- 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 | 1.31 | 21.76 | 27.56 | 4.62 | 10.15 | 3.17 | N/A | - | ||
| 2026/3 | 1.08 | 37.61 | 14.75 | 3.31 | 4.51 | 3.31 | 0.98 | - | ||
| 2026/2 | 0.78 | -46.21 | -14.62 | 2.24 | 0.21 | 3.55 | 0.91 | - | ||
| 2026/1 | 1.45 | 10.36 | 10.54 | 1.45 | 10.54 | 4.37 | 0.74 | - | ||
| 2025/12 | 1.32 | -17.68 | 19.4 | 14.0 | 15.43 | 4.42 | 0.73 | - | ||
| 2025/11 | 1.6 | 6.66 | 47.22 | 12.69 | 15.03 | 4.15 | 0.77 | - | ||
| 2025/10 | 1.5 | 42.33 | 65.67 | 11.09 | 11.51 | 3.56 | 0.9 | 二期營收顯著成長,主要受惠於海外市場收入的提升 | ||
| 2025/9 | 1.05 | 4.45 | 4.96 | 9.59 | 6.08 | 0.0 | N/A | - | ||
| 2025/8 | 1.01 | -8.07 | 0.1 | 8.53 | 6.22 | 0.0 | N/A | - | ||
| N/A | N/A | N/A | N/A | N/A | N/A | 0 | N/A | |||
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| N/A | N/A | N/A | N/A | N/A | N/A | 0 | N/A |
- 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) | 0.12 | 200.0 | -78.95 |
| 25Q4 (7) | 0.04 | -93.65 | -93.85 |
| 25Q3 (6) | 0.63 | 1.61 | 40.0 |
| 25Q2 (5) | 0.62 | 8.77 | 44.19 |
| 25Q1 (4) | 0.57 | -12.31 | 0.0 |
| 24Q4 (3) | 0.65 | 44.44 | 0.0 |
| 24Q3 (2) | 0.45 | 4.65 | 0.0 |
| 24Q2 (1) | 0.43 | 0.0 | 0.0 |