- 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 | 6.99 | 5.46 | 16.37 | 25.58 | 15.06 | 18.82 | N/A | - | ||
| 2026/3 | 6.63 | 27.24 | 13.28 | 18.59 | 14.58 | 18.59 | 1.22 | - | ||
| 2026/2 | 5.21 | -22.97 | 13.59 | 11.97 | 15.31 | 18.0 | 1.26 | - | ||
| 2026/1 | 6.76 | 12.05 | 16.67 | 6.76 | 16.67 | 17.99 | 1.26 | - | ||
| 2025/12 | 6.03 | 16.06 | 6.24 | 64.34 | 8.25 | 16.76 | 1.21 | - | ||
| 2025/11 | 5.2 | -5.98 | 6.31 | 58.31 | 8.47 | 15.79 | 1.28 | - | ||
| 2025/10 | 5.53 | 9.21 | 8.34 | 53.11 | 8.68 | 0.0 | N/A | - | ||
| 2025/9 | 5.06 | -3.41 | 0.42 | 47.59 | 8.72 | 0.0 | N/A | - | ||
| N/A | N/A | N/A | N/A | N/A | N/A | 0 | N/A | |||
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| N/A | N/A | N/A | N/A | N/A | N/A | 0 | N/A |
- 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) | 0.12 | 100.0 | -7.69 |
| 25Q4 (7) | 0.06 | -73.91 | -14.29 |
| 25Q3 (6) | 0.23 | 228.57 | 76.92 |
| 25Q2 (5) | 0.07 | -46.15 | -30.0 |
| 25Q1 (4) | 0.13 | 85.71 | 0.0 |
| 24Q4 (3) | 0.07 | -46.15 | 0.0 |
| 24Q3 (2) | 0.13 | 30.0 | 0.0 |
| 24Q2 (1) | 0.1 | 0.0 | 0.0 |
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