- 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 | 2.01 | 0.05 | -7.59 | 7.05 | -13.83 | 5.14 | N/A | - | ||
| 2026/3 | 2.01 | 78.52 | -2.77 | 5.04 | -16.09 | 5.04 | 0.93 | - | ||
| 2026/2 | 1.12 | -41.06 | -43.1 | 3.03 | -23.07 | 5.23 | 0.9 | - | ||
| 2026/1 | 1.91 | -13.25 | -2.94 | 1.91 | -2.94 | 6.03 | 0.78 | - | ||
| 2025/12 | 2.2 | 14.48 | 14.24 | 23.4 | -1.72 | 5.93 | 0.66 | - | ||
| 2025/11 | 1.92 | 6.18 | -6.93 | 21.2 | -3.13 | 5.49 | 0.71 | - | ||
| 2025/10 | 1.81 | 3.21 | -13.32 | 19.27 | -2.73 | 5.28 | 0.74 | - | ||
| 2025/9 | 1.75 | 2.05 | -19.54 | 17.46 | -1.48 | 5.35 | 0.7 | - | ||
| 2025/8 | 1.72 | -8.35 | -20.79 | 15.71 | 1.04 | 5.55 | 0.67 | - | ||
| 2025/7 | 1.87 | -4.2 | -10.97 | 13.99 | 4.58 | 5.81 | 0.64 | - | ||
| 2025/6 | 1.96 | -0.97 | -3.63 | 12.12 | 7.49 | 6.11 | 0.6 | - | ||
| 2025/5 | 1.98 | -9.11 | -3.77 | 10.16 | 9.93 | 6.22 | 0.59 | - | ||
| 2025/4 | 2.17 | 5.26 | 9.4 | 8.18 | 13.85 | 6.22 | 0.59 | - | ||
| 2025/3 | 2.07 | 4.47 | 5.36 | 6.01 | 15.55 | 6.01 | 0.83 | - | ||
| 2025/2 | 1.98 | 0.52 | 34.31 | 3.94 | 21.71 | 5.87 | 0.85 | - | ||
| 2025/1 | 1.97 | 2.11 | 11.22 | 1.97 | 11.22 | 5.96 | 0.84 | - | ||
| 2024/12 | 1.93 | -6.73 | 14.33 | 23.81 | 8.88 | 6.08 | 0.65 | - | ||
| 2024/11 | 2.07 | -1.1 | 7.72 | 21.88 | 8.43 | 6.33 | 0.62 | - | ||
| 2024/10 | 2.09 | -4.19 | 3.74 | 19.82 | 8.5 | 6.44 | 0.61 | - | ||
| 2024/9 | 2.18 | 0.47 | 8.61 | 17.73 | 9.09 | 6.45 | 0.66 | - | ||
| 2024/8 | 2.17 | 3.01 | 8.13 | 15.55 | 9.16 | 6.31 | 0.68 | - | ||
| 2024/7 | 2.11 | 3.68 | 4.01 | 13.38 | 9.33 | 6.19 | 0.69 | - | ||
| 2024/6 | 2.03 | -1.11 | -4.06 | 11.27 | 10.39 | 6.07 | 1.05 | - | ||
| 2024/5 | 2.05 | 3.33 | 9.44 | 9.24 | 14.17 | 6.0 | 1.06 | - | ||
| 2024/4 | 1.99 | 1.38 | 17.7 | 7.19 | 15.59 | 5.42 | 1.18 | - | ||
| 2024/3 | 1.96 | 33.18 | 7.41 | 5.2 | 14.81 | 5.2 | N/A | - | ||
| 2024/2 | 1.47 | -16.76 | -2.39 | 3.24 | 19.8 | 4.92 | N/A | - | ||
| 2024/1 | 1.77 | 4.97 | 47.79 | 1.77 | 47.79 | 5.37 | N/A | - | ||
| 2023/12 | 1.68 | -12.11 | -10.27 | 21.86 | -37.64 | 5.61 | N/A | - | ||
| 2023/11 | 1.92 | -4.76 | 13.3 | 20.18 | -39.18 | 5.94 | N/A | - | ||
| 2023/10 | 2.01 | 0.3 | 29.91 | 18.26 | -42.0 | 6.03 | N/A | - | ||
| 2023/9 | 2.01 | 0.03 | -25.56 | 16.25 | -45.73 | 6.04 | N/A | - | ||
| 2023/8 | 2.01 | -0.9 | -28.49 | 14.24 | -47.72 | 6.15 | N/A | - | ||
| 2023/7 | 2.02 | -4.36 | -38.28 | 12.24 | -49.93 | 6.02 | N/A | - | ||
| 2023/6 | 2.12 | 12.81 | -42.93 | 10.21 | -51.74 | 5.68 | N/A | 客戶去化庫存，調整出貨速度 | ||
| 2023/5 | 1.88 | 11.14 | -48.96 | 8.09 | -53.61 | 5.39 | N/A | 客戶去化庫存，調整出貨速度 | ||
| 2023/4 | 1.69 | -7.48 | -47.42 | 6.22 | -54.85 | 5.02 | N/A | 客戶去化庫存，調整出貨速度 | ||
| 2023/3 | 1.83 | 21.02 | -46.63 | 4.53 | -57.11 | 4.53 | N/A | 客戶去化庫存，調整出貨速度 | ||
| 2023/2 | 1.51 | 26.03 | -49.84 | 2.7 | -62.13 | 4.58 | N/A | 客戶去化庫存，調整出貨速度 | ||
| 2023/1 | 1.2 | -36.27 | -71.06 | 1.2 | -71.06 | 4.77 | N/A | 客戶去化庫存，調整出貨速度 | ||
| 2022/12 | 1.88 | 10.97 | -47.66 | 35.06 | 3.37 | 5.12 | N/A | - | ||
| 2022/11 | 1.69 | 9.19 | -51.33 | 33.18 | 9.41 | 5.94 | N/A | 客戶去化庫存，調整出貨速度 | ||
| 2022/10 | 1.55 | -42.53 | -52.52 | 31.49 | 17.27 | 7.05 | N/A | 客戶去化庫存，調整出貨速度 | ||
| 2022/9 | 2.7 | -3.9 | -11.35 | 29.94 | 26.93 | 8.78 | N/A | - | ||
| 2022/8 | 2.81 | -14.48 | -14.25 | 27.25 | 32.6 | 9.8 | N/A | - | ||
| 2022/7 | 3.28 | -11.56 | 0.56 | 24.44 | 41.47 | 10.67 | N/A | - | ||
| 2022/6 | 3.71 | 0.89 | 31.58 | 21.16 | 50.99 | 10.6 | N/A | 本月營收較去年同期增加主係無線模組出貨量增加所致 | ||
| 2022/5 | 3.68 | 14.48 | 36.06 | 17.45 | 55.88 | 10.31 | N/A | 本月營收較去年同期增加主係無線模組出貨量增加所致 | ||
| 2022/4 | 3.21 | -6.08 | 20.2 | 13.77 | 62.19 | 9.64 | N/A | 本月營收較去年同期增加主係無線模組出貨量增加所致 | ||
| 2022/3 | 3.42 | 13.73 | 48.65 | 10.56 | 81.47 | 10.56 | N/A | 本月營收較去年同期增加主係無線模組出貨量增加所致 | ||
| 2022/2 | 3.01 | -27.28 | 131.67 | 7.14 | 102.92 | 10.73 | N/A | 本月營收較去年同期增加主係無線模組出貨量增加所致 | ||
| 2022/1 | 4.14 | 15.27 | 86.12 | 4.14 | 86.12 | 11.2 | N/A | 本月營收較去年同期增加主係無線模組出貨量增加所致 | ||
| 2021/12 | 3.59 | 3.18 | 66.25 | 33.92 | 27.24 | 10.33 | N/A | 本月營收較去年同期增加主係無線模組出貨量增加所致 | ||
| 2021/11 | 3.48 | 6.53 | 42.62 | 30.33 | 23.81 | 9.78 | N/A | - | ||
| 2021/10 | 3.26 | 7.29 | 32.97 | 26.85 | 21.73 | 9.58 | N/A | - | ||
| 2021/9 | 3.04 | -7.04 | 19.46 | 23.59 | 20.32 | 9.58 | N/A | - | ||
| 2021/8 | 3.27 | 0.29 | 24.88 | 20.55 | 20.45 | 9.35 | N/A | - | ||
| 2021/7 | 3.26 | 15.71 | 28.75 | 17.28 | 19.64 | 8.78 | N/A | - | ||
| 2021/6 | 2.82 | 4.32 | 12.25 | 14.01 | 17.71 | 0.0 | N/A | - | ||
| 2021/5 | 2.7 | 1.13 | 22.22 | 11.19 | 19.16 | 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 | 1.91 | 2025/1 | 1.97 | 2024/1 | 1.77 | 2023/1 | 1.2 | 2022/1 | 4.14 |
| 2026/2 | 1.12 | 2025/2 | 1.98 | 2024/2 | 1.47 | 2023/2 | 1.51 | 2022/2 | 3.01 |
| 2026/3 | 2.01 | 2025/3 | 2.07 | 2024/3 | 1.96 | 2023/3 | 1.83 | 2022/3 | 3.42 |
| 2026/4 | 2.01 | 2025/4 | 2.17 | 2024/4 | 1.99 | 2023/4 | 1.69 | 2022/4 | 3.21 |
| N/A | N/A | 2025/5 | 1.98 | 2024/5 | 2.05 | 2023/5 | 1.88 | 2022/5 | 3.68 |
| N/A | N/A | 2025/6 | 1.96 | 2024/6 | 2.03 | 2023/6 | 2.12 | 2022/6 | 3.71 |
| N/A | N/A | 2025/7 | 1.87 | 2024/7 | 2.11 | 2023/7 | 2.02 | 2022/7 | 3.28 |
| N/A | N/A | 2025/8 | 1.72 | 2024/8 | 2.17 | 2023/8 | 2.01 | 2022/8 | 2.81 |
| N/A | N/A | 2025/9 | 1.75 | 2024/9 | 2.18 | 2023/9 | 2.01 | 2022/9 | 2.7 |
| N/A | N/A | 2025/10 | 1.81 | 2024/10 | 2.09 | 2023/10 | 2.01 | 2022/10 | 1.55 |
| N/A | N/A | 2025/11 | 1.92 | 2024/11 | 2.07 | 2023/11 | 1.92 | 2022/11 | 1.69 |
| N/A | N/A | 2025/12 | 2.2 | 2024/12 | 1.93 | 2023/12 | 1.68 | 2022/12 | 1.88 |
- 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) | 0.25 | 4.17 | 66.67 |
| 25Q4 (7) | 0.24 | -4.0 | 50.0 |
| 25Q3 (6) | 0.25 | 56.25 | 108.33 |
| 25Q2 (5) | 0.16 | 6.67 | 0.0 |
| 25Q1 (4) | 0.15 | -6.25 | 0.0 |
| 24Q4 (3) | 0.16 | 33.33 | 0.0 |
| 24Q3 (2) | 0.12 | -25.0 | 0.0 |
| 24Q2 (1) | 0.16 | 0.0 | 0.0 |