- 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 | 2.1 | 26.93 | 19.53 | 6.7 | 23.97 | 5.08 | N/A | - | ||
| 2026/3 | 1.66 | 25.78 | 15.11 | 4.6 | 26.11 | 4.6 | 0.46 | - | ||
| 2026/2 | 1.32 | -18.87 | 22.2 | 2.94 | 33.29 | 4.43 | 0.48 | - | ||
| 2026/1 | 1.62 | 8.9 | 43.87 | 1.62 | 43.87 | 4.38 | 0.48 | - | ||
| 2025/12 | 1.49 | 17.91 | 79.79 | 16.31 | 29.59 | 3.82 | 0.39 | 本期營收較去年同期增加係受惠於對資料中心客戶需求上升以及工業客戶增加出貨所貢獻。 | ||
| 2025/11 | 1.26 | 18.94 | 14.4 | 14.82 | 26.05 | 3.95 | 0.38 | - | ||
| 2025/10 | 1.06 | -34.69 | 2.18 | 13.56 | 27.25 | 3.86 | 0.39 | - | ||
| 2025/9 | 1.63 | 38.8 | 42.89 | 12.49 | 29.97 | 4.06 | 0.24 | - | ||
| 2025/8 | 1.17 | -7.1 | -3.29 | 10.87 | 28.23 | 3.89 | 0.25 | - | ||
| 2025/7 | 1.26 | -13.41 | 3.28 | 9.69 | 33.5 | 4.29 | 0.23 | - | ||
| 2025/6 | 1.46 | -7.14 | 35.17 | 8.43 | 39.61 | 4.79 | 0.2 | - | ||
| 2025/5 | 1.57 | -10.76 | 99.45 | 6.97 | 40.58 | 4.77 | 0.2 | 相較去年同期多項專案仍在耕耘階段，本期營收增加係受惠於對資料中心客戶以及工業客戶大量出貨所貢獻。 | ||
| 2025/4 | 1.76 | 22.24 | 45.28 | 5.4 | 29.48 | 4.28 | 0.22 | - | ||
| 2025/3 | 1.44 | 33.53 | 59.87 | 3.65 | 23.01 | 3.65 | 0.32 | 相較去年同期多項專案仍在耕耘階段，本期營收增加係受惠於對資料中心客戶以及工業客戶大量出貨所貢獻。 | ||
| 2025/2 | 1.08 | -4.48 | 39.87 | 2.21 | 6.93 | 3.04 | 0.39 | - | ||
| 2025/1 | 1.13 | 36.09 | -12.69 | 1.13 | -12.69 | 3.06 | 0.38 | - | ||
| 2024/12 | 0.83 | -24.97 | 18.69 | 12.59 | 21.24 | 2.97 | 0.51 | - | ||
| 2024/11 | 1.11 | 6.23 | 9.33 | 11.76 | 21.43 | 3.28 | 0.46 | - | ||
| 2024/10 | 1.04 | -8.66 | 15.92 | 10.65 | 22.84 | 3.39 | 0.45 | - | ||
| 2024/9 | 1.14 | -6.06 | 19.65 | 9.61 | 23.64 | 3.57 | 0.43 | - | ||
| 2024/8 | 1.21 | -0.78 | -0.5 | 8.47 | 24.19 | 3.51 | 0.44 | - | ||
| 2024/7 | 1.22 | 13.32 | 41.51 | 7.26 | 29.57 | 3.09 | 0.5 | - | ||
| 2024/6 | 1.08 | 37.01 | 42.81 | 6.04 | 27.39 | 3.08 | 0.51 | - | ||
| 2024/5 | 0.79 | -34.99 | -4.66 | 4.96 | 24.47 | 2.9 | 0.54 | - | ||
| 2024/4 | 1.21 | 34.51 | 43.71 | 4.17 | 32.08 | 2.88 | 0.54 | - | ||
| 2024/3 | 0.9 | 16.83 | 10.96 | 2.96 | 27.85 | 2.96 | N/A | - | ||
| 2024/2 | 0.77 | -40.38 | -4.56 | 2.06 | 36.95 | 2.76 | N/A | - | ||
| 2024/1 | 1.29 | 85.03 | 84.91 | 1.29 | 84.91 | 3.0 | N/A | 連接器新產品量產及年前客戶提前交貨 | ||
| 2023/12 | 0.7 | -30.88 | -11.44 | 10.38 | -10.82 | 2.61 | N/A | - | ||
| 2023/11 | 1.01 | 12.63 | -1.12 | 9.68 | -10.78 | 2.86 | N/A | - | ||
| 2023/10 | 0.9 | -5.73 | 0.43 | 8.67 | -11.78 | 3.07 | N/A | - | ||
| 2023/9 | 0.95 | -21.89 | -17.5 | 7.77 | -13.0 | 3.03 | N/A | - | ||
| 2023/8 | 1.22 | 41.12 | 47.28 | 6.82 | -12.34 | 2.84 | N/A | - | ||
| 2023/7 | 0.86 | 14.35 | -5.47 | 5.6 | -19.43 | 2.44 | N/A | - | ||
| 2023/6 | 0.76 | -8.53 | -19.9 | 4.74 | -21.54 | 2.42 | N/A | - | ||
| 2023/5 | 0.83 | -2.01 | -28.2 | 3.99 | -21.84 | 2.48 | N/A | - | ||
| 2023/4 | 0.84 | 3.86 | -33.04 | 3.16 | -19.99 | 2.46 | N/A | - | ||
| 2023/3 | 0.81 | 0.47 | -22.72 | 2.32 | -13.89 | 2.32 | N/A | - | ||
| 2023/2 | 0.81 | 15.5 | 26.77 | 1.51 | -8.25 | 2.29 | N/A | - | ||
| 2023/1 | 0.7 | -11.38 | -30.44 | 0.7 | -30.44 | 2.51 | N/A | - | ||
| 2022/12 | 0.79 | -22.84 | 13.03 | 11.64 | 18.45 | 2.7 | N/A | - | ||
| 2022/11 | 1.02 | 14.41 | 21.48 | 10.85 | 18.86 | 3.07 | N/A | - | ||
| 2022/10 | 0.89 | -22.56 | 25.04 | 9.83 | 18.59 | 2.87 | N/A | - | ||
| 2022/9 | 1.15 | 39.45 | 39.24 | 8.94 | 17.99 | 2.89 | N/A | - | ||
| 2022/8 | 0.83 | -9.42 | -1.99 | 7.78 | 15.37 | 2.68 | N/A | - | ||
| 2022/7 | 0.91 | -3.1 | -4.78 | 6.96 | 17.86 | 3.01 | N/A | - | ||
| 2022/6 | 0.94 | -18.0 | -12.23 | 6.04 | 22.26 | 3.35 | N/A | - | ||
| 2022/5 | 1.15 | -8.62 | 22.71 | 5.1 | 31.84 | 3.46 | N/A | - | ||
| 2022/4 | 1.26 | 19.87 | 33.78 | 3.95 | 34.76 | 2.94 | N/A | - | ||
| 2022/3 | 1.05 | 64.83 | 23.79 | 2.69 | 35.22 | 2.69 | N/A | - | ||
| 2022/2 | 0.64 | -36.62 | 68.36 | 1.64 | 43.7 | 2.34 | N/A | 客戶需求增加所致 | ||
| 2022/1 | 1.0 | 44.01 | 31.5 | 1.0 | 31.5 | 2.54 | N/A | - | ||
| 2021/12 | 0.7 | -17.07 | -5.21 | 9.83 | 30.2 | 2.25 | N/A | - | ||
| 2021/11 | 0.84 | 17.76 | 37.99 | 9.13 | 34.03 | 2.38 | N/A | - | ||
| 2021/10 | 0.71 | -13.77 | 50.04 | 8.29 | 33.64 | 2.39 | N/A | 客戶需求增加所致 | ||
| 2021/9 | 0.83 | -1.84 | 33.81 | 7.57 | 32.28 | 2.63 | N/A | - | ||
| 2021/8 | 0.84 | -12.0 | 54.13 | 6.75 | 32.09 | 2.88 | N/A | 客戶需求增加所致 | ||
| 2021/7 | 0.96 | -10.69 | 37.72 | 5.9 | 29.45 | 2.97 | N/A | - | ||
| 2021/6 | 1.07 | 14.65 | 50.15 | 4.94 | 27.95 | 0.0 | N/A | 客戶需求增加所致 | ||
| 2021/5 | 0.94 | -0.38 | 20.67 | 3.87 | 22.91 | 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 | 1.62 | 2025/1 | 1.13 | 2024/1 | 1.29 | 2023/1 | 0.7 | 2022/1 | 1.0 |
| 2026/2 | 1.32 | 2025/2 | 1.08 | 2024/2 | 0.77 | 2023/2 | 0.81 | 2022/2 | 0.64 |
| 2026/3 | 1.66 | 2025/3 | 1.44 | 2024/3 | 0.9 | 2023/3 | 0.81 | 2022/3 | 1.05 |
| 2026/4 | 2.1 | 2025/4 | 1.76 | 2024/4 | 1.21 | 2023/4 | 0.84 | 2022/4 | 1.26 |
| N/A | N/A | 2025/5 | 1.57 | 2024/5 | 0.79 | 2023/5 | 0.83 | 2022/5 | 1.15 |
| N/A | N/A | 2025/6 | 1.46 | 2024/6 | 1.08 | 2023/6 | 0.76 | 2022/6 | 0.94 |
| N/A | N/A | 2025/7 | 1.26 | 2024/7 | 1.22 | 2023/7 | 0.86 | 2022/7 | 0.91 |
| N/A | N/A | 2025/8 | 1.17 | 2024/8 | 1.21 | 2023/8 | 1.22 | 2022/8 | 0.83 |
| N/A | N/A | 2025/9 | 1.63 | 2024/9 | 1.14 | 2023/9 | 0.95 | 2022/9 | 1.15 |
| N/A | N/A | 2025/10 | 1.06 | 2024/10 | 1.04 | 2023/10 | 0.9 | 2022/10 | 0.89 |
| N/A | N/A | 2025/11 | 1.26 | 2024/11 | 1.11 | 2023/11 | 1.01 | 2022/11 | 1.02 |
| N/A | N/A | 2025/12 | 1.49 | 2024/12 | 0.83 | 2023/12 | 0.7 | 2022/12 | 0.79 |
- 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) | 0.24 | 118.18 | 100.0 |
| 25Q4 (7) | 0.11 | 0 | -26.67 |
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