- 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) | 317 | 0.63 | 3.59 | 30.05 | 129.04 | 1647.09 | 28.31 | 119.8 | 4323.44 | 30.05 | 29.64 | 1647.09 | 261.0 | 64.72 | 163.42 | 55.70 | 15.15 | 304.5 | 47.05 | 33.06 | 1007.06 | 38.22 | 40.36 | 583.72 | 122.8 | 119.21 | 2816.86 | 95.34 | 130.96 | 1712.55 | 49.20 | 38.05 | 556.88 | 38.22 | 40.36 | 583.72 | 36.95 | 132.30 | 193.90 |
| 25Q4 (7) | 315 | -0.32 | 7.51 | 13.12 | 135.55 | 1161.54 | 12.88 | 268.0 | 2476.0 | 23.18 | 129.96 | 150.59 | 158.45 | 9.19 | 60.86 | 48.37 | 112.43 | 248.49 | 35.36 | 168.69 | 1500.0 | 27.23 | 112.24 | 618.47 | 56.02 | 193.3 | 2481.57 | 41.28 | 134.55 | 1257.89 | 35.64 | 102.04 | 871.12 | 27.23 | 112.24 | 618.47 | 11.18 | 119.05 | 152.62 |
| 25Q3 (6) | 316 | -1.25 | 7.85 | 5.57 | 102.55 | 177.11 | 3.50 | 37.25 | 133.33 | 10.08 | 124.5 | 22.78 | 145.11 | 13.16 | 54.39 | 22.77 | 19.97 | 6.35 | 13.16 | 37.37 | 53.56 | 12.83 | 82.76 | 88.12 | 19.1 | 55.54 | 137.27 | 17.6 | 100.23 | 198.31 | 17.64 | 74.14 | 80.18 | 12.83 | 82.76 | 88.12 | 21.30 | 81.22 | 167.84 |
| 25Q2 (5) | 320 | 4.58 | 9.22 | 2.75 | 59.88 | 6.59 | 2.55 | 298.44 | -28.17 | 4.49 | 161.05 | -27.58 | 128.24 | 29.43 | 27.61 | 18.98 | 37.84 | -23.56 | 9.58 | 125.41 | -30.83 | 7.02 | 25.58 | -8.47 | 12.28 | 191.69 | -11.78 | 8.79 | 67.11 | 16.42 | 10.13 | 35.25 | -0.39 | 7.02 | 25.58 | -8.47 | - | - | 0.00 |
| 25Q1 (4) | 306 | 4.44 | 0.0 | 1.72 | 65.38 | 0.0 | 0.64 | 28.0 | 0.0 | 1.72 | -81.41 | 0.0 | 99.08 | 0.59 | 0.0 | 13.77 | -0.79 | 0.0 | 4.25 | 92.31 | 0.0 | 5.59 | 47.49 | 0.0 | 4.21 | 94.01 | 0.0 | 5.26 | 73.03 | 0.0 | 7.49 | 104.09 | 0.0 | 5.59 | 47.49 | 0.0 | - | - | 0.00 |
| 24Q4 (3) | 293 | 0.0 | 0.0 | 1.04 | -48.26 | 0.0 | 0.50 | -66.67 | 0.0 | 9.25 | 12.67 | 0.0 | 98.5 | 4.8 | 0.0 | 13.88 | -35.17 | 0.0 | 2.21 | -74.21 | 0.0 | 3.79 | -44.43 | 0.0 | 2.17 | -73.04 | 0.0 | 3.04 | -48.47 | 0.0 | 3.67 | -62.51 | 0.0 | 3.79 | -44.43 | 0.0 | - | - | 0.00 |
| 24Q3 (2) | 293 | 0.0 | 0.0 | 2.01 | -22.09 | 0.0 | 1.50 | -57.75 | 0.0 | 8.21 | 32.42 | 0.0 | 93.99 | -6.47 | 0.0 | 21.41 | -13.77 | 0.0 | 8.57 | -38.12 | 0.0 | 6.82 | -11.08 | 0.0 | 8.05 | -42.17 | 0.0 | 5.9 | -21.85 | 0.0 | 9.79 | -3.74 | 0.0 | 6.82 | -11.08 | 0.0 | - | - | 0.00 |
| 24Q2 (1) | 293 | 0.0 | 0.0 | 2.58 | 0.0 | 0.0 | 3.55 | 0.0 | 0.0 | 6.20 | 0.0 | 0.0 | 100.49 | 0.0 | 0.0 | 24.83 | 0.0 | 0.0 | 13.85 | 0.0 | 0.0 | 7.67 | 0.0 | 0.0 | 13.92 | 0.0 | 0.0 | 7.55 | 0.0 | 0.0 | 10.17 | 0.0 | 0.0 | 7.67 | 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) |
|---|---|---|---|---|---|---|---|---|---|---|
| 2026/6 | 146.61 | 13.27 | 212.05 | 642.72 | 183.33 | 381.59 | N/A | 記憶體售價上漲 | ||
| 2026/5 | 129.43 | 22.61 | 210.43 | 496.1 | 175.82 | 340.35 | N/A | 記憶體售價上漲 | ||
| 2026/4 | 105.56 | 0.17 | 169.5 | 366.68 | 165.38 | 282.56 | N/A | 記憶體售價上漲 | ||
| 2026/3 | 105.37 | 47.08 | 181.48 | 261.12 | 163.75 | 261.12 | 1.4 | 記憶體售價上漲 | ||
| 2026/2 | 71.64 | -14.83 | 114.3 | 155.75 | 152.97 | 213.85 | 1.7 | 記憶體售價上漲 | ||
| 2026/1 | 84.12 | 44.78 | 198.92 | 84.12 | 198.92 | 198.19 | 1.84 | 記憶體售價上漲及需求增加 | ||
| 2025/12 | 58.1 | 3.78 | 101.21 | 530.43 | 32.48 | 158.71 | 1.48 | 記憶體售價上漲 | ||
| 2025/11 | 55.98 | 25.43 | 60.23 | 472.33 | 27.14 | 153.05 | 1.54 | 記憶體售價上漲 | ||
| 2025/10 | 44.63 | -14.89 | 30.87 | 416.35 | 23.7 | 146.9 | 1.6 | - | ||
| 2025/9 | 52.44 | 5.24 | 61.18 | 371.73 | 22.9 | 144.88 | 0.93 | 記憶體需求增加 | ||
| 2025/8 | 49.83 | 16.93 | 64.53 | 319.28 | 18.28 | 139.43 | 0.97 | 記憶體價格上漲 | ||
| 2025/7 | 42.61 | -9.29 | 39.53 | 269.46 | 12.44 | 131.29 | 1.03 | - | ||
| 2025/6 | 46.98 | 12.69 | 59.04 | 226.84 | 8.48 | 127.84 | 1.13 | 記憶體價格上漲 | ||
| 2025/5 | 41.69 | 6.44 | 29.18 | 179.86 | 0.16 | 118.29 | 1.22 | - | ||
| 2025/4 | 39.17 | 4.62 | 1.78 | 138.17 | -6.19 | 110.03 | 1.31 | - | ||
| 2025/3 | 37.43 | 11.98 | -5.83 | 99.0 | -9.01 | 99.0 | 1.41 | - | ||
| 2025/2 | 33.43 | 18.79 | 0.07 | 61.57 | -10.84 | 90.44 | 1.54 | - | ||
| 2025/1 | 28.14 | -2.54 | -21.07 | 28.14 | -21.07 | 91.95 | 1.52 | - | ||
| 2024/12 | 28.87 | -17.35 | -8.2 | 400.37 | 18.81 | 97.91 | 1.45 | - | ||
| 2024/11 | 34.94 | 2.45 | -14.67 | 371.5 | 21.59 | 101.57 | 1.4 | - | ||
| 2024/10 | 34.1 | 4.8 | -10.05 | 336.56 | 27.2 | 96.92 | 1.46 | - | ||
| 2024/9 | 32.54 | 7.43 | -2.65 | 302.46 | 33.43 | 93.36 | 1.82 | - | ||
| 2024/8 | 30.29 | -0.83 | 1.93 | 269.93 | 39.67 | 90.36 | 1.88 | - | ||
| 2024/7 | 30.54 | 3.38 | 34.03 | 239.64 | 46.53 | 92.35 | 1.84 | - | ||
| 2024/6 | 29.54 | -8.46 | 29.37 | 209.1 | 48.56 | 100.29 | 1.79 | - | ||
| 2024/5 | 32.27 | -16.12 | 31.51 | 179.56 | 52.27 | 110.51 | 1.63 | 記憶體價格上漲 | ||
| 2024/4 | 38.48 | -3.2 | 80.75 | 147.29 | 57.73 | 111.64 | 1.61 | 記憶體價格上漲 | ||
| 2024/3 | 39.75 | 19.01 | 56.58 | 108.81 | 50.93 | 108.81 | N/A | 記憶體價格上漲 | ||
| 2024/2 | 33.4 | -6.31 | 33.98 | 69.06 | 47.86 | 100.51 | N/A | - | ||
| 2024/1 | 35.65 | 13.35 | 63.75 | 35.65 | 63.75 | 108.05 | N/A | 記憶體價格上漲 | ||
| 2023/12 | 31.45 | -23.18 | 33.51 | 336.98 | -3.86 | 110.31 | N/A | 0.76 | 5.99 | - |
| 2023/11 | 40.95 | 8.0 | 56.21 | 305.53 | -6.55 | 112.28 | N/A | 1.03 | 5.24 | 記憶體價格上漲 |
| 2023/10 | 37.91 | 13.43 | 39.59 | 264.58 | -12.02 | 101.05 | N/A | 0.93 | 4.2 | - |
| 2023/9 | 33.42 | 12.49 | 3.95 | 226.67 | -17.14 | 85.92 | N/A | 0.85 | 3.27 | - |
| 2023/8 | 29.71 | 30.4 | -1.12 | 193.25 | -19.96 | 75.33 | N/A | - | ||
| 2023/7 | 22.78 | -0.2 | -14.55 | 163.54 | -22.63 | 70.16 | N/A | - | ||
| 2023/6 | 22.83 | -6.95 | -23.86 | 140.75 | -23.8 | 68.66 | N/A | - | ||
| 2023/5 | 24.54 | 15.27 | -12.53 | 117.92 | -23.79 | 71.22 | N/A | - | ||
| 2023/4 | 21.29 | -16.15 | -26.75 | 93.38 | -26.28 | 71.61 | N/A | - | ||
| 2023/3 | 25.39 | 1.83 | -21.99 | 72.09 | -26.14 | 72.09 | N/A | - | ||
| 2023/2 | 24.93 | 14.5 | -21.74 | 46.7 | -28.22 | 70.26 | N/A | - | ||
| 2023/1 | 21.77 | -7.57 | -34.43 | 21.77 | -34.43 | 71.54 | N/A | - | ||
| 2022/12 | 23.56 | -10.12 | -27.89 | 350.52 | -11.42 | 76.93 | N/A | - | ||
| 2022/11 | 26.21 | -3.48 | -26.7 | 326.96 | -9.94 | 85.52 | N/A | - | ||
| 2022/10 | 27.16 | -15.52 | -18.23 | 300.75 | -8.1 | 89.36 | N/A | - | ||
| 2022/9 | 32.15 | 6.99 | 0.37 | 273.59 | -6.96 | 88.87 | N/A | - | ||
| 2022/8 | 30.05 | 12.69 | -6.62 | 241.44 | -7.86 | 86.71 | N/A | - | ||
| 2022/7 | 26.67 | -11.08 | -18.4 | 211.39 | -8.03 | 84.71 | N/A | - | ||
| 2022/6 | 29.99 | 6.89 | -11.4 | 184.72 | -6.31 | 87.11 | N/A | - | ||
| 2022/5 | 28.06 | -3.47 | -22.78 | 154.73 | -5.25 | 89.67 | N/A | - | ||
| 2022/4 | 29.07 | -10.69 | -19.31 | 126.68 | -0.24 | 93.47 | N/A | - | ||
| 2022/3 | 32.55 | 2.16 | -2.94 | 97.61 | 7.31 | 97.61 | N/A | - | ||
| 2022/2 | 31.86 | -4.07 | 13.29 | 65.07 | 13.3 | 97.74 | N/A | - | ||
| 2022/1 | 33.21 | 1.64 | 13.3 | 33.21 | 13.3 | 101.64 | N/A | - | ||
| 2021/12 | 32.67 | -8.64 | 16.79 | 395.72 | 23.36 | 101.65 | N/A | - | ||
| 2021/11 | 35.76 | 7.66 | 14.52 | 363.05 | 23.99 | 101.01 | N/A | - | ||
| 2021/10 | 33.22 | 3.7 | 14.93 | 327.29 | 25.12 | 97.43 | N/A | - | ||
| 2021/9 | 32.03 | -0.47 | 0.09 | 294.07 | 26.38 | 96.9 | N/A | - | ||
| 2021/8 | 32.18 | -1.52 | 19.99 | 262.04 | 30.57 | 0.0 | N/A | - | ||
| 2021/7 | 32.68 | -3.46 | 20.32 | 229.86 | 33.37 | 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) | 315 | 7.51 | 22.98 | 153.08 | 19.57 | 114.82 | 530.87 | 32.13 | 27.81 | 27.69 | 17.26 | 75.05 | 14.37 | 102.97 | 91.61 | 131.28 | 102.49 | 171.07 | 72.93 | 169.41 |
| 2024 (4) | 293 | 8.12 | 9.08 | 75.29 | 9.11 | 139.11 | 401.79 | 19.28 | 21.78 | 29.64 | 9.86 | 87.1 | 7.08 | 59.46 | 39.61 | 123.15 | 37.81 | 91.35 | 27.07 | 92.12 |
| 2023 (3) | 271 | 4.23 | 5.18 | 63.92 | 3.81 | 166.43 | 336.85 | -3.56 | 16.80 | 33.65 | 5.27 | 160.89 | 4.44 | 74.8 | 17.75 | 151.06 | 19.76 | 82.12 | 14.09 | 69.76 |
| 2022 (2) | 260 | 5.69 | 3.16 | -63.21 | 1.43 | -64.95 | 349.27 | -11.79 | 12.57 | -13.79 | 2.02 | -65.47 | 2.54 | -57.38 | 7.07 | -69.5 | 10.85 | -66.85 | 8.3 | -63.06 |
| 2021 (1) | 246 | 11.31 | 8.59 | 57.61 | 4.08 | 2.26 | 395.94 | 22.86 | 14.58 | 0 | 5.85 | 0 | 5.96 | 0 | 23.18 | 22.78 | 32.73 | 65.81 | 22.47 | 66.32 |