- 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) | 420 | 0.0 | 0.0 | 1.68 | 17.48 | -1.18 | 0.57 | -53.66 | -58.09 | 5.77 | 41.42 | -42.64 | 84.7 | -5.57 | -11.49 | 39.60 | -5.44 | -0.7 | 2.4 | -61.54 | -63.36 | 7.07 | 18.03 | -0.84 | 8.34 | 5.84 | 0.48 | 8.35 | 25.0 | 12.08 | -2.69 | 26.84 | 4.09 |
| 23Q3 (19) | 420 | 0.0 | 0.0 | 1.43 | 36.19 | -36.44 | 1.23 | 61.84 | -41.98 | 4.08 | 53.96 | -51.2 | 89.7 | 0.19 | -13.75 | 41.88 | 3.54 | 1.6 | 6.24 | 36.24 | -42.33 | 5.99 | 35.21 | -36.61 | 7.88 | 21.6 | -27.9 | 6.68 | 34.95 | -26.51 | 0.08 | 0.90 | 32.98 |
| 23Q2 (18) | 420 | 0.0 | 0.0 | 1.05 | -34.38 | -67.59 | 0.76 | 4.11 | -65.92 | 2.65 | 65.62 | -56.56 | 89.53 | -0.03 | -19.92 | 40.45 | 0.32 | -3.55 | 4.58 | 24.46 | -64.77 | 4.43 | -34.08 | -67.4 | 6.48 | -20.88 | -57.98 | 4.95 | -34.0 | -59.29 | -3.22 | -20.13 | -21.11 |
| 23Q1 (17) | 420 | 0.0 | 0.0 | 1.60 | -5.88 | -44.25 | 0.73 | -46.32 | -74.3 | 1.60 | -84.1 | -44.25 | 89.56 | -6.41 | -16.47 | 40.32 | 1.1 | -8.05 | 3.68 | -43.82 | -74.48 | 6.72 | -5.75 | -44.14 | 8.19 | -1.33 | -39.51 | 7.50 | 0.67 | -33.16 | -7.20 | -15.16 | -41.09 |
| 22Q4 (16) | 420 | 0.0 | 3.96 | 1.70 | -24.44 | -36.8 | 1.36 | -35.85 | -47.49 | 10.06 | 20.33 | 38.38 | 95.69 | -7.99 | -7.89 | 39.88 | -3.25 | -4.27 | 6.55 | -39.46 | -46.05 | 7.13 | -24.55 | -34.53 | 8.30 | -24.06 | -29.06 | 7.45 | -18.04 | -28.91 | -7.49 | -27.50 | -20.39 |
| 22Q3 (15) | 420 | 0.0 | 1.94 | 2.25 | -30.56 | 44.23 | 2.12 | -4.93 | 42.28 | 8.36 | 37.05 | 80.56 | 104.0 | -6.98 | 0.19 | 41.22 | -1.72 | 0.29 | 10.82 | -16.77 | 32.44 | 9.45 | -30.46 | 47.2 | 10.93 | -29.12 | 36.11 | 9.09 | -25.25 | 46.85 | -1.36 | -8.83 | -13.21 |
| 22Q2 (14) | 420 | 0.0 | 5.53 | 3.24 | 12.89 | 37.29 | 2.23 | -21.48 | 25.28 | 6.10 | 112.54 | 98.7 | 111.8 | 4.27 | 5.32 | 41.94 | -4.36 | 2.52 | 13.0 | -9.85 | 41.92 | 13.59 | 12.97 | 44.73 | 15.42 | 13.88 | 47.98 | 12.16 | 8.38 | 37.4 | 3.74 | 9.79 | -5.92 |
| 22Q1 (13) | 420 | 3.96 | 7.97 | 2.87 | 6.69 | 310.0 | 2.84 | 9.65 | 358.06 | 2.87 | -60.52 | 310.0 | 107.22 | 3.21 | 6.45 | 43.85 | 5.26 | 12.7 | 14.42 | 18.78 | 278.48 | 12.03 | 10.47 | 343.91 | 13.54 | 15.73 | 249.87 | 11.22 | 7.06 | 317.1 | 1.65 | 39.56 | 41.74 |
| 21Q4 (12) | 404 | -1.94 | 36.95 | 2.69 | 72.44 | 1020.83 | 2.59 | 73.83 | 13050.0 | 7.27 | 57.02 | 301.66 | 103.89 | 0.09 | 5.27 | 41.66 | 1.36 | 16.34 | 12.14 | 48.59 | 3094.74 | 10.89 | 69.63 | 1455.71 | 11.70 | 45.7 | 908.62 | 10.48 | 69.31 | 1397.14 | -1.06 | 19.27 | 28.77 |
| 21Q3 (11) | 412 | 3.52 | 43.06 | 1.56 | -33.9 | 280.49 | 1.49 | -16.29 | 513.89 | 4.63 | 50.81 | 187.58 | 103.8 | -2.21 | 85.19 | 41.10 | 0.46 | 11.47 | 8.17 | -10.81 | 1396.83 | 6.42 | -31.63 | 439.5 | 8.03 | -22.94 | 115.28 | 6.19 | -30.06 | 190.61 | 1.59 | 101.62 | 85.41 |
| 21Q2 (10) | 398 | 2.31 | 38.19 | 2.36 | 237.14 | 103.45 | 1.78 | 187.1 | 178.13 | 3.07 | 338.57 | 155.83 | 106.15 | 5.39 | 246.78 | 40.91 | 5.14 | -0.8 | 9.16 | 140.42 | 171.81 | 9.39 | 246.49 | 181.98 | 10.42 | 169.25 | -20.34 | 8.85 | 229.0 | -18.58 | 3.72 | 214.40 | 1693.55 |
| 21Q1 (9) | 389 | 31.86 | 35.07 | 0.70 | 191.67 | 1650.0 | 0.62 | 3200.0 | 0 | 0.70 | -61.33 | 1650.0 | 100.72 | 2.06 | 372.2 | 38.91 | 8.66 | -1.67 | 3.81 | 902.63 | 3710.0 | 2.71 | 287.14 | 2363.64 | 3.87 | 233.62 | 325.27 | 2.69 | 284.29 | 407.55 | 39.06 | 75.10 | 1647.22 |
| 20Q4 (8) | 295 | 2.43 | 33.48 | 0.24 | -41.46 | -68.42 | -0.02 | 94.44 | -105.26 | 1.81 | 12.42 | -28.46 | 98.69 | 76.07 | 253.85 | 35.81 | -2.87 | -10.52 | 0.38 | 160.32 | -79.01 | 0.7 | -41.18 | -58.33 | 1.16 | -68.9 | -82.81 | 0.70 | -67.14 | -88.39 | 79.59 | -53.06 | -30.91 |
| 20Q3 (7) | 288 | 0.0 | 38.46 | 0.41 | -64.66 | -51.76 | -0.36 | -156.25 | -187.8 | 1.61 | 34.17 | -14.36 | 56.05 | 83.11 | 90.39 | 36.87 | -10.6 | -7.85 | -0.63 | -118.69 | -128.77 | 1.19 | -64.26 | -32.39 | 3.73 | -71.48 | -50.27 | 2.13 | -80.4 | -64.32 | 63.31 | 1367.67 | -78.12 |
| 20Q2 (6) | 288 | 0.0 | 38.46 | 1.16 | 2800.0 | 31.82 | 0.64 | 0 | 137.04 | 1.20 | 2900.0 | 16.5 | 30.61 | 43.51 | 18.46 | 41.24 | 4.22 | 2.31 | 3.37 | 3270.0 | 130.82 | 3.33 | 2927.27 | 80.98 | 13.08 | 1337.36 | 55.34 | 10.87 | 1950.94 | 52.88 | 9.99 | 1352.63 | -50.00 |
| 20Q1 (5) | 288 | 30.32 | 38.46 | 0.04 | -94.74 | -73.33 | 0.00 | -100.0 | -100.0 | 0.04 | -98.42 | -73.33 | 21.33 | -23.52 | 4.05 | 39.57 | -1.12 | 2.43 | 0.1 | -94.48 | -74.36 | 0.11 | -93.45 | -64.52 | 0.91 | -86.52 | -54.27 | 0.53 | -91.21 | -64.67 | - | - | 0.00 |
| 19Q4 (4) | 221 | 6.25 | 0.0 | 0.76 | -10.59 | 0.0 | 0.38 | -7.32 | 0.0 | 2.53 | 34.57 | 0.0 | 27.89 | -5.26 | 0.0 | 40.02 | 0.02 | 0.0 | 1.81 | -17.35 | 0.0 | 1.68 | -4.55 | 0.0 | 6.75 | -10.0 | 0.0 | 6.03 | 1.01 | 0.0 | - | - | 0.00 |
| 19Q3 (3) | 208 | 0.0 | 0.0 | 0.85 | -3.41 | 0.0 | 0.41 | 51.85 | 0.0 | 1.88 | 82.52 | 0.0 | 29.44 | 13.93 | 0.0 | 40.01 | -0.74 | 0.0 | 2.19 | 50.0 | 0.0 | 1.76 | -4.35 | 0.0 | 7.50 | -10.93 | 0.0 | 5.97 | -16.03 | 0.0 | - | - | 0.00 |
| 19Q2 (2) | 208 | 0.0 | 0.0 | 0.88 | 486.67 | 0.0 | 0.27 | 285.71 | 0.0 | 1.03 | 586.67 | 0.0 | 25.84 | 26.05 | 0.0 | 40.31 | 4.35 | 0.0 | 1.46 | 274.36 | 0.0 | 1.84 | 493.55 | 0.0 | 8.42 | 323.12 | 0.0 | 7.11 | 374.0 | 0.0 | - | - | 0.00 |
| 19Q1 (1) | 208 | 0.0 | 0.0 | 0.15 | 0.0 | 0.0 | 0.07 | 0.0 | 0.0 | 0.15 | 0.0 | 0.0 | 20.5 | 0.0 | 0.0 | 38.63 | 0.0 | 0.0 | 0.39 | 0.0 | 0.0 | 0.31 | 0.0 | 0.0 | 1.99 | 0.0 | 0.0 | 1.50 | 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 | 34.35 | 44.51 | -5.64 | 84.68 | -5.44 | 84.68 | N/A | - | ||
| 2024/2 | 23.77 | -10.55 | -20.12 | 50.34 | -5.3 | 78.2 | N/A | - | ||
| 2024/1 | 26.57 | -4.62 | 13.54 | 26.57 | 13.54 | 82.61 | N/A | - | ||
| 2023/12 | 27.86 | -1.13 | -7.16 | 353.48 | -15.58 | 84.7 | 0.92 | - | ||
| 2023/11 | 28.18 | -1.66 | -18.01 | 325.62 | -16.23 | 87.87 | 0.88 | - | ||
| 2023/10 | 28.66 | -7.64 | -8.46 | 297.44 | -16.05 | 89.16 | 0.87 | - | ||
| 2023/9 | 31.03 | 5.27 | -13.68 | 268.78 | -16.79 | 89.7 | 0.93 | - | ||
| 2023/8 | 29.47 | 0.95 | -15.43 | 237.76 | -17.18 | 93.51 | 0.89 | - | ||
| 2023/7 | 29.19 | -16.2 | -12.08 | 208.28 | -17.42 | 92.68 | 0.9 | - | ||
| 2023/6 | 34.84 | 21.61 | -10.2 | 179.09 | -18.23 | 89.53 | 0.94 | - | ||
| 2023/5 | 28.65 | 9.99 | -20.28 | 144.25 | -19.96 | 91.09 | 0.93 | - | ||
| 2023/4 | 26.04 | -28.45 | -29.73 | 115.6 | -19.88 | 92.2 | 0.91 | - | ||
| 2023/3 | 36.4 | 22.32 | -3.93 | 89.56 | -16.47 | 89.56 | 0.98 | - | ||
| 2023/2 | 29.76 | 27.15 | -14.88 | 53.16 | -23.32 | 83.17 | 1.06 | - | ||
| 2023/1 | 23.4 | -22.02 | -31.9 | 23.4 | -31.9 | 87.78 | 1.0 | - | ||
| 2022/12 | 30.01 | -12.69 | -11.55 | 418.72 | 1.0 | 95.69 | 0.88 | - | ||
| 2022/11 | 34.37 | 9.79 | -1.22 | 388.71 | 2.12 | 101.63 | 0.83 | - | ||
| 2022/10 | 31.31 | -12.9 | -10.94 | 354.34 | 2.46 | 102.11 | 0.83 | - | ||
| 2022/9 | 35.95 | 3.13 | -1.14 | 323.03 | 3.97 | 104.0 | 0.74 | - | ||
| 2022/8 | 34.85 | 4.96 | 7.16 | 287.09 | 4.65 | 106.86 | 0.72 | - | ||
| 2022/7 | 33.21 | -14.41 | -4.9 | 252.23 | 4.31 | 107.94 | 0.71 | - | ||
| 2022/6 | 38.8 | 7.96 | 3.51 | 219.03 | 5.87 | 111.8 | 0.66 | - | ||
| 2022/5 | 35.94 | -3.04 | 6.6 | 180.23 | 6.39 | 110.9 | 0.67 | - | ||
| 2022/4 | 37.07 | -2.18 | 6.04 | 144.29 | 6.34 | 109.92 | 0.67 | - | ||
| 2022/3 | 37.89 | 8.38 | -2.87 | 107.22 | 6.45 | 107.22 | 0.71 | - | ||
| 2022/2 | 34.96 | 1.73 | 17.95 | 69.33 | 12.34 | 103.26 | 0.74 | - | ||
| 2022/1 | 34.37 | 1.29 | 7.16 | 34.37 | 7.16 | 103.09 | 0.74 | - | ||
| 2021/12 | 33.93 | -2.5 | -0.86 | 414.56 | 100.57 | 103.89 | 0.66 | 本公司109/09/01完成對日本Panasonic Corporation半導體相關事業之併購，自完成日起該事業併入本公司合併財務報告 | ||
| 2021/11 | 34.8 | -1.02 | 8.94 | 380.63 | 120.71 | 106.32 | 0.65 | 本公司109/09/01完成對日本Panasonic Corporation半導體相關事業之併購，自完成日起該事業併入本公司合併財務報告 | ||
| 2021/10 | 35.16 | -3.3 | 8.09 | 345.83 | 146.11 | 104.04 | 0.66 | 本公司109/09/01完成對日本Panasonic Corporation半導體相關事業之併購，自完成日起該事業併入本公司合併財務報告 | ||
| 2021/9 | 36.36 | 11.8 | 7.82 | 310.67 | 187.69 | 103.8 | 0.65 | 本公司109/09/01完成對日本Panasonic Corporation半導體相關事業之併購，自完成日起該事業併入本公司合併財務報告 | ||
| 2021/8 | 32.52 | -6.85 | 186.57 | 274.31 | 269.37 | 104.92 | 0.65 | 本公司109/09/01完成對日本Panasonic Corporation半導體相關事業之併購，自完成日起該事業併入本公司合併財務報告 | ||
| 2021/7 | 34.92 | -6.84 | 218.21 | 241.79 | 284.3 | 106.11 | 0.64 | 本公司109/09/01完成對日本Panasonic Corporation半導體相關事業之併購，自完成日起該事業併入本公司合併財務報告 | ||
| 2021/6 | 37.48 | 11.19 | 244.02 | 206.87 | 298.26 | 106.15 | 0.59 | 本公司109/09/01完成對日本Panasonic Corporation半導體相關事業之併購，自完成日起該事業併入本公司合併財務報告 | ||
| 2021/5 | 33.71 | -3.55 | 228.75 | 169.39 | 312.66 | 107.68 | 0.58 | 本公司109/09/01完成對日本Panasonic Corporation半導體相關事業之併購，自完成日起該事業併入本公司合併財務報告 | ||
| 2021/4 | 34.95 | -10.4 | 269.41 | 135.68 | 340.6 | 103.61 | 0.61 | 本公司109/09/01完成對日本Panasonic Corporation半導體相關事業之併購，自完成日起該事業併入本公司合併財務報告 | ||
| 2021/3 | 39.01 | 31.62 | 388.71 | 100.72 | 372.18 | 100.72 | 0.62 | 本公司109/09/01完成對日本Panasonic Corporation半導體相關事業之併購，自完成日起該事業併入本公司合併財務報告 | ||
| 2021/2 | 29.64 | -7.57 | 366.92 | 61.71 | 362.3 | 95.94 | 0.66 | 本公司109/09/01完成對日本Panasonic Corporation半導體相關事業之併購，自完成日起該事業併入本公司合併財務報告 | ||
| 2021/1 | 32.07 | -6.29 | 358.11 | 32.07 | 358.11 | 98.24 | 0.64 | 本公司109/09/01完成對日本Panasonic Corporation半導體相關事業之併購，自完成日起該事業併入本公司合併財務報告 | ||
| 2020/12 | 34.22 | 7.14 | 263.18 | 206.68 | 99.35 | 98.69 | 0.63 | 本公司109/09/01完成對日本Panasonic Corporation半導體相關事業之併購，自完成日起該事業併入本公司合併財務報告 | ||
| 2020/11 | 31.94 | -1.79 | 261.95 | 172.46 | 82.97 | 98.19 | 0.64 | 本公司109/09/01完成對日本Panasonic Corporation半導體相關事業之併購，自完成日起該事業併入本公司合併財務報告 | ||
| 2020/10 | 32.53 | -3.55 | 237.18 | 140.51 | 64.48 | 77.6 | 0.81 | 本公司109/09/01完成對日本Panasonic Corporation半導體相關事業之併購，自完成日起該事業併入本公司合併財務報告 | ||
| 2020/9 | 33.72 | 197.16 | 228.23 | 107.99 | 42.5 | 56.05 | 1.12 | 本公司109/09/01完成對日本Panasonic Corporation半導體相關事業之併購，自完成日起該事業併入本公司合併財務報告 | ||
| 2020/8 | 11.35 | 3.42 | 15.64 | 74.26 | 13.37 | 33.22 | 1.88 | - | ||
| 2020/7 | 10.97 | 0.71 | 17.36 | 62.92 | 12.97 | 32.12 | 1.95 | - | ||
| 2020/6 | 10.9 | 6.25 | 18.84 | 51.94 | 12.08 | 30.61 | 0.62 | - | ||
| 2020/5 | 10.25 | 8.36 | 16.19 | 41.05 | 10.42 | 27.7 | 0.69 | - | ||
| 2020/4 | 9.46 | 18.52 | 20.52 | 30.79 | 8.62 | 23.79 | 0.8 | - | ||
| 2020/3 | 7.98 | 25.75 | -3.39 | 21.33 | 4.06 | 21.33 | 0.92 | - | ||
| 2020/2 | 6.35 | -9.31 | 8.6 | 13.35 | 9.1 | 22.77 | 0.86 | - | ||
| 2020/1 | 7.0 | -25.71 | 9.56 | 7.0 | 9.56 | 25.25 | 0.78 | - | ||
| 2019/12 | 9.42 | 6.78 | 9.26 | 103.67 | 3.25 | 27.89 | 0.58 | - | ||
| 2019/11 | 8.82 | -8.51 | 11.24 | 94.25 | 2.69 | 28.75 | 0.56 | - | ||
| 2019/10 | 9.65 | -6.11 | 18.25 | 85.42 | 1.88 | 29.73 | 0.54 | - | ||
| 2019/9 | 10.27 | 4.7 | 22.63 | 75.78 | 0.11 | 29.44 | 0.54 | - | ||
| 2019/8 | 9.81 | 4.95 | 8.5 | 65.5 | -2.68 | 28.33 | 0.57 | - | ||
| 2019/7 | 9.35 | 1.97 | 3.91 | 55.69 | -4.42 | 27.34 | 0.59 | - | ||
| 2019/6 | 9.17 | 3.89 | 1.14 | 46.34 | -5.94 | 25.84 | 0.59 | - | ||
| 2019/5 | 8.82 | 12.4 | -1.82 | 37.17 | -7.54 | 0.0 | N/A | - | ||
| 2019/4 | 7.85 | -5.0 | -10.7 | 28.35 | -9.18 | 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) | 420 | 0.0 | 5.75 | -42.44 | 3.30 | -61.4 | 353.48 | -15.58 | 40.58 | -2.87 | 16.9 | -62.26 | 27.27 | -46.6 | 24.2 | -42.67 |
| 2022 (9) | 420 | 3.96 | 9.99 | 42.92 | 8.55 | 31.94 | 418.72 | 1.0 | 41.78 | 2.75 | 44.78 | 34.6 | 51.07 | 44.06 | 42.21 | 43.52 |
| 2021 (8) | 404 | 36.95 | 6.99 | 306.4 | 6.48 | 2300.0 | 414.56 | 100.58 | 40.66 | 9.04 | 33.27 | 933.23 | 35.45 | 377.12 | 29.41 | 451.78 |
| 2020 (7) | 295 | 33.48 | 1.72 | -31.75 | 0.27 | -76.11 | 206.68 | 99.36 | 37.29 | -6.35 | 3.22 | -44.86 | 7.43 | 11.23 | 5.33 | -4.48 |
| 2019 (6) | 221 | 6.25 | 2.52 | -25.88 | 1.13 | -24.16 | 103.67 | 3.26 | 39.82 | 2.18 | 5.84 | -22.65 | 6.68 | -20.38 | 5.58 | -21.52 |
| 2018 (5) | 208 | 0.0 | 3.40 | 3.03 | 1.49 | 4.2 | 100.4 | 8.72 | 38.97 | -3.59 | 7.55 | 5.74 | 8.39 | 5.01 | 7.11 | 3.34 |
| 2017 (4) | 208 | 0.0 | 3.30 | 12.24 | 1.43 | 18.18 | 92.35 | 10.88 | 40.42 | -1.22 | 7.14 | 18.02 | 7.99 | 12.69 | 6.88 | 12.23 |
| 2016 (3) | 208 | 0.0 | 2.94 | 31.25 | 1.21 | 32.97 | 83.29 | 13.89 | 40.92 | -1.87 | 6.05 | 24.49 | 7.09 | 23.95 | 6.13 | 30.7 |
| 2015 (2) | 208 | 0.0 | 2.24 | 36.59 | 0.91 | 51.67 | 73.13 | 7.2 | 41.70 | -1.77 | 4.86 | 47.27 | 5.72 | 35.87 | 4.69 | 36.73 |
| 2014 (1) | 208 | 0.0 | 1.64 | 32.26 | 0.60 | 30.43 | 68.22 | 0.19 | 42.45 | 0 | 3.3 | -23.61 | 4.21 | -15.46 | 3.43 | 32.43 |
