- 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) | 4235 | 1.0 | 1.34 | 3.36 | 2200.0 | 1392.31 | 3.34 | 1955.56 | 1491.67 | 3.36 | 280.65 | 1392.31 | 135.72 | 8.62 | 22.09 | 10.23 | 60.85 | 312.24 | 104.82 | 1919.79 | 1457.77 | 104.85 | 2104.78 | 1162.31 | 142.26 | 2078.58 | 1758.04 | 142.31 | 2275.99 | 1397.27 | 105.60 | 2327.85 | 1358.64 | 104.85 | 2104.78 | 1162.31 | 7.07 | 1137.69 | 1013.50 |
| 25Q4 (7) | 4193 | 0.05 | 1.18 | -0.16 | 75.38 | 55.56 | -0.18 | 71.43 | 60.0 | -1.86 | -8.77 | -13.41 | 124.95 | 5.53 | 12.24 | 6.36 | 197.4 | 157.19 | -5.76 | 74.61 | 67.48 | -5.23 | 77.3 | 61.23 | -7.19 | 73.23 | 63.54 | -6.54 | 76.03 | 56.43 | -4.74 | 79.42 | 66.14 | -5.23 | 77.3 | 61.23 | 5.26 | 47.06 | 12.46 |
| 25Q3 (6) | 4191 | 0.07 | 0.96 | -0.65 | 18.75 | 5.8 | -0.63 | -46.51 | 1.56 | -1.71 | -61.32 | -34.65 | 118.4 | 4.98 | 1.62 | -6.53 | 27.92 | -55.48 | -22.69 | -50.86 | 1.86 | -23.04 | 22.06 | 6.76 | -26.86 | -58.37 | 0.3 | -27.28 | 18.18 | 5.24 | -23.03 | 19.48 | 6.76 | -23.04 | 22.06 | 6.76 | 3.22 | -94.47 | -62.84 |
| 25Q2 (5) | 4188 | 0.22 | 1.09 | -0.80 | -207.69 | -70.21 | -0.43 | -79.17 | 18.87 | -1.06 | -307.69 | -82.76 | 112.78 | 1.46 | 1.39 | -9.06 | -87.97 | -271.92 | -15.04 | -94.82 | 24.91 | -29.56 | -199.49 | -67.95 | -16.96 | -97.67 | 23.88 | -33.34 | -203.92 | -70.28 | -28.60 | -240.88 | -62.59 | -29.56 | -199.49 | -67.95 | - | - | 0.00 |
| 25Q1 (4) | 4179 | 0.84 | 0.0 | -0.26 | 27.78 | 0.0 | -0.24 | 46.67 | 0.0 | -0.26 | 84.15 | 0.0 | 111.16 | -0.14 | 0.0 | -4.82 | 56.65 | 0.0 | -7.72 | 56.41 | 0.0 | -9.87 | 26.83 | 0.0 | -8.58 | 56.49 | 0.0 | -10.97 | 26.92 | 0.0 | -8.39 | 40.07 | 0.0 | -9.87 | 26.83 | 0.0 | - | - | 0.00 |
| 24Q4 (3) | 4144 | -0.17 | 0.0 | -0.36 | 47.83 | 0.0 | -0.45 | 29.69 | 0.0 | -1.64 | -29.13 | 0.0 | 111.32 | -4.45 | 0.0 | -11.12 | -164.76 | 0.0 | -17.71 | 23.4 | 0.0 | -13.49 | 45.41 | 0.0 | -19.72 | 26.8 | 0.0 | -15.01 | 47.86 | 0.0 | -14.00 | 43.32 | 0.0 | -13.49 | 45.41 | 0.0 | - | - | 0.00 |
| 24Q3 (2) | 4151 | 0.19 | 0.0 | -0.69 | -46.81 | 0.0 | -0.64 | -20.75 | 0.0 | -1.27 | -118.97 | 0.0 | 116.51 | 4.75 | 0.0 | -4.20 | -179.7 | 0.0 | -23.12 | -15.43 | 0.0 | -24.71 | -40.4 | 0.0 | -26.94 | -20.92 | 0.0 | -28.79 | -47.04 | 0.0 | -24.70 | -40.42 | 0.0 | -24.71 | -40.4 | 0.0 | - | - | 0.00 |
| 24Q2 (1) | 4143 | 0.0 | 0.0 | -0.47 | 0.0 | 0.0 | -0.53 | 0.0 | 0.0 | -0.58 | 0.0 | 0.0 | 111.23 | 0.0 | 0.0 | 5.27 | 0.0 | 0.0 | -20.03 | 0.0 | 0.0 | -17.60 | 0.0 | 0.0 | -22.28 | 0.0 | 0.0 | -19.58 | 0.0 | 0.0 | -17.59 | 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 | 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 | 50.46 | 6.64 | 32.46 | 186.18 | 24.73 | 140.0 | N/A | - | ||
| 2026/3 | 47.32 | 12.05 | 28.25 | 135.72 | 22.09 | 135.72 | 0.73 | - | ||
| 2026/2 | 42.23 | -8.55 | 12.01 | 88.41 | 19.03 | 131.1 | 0.76 | - | ||
| 2026/1 | 46.18 | 8.17 | 26.27 | 46.18 | 26.27 | 129.79 | 0.76 | - | ||
| 2025/12 | 42.69 | 4.32 | 21.92 | 467.3 | 4.48 | 124.95 | 0.74 | - | ||
| 2025/11 | 40.92 | -1.01 | 10.11 | 424.61 | 3.0 | 121.78 | 0.76 | - | ||
| 2025/10 | 41.34 | 4.6 | 5.62 | 383.69 | 2.29 | 120.64 | 0.77 | - | ||
| 2025/9 | 39.52 | -0.65 | 1.33 | 342.35 | 1.9 | 118.4 | 0.75 | - | ||
| 2025/8 | 39.78 | 1.72 | 0.77 | 302.83 | 1.98 | 117.25 | 0.76 | - | ||
| 2025/7 | 39.1 | 1.92 | 2.81 | 263.05 | 2.16 | 113.79 | 0.78 | - | ||
| 2025/6 | 38.36 | 5.61 | 3.14 | 223.94 | 2.05 | 112.78 | 0.81 | - | ||
| 2025/5 | 36.32 | -4.64 | -2.49 | 185.58 | 1.83 | 111.31 | 0.82 | - | ||
| 2025/4 | 38.09 | 3.24 | 3.55 | 149.26 | 2.94 | 112.69 | 0.81 | - | ||
| 2025/3 | 36.89 | -2.13 | 0.3 | 111.16 | 2.73 | 111.16 | 0.86 | - | ||
| 2025/2 | 37.7 | 3.08 | 5.55 | 74.27 | 3.99 | 109.29 | 0.88 | - | ||
| 2025/1 | 36.57 | 4.44 | 2.42 | 36.57 | 2.42 | 108.75 | 0.88 | - | ||
| 2024/12 | 35.02 | -5.77 | 2.13 | 447.26 | 1.59 | 111.32 | 0.88 | - | ||
| 2024/11 | 37.16 | -5.04 | -4.37 | 412.24 | 1.55 | 115.3 | 0.85 | - | ||
| 2024/10 | 39.14 | 0.35 | 1.74 | 375.08 | 2.17 | 117.61 | 0.84 | - | ||
| 2024/9 | 39.0 | -1.18 | 11.41 | 335.94 | 2.23 | 116.51 | 0.84 | - | ||
| 2024/8 | 39.47 | 3.77 | 13.7 | 296.94 | 1.13 | 114.7 | 0.86 | - | ||
| 2024/7 | 38.03 | 2.25 | 10.87 | 257.47 | -0.54 | 112.48 | 0.87 | - | ||
| 2024/6 | 37.19 | -0.15 | 8.48 | 219.43 | -2.29 | 111.23 | 0.86 | - | ||
| 2024/5 | 37.25 | 1.27 | 0.35 | 182.24 | -4.23 | 110.82 | 0.87 | - | ||
| 2024/4 | 36.78 | 0.01 | -4.9 | 144.99 | -5.34 | 109.28 | 0.88 | - | ||
| 2024/3 | 36.78 | 2.98 | -3.87 | 108.2 | -5.49 | 108.2 | N/A | - | ||
| 2024/2 | 35.72 | 0.03 | -3.23 | 71.42 | -6.31 | 105.7 | N/A | - | ||
| 2024/1 | 35.7 | 4.14 | -9.2 | 35.7 | -9.2 | 108.85 | N/A | - | ||
| 2023/12 | 34.28 | -11.78 | -16.38 | 440.23 | -42.14 | 111.61 | N/A | - | ||
| 2023/11 | 38.86 | 1.02 | -14.43 | 405.94 | -43.6 | 112.34 | N/A | - | ||
| 2023/10 | 38.47 | 9.89 | -32.74 | 367.08 | -45.57 | 108.19 | N/A | - | ||
| 2023/9 | 35.01 | 0.83 | -41.82 | 328.61 | -46.76 | 104.02 | N/A | - | ||
| 2023/8 | 34.71 | 1.19 | -46.03 | 293.61 | -47.29 | 103.3 | N/A | - | ||
| 2023/7 | 34.3 | 0.05 | -49.05 | 258.89 | -47.45 | 105.71 | N/A | - | ||
| 2023/6 | 34.29 | -7.64 | -51.74 | 224.59 | -47.2 | 110.09 | N/A | 主係半導體產業景氣於111年下半年開始減緩,致本期營業收入較去年同期減少。 | ||
| 2023/5 | 37.12 | -4.03 | -49.84 | 190.3 | -46.29 | 114.07 | N/A | - | ||
| 2023/4 | 38.68 | 1.09 | -47.2 | 153.18 | -45.36 | 113.85 | N/A | - | ||
| 2023/3 | 38.26 | 3.66 | -46.88 | 114.5 | -44.7 | 114.5 | N/A | - | ||
| 2023/2 | 36.91 | -6.14 | -44.24 | 76.23 | -43.55 | 117.23 | N/A | - | ||
| 2023/1 | 39.32 | -4.09 | -42.88 | 39.32 | -42.88 | 125.75 | N/A | - | ||
| 2022/12 | 41.0 | -9.72 | -40.33 | 760.87 | 15.94 | 143.62 | N/A | - | ||
| 2022/11 | 45.42 | -20.59 | -32.41 | 719.86 | 22.52 | 162.8 | N/A | - | ||
| 2022/10 | 57.2 | -4.94 | -7.22 | 674.44 | 29.62 | 181.7 | N/A | - | ||
| 2022/9 | 60.18 | -6.45 | -0.37 | 617.24 | 34.57 | 191.84 | N/A | - | ||
| 2022/8 | 64.33 | -4.46 | 9.98 | 557.07 | 39.88 | 202.71 | N/A | - | ||
| 2022/7 | 67.34 | -5.21 | 24.65 | 492.74 | 45.02 | 212.39 | N/A | - | ||
| 2022/6 | 71.04 | -4.0 | 36.5 | 425.4 | 48.87 | 218.32 | N/A | - | ||
| 2022/5 | 74.01 | 1.01 | 42.83 | 354.36 | 51.63 | 219.31 | N/A | 受惠半導體產業熱絡,成熟製程晶片需求大增,產能供不應求,銷售量及銷售價格均較去年同期增加。 | ||
| 2022/4 | 73.27 | 1.7 | 48.05 | 280.35 | 54.14 | 211.51 | N/A | 受惠半導體產業熱絡,成熟製程晶片需求大增,產能供不應求,銷售量及銷售價格均較去年同期增加。 | ||
| 2022/3 | 72.04 | 8.81 | 49.9 | 207.08 | 56.41 | 207.08 | N/A | 受惠半導體產業熱絡,成熟製程晶片需求大增,產能供不應求,銷售量及銷售價格均較去年同期增加。 | ||
| 2022/2 | 66.2 | -3.84 | 56.0 | 135.05 | 60.13 | 203.76 | N/A | 受惠半導體產業熱絡,成熟製程晶片需求大增,產能供不應求,銷售量及銷售價格均較去年同期增加。 | ||
| 2022/1 | 68.85 | 0.18 | 64.31 | 68.85 | 64.31 | 204.77 | N/A | 受惠半導體產業熱絡,成熟製程晶片需求大增,產能供不應求,銷售量及銷售價格均較去年同期增加。 | ||
| 2021/12 | 68.72 | 2.24 | 74.08 | 656.23 | 43.64 | 197.58 | N/A | 受惠半導體產業熱絡,成熟製程晶片需求大增,產能供不應求,銷售量及銷售價格均較去年同期增加。 | ||
| 2021/11 | 67.21 | 9.01 | 70.45 | 587.51 | 40.76 | 189.27 | N/A | 受惠半導體產業熱絡,成熟製程晶片需求大增,產能供不應求,銷售量及銷售價格均較去年同期增加。 | ||
| 2021/10 | 61.65 | 2.06 | 54.78 | 520.3 | 37.66 | 180.55 | N/A | 受惠半導體產業熱絡,成熟製程晶片需求大增,產能供不應求,銷售量及銷售價格均較去年同期增加。 | ||
| 2021/9 | 60.4 | 3.27 | 52.43 | 458.65 | 35.65 | 172.91 | N/A | 受惠半導體產業熱絡,成熟製程晶片需求大增,產能供不應求,銷售量及銷售價格均較去年同期增加。 | ||
| 2021/8 | 58.49 | 8.27 | 51.27 | 398.25 | 33.42 | 164.55 | N/A | 受惠半導體產業熱絡,成熟製程晶片需求大增,產能供不應求,銷售量及銷售價格均較去年同期增加。 | ||
| 2021/7 | 54.02 | 3.79 | 43.87 | 339.76 | 30.76 | 157.88 | N/A | - | ||
| 2021/6 | 52.05 | 0.44 | 38.51 | 285.74 | 28.55 | 0.0 | N/A | - | ||
| 2021/5 | 51.81 | 4.7 | 32.54 | 233.69 | 26.52 | 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) | 4200 | 1.35 | -1.86 | 0 | -1.49 | 0 | 467.3 | 4.48 | -3.29 | 0 | -12.75 | 0 | -16.72 | 0 | -59.6 | 0 | -74.77 | 0 | -78.13 | 0 |
| 2024 (4) | 4144 | 1.99 | -1.64 | 0 | -1.87 | 0 | 447.26 | 1.6 | 1.17 | -90.27 | -17.81 | 0 | -15.15 | 0 | -79.65 | 0 | -68.32 | 0 | -67.77 | 0 |
| 2023 (3) | 4063 | 8.96 | -0.40 | 0 | -0.64 | 0 | 440.23 | -42.14 | 12.02 | -74.29 | -7.17 | 0 | -3.73 | 0 | -31.56 | 0 | -20.86 | 0 | -16.44 | 0 |
| 2022 (2) | 3729 | 13.93 | 5.32 | 20.63 | 4.96 | 23.69 | 760.87 | 15.95 | 46.76 | 11.23 | 34.60 | 13.0 | 28.43 | 15.95 | 263.28 | 31.04 | 269.73 | 40.37 | 216.35 | 34.45 |
| 2021 (1) | 3273 | 5.41 | 4.41 | 264.46 | 4.01 | 258.04 | 656.23 | 43.64 | 42.04 | 0 | 30.62 | 0 | 24.52 | 0 | 200.91 | 249.77 | 192.15 | 300.4 | 160.92 | 322.81 |