | 28.57 | 80.0 | 2.49 | -1.58 | -0.4 | 23.43 | -23.28 | -32.44 | -0.04 | -140.0 | -122.22 | 0.06 | -70.0 | -40.0 | 3.77 | -73.05 | -46.07 | 2.45 | -75.03 | -52.33 | -6.25 | 539.28 | 20.77 |
| 22Q1 (13) | 98 | 0.0 | 0.0 | 0.21 | 1150.0 | 320.0 | -0.05 | 61.54 | 50.0 | 0.21 | -25.0 | 320.0 | 2.53 | -10.92 | 25.87 | 30.54 | 17.01 | -12.49 | 0.1 | 158.82 | 433.33 | 0.2 | 1100.0 | 400.0 | 13.99 | 813.78 | 138.74 | 9.81 | 6440.0 | 284.71 | -10.38 | 518.34 | 55.77 |
| 21Q4 (12) | 98 | 1.03 | -1.01 | -0.02 | -113.33 | 83.33 | -0.13 | 50.0 | 7.14 | 0.28 | -6.67 | -12.5 | 2.84 | -9.84 | 27.35 | 26.10 | -10.09 | -28.28 | -0.17 | -312.5 | 10.53 | -0.02 | -114.29 | 83.33 | -1.96 | -112.02 | 70.7 | 0.15 | -97.25 | 102.69 | 8.08 | -31.66 | -169.44 |
| 21Q3 (11) | 97 | -1.02 | -2.02 | 0.15 | 50.0 | -48.28 | -0.26 | -388.89 | -208.33 | 0.30 | 100.0 | -31.82 | 3.15 | 26.0 | 29.63 | 29.03 | -16.29 | -27.8 | 0.08 | -55.56 | -69.23 | 0.14 | 40.0 | -51.72 | 16.31 | 133.33 | 41.46 | 5.45 | 6.03 | -56.57 | 25.19 | 75.00 | -99.44 |
| 21Q2 (10) | 98 | 0.0 | -2.0 | 0.10 | 100.0 | 25.0 | 0.09 | 190.0 | 0.0 | 0.15 | 200.0 | 0.0 | 2.5 | 24.38 | 18.48 | 34.68 | -0.63 | -8.64 | 0.18 | 700.0 | 5.88 | 0.1 | 150.0 | 25.0 | 6.99 | 19.28 | 4.02 | 5.14 | 101.57 | 14.22 | 7.25 | 120.83 | 109.28 |
| 21Q1 (9) | 98 | -1.01 | -1.01 | 0.05 | 141.67 | -28.57 | -0.10 | 28.57 | -190.91 | 0.05 | -84.38 | -28.57 | 2.01 | -9.87 | 16.86 | 34.90 | -4.09 | -14.4 | -0.03 | 84.21 | -120.0 | 0.04 | 133.33 | -42.86 | 5.86 | 187.59 | -2.5 | 2.55 | 145.78 | -39.57 | -9.05 | 0.14 | -64.88 |
| 20Q4 (8) | 99 | 0.0 | 0.0 | -0.12 | -141.38 | -700.0 | -0.14 | -158.33 | -227.27 | 0.32 | -27.27 | 277.78 | 2.23 | -8.23 | 58.16 | 36.39 | -9.5 | 12.84 | -0.19 | -173.08 | 9.52 | -0.12 | -141.38 | -700.0 | -6.69 | -158.02 | 69.27 | -5.57 | -144.38 | -1395.35 | 3.47 | 60.56 | 4.17 |
| 20Q3 (7) | 99 | -1.0 | 0.0 | 0.29 | 262.5 | 270.59 | 0.24 | 166.67 | 442.86 | 0.44 | 193.33 | 320.0 | 2.43 | 15.17 | 63.09 | 40.21 | 5.93 | 19.07 | 0.26 | 52.94 | 533.33 | 0.29 | 262.5 | 270.59 | 11.53 | 71.58 | 216.58 | 12.55 | 178.89 | 217.73 | 18.92 | 138.40 | 74.24 |
| 20Q2 (6) | 100 | 1.01 | 1.01 | 0.08 | 14.29 | 180.0 | 0.09 | -18.18 | 200.0 | 0.15 | 114.29 | 475.0 | 2.11 | 22.67 | 32.7 | 37.96 | -6.89 | 5.44 | 0.17 | 13.33 | 288.89 | 0.08 | 14.29 | 180.0 | 6.72 | 11.81 | 215.46 | 4.50 | 6.64 | 177.99 | 22.33 | 132.15 | -9.09 |
| 20Q1 (5) | 99 | 0.0 | 0.0 | 0.07 | 250.0 | 16.67 | 0.11 | 0.0 | 320.0 | 0.07 | 138.89 | 16.67 | 1.72 | 21.99 | -1.71 | 40.77 | 26.42 | 16.72 | 0.15 | 171.43 | 0 | 0.07 | 250.0 | 16.67 | 6.01 | 127.61 | 1.69 | 4.22 | 881.4 | 1.2 | - | - | 0.00 |
| 19Q4 (4) | 99 | 0.0 | 0.0 | 0.02 | 111.76 | 0.0 | 0.11 | 257.14 | 0.0 | -0.18 | 10.0 | 0.0 | 1.41 | -5.37 | 0.0 | 32.25 | -4.5 | 0.0 | -0.21 | -250.0 | 0.0 | 0.02 | 111.76 | 0.0 | -21.77 | -120.12 | 0.0 | 0.43 | 104.03 | 0.0 | - | - | 0.00 |
| 19Q3 (3) | 99 | 0.0 | 0.0 | -0.17 | -70.0 | 0.0 | -0.07 | 22.22 | 0.0 | -0.20 | -400.0 | 0.0 | 1.49 | -6.29 | 0.0 | 33.77 | -6.19 | 0.0 | -0.06 | 33.33 | 0.0 | -0.17 | -70.0 | 0.0 | -9.89 | -69.93 | 0.0 | -10.66 | -84.75 | 0.0 | - | - | 0.00 |
| 19Q2 (2) | 99 | 0.0 | 0.0 | -0.10 | -266.67 | 0.0 | -0.09 | -80.0 | 0.0 | -0.04 | -166.67 | 0.0 | 1.59 | -9.14 | 0.0 | 36.00 | 3.06 | 0.0 | -0.09 | 0 | 0.0 | -0.1 | -266.67 | 0.0 | -5.82 | -198.48 | 0.0 | -5.77 | -238.37 | 0.0 | - | - | 0.00 |
| 19Q1 (1) | 99 | 0.0 | 0.0 | 0.06 | 0.0 | 0.0 | -0.05 | 0.0 | 0.0 | 0.06 | 0.0 | 0.0 | 1.75 | 0.0 | 0.0 | 34.93 | 0.0 | 0.0 | 0 | 0.0 | 0.0 | 0.06 | 0.0 | 0.0 | 5.91 | 0.0 | 0.0 | 4.17 | 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) |
|---|---|---|---|---|---|---|---|---|---|---|
| 2024/3 | 1.52 | -3.31 | 47.33 | 5.29 | 77.07 | 5.29 | N/A | 主要係逐期認列客戶儲能工程收入所致。 | ||
| 2024/2 | 1.58 | -28.01 | 14.62 | 3.77 | 92.82 | 5.23 | N/A | 主要係逐期認列客戶儲能工程收入所致。 | ||
| 2024/1 | 2.19 | 49.36 | 278.94 | 2.19 | 278.94 | 5.17 | N/A | 主要係逐期認列客戶儲能工程收入所致。 | ||
| 2023/12 | 1.47 | -3.13 | -17.13 | 18.29 | 50.95 | 4.64 | 0.72 | 主要係售客戶儲能設備及逐期認列儲能工程收入所致 | ||
| 2023/11 | 1.51 | -8.82 | 86.69 | 16.82 | 62.6 | 4.66 | 0.72 | 主要係售客戶儲能設備及逐期認列儲能工程收入所致 | ||
| 2023/10 | 1.66 | 11.45 | 35.0 | 15.31 | 60.55 | 5.16 | 0.65 | 主要係售客戶儲能設備及逐期認列儲能工程收入所致 | ||
| 2023/9 | 1.49 | -25.88 | 36.87 | 13.65 | 64.33 | 4.68 | 0.66 | 主要係售客戶儲能設備所致。 | ||
| 2023/8 | 2.01 | 69.89 | 33.56 | 12.16 | 68.47 | 4.93 | 0.63 | 主要係售客戶儲能設備所致。 | ||
| 2023/7 | 1.18 | -31.85 | 70.4 | 10.15 | 77.67 | 5.58 | 0.55 | 主要係售客戶儲能設備所致 | ||
| 2023/6 | 1.74 | -34.67 | 75.1 | 8.97 | 78.67 | 5.98 | 0.49 | 主要係售客戶儲能設備及北美網通營收增加所致 | ||
| 2023/5 | 2.66 | 67.3 | 292.13 | 7.23 | 79.55 | 5.28 | 0.55 | 主要係客戶儲能設備完工驗收所致 | ||
| 2023/4 | 1.59 | 53.55 | 95.23 | 4.58 | 36.56 | 4.0 | 0.73 | 主要係客戶儲能案場建置收入所致 | ||
| 2023/3 | 1.03 | -24.78 | 27.58 | 2.99 | 17.75 | 2.99 | 1.07 | - | ||
| 2023/2 | 1.38 | 137.97 | 120.37 | 1.95 | 13.13 | 3.72 | 0.86 | 主要係客戶儲能設備完工驗收所致 | ||
| 2023/1 | 0.58 | -67.33 | -47.57 | 0.58 | -47.57 | 3.16 | 1.01 | - | ||
| 2022/12 | 1.77 | 118.25 | 48.34 | 12.11 | 15.69 | 3.81 | 0.86 | - | ||
| 2022/11 | 0.81 | -34.07 | 8.29 | 10.35 | 11.49 | 3.13 | 1.04 | - | ||
| 2022/10 | 1.23 | 12.99 | 39.63 | 9.53 | 11.77 | 3.82 | 0.85 | - | ||
| 2022/9 | 1.09 | -27.67 | 4.87 | 8.31 | 8.56 | 3.29 | 1.24 | - | ||
| 2022/8 | 1.5 | 116.75 | 32.97 | 7.22 | 9.14 | 3.19 | 1.28 | - | ||
| 2022/7 | 0.69 | -29.97 | -29.0 | 5.71 | 4.22 | 2.36 | 1.72 | - | ||
| 2022/6 | 0.99 | 46.28 | 3.62 | 5.02 | 11.44 | 2.48 | 1.89 | - | ||
| 2022/5 | 0.68 | -16.7 | -0.43 | 4.03 | 13.55 | 2.3 | 2.04 | - | ||
| 2022/4 | 0.81 | 0.34 | -5.33 | 3.35 | 16.87 | 2.25 | 2.09 | - | ||
| 2022/3 | 0.81 | 29.91 | 18.07 | 2.54 | 26.38 | 2.54 | 1.7 | - | ||
| 2022/2 | 0.62 | -43.38 | 0.67 | 1.73 | 30.7 | 2.92 | 1.47 | - | ||
| 2022/1 | 1.1 | -7.58 | 57.26 | 1.1 | 57.26 | 3.04 | 1.41 | 主要係來自北美基礎建設的網通訂單和綠能太陽能相關設備訂單增加所致 | ||
| 2021/12 | 1.19 | 59.34 | 91.57 | 10.47 | 23.17 | 2.82 | 1.42 | 主要係來自北美基礎建設的網通訂單和綠能太陽能相關設備訂單增加所致。 | ||
| 2021/11 | 0.75 | -14.99 | -10.56 | 9.28 | 17.77 | 2.67 | 1.5 | - | ||
| 2021/10 | 0.88 | -15.13 | 13.12 | 8.53 | 21.13 | 3.05 | 1.32 | - | ||
| 2021/9 | 1.04 | -8.28 | 11.69 | 7.65 | 22.13 | 3.15 | 0.97 | - | ||
| 2021/8 | 1.13 | 15.71 | 34.65 | 6.61 | 23.95 | 3.07 | 0.99 | - | ||
| 2021/7 | 0.98 | 2.2 | 46.99 | 5.48 | 21.95 | 2.61 | 1.17 | - | ||
| 2021/6 | 0.96 | 40.56 | 27.63 | 4.5 | 17.6 | 2.5 | 1.22 | - | ||
| 2021/5 | 0.68 | -20.8 | 1.32 | 3.55 | 15.15 | 2.23 | 1.37 | - | ||
| 2021/4 | 0.86 | 25.15 | 25.36 | 2.87 | 19.01 | 2.17 | 1.4 | - | ||
| 2021/3 | 0.69 | 10.77 | -4.36 | 2.01 | 16.49 | 2.01 | 1.45 | - | ||
| 2021/2 | 0.62 | -11.56 | 11.61 | 1.32 | 31.38 | 1.94 | 1.5 | - | ||
| 2021/1 | 0.7 | 12.57 | 55.79 | 0.7 | 55.79 | 2.16 | 1.35 | 主要係來自北美網通路由器訂單和太陽能變流器訂單增加所致 | ||
| 2020/12 | 0.62 | -25.61 | 25.52 | 8.5 | 36.6 | 2.24 | 1.19 | - | ||
| 2020/11 | 0.84 | 7.52 | 86.51 | 7.88 | 37.56 | 2.54 | 1.05 | 主要係來自北美網通路由器訂單、電源供應器和太陽能變流器訂單增加所致 | ||
| 2020/10 | 0.78 | -16.21 | 78.14 | 7.04 | 33.4 | 2.55 | 1.04 | 主要係來自北美網通路由器訂單和太陽能變流器訂單增加所致。 | ||
| 2020/9 | 0.93 | 10.55 | 58.3 | 6.26 | 29.36 | 2.43 | 0.94 | 主要係來自北美電信公司網通路由器訂單增加所致 | ||
| 2020/8 | 0.84 | 26.32 | 87.4 | 5.33 | 25.37 | 2.25 | 1.02 | 主要係來自北美電信公司網通路由器訂單暨太陽能變流器產品訂單增加所致。 | ||
| 2020/7 | 0.67 | -11.25 | 48.87 | 4.49 | 18.06 | 2.09 | 1.1 | - | ||
| 2020/6 | 0.75 | 11.59 | 55.02 | 3.83 | 13.97 | 2.11 | 0.96 | 主要係來自北美電信公司網通路由器訂單暨LED路燈電源與太陽能變流器產品訂單增加所致。 | ||
| 2020/5 | 0.67 | -2.01 | 53.59 | 3.08 | 7.07 | 2.07 | 0.97 | 主要係來自北美電信公司網通路由器訂單及台灣LED路燈電源產品訂單之增加所致。 | ||
| 2020/4 | 0.69 | -4.52 | -0.16 | 2.41 | -1.26 | 1.96 | 1.03 | - | ||
| 2020/3 | 0.72 | 29.27 | 7.0 | 1.72 | -1.69 | 1.72 | 0.97 | - | ||
| 2020/2 | 0.56 | 23.44 | -2.07 | 1.01 | -7.09 | 1.5 | 1.11 | - | ||
| 2020/1 | 0.45 | -9.29 | -12.62 | 0.45 | -12.62 | 1.39 | 1.2 | - | ||
| 2019/12 | 0.5 | 10.53 | -23.5 | 6.22 | -22.5 | 1.38 | 1.25 | - | ||
| 2019/11 | 0.45 | 2.69 | -28.33 | 5.73 | -22.42 | 1.47 | 1.17 | - | ||
| 2019/10 | 0.44 | -25.53 | -47.76 | 5.28 | -21.87 | 1.47 | 1.17 | - | ||
| 2019/9 | 0.59 | 30.87 | -10.28 | 4.84 | -18.21 | 1.48 | 0.93 | - | ||
| 2019/8 | 0.45 | 0.35 | -29.85 | 4.25 | -19.19 | 1.38 | 1.0 | - | ||
| 2019/7 | 0.45 | -7.59 | -44.41 | 3.81 | -17.72 | 1.37 | 1.01 | - | ||
| 2019/6 | 0.48 | 10.56 | -44.27 | 3.36 | -12.11 | 1.61 | 0.89 | - | ||
| 2019/5 | 0.44 | -36.31 | -15.42 | 2.88 | -2.67 | 0.0 | N/A | - | ||
| 2019/4 | 0.69 | 2.33 | 17.29 | 2.44 | 0.02 | 0.0 | N/A | - |
| 加權平均股數 YoY | EPS YoY | 本業EPS YoY | 營收 YoY | 毛利率(%) YoY | 營業利益 YoY | 稅前淨利 YoY | 稅後淨利 YoY | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 (10) | 111 | 13.27 | 0.64 | 60.0 | -0.59 | 0 | 18.29 | 51.03 | 21.85 | -10.93 | -0.02 | 0 | 1.34 | 100.0 | 0.71 | 77.5 |
| 2022 (9) | 98 | 0.0 | 0.40 | 48.15 | -0.19 | 0 | 12.11 | 15.44 | 24.53 | -20.1 | 0.06 | 0.0 | 0.67 | -10.67 | 0.4 | 48.15 |
| 2021 (8) | 98 | -1.01 | 0.27 | -12.9 | -0.38 | 0 | 10.49 | 23.41 | 30.70 | -20.79 | 0.06 | -84.62 | 0.75 | 97.37 | 0.27 | -12.9 |
| 2020 (7) | 99 | 0.0 | 0.31 | 0 | 0.30 | 0 | 8.5 | 36.44 | 38.76 | 12.94 | 0.39 | 0 | 0.38 | 0 | 0.31 | 0 |
| 2019 (6) | 99 | 0.0 | -0.18 | 0 | -0.09 | 0 | 6.23 | -21.34 | 34.32 | 6.78 | -0.36 | 0 | -0.44 | 0 | -0.18 | 0 |
| 2018 (5) | 99 | 0.0 | 1.66 | 0 | 1.26 | 0 | 7.92 | -2.58 | 32.14 | 10.67 | -0.29 | 0 | -0.04 | 0 | 1.65 | 0 |
| 2017 (4) | 99 | 2.06 | -2.31 | 0 | -2.37 | 0 | 8.13 | -30.09 | 29.04 | -8.51 | -2.66 | 0 | -2.32 | 0 | -2.29 | 0 |
| 2016 (3) | 97 | -1.02 | 0.23 | -41.03 | -0.39 | 0 | 11.63 | -1.61 | 31.74 | 3.46 | -0.23 | 0 | 0.43 | -35.82 | 0.23 | -39.47 |
| 2015 (2) | 98 | 1.03 | 0.39 | 8.33 | -0.32 | 0 | 11.82 | 0.17 | 30.68 | 10.28 | -0.06 | 0 | 0.67 | 15.52 | 0.38 | 8.57 |
| 2014 (1) | 97 | 6.59 | 0.36 | -5.26 | -0.36 | 0 | 11.8 | 3.6 | 27.82 | 0 | -0.17 | 0 | 0.58 | 5.45 | 0.35 | 0.0 |
