- 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) |
|---|---|---|---|---|---|---|---|---|---|---|
| 2026/6 | 1.32 | 5.22 | 32.68 | 7.43 | 27.06 | 3.84 | N/A | - | ||
| 2026/5 | 1.25 | -0.96 | 31.37 | 6.11 | 25.91 | 3.85 | N/A | - | ||
| 2026/4 | 1.27 | -4.71 | 2.88 | 4.85 | 24.57 | 3.49 | N/A | - | ||
| 2026/3 | 1.33 | 49.2 | 40.01 | 3.59 | 34.61 | 3.59 | 0.5 | 因受惠終端客戶需求成長，及新增客戶所致。 | ||
| 2026/2 | 0.89 | -34.67 | -12.69 | 2.26 | 31.61 | 3.55 | 0.5 | - | ||
| 2026/1 | 1.36 | 5.14 | 96.91 | 1.36 | 96.91 | 3.81 | 0.47 | 因受惠終端客戶需求成長，及新增客戶所致。 | ||
| 2025/12 | 1.3 | 13.17 | 87.25 | 12.84 | 36.73 | 3.78 | 0.34 | 因受惠終端客戶需求成長，及新增客戶所致。 | ||
| 2025/11 | 1.15 | -14.28 | 26.25 | 11.54 | 32.7 | 3.6 | 0.36 | - | ||
| 2025/10 | 1.34 | 19.81 | 74.91 | 10.4 | 33.46 | 3.44 | 0.37 | 因受惠終端客戶需求成長，及新增客戶所致。 | ||
| 2025/9 | 1.12 | 12.72 | 15.98 | 9.06 | 28.94 | 3.21 | 0.38 | - | ||
| 2025/8 | 0.99 | -10.53 | 22.8 | 7.94 | 31.0 | 3.09 | 0.4 | - | ||
| 2025/7 | 1.11 | 11.23 | 33.39 | 6.95 | 32.26 | 3.06 | 0.4 | - | ||
| 2025/6 | 1.0 | 4.18 | 32.58 | 5.85 | 32.05 | 3.18 | 0.45 | - | ||
| 2025/5 | 0.96 | -22.44 | 31.4 | 4.85 | 31.94 | 3.14 | 0.45 | - | ||
| 2025/4 | 1.23 | 29.66 | 77.67 | 3.9 | 32.07 | 3.2 | 0.44 | 本月營收淨額較去年同期增加78%，係客戶訂單因國際情勢提前在4月出貨。 | ||
| 2025/3 | 0.95 | -6.97 | 13.83 | 2.66 | 18.06 | 2.66 | 0.46 | - | ||
| 2025/2 | 1.02 | 47.35 | 82.46 | 1.71 | 20.55 | 2.41 | 0.51 | 本月營收淨額較去年同期增加82%，係因今年1月訂單逢過年假期延後至2月出貨所致。 | ||
| 2025/1 | 0.69 | -0.01 | -19.62 | 0.69 | -19.62 | 2.29 | 0.54 | - | ||
| 2024/12 | 0.69 | -23.69 | -6.02 | 9.39 | -19.14 | 2.37 | 0.45 | - | ||
| 2024/11 | 0.91 | 18.75 | 10.19 | 8.7 | -20.03 | 2.64 | 0.41 | - | ||
| 2024/10 | 0.76 | -20.54 | -38.83 | 7.79 | -22.51 | 2.53 | 0.42 | - | ||
| 2024/9 | 0.96 | 19.34 | -18.03 | 7.03 | -20.19 | 2.6 | 0.37 | - | ||
| 2024/8 | 0.81 | -2.82 | -28.44 | 6.06 | -20.52 | 2.39 | 0.4 | - | ||
| 2024/7 | 0.83 | 10.55 | -23.47 | 5.26 | -19.15 | 2.31 | 0.41 | - | ||
| 2024/6 | 0.75 | 3.25 | -21.43 | 4.43 | -18.29 | 2.17 | 0.47 | - | ||
| 2024/5 | 0.73 | 4.87 | -22.22 | 3.68 | -17.61 | 2.25 | 0.45 | - | ||
| 2024/4 | 0.69 | -16.92 | -24.12 | 2.95 | -16.39 | 2.09 | 0.49 | - | ||
| 2024/3 | 0.83 | 49.11 | -22.87 | 2.26 | -13.69 | 2.26 | N/A | - | ||
| 2024/2 | 0.56 | -35.09 | -35.22 | 1.42 | -7.2 | 2.16 | N/A | - | ||
| 2024/1 | 0.86 | 16.9 | 29.01 | 0.86 | 29.01 | 2.42 | N/A | - | ||
| 2023/12 | 0.74 | -10.52 | 10.12 | 11.62 | -6.66 | 2.83 | N/A | - | ||
| 2023/11 | 0.82 | -34.08 | -10.24 | 10.88 | -7.62 | 3.32 | N/A | - | ||
| 2023/10 | 1.27 | 2.89 | 18.71 | 10.22 | -5.88 | 3.67 | N/A | - | ||
| 2023/9 | 1.23 | 5.01 | 1.08 | 8.95 | -8.57 | 3.53 | N/A | - | ||
| 2023/8 | 1.17 | 4.02 | 12.78 | 7.72 | -9.95 | 3.26 | N/A | - | ||
| 2023/7 | 1.13 | 18.03 | 18.54 | 6.55 | -13.09 | 3.02 | N/A | - | ||
| 2023/6 | 0.96 | 2.21 | -7.71 | 5.42 | -17.65 | 2.8 | N/A | - | ||
| 2023/5 | 0.93 | 2.31 | -17.02 | 4.46 | -19.51 | 2.93 | N/A | - | ||
| 2023/4 | 0.91 | -15.56 | -22.09 | 3.53 | -20.14 | 2.86 | N/A | - | ||
| 2023/3 | 1.08 | 25.25 | -9.51 | 2.61 | -19.44 | 2.61 | N/A | - | ||
| 2023/2 | 0.86 | 29.26 | 3.11 | 1.53 | -25.23 | 2.2 | N/A | - | ||
| 2023/1 | 0.67 | -0.2 | -44.84 | 0.67 | -44.84 | 2.26 | N/A | - | ||
| 2022/12 | 0.67 | -27.07 | -36.42 | 12.45 | -8.25 | 2.66 | N/A | - | ||
| 2022/11 | 0.92 | -14.0 | -20.4 | 11.78 | -5.87 | 3.2 | N/A | - | ||
| 2022/10 | 1.07 | -12.38 | 4.59 | 10.86 | -4.4 | 3.33 | N/A | - | ||
| 2022/9 | 1.22 | 17.17 | 6.09 | 9.79 | -5.29 | 3.21 | N/A | - | ||
| 2022/8 | 1.04 | 9.33 | -7.57 | 8.57 | -6.7 | 3.03 | N/A | - | ||
| 2022/7 | 0.95 | -8.1 | -25.11 | 7.53 | -6.57 | 3.11 | N/A | - | ||
| 2022/6 | 1.04 | -8.1 | -15.71 | 6.58 | -3.13 | 3.33 | N/A | - | ||
| 2022/5 | 1.13 | -3.93 | 2.49 | 5.54 | -0.35 | 3.49 | N/A | - | ||
| 2022/4 | 1.17 | -1.92 | -3.72 | 4.42 | -1.05 | 3.21 | N/A | - | ||
| 2022/3 | 1.2 | 42.72 | -12.72 | 3.24 | -0.05 | 3.24 | N/A | - | ||
| 2022/2 | 0.84 | -30.85 | 22.22 | 2.05 | 9.19 | 3.1 | N/A | - | ||
| 2022/1 | 1.21 | 15.02 | 1.69 | 1.21 | 1.69 | 3.42 | N/A | - | ||
| 2021/12 | 1.05 | -8.7 | -32.35 | 13.56 | 11.15 | 3.23 | N/A | - | ||
| 2021/11 | 1.15 | 13.0 | -0.21 | 12.51 | 17.51 | 3.32 | N/A | - | ||
| 2021/10 | 1.02 | -11.13 | -23.97 | 11.36 | 19.67 | 3.3 | N/A | - | ||
| 2021/9 | 1.15 | 2.08 | -25.56 | 10.34 | 26.86 | 3.54 | N/A | - | ||
| 2021/8 | 1.13 | -11.4 | -22.71 | 9.19 | 39.12 | 0.0 | N/A | - | ||
| 2021/7 | 1.27 | 3.42 | 13.2 | 8.06 | 56.61 | 0.0 | N/A | 子公司半導體代理銷售增加 |
| 年/月 | 營收 | 年/月 | 營收 | 年/月 | 營收 | 年/月 | 營收 | 年/月 | 營收 |
|---|---|---|---|---|---|---|---|---|---|
| 2026/1 | 1.36 | 2025/1 | 0.69 | 2024/1 | 0.86 | 2023/1 | 0.67 | 2022/1 | 1.21 |
| 2026/2 | 0.89 | 2025/2 | 1.02 | 2024/2 | 0.56 | 2023/2 | 0.86 | 2022/2 | 0.84 |
| 2026/3 | 1.33 | 2025/3 | 0.95 | 2024/3 | 0.83 | 2023/3 | 1.08 | 2022/3 | 1.2 |
| 2026/4 | 1.27 | 2025/4 | 1.23 | 2024/4 | 0.69 | 2023/4 | 0.91 | 2022/4 | 1.17 |
| 2026/5 | 1.25 | 2025/5 | 0.96 | 2024/5 | 0.73 | 2023/5 | 0.93 | 2022/5 | 1.13 |
| 2026/6 | 1.32 | 2025/6 | 1.0 | 2024/6 | 0.75 | 2023/6 | 0.96 | 2022/6 | 1.04 |
| N/A | N/A | 2025/7 | 1.11 | 2024/7 | 0.83 | 2023/7 | 1.13 | 2022/7 | 0.95 |
| N/A | N/A | 2025/8 | 0.99 | 2024/8 | 0.81 | 2023/8 | 1.17 | 2022/8 | 1.04 |
| N/A | N/A | 2025/9 | 1.12 | 2024/9 | 0.96 | 2023/9 | 1.23 | 2022/9 | 1.22 |
| N/A | N/A | 2025/10 | 1.34 | 2024/10 | 0.76 | 2023/10 | 1.27 | 2022/10 | 1.07 |
| N/A | N/A | 2025/11 | 1.15 | 2024/11 | 0.91 | 2023/11 | 0.82 | 2022/11 | 0.92 |
| N/A | N/A | 2025/12 | 1.3 | 2024/12 | 0.69 | 2023/12 | 0.74 | 2022/12 | 0.67 |
- 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) | 0.2 | -9.09 | 5.26 |
| 25Q4 (7) | 0.22 | -31.25 | 22.22 |
| 25Q3 (6) | 0.32 | 10.34 | 146.15 |
| 25Q2 (5) | 0.29 | 52.63 | 123.08 |
| 25Q1 (4) | 0.19 | 5.56 | 0.0 |
| 24Q4 (3) | 0.18 | 38.46 | 0.0 |
| 24Q3 (2) | 0.13 | 0.0 | 0.0 |
| 24Q2 (1) | 0.13 | 0.0 | 0.0 |