- 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) | 182 | 1.68 | 14.47 | 0.34 | 13.33 | -24.44 | 0.35 | 250.0 | -23.91 | 1.41 | 30.56 | -34.11 | 8.8 | 13.26 | -4.35 | 25.86 | 10.09 | 1.81 | 0.65 | 242.11 | -21.69 | 0.62 | 14.81 | -13.89 | 7.16 | 4.53 | -8.21 | 7.06 | 1.88 | -9.49 | 9.41 | -1.67 | 102.78 |
| 23Q3 (19) | 179 | 1.7 | 14.74 | 0.30 | -16.67 | -56.52 | 0.10 | -44.44 | -76.74 | 1.08 | 36.71 | -36.84 | 7.77 | 5.57 | -12.7 | 23.49 | -5.78 | 3.21 | 0.19 | -40.62 | -75.95 | 0.54 | -14.29 | -49.53 | 6.85 | -20.07 | -43.29 | 6.93 | -19.14 | -42.63 | -5.68 | -18.34 | -50.79 |
| 23Q2 (18) | 176 | 3.53 | 13.55 | 0.36 | -20.0 | -34.55 | 0.18 | -57.14 | -56.1 | 0.79 | 75.56 | -23.3 | 7.36 | -16.93 | -11.86 | 24.93 | 1.63 | 6.45 | 0.32 | -58.97 | -57.33 | 0.63 | -17.11 | -26.74 | 8.57 | -0.7 | -16.39 | 8.57 | -0.7 | -16.55 | -10.31 | -10.00 | -32.92 |
| 23Q1 (17) | 170 | 6.92 | 9.68 | 0.45 | 0.0 | -6.25 | 0.42 | -8.7 | 16.67 | 0.45 | -78.97 | -6.25 | 8.86 | -3.7 | 16.73 | 24.53 | -3.43 | 7.87 | 0.78 | -6.02 | 16.42 | 0.76 | 5.56 | 4.11 | 8.63 | 10.64 | -11.03 | 8.63 | 10.64 | -10.75 | -0.17 | -17.39 | -0.86 |
| 22Q4 (16) | 159 | 1.92 | 3.25 | 0.45 | -34.78 | 55.17 | 0.46 | 6.98 | 91.67 | 2.14 | 25.15 | 245.16 | 9.2 | 3.37 | 32.37 | 25.40 | 11.6 | 3.89 | 0.83 | 5.06 | 97.62 | 0.72 | -32.71 | 60.0 | 7.80 | -35.43 | 26.42 | 7.80 | -35.43 | 20.18 | 4.98 | -4.67 | 5.93 |
| 22Q3 (15) | 156 | 0.65 | 0.65 | 0.69 | 25.45 | 213.64 | 0.43 | 4.88 | 152.94 | 1.71 | 66.02 | 418.18 | 8.9 | 6.59 | 31.27 | 22.76 | -2.82 | 21.52 | 0.79 | 5.33 | 146.88 | 1.07 | 24.42 | 214.71 | 12.08 | 17.85 | 133.2 | 12.08 | 17.62 | 142.08 | 8.30 | 20.02 | 9.38 |
| 22Q2 (14) | 155 | 0.0 | 0.0 | 0.55 | 14.58 | 1275.0 | 0.41 | 13.89 | 720.0 | 1.03 | 114.58 | 836.36 | 8.35 | 10.01 | 41.53 | 23.42 | 2.99 | 32.99 | 0.75 | 11.94 | 837.5 | 0.86 | 17.81 | 1128.57 | 10.25 | 5.67 | 807.08 | 10.27 | 6.2 | 808.85 | 9.61 | 40.05 | 31.95 |
| 22Q1 (13) | 155 | 0.65 | 0.0 | 0.48 | 65.52 | 700.0 | 0.36 | 50.0 | 0 | 0.48 | -22.58 | 700.0 | 7.59 | 9.21 | 54.9 | 22.74 | -6.99 | 27.47 | 0.67 | 59.52 | 6600.0 | 0.73 | 62.22 | 630.0 | 9.70 | 57.21 | 349.07 | 9.67 | 49.0 | 388.38 | 5.86 | 48.67 | 45.59 |
| 21Q4 (12) | 154 | -0.65 | 1.32 | 0.29 | 31.82 | 390.0 | 0.24 | 41.18 | 580.0 | 0.62 | 87.88 | 195.38 | 6.95 | 2.51 | 70.34 | 24.45 | 30.54 | 23.92 | 0.42 | 31.25 | 520.0 | 0.45 | 32.35 | 400.0 | 6.17 | 19.11 | 263.23 | 6.49 | 30.06 | 271.69 | 8.71 | 240.91 | 140.59 |
| 21Q3 (11) | 155 | 0.0 | 1.97 | 0.22 | 450.0 | 650.0 | 0.17 | 240.0 | 1800.0 | 0.33 | 200.0 | 161.11 | 6.78 | 14.92 | 86.26 | 18.73 | 6.36 | -13.65 | 0.32 | 300.0 | 1700.0 | 0.34 | 385.71 | 585.71 | 5.18 | 358.41 | 378.49 | 4.99 | 341.59 | 368.28 | 17.66 | 208.34 | 120.00 |
| 21Q2 (10) | 155 | 0.0 | 1.97 | 0.04 | -33.33 | 116.67 | 0.05 | 0 | 120.83 | 0.11 | 83.33 | 122.0 | 5.9 | 20.41 | 118.52 | 17.61 | -1.29 | -6.48 | 0.08 | 700.0 | 118.18 | 0.07 | -30.0 | 119.44 | 1.13 | -47.69 | 108.37 | 1.13 | -42.93 | 108.37 | 20.26 | 63.34 | 50.00 |
| 21Q1 (9) | 155 | 1.97 | 2.65 | 0.06 | 160.0 | 123.08 | 0.00 | 100.0 | 100.0 | 0.06 | 109.23 | 123.08 | 4.9 | 20.1 | 71.93 | 17.84 | -9.58 | -3.04 | 0.01 | 110.0 | 102.17 | 0.1 | 166.67 | 125.0 | 2.16 | 157.14 | 114.84 | 1.98 | 152.38 | 113.6 | 16.09 | 5.00 | -150.00 |
| 20Q4 (8) | 152 | 0.0 | 0.66 | -0.10 | -150.0 | 85.71 | -0.05 | -400.0 | 90.38 | -0.65 | -20.37 | 65.43 | 4.08 | 12.09 | 19.3 | 19.73 | -9.04 | 426.13 | -0.1 | -400.0 | 92.06 | -0.15 | -114.29 | 85.85 | -3.78 | -103.23 | 90.61 | -3.78 | -103.23 | 90.81 | 23.45 | -33.34 | -152.09 |
| 20Q3 (7) | 152 | 0.0 | 0.66 | -0.04 | 83.33 | 90.7 | -0.01 | 95.83 | 97.67 | -0.54 | -8.0 | 54.24 | 3.64 | 34.81 | 37.36 | 21.69 | 15.19 | 163.23 | -0.02 | 95.45 | 97.8 | -0.07 | 80.56 | 89.06 | -1.86 | 86.22 | 93.52 | -1.86 | 86.22 | 93.35 | 14.78 | 45.51 | 47.91 |
| 20Q2 (6) | 152 | 0.66 | 0.66 | -0.24 | 7.69 | 38.46 | -0.24 | 0.0 | 17.24 | -0.50 | -92.31 | 33.33 | 2.7 | -5.26 | 25.58 | 18.83 | 2.34 | 8.78 | -0.44 | 4.35 | 35.29 | -0.36 | 10.0 | 38.98 | -13.50 | 7.28 | 61.46 | -13.50 | 7.28 | 62.5 | -10.96 | 35.27 | 26.93 |
| 20Q1 (5) | 151 | 0.0 | 0.0 | -0.26 | 62.86 | 27.78 | -0.24 | 53.85 | 29.41 | -0.26 | 86.17 | 27.78 | 2.85 | -16.67 | 28.96 | 18.40 | 390.67 | 79.86 | -0.46 | 63.49 | 36.11 | -0.4 | 62.26 | 27.27 | -14.56 | 63.82 | 50.93 | -14.56 | 64.6 | 51.14 | - | - | 0.00 |
| 19Q4 (4) | 151 | 0.0 | 0.0 | -0.70 | -62.79 | 0.0 | -0.52 | -20.93 | 0.0 | -1.88 | -59.32 | 0.0 | 3.42 | 29.06 | 0.0 | 3.75 | -54.49 | 0.0 | -1.26 | -38.46 | 0.0 | -1.06 | -65.62 | 0.0 | -40.24 | -40.26 | 0.0 | -41.13 | -47.1 | 0.0 | - | - | 0.00 |
| 19Q3 (3) | 151 | 0.0 | 0.0 | -0.43 | -10.26 | 0.0 | -0.43 | -48.28 | 0.0 | -1.18 | -57.33 | 0.0 | 2.65 | 23.26 | 0.0 | 8.24 | -52.4 | 0.0 | -0.91 | -33.82 | 0.0 | -0.64 | -8.47 | 0.0 | -28.69 | 18.1 | 0.0 | -27.96 | 22.33 | 0.0 | - | - | 0.00 |
| 19Q2 (2) | 151 | 0.0 | 0.0 | -0.39 | -8.33 | 0.0 | -0.29 | 14.71 | 0.0 | -0.75 | -108.33 | 0.0 | 2.15 | -2.71 | 0.0 | 17.31 | 69.21 | 0.0 | -0.68 | 5.56 | 0.0 | -0.59 | -7.27 | 0.0 | -35.03 | -18.07 | 0.0 | -36.00 | -20.81 | 0.0 | - | - | 0.00 |
| 19Q1 (1) | 151 | 0.0 | 0.0 | -0.36 | 0.0 | 0.0 | -0.34 | 0.0 | 0.0 | -0.36 | 0.0 | 0.0 | 2.21 | 0.0 | 0.0 | 10.23 | 0.0 | 0.0 | -0.72 | 0.0 | 0.0 | -0.55 | 0.0 | 0.0 | -29.67 | 0.0 | 0.0 | -29.80 | 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 | 3.03 | 3.53 | 2.98 | 8.91 | 0.8 | 8.91 | N/A | - | ||
| 2024/2 | 2.93 | -0.38 | -0.35 | 5.87 | -0.29 | 9.03 | N/A | - | ||
| 2024/1 | 2.94 | -6.89 | -0.22 | 2.94 | -0.22 | 8.92 | N/A | - | ||
| 2023/12 | 3.16 | 12.24 | 2.54 | 32.89 | -3.33 | 8.85 | 0.42 | - | ||
| 2023/11 | 2.82 | -2.16 | -3.2 | 29.73 | -3.92 | 8.64 | 0.43 | - | ||
| 2023/10 | 2.88 | -2.36 | -8.71 | 26.91 | -3.99 | 8.38 | 0.44 | - | ||
| 2023/9 | 2.95 | 15.42 | -2.72 | 24.03 | -3.39 | 7.81 | 0.46 | - | ||
| 2023/8 | 2.55 | 10.69 | -15.33 | 21.09 | -3.49 | 7.23 | 0.5 | - | ||
| 2023/7 | 2.31 | -2.46 | -19.3 | 18.53 | -1.59 | 7.1 | 0.51 | - | ||
| 2023/6 | 2.37 | -2.39 | -19.33 | 16.23 | 1.57 | 7.39 | 0.46 | - | ||
| 2023/5 | 2.42 | -6.79 | -12.0 | 13.86 | 6.27 | 7.97 | 0.43 | - | ||
| 2023/4 | 2.6 | -11.77 | -3.19 | 11.44 | 11.16 | 8.49 | 0.4 | - | ||
| 2023/3 | 2.95 | 0.17 | -4.98 | 8.84 | 16.24 | 8.84 | 0.54 | - | ||
| 2023/2 | 2.94 | -0.25 | 26.59 | 5.89 | 30.87 | 8.97 | 0.53 | - | ||
| 2023/1 | 2.95 | -4.31 | 35.43 | 2.95 | 35.43 | 8.94 | 0.53 | - | ||
| 2022/12 | 3.08 | 5.94 | 36.95 | 34.02 | 38.51 | 9.14 | 0.46 | - | ||
| 2022/11 | 2.91 | -7.73 | 16.55 | 30.94 | 38.66 | 9.09 | 0.47 | - | ||
| 2022/10 | 3.15 | 4.03 | 42.4 | 28.03 | 41.45 | 9.2 | 0.46 | - | ||
| 2022/9 | 3.03 | 0.46 | 31.55 | 24.88 | 41.33 | 8.91 | 0.51 | - | ||
| 2022/8 | 3.02 | 5.5 | 15.84 | 21.85 | 42.8 | 8.81 | 0.52 | - | ||
| 2022/7 | 2.86 | -2.49 | 51.44 | 18.83 | 48.33 | 8.54 | 0.53 | 客戶需求增加 | ||
| 2022/6 | 2.93 | 6.46 | 37.67 | 15.97 | 47.78 | 8.37 | 0.5 | - | ||
| 2022/5 | 2.75 | 2.54 | 36.78 | 13.04 | 50.27 | 8.54 | 0.49 | 客戶需求增加 | ||
| 2022/4 | 2.69 | -13.4 | 52.41 | 10.29 | 54.34 | 8.11 | 0.51 | 客戶需求增加 | ||
| 2022/3 | 3.1 | 33.47 | 53.32 | 7.6 | 55.03 | 7.6 | 0.63 | 客戶需求增加 | ||
| 2022/2 | 2.32 | 6.71 | 78.43 | 4.5 | 56.23 | 6.75 | 0.71 | 客戶需求增加 | ||
| 2022/1 | 2.18 | -3.23 | 37.92 | 2.18 | 37.92 | 6.92 | 0.69 | - | ||
| 2021/12 | 2.25 | -9.83 | 70.86 | 24.56 | 85.08 | 6.96 | 0.79 | 客戶需求增加 | ||
| 2021/11 | 2.5 | 12.73 | 59.4 | 22.31 | 86.65 | 7.01 | 0.78 | 客戶需求增加 | ||
| 2021/10 | 2.21 | -3.88 | 83.49 | 19.82 | 90.76 | 7.12 | 0.77 | 客戶需求增加 | ||
| 2021/9 | 2.3 | -11.53 | 82.74 | 17.6 | 91.71 | 6.79 | 0.52 | 客戶需求增加 | ||
| 2021/8 | 2.6 | 37.92 | 113.19 | 15.3 | 93.14 | 6.62 | 0.53 | 客戶需求增加 | ||
| 2021/7 | 1.89 | -11.36 | 63.26 | 12.7 | 89.49 | 6.03 | 0.59 | 客戶需求增加 | ||
| 2021/6 | 2.13 | 5.78 | 105.98 | 10.81 | 94.96 | 5.91 | 0.36 | 客戶需求增加 | ||
| 2021/5 | 2.01 | 14.25 | 185.29 | 8.68 | 92.43 | 5.8 | 0.36 | 因客戶需求增加所致。 | ||
| 2021/4 | 1.76 | -12.88 | 82.89 | 6.67 | 75.21 | 5.09 | 0.41 | 因客戶需求增加所致。 | ||
| 2021/3 | 2.02 | 55.33 | 85.8 | 4.9 | 72.6 | 4.9 | 0.32 | 因客戶需求增加所致。 | ||
| 2021/2 | 1.3 | -17.51 | 88.89 | 2.88 | 64.4 | 4.2 | 0.38 | 因客戶需求增加所致。 | ||
| 2021/1 | 1.58 | 19.87 | 48.52 | 1.58 | 48.52 | 4.46 | 0.36 | - | ||
| 2020/12 | 1.32 | -15.88 | -1.1 | 13.27 | 30.26 | 4.09 | 0.35 | - | ||
| 2020/11 | 1.57 | 29.77 | 63.98 | 11.95 | 34.98 | 4.03 | 0.35 | 因客戶需求增加所致。 | ||
| 2020/10 | 1.21 | -4.28 | 33.69 | 10.39 | 31.47 | 3.69 | 0.39 | - | ||
| 2020/9 | 1.26 | 3.21 | 52.03 | 9.18 | 31.19 | 3.64 | 0.38 | 因客戶需求增加所致。 | ||
| 2020/8 | 1.22 | 5.62 | 24.19 | 7.92 | 28.38 | 3.41 | 0.41 | - | ||
| 2020/7 | 1.16 | 11.82 | 40.87 | 6.7 | 29.18 | 2.9 | 0.48 | - | ||
| 2020/6 | 1.03 | 46.5 | 22.06 | 5.54 | 26.98 | 2.7 | 0.53 | - | ||
| 2020/5 | 0.71 | -26.75 | 13.44 | 4.51 | 28.17 | 2.76 | 0.52 | - | ||
| 2020/4 | 0.96 | -11.5 | 39.15 | 3.8 | 31.33 | 2.74 | 0.52 | - | ||
| 2020/3 | 1.09 | 57.91 | 72.65 | 2.84 | 28.88 | 2.84 | 0.38 | 因客戶需求增加所致。 | ||
| 2020/2 | 0.69 | -35.14 | 1.81 | 1.75 | 11.34 | 3.08 | 0.35 | - | ||
| 2020/1 | 1.06 | -20.18 | 18.53 | 1.06 | 18.53 | 3.35 | 0.33 | - | ||
| 2019/12 | 1.33 | 39.47 | 78.38 | 10.19 | -29.9 | 3.19 | 0.41 | 本月營收較去年同期增加達50%以上，係儲能裝置產品營收大幅成長所致。 | ||
| 2019/11 | 0.95 | 5.8 | 0.03 | 8.86 | -35.76 | 2.69 | 0.48 | - | ||
| 2019/10 | 0.9 | 8.84 | 7.58 | 7.9 | -38.42 | 2.71 | 0.48 | - | ||
| 2019/9 | 0.83 | -15.68 | -37.82 | 7.0 | -41.64 | 2.63 | 0.78 | - | ||
| 2019/8 | 0.98 | 19.8 | -22.08 | 6.17 | -42.12 | 2.65 | 0.78 | - | ||
| 2019/7 | 0.82 | -3.1 | -48.0 | 5.19 | -44.81 | 2.29 | 0.9 | - | ||
| 2019/6 | 0.85 | 36.16 | -44.48 | 4.37 | -44.17 | 2.16 | 0.97 | - | ||
| 2019/5 | 0.62 | -10.14 | -61.99 | 3.52 | -44.09 | 0.0 | N/A | 本月營收較去年同期減少達50%以上，係客戶延遲至下半年出貨及海外子公司營收較去年同期減少所致 | ||
| 2019/4 | 0.69 | 9.8 | -43.8 | 2.9 | -37.8 | 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) | 182 | 14.47 | 1.32 | -33.67 | 1.06 | -36.53 | 32.79 | -3.67 | 24.73 | 4.66 | 1.94 | -36.18 | 2.56 | -24.26 | 2.55 | -24.56 |
| 2022 (9) | 159 | 3.25 | 1.99 | 243.1 | 1.67 | 263.04 | 34.04 | 38.66 | 23.63 | 18.74 | 3.04 | 261.9 | 3.38 | 255.79 | 3.38 | 255.79 |
| 2021 (8) | 154 | 1.32 | 0.58 | 0 | 0.46 | 0 | 24.55 | 85.0 | 19.90 | 0.51 | 0.84 | 0 | 0.95 | 0 | 0.95 | 0 |
| 2020 (7) | 152 | 0.66 | -0.65 | 0 | -0.55 | 0 | 13.27 | 27.35 | 19.80 | 118.78 | -1.02 | 0 | -1.0 | 0 | -0.98 | 0 |
| 2019 (6) | 151 | 0.0 | -1.88 | 0 | -1.58 | 0 | 10.42 | -28.58 | 9.05 | -38.85 | -3.57 | 0 | -3.54 | 0 | -2.85 | 0 |
| 2018 (5) | 151 | -29.44 | -1.22 | 0 | -1.14 | 0 | 14.59 | -4.01 | 14.80 | 36.53 | -1.99 | 0 | -1.76 | 0 | -1.85 | 0 |
| 2017 (4) | 214 | 0.0 | -1.20 | 0 | -1.29 | 0 | 15.2 | -29.14 | 10.84 | 5.24 | -2.59 | 0 | -2.8 | 0 | -2.55 | 0 |
| 2016 (3) | 214 | 11.46 | -1.42 | 0 | -1.47 | 0 | 21.45 | 35.76 | 10.30 | 93.97 | -3.87 | 0 | -4.21 | 0 | -3.02 | 0 |
| 2015 (2) | 192 | 5.49 | 2.79 | 0 | -3.15 | 0 | 15.8 | -23.0 | 5.31 | -50.6 | -4.75 | 0 | 6.75 | 0 | 5.75 | 0 |
| 2014 (1) | 182 | 18.95 | -1.04 | 0 | -1.28 | 0 | 20.52 | 10.26 | 10.75 | 0 | -2.36 | 0 | -1.92 | 0 | -1.89 | 0 |
