ASUS FY2026 First Three Quarters Net Profit Attributable to Shareholders Hits NT$50.476 Billion, Up 52.25% YoY

Source: IT之家 Published: 11/12/2026, 18:35:47 Product & Design 中文增长 3 more articles on this event →

AI summary

ASUS released its report for the first three quarters of fiscal 2026 (January–September 2026): revenue totaled NT$742.431 billion, up 38.52% YoY; gross profit was NT$120.693 billion, up about 52.26%; gross margin was 16.26%, up about 1.47 percentage points; net profit attributable to shareholders was NT$50.476 billion, up about 52.25%; and basic earnings per share were NT$67.96, up about 52.27%. In the third quarter of 2026, brand business revenue was NT$258.788 billion, up 36% YoY and 7% QoQ, with gross profit of NT$41.205 billion (up 68%), gross margin of 15.9% (up 3.0 percentage points), operating profit of NT$21.964 billion (up 161%), operating margin of 8.5% (up 4.1 percentage points), after-tax net profit of NT$21.631 billion (up 105%), earnings per share of NT$29.10 and a debt-to-asset ratio of 64.88%, up about 2.40 percentage points from the end of the second quarter. Third-quarter highlights included record brand business revenue and profit, server revenue up more than 100% YoY (general-purpose servers up more than 80%), with some server order revenue deferred to the fourth quarter due to delays in some customers' data center construction, and PC revenue up more than 25% Y

Translation(model translation, not the source's own text)

ASUS Reports NT$504.76 Billion Net Profit Attributable to Parent for First Three Quarters of Fiscal 2026, Up 52.25% Year-on-Year

IT Home, November 12: ASUS today released its report for the first three quarters (January 2026 to September 2026) of fiscal 2026 (January 2026 to December 2026):

First Three Quarters of 2026

Total operating revenue: NT$742.431 billion (IT Home note: approximately RMB 150.565 billion at current exchange rates), up 38.52% year-on-year

Gross profit: NT$120.693 billion (approximately RMB 24.477 billion at current exchange rates), up approximately 52.26% year-on-year

Gross margin: 16.26%, up approximately 1.47 percentage points year-on-year

Net profit attributable to parent: NT$50.476 billion (approximately RMB 10.237 billion at current exchange rates), up approximately 52.25% year-on-year

Basic earnings per share: NT$67.96 (approximately RMB 13.8 at current exchange rates), up approximately 52.27% year-on-year

Brand Business in Q3 2026

Operating revenue: NT$258.788 billion (approximately RMB 52.482 billion at current exchange rates), up 36% year-on-year and 7% quarter-on-quarter

Gross profit: NT$41.205 billion (approximately RMB 8.356 billion at current exchange rates), up 68% year-on-year

Gross margin: 15.9%, up 3.0 percentage points year-on-year

Operating profit: NT$21.964 billion (approximately RMB 4.454 billion at current exchange rates), up 161% year-on-year

Operating margin: 8.5%, up 4.1 percentage points year-on-year

Net profit after tax: NT$21.631 billion (approximately RMB 4.387 billion at current exchange rates), up 105% year-on-year

Earnings per share: NT$29.10 (approximately RMB 5.9 at current exchange rates)

Debt-to-asset ratio: 64.88%, up approximately 2.40 percentage points from the end of Q2

AI interpretation of Q3 performance highlights. Record brand business revenue and profit: Q3 brand business revenue was NT$258.788 billion (approximately RMB 52.482 billion at current exchange rates), up 36% year-on-year; operating profit was NT$21.964 billion (approximately RMB 4.454 billion at current exchange rates), up 161% year-on-year, with an operating margin of 8.5%. Server business maintained rapid growth: Q3 server revenue grew more than 100% year-on-year, and general-purpose server revenue grew more than 80% year-on-year. Delays in data center construction progress at some customers caused some server order revenue to be deferred to Q4 for recognition. PC business growth and product mix improvement: Q3 PC revenue grew more than 25% year-on-year, with high-value products accounting for more than 65% of revenue in the Systems Business Group; commercial PC shipments grew more than 30% year-on-year, and AI PC revenue grew more than 100% year-on-year. Open platform business maintained growth: Q3 revenue of the Open Platform Business Group grew approximately 5% to 10% year-on-year; among this, gaming peripherals revenue grew more than 60%, and workstation revenue grew more than 50%. Monthly revenue continued to grow: group consolidated revenue was NT$97.243 billion (approximately RMB 19.721 billion at current exchange rates) in September and rose to NT$107.620 billion (approximately RMB 21.825 billion at current exchange rates) in October, up approximately 10.7% quarter-on-quarter and approximately 62.2% year-on-year. AI infrastructure and product lineup. At the Global AI Tech Summit in Seoul in September 2026, ASUS showcased the ASUS AI POD XA VR721-E3 rack-scale system based on the NVIDIA Vera Rubin NVL72 platform. According to ASUS's official introduction, the system delivers 10 times higher performance per watt than the previous generation. The company also showcased the XA P2N-E2 server based on the NVIDIA MGX platform and equipped with NVIDIA Vera CPUs at OCP 2026, targeting applications such as agentic AI. ASUS continues to expand its AI server, workstation, edge AI, and enterprise computing infrastructure businesses, and plans to strengthen cooperation with key customers and provide software-hardware integration and deployment services. Q4 performance outlook. ASUS expects for Q4 2026: PC business revenue: down approximately 15% quarter-on-quarter and up approximately 15% year-on-year. Component business revenue: down approximately 10% quarter-on-quarter and down approximately 15% year-on-year. Server business revenue: up approximately 100% quarter-on-quarter and up approximately 280% year-on-year. The company maintains its target of at least 150% year-on-year growth in full-year 2026 server business revenue. Financial structure and follow-up focus points. According to Q3 2026 brand business financial data, ASUS's total assets at period end reached NT$1,000.9 billion (approximately RMB 202.983 billion at current exchange rates), total liabilities were NT$649.430 billion (approximately RMB 131.704 billion at current exchange rates), and the debt-to-asset ratio was approximately 64.88%. Inventory in the same period reached NT$463.886 billion (approximately RMB 94.076 billion at current exchange rates), up approximately 36% from the end of Q2; bank borrowings and bonds totaled NT$220.513 billion (approximately RMB 44.72 billion at current exchange rates), up 150% quarter-on-quarter. ASUS explained that part of the inventory increase came from deferred server shipments and strategic stockpiling of key components. Follow-up attention should be paid to Q4 order delivery, inventory turnover, financing costs, and operating cash collection performance.

AI Interpretation

Q3 Performance Highlights

Record brand business revenue and profit: Q3 brand business revenue was NT$258.788 billion (approximately RMB 52.482 billion at current exchange rates), up 36% year-on-year; operating profit was NT$21.964 billion (approximately RMB 4.454 billion at current exchange rates), up 161% year-on-year, with an operating margin of 8.5%.

Server business maintained rapid growth: Q3 server revenue grew more than 100% year-on-year, and general-purpose server revenue grew more than 80% year-on-year. Delays in data center construction progress at some customers caused some server order revenue to be deferred to Q4 for recognition.

PC business growth and product mix improvement: Q3 PC revenue grew more than 25% year-on-year, with high-value products accounting for more than 65% of revenue in the Systems Business Group; commercial PC shipments grew more than 30% year-on-year, and AI PC revenue grew more than 100% year-on-year.

Open platform business maintained growth: Q3 revenue of the Open Platform Business Group grew approximately 5% to 10% year-on-year; among this, gaming peripherals revenue grew more than 60%, and workstation revenue grew more than 50%.

Monthly revenue continued to grow: group consolidated revenue was NT$97.243 billion (approximately RMB 19.721 billion at current exchange rates) in September and rose to NT$107.620 billion (approximately RMB 21.825 billion at current exchange rates) in October, up approximately 10.7% quarter-on-quarter and approximately 62.2% year-on-year.

AI Infrastructure and Product Lineup

At the Global AI Tech Summit in Seoul in September 2026, ASUS showcased the ASUS AI POD XA VR721-E3 rack-scale system based on the NVIDIA Vera Rubin NVL72 platform. According to ASUS's official introduction, the system delivers 10 times higher performance per watt than the previous generation.

The company also showcased the XA P2N-E2 server based on the NVIDIA MGX platform and equipped with NVIDIA Vera CPUs at OCP 2026, targeting applications such as agentic AI.

ASUS continues to expand its AI server, workstation, edge AI, and enterprise computing infrastructure businesses, and plans to strengthen cooperation with key customers and provide software-hardware integration and deployment services.

Q4 Performance Outlook

ASUS expects for Q4 2026:

PC business revenue: down approximately 15% quarter-on-quarter and up approximately 15% year-on-year.

Component business revenue: down approximately 10% quarter-on-quarter and down approximately 15% year-on-year.

Server business revenue: up approximately 100% quarter-on-quarter and up approximately 280% year-on-year.

The company maintains its target of at least 150% year-on-year growth in full-year 2026 server business revenue.

Financial Structure and Follow-up Focus Points

According to Q3 2026 brand business financial data, ASUS's total assets at period end reached NT$1,000.9 billion (approximately RMB 202.983 billion at current exchange rates), total liabilities were NT$649.430 billion (approximately RMB 131.704 billion at current exchange rates), and the debt-to-asset ratio was approximately 64.88%.

Inventory in the same period reached NT$463.886 billion (approximately RMB 94.076 billion at current exchange rates), up approximately 36% from the end of Q2; bank borrowings and bonds totaled NT$220.513 billion (approximately RMB 44.72 billion at current exchange rates), up 150% quarter-on-quarter.

ASUS explained that part of the inventory increase came from deferred server shipments and strategic stockpiling of key components. Follow-up attention should be paid to Q4 order delivery, inventory turnover, financing costs, and operating cash collection performance.