- 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 | 3.08 | 9.74 | 19.33 | 10.7 | 1.71 | 8.18 | N/A | - | ||
| 2026/3 | 2.81 | 22.83 | 5.09 | 7.62 | -4.01 | 7.62 | 0.8 | - | ||
| 2026/2 | 2.29 | -9.08 | -17.89 | 4.8 | -8.65 | 7.33 | 0.83 | - | ||
| 2026/1 | 2.52 | -0.45 | 1.76 | 2.52 | 1.76 | 7.7 | 0.79 | - | ||
| 2025/12 | 2.53 | -4.77 | -12.14 | 30.63 | -5.05 | 8.08 | 0.79 | - | ||
| 2025/11 | 2.65 | -8.35 | -16.57 | 28.1 | -4.35 | 8.46 | 0.75 | - | ||
| 2025/10 | 2.9 | -0.45 | 29.18 | 25.44 | -2.87 | 8.36 | 0.76 | - | ||
| 2025/9 | 2.91 | 14.08 | 10.11 | 22.55 | -5.87 | 7.93 | 0.95 | - | ||
| 2025/8 | 2.55 | 3.2 | 4.47 | 19.64 | -7.85 | 6.88 | 1.09 | - | ||
| 2025/7 | 2.47 | 33.12 | 18.09 | 17.08 | -9.45 | 6.57 | 1.15 | - | ||
| 2025/6 | 1.86 | -17.04 | -27.45 | 14.61 | -12.89 | 6.68 | 0.97 | - | ||
| 2025/5 | 2.24 | -13.41 | -13.98 | 12.76 | -10.26 | 7.5 | 0.86 | - | ||
| 2025/4 | 2.58 | -3.35 | -6.45 | 10.52 | -9.43 | 8.05 | 0.8 | - | ||
| 2025/3 | 2.67 | -4.03 | -7.84 | 7.93 | -10.36 | 7.93 | 0.9 | - | ||
| 2025/2 | 2.79 | 12.69 | 21.68 | 5.26 | -11.59 | 8.14 | 0.88 | - | ||
| 2025/1 | 2.47 | -14.05 | -32.42 | 2.47 | -32.42 | 8.53 | 0.84 | - | ||
| 2024/12 | 2.88 | -9.58 | -21.07 | 32.26 | -20.67 | 8.3 | 0.77 | - | ||
| 2024/11 | 3.18 | 41.91 | -7.45 | 29.38 | -20.63 | 8.07 | 0.8 | - | ||
| 2024/10 | 2.24 | -15.14 | 1.16 | 26.2 | -21.98 | 7.33 | 0.88 | - | ||
| 2024/9 | 2.64 | 8.25 | -18.31 | 23.95 | -23.61 | 7.18 | 0.9 | - | ||
| 2024/8 | 2.44 | 16.66 | -24.4 | 21.31 | -24.22 | 7.09 | 0.91 | - | ||
| 2024/7 | 2.09 | -18.22 | -32.06 | 18.87 | -24.2 | 7.25 | 0.89 | - | ||
| 2024/6 | 2.56 | -1.64 | -3.2 | 16.78 | -23.09 | 7.92 | 0.87 | - | ||
| 2024/5 | 2.6 | -5.84 | -1.86 | 14.22 | -25.83 | 8.27 | 0.84 | - | ||
| 2024/4 | 2.76 | -4.78 | -7.05 | 11.61 | -29.68 | 7.96 | 0.87 | - | ||
| 2024/3 | 2.9 | 26.7 | -43.25 | 8.85 | -34.65 | 8.85 | N/A | - | ||
| 2024/2 | 2.29 | -37.41 | -52.29 | 5.95 | -29.43 | 9.6 | N/A | 本月因春節年假關係，工作天數較少，營收較去年同期減少 | ||
| 2024/1 | 3.66 | 0.38 | 0.78 | 3.66 | 0.78 | 10.74 | N/A | - | ||
| 2023/12 | 3.65 | 6.01 | -42.66 | 40.66 | -24.14 | 9.3 | N/A | - | ||
| 2023/11 | 3.44 | 55.12 | -42.89 | 37.01 | -21.64 | 8.89 | N/A | - | ||
| 2023/10 | 2.22 | -31.48 | -53.03 | 33.58 | -18.54 | 8.68 | N/A | 受到終端市場安裝速度放緩及進口模組數量增加，本月份模組銷售量下降，致使本月合併營收淨額較去年同期減少 | ||
| 2023/9 | 3.24 | 0.18 | -38.81 | 31.36 | -14.08 | 9.55 | N/A | - | ||
| 2023/8 | 3.23 | 4.84 | -36.76 | 28.12 | -9.89 | 8.95 | N/A | - | ||
| 2023/7 | 3.08 | 16.51 | -11.52 | 24.89 | -4.63 | 8.38 | N/A | - | ||
| 2023/6 | 2.64 | -0.28 | -33.39 | 21.81 | -3.57 | 8.27 | N/A | - | ||
| 2023/5 | 2.65 | -10.81 | -27.35 | 19.17 | 2.76 | 10.74 | N/A | - | ||
| 2023/4 | 2.97 | -41.86 | -25.86 | 16.52 | 10.09 | 12.89 | N/A | 本公司四月因生產的模組部分優先提供自家案場使用，不能計入營收，及受市場因素影響，致使營收表現較上月下降。 | ||
| 2023/3 | 5.11 | 6.51 | 35.21 | 13.55 | 23.21 | 13.55 | N/A | - | ||
| 2023/2 | 4.8 | 32.21 | 76.05 | 8.43 | 16.92 | 14.79 | N/A | 本期合併營收淨額較去年增加，主因光電市場成長所致。 | ||
| 2023/1 | 3.63 | -42.89 | -19.03 | 3.63 | -19.03 | 16.01 | N/A | - | ||
| 2022/12 | 6.36 | 5.59 | 18.45 | 53.6 | -8.73 | 17.1 | N/A | - | ||
| 2022/11 | 6.02 | 27.57 | 20.37 | 47.24 | -11.46 | 16.03 | N/A | - | ||
| 2022/10 | 4.72 | -10.74 | -10.29 | 41.22 | -14.76 | 15.12 | N/A | - | ||
| 2022/9 | 5.29 | 3.54 | -19.4 | 36.5 | -15.3 | 13.88 | N/A | - | ||
| 2022/8 | 5.11 | 46.7 | 8.82 | 31.21 | -14.57 | 12.56 | N/A | - | ||
| 2022/7 | 3.48 | -12.29 | -22.17 | 26.1 | -18.02 | 11.1 | N/A | - | ||
| 2022/6 | 3.97 | 8.75 | -39.54 | 22.62 | -17.34 | 11.63 | N/A | - | ||
| 2022/5 | 3.65 | -8.97 | -25.46 | 18.65 | -10.33 | 11.44 | N/A | - | ||
| 2022/4 | 4.01 | 6.02 | -16.77 | 15.0 | -5.67 | 10.52 | N/A | - | ||
| 2022/3 | 3.78 | 38.69 | -19.43 | 10.99 | -0.85 | 10.99 | N/A | - | ||
| 2022/2 | 2.73 | -39.19 | -19.36 | 7.21 | 12.78 | 12.58 | N/A | - | ||
| 2022/1 | 4.48 | -16.45 | 48.89 | 4.48 | 48.89 | 14.85 | N/A | - | ||
| 2021/12 | 5.37 | 7.31 | 62.87 | 58.73 | 59.66 | 15.63 | N/A | 本期合併營收淨額較去年增加，主因光電市場成長所致。 | ||
| 2021/11 | 5.0 | -4.93 | 93.41 | 53.36 | 59.34 | 16.83 | N/A | 本期合併營收淨額較去年增加，主因光電市場成長所致。 | ||
| 2021/10 | 5.26 | -19.8 | 85.45 | 48.36 | 56.49 | 16.52 | N/A | 本期合併營收淨額較去年增加，主因光電市場成長所致。 | ||
| 2021/9 | 6.56 | 39.8 | 108.39 | 43.1 | 53.56 | 15.73 | N/A | 本期合併營收淨額較去年增加，主因光電市場成長所致。 | ||
| 2021/8 | 4.69 | 4.91 | 28.15 | 36.54 | 46.63 | 15.73 | N/A | - | ||
| 2021/7 | 4.47 | -31.87 | 24.64 | 31.84 | 49.82 | 15.94 | N/A | - | ||
| 2021/6 | 6.57 | 34.08 | 86.57 | 27.37 | 54.93 | 0.0 | N/A | 本期合併營收淨額較去年增加，主因光電市場成長所致。 | ||
| 2021/5 | 4.9 | 1.63 | 43.19 | 20.8 | 47.06 | 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 | 2.52 | 2025/1 | 2.47 | 2024/1 | 3.66 | 2023/1 | 3.63 | 2022/1 | 4.48 |
| 2026/2 | 2.29 | 2025/2 | 2.79 | 2024/2 | 2.29 | 2023/2 | 4.8 | 2022/2 | 2.73 |
| 2026/3 | 2.81 | 2025/3 | 2.67 | 2024/3 | 2.9 | 2023/3 | 5.11 | 2022/3 | 3.78 |
| 2026/4 | 3.08 | 2025/4 | 2.58 | 2024/4 | 2.76 | 2023/4 | 2.97 | 2022/4 | 4.01 |
| N/A | N/A | 2025/5 | 2.24 | 2024/5 | 2.6 | 2023/5 | 2.65 | 2022/5 | 3.65 |
| N/A | N/A | 2025/6 | 1.86 | 2024/6 | 2.56 | 2023/6 | 2.64 | 2022/6 | 3.97 |
| N/A | N/A | 2025/7 | 2.47 | 2024/7 | 2.09 | 2023/7 | 3.08 | 2022/7 | 3.48 |
| N/A | N/A | 2025/8 | 2.55 | 2024/8 | 2.44 | 2023/8 | 3.23 | 2022/8 | 5.11 |
| N/A | N/A | 2025/9 | 2.91 | 2024/9 | 2.64 | 2023/9 | 3.24 | 2022/9 | 5.29 |
| N/A | N/A | 2025/10 | 2.9 | 2024/10 | 2.24 | 2023/10 | 2.22 | 2022/10 | 4.72 |
| N/A | N/A | 2025/11 | 2.65 | 2024/11 | 3.18 | 2023/11 | 3.44 | 2022/11 | 6.02 |
| N/A | N/A | 2025/12 | 2.53 | 2024/12 | 2.88 | 2023/12 | 3.65 | 2022/12 | 6.36 |
- 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) | 0.27 | -10.0 | -59.09 |
| 25Q4 (7) | 0.3 | -3.23 | -37.5 |
| 25Q3 (6) | 0.31 | -35.42 | -66.67 |
| 25Q2 (5) | 0.48 | -27.27 | -54.29 |
| 25Q1 (4) | 0.66 | 37.5 | 0.0 |
| 24Q4 (3) | 0.48 | -48.39 | 0.0 |
| 24Q3 (2) | 0.93 | -11.43 | 0.0 |
| 24Q2 (1) | 1.05 | 0.0 | 0.0 |