- 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 | 營業利益率 QoQ YoY | 稅後淨利率 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(%) | |||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 26Q1 (8) | 169 | 4.97 | 6.29 | 2.68 | 3.08 | 4.69 | 2.44 | 29.1 | 23.23 | 2.68 | -69.3 | 4.69 | 26.1 | -2.39 | 11.49 | 31.19 | -10.35 | 5.91 | 19.88 | 21.81 | 6.08 | 17.44 | 11.08 | -1.13 | 5.19 | 19.04 | 18.22 | 4.53 | 8.11 | 11.03 | 21.44 | 6.99 | -1.92 | 17.44 | 11.08 | -1.13 | 1.65 | 2.12 | 16.19 |
| 25Q4 (7) | 161 | 0.62 | 1.9 | 2.60 | 1.17 | 23.22 | 1.89 | 3.28 | 47.66 | 8.73 | 40.81 | 36.19 | 26.74 | 5.69 | 19.96 | 34.79 | 15.74 | 26.01 | 16.32 | 2.32 | 19.3 | 15.70 | -3.98 | 4.25 | 4.36 | 8.19 | 42.95 | 4.19 | 1.95 | 25.83 | 20.04 | 0.4 | 6.03 | 15.70 | -3.98 | 4.25 | 1.26 | 71.81 | -12.33 |
| 25Q3 (6) | 160 | 0.63 | 1.27 | 2.57 | 142.45 | 242.67 | 1.83 | -27.95 | 173.13 | 6.20 | 71.27 | 44.19 | 25.3 | -3.18 | 17.62 | 30.06 | -3.16 | 50.45 | 15.95 | -22.38 | 121.22 | 16.35 | 148.48 | 205.04 | 4.03 | -24.95 | 160.0 | 4.11 | 144.64 | 245.38 | 19.96 | 88.66 | 168.64 | 16.35 | 148.48 | 205.04 | 4.22 | 41.93 | 0.17 |
| 25Q2 (5) | 159 | 0.0 | 0.63 | 1.06 | -58.59 | -43.01 | 2.54 | 28.28 | 109.92 | 3.62 | 41.41 | 1.69 | 26.13 | 11.62 | 36.16 | 31.04 | 5.4 | 25.72 | 20.55 | 9.66 | 34.84 | 6.58 | -62.7 | -57.68 | 5.37 | 22.32 | 83.28 | 1.68 | -58.82 | -43.05 | 10.58 | -51.6 | -46.86 | 6.58 | -62.7 | -57.68 | - | - | 0.00 |
| 25Q1 (4) | 159 | 0.63 | 0.0 | 2.56 | 21.33 | 0.0 | 1.98 | 54.69 | 0.0 | 2.56 | -60.06 | 0.0 | 23.41 | 5.02 | 0.0 | 29.45 | 6.66 | 0.0 | 18.74 | 36.99 | 0.0 | 17.64 | 17.13 | 0.0 | 4.39 | 43.93 | 0.0 | 4.08 | 22.52 | 0.0 | 21.86 | 15.66 | 0.0 | 17.64 | 17.13 | 0.0 | - | - | 0.00 |
| 24Q4 (3) | 158 | 0.0 | 0.0 | 2.11 | 181.33 | 0.0 | 1.28 | 91.04 | 0.0 | 6.41 | 49.07 | 0.0 | 22.29 | 3.63 | 0.0 | 27.61 | 38.19 | 0.0 | 13.68 | 89.74 | 0.0 | 15.06 | 180.97 | 0.0 | 3.05 | 96.77 | 0.0 | 3.33 | 179.83 | 0.0 | 18.90 | 154.37 | 0.0 | 15.06 | 180.97 | 0.0 | - | - | 0.00 |
| 24Q3 (2) | 158 | 0.0 | 0.0 | 0.75 | -59.68 | 0.0 | 0.67 | -44.63 | 0.0 | 4.30 | 20.79 | 0.0 | 21.51 | 12.09 | 0.0 | 19.98 | -19.08 | 0.0 | 7.21 | -52.69 | 0.0 | 5.36 | -65.53 | 0.0 | 1.55 | -47.1 | 0.0 | 1.19 | -59.66 | 0.0 | 7.43 | -62.68 | 0.0 | 5.36 | -65.53 | 0.0 | - | - | 0.00 |
| 24Q2 (1) | 158 | 0.0 | 0.0 | 1.86 | 0.0 | 0.0 | 1.21 | 0.0 | 0.0 | 3.56 | 0.0 | 0.0 | 19.19 | 0.0 | 0.0 | 24.69 | 0.0 | 0.0 | 15.24 | 0.0 | 0.0 | 15.55 | 0.0 | 0.0 | 2.93 | 0.0 | 0.0 | 2.95 | 0.0 | 0.0 | 19.91 | 0.0 | 0.0 | 15.55 | 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) |
|---|---|---|---|---|---|---|---|---|---|---|
| 2026/4 | 9.12 | -0.9 | 3.67 | 35.22 | 9.33 | 26.95 | N/A | - | ||
| 2026/3 | 9.2 | 6.67 | 16.45 | 26.1 | 11.48 | 26.1 | 1.05 | - | ||
| 2026/2 | 8.63 | 4.28 | 14.46 | 16.9 | 8.96 | 25.42 | 1.08 | - | ||
| 2026/1 | 8.27 | -2.94 | 3.75 | 8.27 | 3.75 | 25.44 | 1.08 | - | ||
| 2025/12 | 8.52 | -1.36 | 6.83 | 101.59 | 38.02 | 26.74 | 0.95 | - | ||
| 2025/11 | 8.64 | -9.78 | 12.49 | 93.06 | 28.49 | 27.37 | 0.93 | - | ||
| 2025/10 | 9.58 | 4.67 | 44.44 | 84.42 | 30.39 | 26.98 | 0.94 | - | ||
| 2025/9 | 9.15 | 10.93 | 17.71 | 74.85 | 28.79 | 25.29 | 0.9 | - | ||
| 2025/8 | 8.25 | 4.55 | 16.72 | 65.7 | 30.5 | 24.82 | 0.92 | - | ||
| 2025/7 | 7.89 | -9.13 | 18.19 | 57.45 | 32.74 | 25.2 | 0.91 | - | ||
| 2025/6 | 8.68 | 0.67 | 32.64 | 49.54 | 35.35 | 26.1 | 0.83 | - | ||
| 2025/5 | 8.62 | -1.95 | 38.05 | 40.83 | 35.85 | 25.32 | 0.86 | - | ||
| 2025/4 | 8.8 | 11.31 | 37.36 | 32.21 | 35.25 | 24.23 | 0.89 | - | ||
| 2025/3 | 7.9 | 4.85 | 21.65 | 23.41 | 34.46 | 23.41 | 0.92 | - | ||
| 2025/2 | 7.54 | -5.47 | 73.39 | 15.51 | 42.1 | 23.49 | 0.92 | 本月營收較去年同期增加之原因除去年農曆年假期因素外,主係雲端設備新產品出貨所致。 | ||
| 2025/1 | 7.97 | -0.06 | 21.4 | 7.97 | 21.4 | 23.63 | 0.91 | - | ||
| 2024/12 | 7.98 | 3.86 | 21.0 | 80.4 | 9.24 | 22.29 | 0.95 | - | ||
| 2024/11 | 7.68 | 15.83 | 8.83 | 72.43 | 8.08 | 22.09 | 0.96 | - | ||
| 2024/10 | 6.63 | -14.69 | 8.67 | 64.74 | 7.99 | 21.47 | 0.98 | - | ||
| 2024/9 | 7.77 | 10.0 | 14.29 | 58.11 | 7.93 | 21.51 | 0.94 | - | ||
| 2024/8 | 7.07 | 5.86 | 3.32 | 50.34 | 7.0 | 20.29 | 1.0 | - | ||
| 2024/7 | 6.67 | 1.97 | 4.04 | 43.28 | 7.64 | 19.47 | 1.04 | - | ||
| 2024/6 | 6.55 | 4.78 | 1.67 | 36.6 | 8.33 | 19.2 | 0.84 | - | ||
| 2024/5 | 6.25 | -2.44 | 5.31 | 30.06 | 9.91 | 19.15 | 0.84 | - | ||
| 2024/4 | 6.4 | -1.41 | 16.49 | 23.81 | 11.19 | 17.25 | 0.93 | - | ||
| 2024/3 | 6.5 | 49.45 | 6.5 | 17.41 | 9.35 | 17.41 | N/A | - | ||
| 2024/2 | 4.35 | -33.81 | -5.68 | 10.91 | 11.13 | 17.51 | N/A | - | ||
| 2024/1 | 6.57 | -0.39 | 26.06 | 6.57 | 26.06 | 20.22 | N/A | - | ||
| 2023/12 | 6.59 | -6.57 | 7.37 | 73.6 | -5.49 | 19.75 | N/A | - | ||
| 2023/11 | 7.06 | 15.66 | 17.12 | 67.01 | -6.59 | 19.96 | N/A | - | ||
| 2023/10 | 6.1 | -10.28 | -3.96 | 59.95 | -8.76 | 19.74 | N/A | - | ||
| 2023/9 | 6.8 | -0.55 | -6.04 | 53.84 | -9.27 | 20.05 | N/A | - | ||
| 2023/8 | 6.84 | 6.6 | 1.75 | 47.04 | -9.73 | 19.69 | N/A | - | ||
| 2023/7 | 6.42 | -0.34 | -2.22 | 40.2 | -11.42 | 18.78 | N/A | - | ||
| 2023/6 | 6.44 | 8.52 | -11.83 | 33.79 | -12.97 | 17.87 | N/A | - | ||
| 2023/5 | 5.93 | 7.91 | -5.84 | 27.35 | -13.24 | 17.53 | N/A | - | ||
| 2023/4 | 5.5 | -9.87 | -19.55 | 21.42 | -15.08 | 16.2 | N/A | - | ||
| 2023/3 | 6.1 | 32.33 | -10.19 | 15.92 | -13.41 | 15.92 | N/A | - | ||
| 2023/2 | 4.61 | -11.53 | -7.68 | 9.82 | -15.29 | 15.96 | N/A | - | ||
| 2023/1 | 5.21 | -15.15 | -21.07 | 5.21 | -21.07 | 17.38 | N/A | - | ||
| 2022/12 | 6.14 | 1.9 | -21.65 | 77.88 | -3.1 | 18.52 | N/A | - | ||
| 2022/11 | 6.03 | -5.16 | -17.68 | 71.74 | -1.1 | 19.62 | N/A | - | ||
| 2022/10 | 6.35 | -12.22 | -3.68 | 65.71 | 0.75 | 20.31 | N/A | - | ||
| 2022/9 | 7.24 | 7.69 | 2.99 | 59.35 | 1.25 | 20.52 | N/A | - | ||
| 2022/8 | 6.72 | 2.42 | -2.46 | 52.12 | 1.02 | 20.58 | N/A | - | ||
| 2022/7 | 6.56 | -10.14 | -2.57 | 45.39 | 1.56 | 20.16 | N/A | - | ||
| 2022/6 | 7.3 | 15.9 | 10.34 | 38.83 | 2.28 | 20.44 | N/A | - | ||
| 2022/5 | 6.3 | -7.8 | 1.7 | 31.52 | 0.57 | 19.92 | N/A | - | ||
| 2022/4 | 6.83 | 0.61 | -5.46 | 25.22 | 0.28 | 18.62 | N/A | - | ||
| 2022/3 | 6.79 | 36.04 | -12.15 | 18.39 | 2.6 | 18.38 | N/A | - | ||
| 2022/2 | 4.99 | -24.36 | 19.69 | 11.59 | 13.78 | 19.43 | N/A | - | ||
| 2022/1 | 6.6 | -15.78 | 9.67 | 6.6 | 9.67 | 21.76 | N/A | - | ||
| 2021/12 | 7.84 | 7.06 | 30.39 | 80.38 | 21.69 | 21.75 | N/A | - | ||
| 2021/11 | 7.32 | 10.96 | 23.48 | 72.54 | 20.81 | 20.95 | N/A | - | ||
| 2021/10 | 6.6 | -6.13 | 9.22 | 65.21 | 20.51 | 20.52 | N/A | - | ||
| 2021/9 | 7.03 | 1.98 | 14.32 | 58.61 | 21.91 | 20.65 | N/A | - | ||
| 2021/8 | 6.89 | 2.31 | 4.48 | 51.59 | 23.02 | 20.24 | N/A | - | ||
| 2021/7 | 6.74 | 1.78 | 18.23 | 44.69 | 26.48 | 19.55 | N/A | - | ||
| 2021/6 | 6.62 | 6.82 | 18.14 | 37.96 | 28.07 | 0.0 | N/A | - | ||
| 2021/5 | 6.19 | -14.3 | 12.61 | 31.34 | 30.39 | 0.0 | N/A | - |
| 加權平均股數 YoY | EPS YoY | 本業EPS YoY | 營收 YoY | 毛利率(%) YoY | 營業利益率 YoY | 稅後淨利率 YoY | 營業利益 YoY | 稅前淨利 YoY | 稅後淨利 YoY | |||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 (5) | 161 | 1.9 | 8.32 | 31.44 | 8.24 | 107.56 | 101.59 | 26.36 | 31.42 | 26.39 | 17.87 | 50.29 | 13.96 | 10.18 | 18.15 | 89.85 | 18.29 | 41.13 | 14.06 | 39.07 |
| 2024 (4) | 158 | 3.27 | 6.33 | 58.65 | 3.97 | 29.74 | 80.4 | 9.24 | 24.86 | 3.89 | 11.89 | 45.18 | 12.67 | 42.2 | 9.56 | 58.54 | 12.96 | 79.5 | 10.11 | 58.71 |
| 2023 (3) | 153 | 3.38 | 3.99 | -23.27 | 3.06 | 10.07 | 73.6 | -5.5 | 23.93 | 29.7 | 8.19 | -7.25 | 8.91 | -16.49 | 6.03 | -12.35 | 7.22 | -29.97 | 6.37 | -21.65 |
| 2022 (2) | 148 | 0.0 | 5.20 | 70.49 | 2.78 | 52.75 | 77.88 | -3.11 | 18.45 | 19.03 | 8.83 | 48.9 | 10.67 | 83.65 | 6.88 | 44.23 | 10.31 | 66.29 | 8.13 | 80.27 |
| 2021 (1) | 148 | 1.37 | 3.05 | -34.13 | 1.82 | -46.47 | 80.38 | 21.71 | 15.50 | 0 | 5.93 | 0 | 5.81 | 0 | 4.77 | -37.57 | 6.2 | -29.3 | 4.51 | -34.26 |