- 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 | 5.1 | 1.06 | 48.31 | 18.18 | 47.78 | 13.42 | N/A | - | ||
| 2026/3 | 5.05 | 54.2 | 40.64 | 13.08 | 47.57 | 13.08 | 0.53 | - | ||
| 2026/2 | 3.27 | -31.34 | 27.88 | 8.04 | 52.27 | 11.84 | 0.59 | 營收成長幅度較大，主要係去年底完成併購東莞國聯電子有限公司 80% 股權，並自115年1月起認列其營收所致。 | ||
| 2026/1 | 4.77 | 25.21 | 75.22 | 4.77 | 75.22 | 11.78 | 0.59 | 本期營收成長幅度較大，主要係去年底完成併購東莞國聯電子有限公司 80% 股權，並自本期起認列其營收所致。 | ||
| 2025/12 | 3.81 | 18.77 | 19.91 | 39.0 | 7.4 | 9.74 | 0.67 | - | ||
| 2025/11 | 3.2 | 17.33 | 11.97 | 35.19 | 6.2 | 9.38 | 0.7 | - | ||
| 2025/10 | 2.73 | -20.82 | 6.58 | 31.99 | 5.66 | 9.47 | 0.69 | - | ||
| 2025/9 | 3.45 | 4.97 | 12.35 | 29.26 | 5.57 | 10.01 | 0.44 | - | ||
| 2025/8 | 3.29 | 0.35 | -2.05 | 25.81 | 4.73 | 10.05 | 0.44 | - | ||
| 2025/7 | 3.27 | -6.05 | -2.74 | 22.52 | 5.8 | 10.22 | 0.44 | - | ||
| 2025/6 | 3.49 | 0.81 | 8.73 | 19.25 | 7.41 | 10.38 | 0.42 | - | ||
| 2025/5 | 3.46 | 0.56 | 6.76 | 15.76 | 7.12 | 10.48 | 0.42 | - | ||
| 2025/4 | 3.44 | -4.16 | 8.2 | 12.3 | 7.22 | 9.58 | 0.46 | - | ||
| 2025/3 | 3.59 | 40.21 | 21.18 | 8.87 | 6.84 | 8.87 | 0.51 | - | ||
| 2025/2 | 2.56 | -5.93 | 12.99 | 5.28 | -1.1 | 8.45 | 0.53 | - | ||
| 2025/1 | 2.72 | -14.3 | -11.49 | 2.72 | -11.49 | 8.76 | 0.51 | - | ||
| 2024/12 | 3.17 | 10.9 | 25.13 | 36.31 | 5.18 | 8.6 | 0.5 | - | ||
| 2024/11 | 2.86 | 11.69 | 3.51 | 33.13 | 3.6 | 8.49 | 0.5 | - | ||
| 2024/10 | 2.56 | -16.53 | -6.88 | 30.27 | 3.61 | 8.99 | 0.48 | - | ||
| 2024/9 | 3.07 | -8.49 | 4.68 | 27.71 | 4.7 | 9.79 | 0.41 | - | ||
| 2024/8 | 3.36 | -0.35 | -1.8 | 24.64 | 4.7 | 9.93 | 0.41 | - | ||
| 2024/7 | 3.37 | 5.03 | 8.49 | 21.28 | 5.81 | 9.81 | 0.41 | - | ||
| 2024/6 | 3.21 | -1.01 | 11.47 | 17.92 | 5.32 | 9.62 | 0.42 | - | ||
| 2024/5 | 3.24 | 1.92 | 1.52 | 14.71 | 4.07 | 9.38 | 0.43 | - | ||
| 2024/4 | 3.18 | 7.33 | 16.52 | 11.47 | 4.81 | 8.4 | 0.48 | - | ||
| 2024/3 | 2.96 | 30.73 | -3.24 | 8.3 | 0.93 | 8.3 | N/A | - | ||
| 2024/2 | 2.26 | -26.32 | -14.01 | 5.34 | 3.4 | 7.87 | N/A | - | ||
| 2024/1 | 3.07 | 21.16 | 21.55 | 3.07 | 21.55 | 8.37 | N/A | - | ||
| 2023/12 | 2.54 | -8.25 | -0.75 | 34.52 | -11.32 | 8.05 | N/A | - | ||
| 2023/11 | 2.76 | 0.46 | -9.36 | 31.98 | -12.06 | 8.45 | N/A | - | ||
| 2023/10 | 2.75 | -6.16 | -12.08 | 29.22 | -12.31 | 9.1 | N/A | - | ||
| 2023/9 | 2.93 | -14.16 | -19.66 | 26.46 | -12.33 | 9.45 | N/A | - | ||
| 2023/8 | 3.42 | 10.1 | -2.2 | 23.53 | -11.32 | 9.4 | N/A | - | ||
| 2023/7 | 3.1 | 7.91 | -7.78 | 20.12 | -12.71 | 9.17 | N/A | - | ||
| 2023/6 | 2.88 | -9.84 | -20.71 | 17.01 | -13.55 | 8.79 | N/A | - | ||
| 2023/5 | 3.19 | 16.98 | 3.21 | 14.14 | -11.93 | 8.98 | N/A | - | ||
| 2023/4 | 2.73 | -10.88 | -7.62 | 10.95 | -15.55 | 8.42 | N/A | - | ||
| 2023/3 | 3.06 | 16.18 | -17.3 | 8.22 | -17.88 | 8.22 | N/A | - | ||
| 2023/2 | 2.63 | 4.15 | -2.29 | 5.16 | -18.23 | 7.72 | N/A | - | ||
| 2023/1 | 2.53 | -1.07 | -30.1 | 2.53 | -30.1 | 8.13 | N/A | - | ||
| 2022/12 | 2.56 | -16.21 | -27.42 | 38.93 | -6.96 | 8.74 | N/A | - | ||
| 2022/11 | 3.05 | -2.54 | -18.76 | 36.37 | -5.08 | 9.83 | N/A | - | ||
| 2022/10 | 3.13 | -14.25 | -2.89 | 33.32 | -3.6 | 10.27 | N/A | - | ||
| 2022/9 | 3.65 | 4.48 | 3.57 | 30.19 | -3.67 | 10.51 | N/A | - | ||
| 2022/8 | 3.49 | 3.81 | -2.24 | 26.54 | -4.59 | 10.49 | N/A | - | ||
| 2022/7 | 3.37 | -7.2 | -6.0 | 23.05 | -4.93 | 10.08 | N/A | - | ||
| 2022/6 | 3.63 | 17.35 | 6.07 | 19.68 | -4.75 | 9.67 | N/A | - | ||
| 2022/5 | 3.09 | 4.7 | -7.7 | 16.05 | -6.9 | 9.74 | N/A | - | ||
| 2022/4 | 2.95 | -20.22 | -14.91 | 12.96 | -6.7 | 9.35 | N/A | - | ||
| 2022/3 | 3.7 | 37.27 | -0.29 | 10.01 | -3.97 | 10.01 | N/A | - | ||
| 2022/2 | 2.7 | -25.48 | 0.48 | 6.31 | -6.01 | 9.83 | N/A | - | ||
| 2022/1 | 3.62 | 2.71 | -10.33 | 3.62 | -10.33 | 10.89 | N/A | - | ||
| 2021/12 | 3.52 | -6.23 | 0.22 | 41.84 | 10.13 | 10.5 | N/A | - | ||
| 2021/11 | 3.76 | 16.5 | -0.83 | 38.32 | 11.14 | 10.5 | N/A | - | ||
| 2021/10 | 3.22 | -8.54 | -2.61 | 34.56 | 12.62 | 10.32 | N/A | - | ||
| 2021/9 | 3.52 | -1.38 | -11.07 | 31.34 | 14.47 | 10.68 | N/A | - | ||
| 2021/8 | 3.57 | -0.17 | 4.07 | 27.82 | 18.79 | 10.57 | N/A | - | ||
| 2021/7 | 3.58 | 4.72 | 9.5 | 24.24 | 21.32 | 10.35 | N/A | - | ||
| 2021/6 | 3.42 | 2.1 | -5.63 | 20.66 | 23.63 | 0.0 | N/A | - | ||
| 2021/5 | 3.35 | -3.46 | -4.03 | 17.24 | 31.74 | 0.0 | N/A | - |
| 年/月 | 營收 | 年/月 | 營收 | 年/月 | 營收 | 年/月 | 營收 | 年/月 | 營收 |
|---|---|---|---|---|---|---|---|---|---|
| 2026/1 | 4.77 | 2025/1 | 2.72 | 2024/1 | 3.07 | 2023/1 | 2.53 | 2022/1 | 3.62 |
| 2026/2 | 3.27 | 2025/2 | 2.56 | 2024/2 | 2.26 | 2023/2 | 2.63 | 2022/2 | 2.7 |
| 2026/3 | 5.05 | 2025/3 | 3.59 | 2024/3 | 2.96 | 2023/3 | 3.06 | 2022/3 | 3.7 |
| 2026/4 | 5.1 | 2025/4 | 3.44 | 2024/4 | 3.18 | 2023/4 | 2.73 | 2022/4 | 2.95 |
| N/A | N/A | 2025/5 | 3.46 | 2024/5 | 3.24 | 2023/5 | 3.19 | 2022/5 | 3.09 |
| N/A | N/A | 2025/6 | 3.49 | 2024/6 | 3.21 | 2023/6 | 2.88 | 2022/6 | 3.63 |
| N/A | N/A | 2025/7 | 3.27 | 2024/7 | 3.37 | 2023/7 | 3.1 | 2022/7 | 3.37 |
| N/A | N/A | 2025/8 | 3.29 | 2024/8 | 3.36 | 2023/8 | 3.42 | 2022/8 | 3.49 |
| N/A | N/A | 2025/9 | 3.45 | 2024/9 | 3.07 | 2023/9 | 2.93 | 2022/9 | 3.65 |
| N/A | N/A | 2025/10 | 2.73 | 2024/10 | 2.56 | 2023/10 | 2.75 | 2022/10 | 3.13 |
| N/A | N/A | 2025/11 | 3.2 | 2024/11 | 2.86 | 2023/11 | 2.76 | 2022/11 | 3.05 |
| N/A | N/A | 2025/12 | 3.81 | 2024/12 | 3.17 | 2023/12 | 2.54 | 2022/12 | 2.56 |
- 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) | 0.05 | 25.0 | 0.0 |
| 25Q4 (7) | 0.04 | 100.0 | 0.0 |
| 25Q3 (6) | 0.02 | 100.0 | 100.0 |
| 25Q2 (5) | 0.01 | -80.0 | -80.0 |
| 25Q1 (4) | 0.05 | 25.0 | 0.0 |
| 24Q4 (3) | 0.04 | 300.0 | 0.0 |
| 24Q3 (2) | 0.01 | -80.0 | 0.0 |
| 24Q2 (1) | 0.05 | 0.0 | 0.0 |