Wistron, a leading Taiwanese electronics manufacturer, announced strong financial results for the second quarter, with significant improvements across key profitability metrics. The company reported an after-tax net profit of NT$4.412 billion (approximately US$144 million), marking a 25% increase from the previous quarter. This performance brought net earnings per share to NT$1.55 for the quarter, contributing to a first-half profit of NT$7.936 billion (approximately US$259 million), the highest for the period, representing a 130% increase from the previous year.
The company’s gross profit margin reached 8.36% in the second quarter, an increase of 1.16 percentage points from the previous quarter and 0.8 percentage points year-over-year. The operating profit margin was 3.6%, while the net profit margin rose to 1.84%. These improvements were attributed to the disposal of the low-margin iPhone production plant in India and a strategic shift toward high-margin products like AI servers, which saw double-digit shipment growth.
Wistron’s consolidated revenue for the second quarter was NT$240.207 billion (approximately US$7.84 billion), a slight quarterly increase of 0.37% and a 15.8% increase year-over-year. Server revenue, driven by AI demand, grew significantly, accounting for 44% of total revenue in the second quarter and surpassing NT$196.6 billion (approximately US$6.42 billion) in the first half, reflecting a 26% annual increase.
Looking ahead, Wistron forecasts continued strong demand for AI servers, with expectations of double-digit revenue growth in the third quarter and a projected three-digit percentage increase in AI server revenue for the full year. The company also anticipates flat to slightly growing laptop shipments and double-digit growth in desktop shipments for the third quarter.
