長科* 6548 - 成長能力 - 財務分析

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

成長能力-近8季

	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)	920	-0.33	-1.6	0.51	0.0	13.33	0.41	17.14	24.24	0.51	-68.71	13.33	36.72	4.82	15.47	21.71	1.5	-1.94	13.82	6.47	7.21	13.21	-4.21	-0.97	5.08	11.65	23.9	4.69	-0.21	12.47	16.44	-5.03	0.74	13.21	-4.21	-0.97	2.51	-4.46	10.04
25Q4 (7)	923	0.65	-1.39	0.51	-8.93	-8.93	0.35	2.94	6.06	1.63	45.54	-19.31	35.03	0.2	10.54	21.39	-5.1	-9.44	12.98	0.85	-4.77	13.79	-8.37	-18.45	4.55	1.11	5.32	4.7	-8.56	-10.65	17.31	-7.43	-16.38	13.79	-8.37	-18.45	3.90	200.08	-1.31
25Q3 (6)	917	-0.65	-2.03	0.56	409.09	24.44	0.34	-5.56	-19.05	1.12	100.0	-23.29	34.96	7.6	11.76	22.54	8.84	-10.48	12.87	15.32	-13.97	15.05	319.22	8.51	4.5	23.97	-3.85	5.14	403.92	20.94	18.70	359.46	15.5	15.05	319.22	8.51	4.88	166.76	1.77
25Q2 (5)	923	-1.28	-1.49	0.11	-75.56	-79.63	0.36	9.09	9.09	0.56	24.44	-44.55	32.49	2.17	10.02	20.71	-6.46	-17.72	11.16	-13.42	-22.66	3.59	-73.09	-79.6	3.63	-11.46	-14.79	1.02	-75.54	-79.92	4.07	-75.06	-81.08	3.59	-73.09	-79.6	-	-	0.00
25Q1 (4)	935	-0.11	0.0	0.45	-19.64	0.0	0.33	0.0	0.0	0.45	-77.72	0.0	31.8	0.35	0.0	22.14	-6.27	0.0	12.89	-5.43	0.0	13.34	-21.11	0.0	4.1	-5.09	0.0	4.17	-20.72	0.0	16.32	-21.16	0.0	13.34	-21.11	0.0	-	-	0.00
24Q4 (3)	936	0.0	0.0	0.56	24.44	0.0	0.33	-21.43	0.0	2.02	38.36	0.0	31.69	1.31	0.0	23.62	-6.2	0.0	13.63	-8.89	0.0	16.91	21.92	0.0	4.32	-7.69	0.0	5.26	23.76	0.0	20.70	27.86	0.0	16.91	21.92	0.0	-	-	0.00
24Q3 (2)	936	-0.11	0.0	0.45	-16.67	0.0	0.42	27.27	0.0	1.46	44.55	0.0	31.28	5.93	0.0	25.18	0.04	0.0	14.96	3.67	0.0	13.87	-21.19	0.0	4.68	9.86	0.0	4.25	-16.34	0.0	16.19	-24.73	0.0	13.87	-21.19	0.0	-	-	0.00
24Q2 (1)	937	0.0	0.0	0.54	0.0	0.0	0.33	0.0	0.0	1.01	0.0	0.0	29.53	0.0	0.0	25.17	0.0	0.0	14.43	0.0	0.0	17.60	0.0	0.0	4.26	0.0	0.0	5.08	0.0	0.0	21.51	0.0	0.0	17.60	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	備註(年增率變動50%需說明原因)
2026/4	13.84	4.27	24.51	50.56	17.79	38.55	N/A	-
2026/3	13.27	16.03	20.11	36.72	15.45	36.72	0.97	-
2026/2	11.44	-4.73	12.1	23.45	12.96	35.43	1.0	-
2026/1	12.01	0.19	13.79	12.01	13.79	35.67	1.0	-
2025/12	11.98	2.66	13.17	134.28	12.02	35.03	0.83	-
2025/11	11.67	2.67	10.53	122.3	11.91	35.03	0.83	-
2025/10	11.37	-5.16	7.9	110.62	12.06	34.85	0.84	-
2025/9	11.99	4.34	14.33	99.25	12.55	34.96	0.76	-
2025/8	11.49	0.02	7.59	87.27	12.31	33.88	0.78	-
2025/7	11.49	5.28	13.52	75.78	13.07	32.86	0.81	-
2025/6	10.91	4.28	8.4	64.29	12.99	32.49	0.75	-
2025/5	10.46	-5.88	6.49	53.38	13.97	32.63	0.75	-
2025/4	11.12	0.59	15.26	42.92	15.96	32.37	0.75	-
2025/3	11.05	8.29	21.58	31.8	16.2	31.8	0.78	-
2025/2	10.2	-3.3	29.32	20.75	13.53	31.34	0.79	-
2025/1	10.55	-0.35	1.54	10.55	1.54	31.7	0.78	-
2024/12	10.59	0.26	10.96	119.87	3.5	31.69	0.8	-
2024/11	10.56	0.23	4.94	109.28	2.83	31.58	0.8	-
2024/10	10.54	0.48	9.84	98.72	2.61	31.7	0.8	-
2024/9	10.49	-1.8	19.96	88.18	1.8	31.28	0.74	-
2024/8	10.68	5.54	7.46	77.69	-0.22	30.86	0.75	-
2024/7	10.12	0.53	4.04	67.02	-1.35	30.0	0.77	-
2024/6	10.06	2.44	7.02	56.9	-2.25	29.53	0.69	-
2024/5	9.82	1.86	-4.68	46.84	-4.04	28.56	0.71	-
2024/4	9.64	6.11	-5.45	37.01	-3.87	26.62	0.76	-
2024/3	9.09	15.19	-4.37	27.37	-3.3	27.37	N/A	-
2024/2	7.89	-24.07	-11.33	18.28	-2.76	27.82	N/A	-
2024/1	10.39	8.88	4.92	10.39	4.92	30.0	N/A	-
2023/12	9.54	-5.17	-10.53	115.81	-19.74	29.2	N/A	-
2023/11	10.06	4.91	-7.34	106.27	-20.48	28.4	N/A	-
2023/10	9.59	9.74	-19.08	96.21	-21.64	28.27	N/A	-
2023/9	8.74	-12.03	-25.41	86.61	-21.92	28.4	N/A	-
2023/8	9.94	2.18	-17.92	77.87	-21.5	29.06	N/A	-
2023/7	9.72	3.41	-25.27	67.94	-22.0	29.43	N/A	-
2023/6	9.4	-8.76	-27.18	58.21	-21.43	29.91	N/A	-
2023/5	10.31	1.04	-18.94	48.81	-20.21	30.01	N/A	-
2023/4	10.2	7.32	-16.03	38.5	-20.54	28.6	N/A	-
2023/3	9.5	6.8	-25.07	28.3	-22.05	28.3	N/A	-
2023/2	8.9	-10.15	-18.89	18.8	-20.44	29.47	N/A	-
2023/1	9.9	-7.15	-21.78	9.9	-21.78	31.43	N/A	-
2022/12	10.67	-1.78	-15.62	144.31	12.81	33.38	N/A	-
2022/11	10.86	-8.38	-11.57	133.65	15.93	34.43	N/A	-
2022/10	11.86	1.16	0.46	122.79	19.21	35.68	N/A	-
2022/9	11.72	-3.19	3.78	110.93	21.63	36.84	N/A	-
2022/8	12.11	-6.97	9.03	99.21	24.15	38.03	N/A	-
2022/7	13.01	0.76	19.45	87.11	26.6	38.64	N/A	-
2022/6	12.91	1.56	18.95	74.09	27.94	37.78	N/A	-
2022/5	12.72	4.66	26.17	61.18	30.01	37.55	N/A	-
2022/4	12.15	-4.22	24.3	48.46	31.06	35.8	N/A	-
2022/3	12.68	15.61	28.71	36.31	33.49	36.31	N/A	-
2022/2	10.97	-13.35	40.23	23.63	36.2	36.27	N/A	-
2022/1	12.66	0.14	32.89	12.66	32.89	37.58	N/A	-
2021/12	12.64	2.93	32.54	127.92	32.17	36.72	N/A	-
2021/11	12.28	4.08	37.08	115.28	32.13	35.37	N/A	-
2021/10	11.8	4.5	41.33	103.0	31.56	34.19	N/A	-
2021/9	11.29	1.69	29.66	91.2	30.4	33.29	N/A	-
2021/8	11.1	1.91	45.07	79.91	30.5	32.85	N/A	-
2021/7	10.89	0.34	42.33	68.8	28.42	31.83	N/A	-
2021/6	10.86	7.72	35.84	57.91	26.1	0.0	N/A	-
2021/5	10.08	3.12	20.97	47.05	24.05	0.0	N/A	-

成長能力-近5年

	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)	922	-1.5	1.62	-19.8	1.38	6.15	134.28	12.02	21.70	-9.85	12.49	-9.62	11.54	-28.37	16.77	1.21	19.12	-19.05	15.03	-20.73
2024 (4)	936	0.11	2.02	20.96	1.30	15.04	119.87	3.51	24.07	7.22	13.82	10.47	16.11	16.82	16.57	14.43	23.62	19.9	18.96	21.15
2023 (3)	935	0.0	1.67	-44.52	1.13	-54.8	115.81	-19.75	22.45	-26.13	12.51	-42.16	13.79	-30.04	14.48	-53.62	19.7	-45.79	15.65	-44.42
2022 (2)	935	161.9	3.01	-36.9	2.50	37.36	144.31	12.81	30.39	14.16	21.63	25.17	19.71	45.03	31.22	41.27	36.34	61.58	28.16	64.29
2021 (1)	357	1.13	4.77	117.81	1.82	119.28	127.92	32.18	26.62	0	17.28	0	13.59	0	22.1	130.21	22.49	132.82	17.14	121.45