Lite-On Technology Corporation

Informe acción TWSE:2301

Capitalización de mercado: NT$462.9b

Lite-On Technology Resultados de beneficios anteriores

Pasado controles de criterios 3/6

Lite-On Technology ha aumentado sus beneficios a una tasa media anual de 1.9%, mientras que los beneficios de la industria de Tech han experimentado un crecimiento de 4.2% anual. Los ingresos han ido disminuyendo a una tasa media de 1.9% al año. La rentabilidad financiera de Lite-On Technology es de 17.5%, y sus márgenes netos son de 8.9%.

Información clave

1.94%

Tasa de crecimiento de los beneficios

2.27%

Tasa de crecimiento del BPA

Crecimiento de la industria Tech 14.00%
Tasa de crecimiento de los ingresos-1.91%
Rentabilidad financiera17.48%
Margen neto8.92%
Última actualización de beneficios31 Mar 2026

Actualizaciones de resultados anteriores recientes

Recent updates

Actualización del análisis • Apr 27

2301: AI Data Center And RAN Solutions Will Drive Future Upside

Analysts have kept Lite-On Technology's fair value unchanged at NT$206.11. Only marginal shifts in the discount rate, revenue growth, profit margin expectations, and future P/E assumptions are behind the updated price target narrative.
Actualización del análisis • Apr 10

2301: AI Data Center And RAN Solutions Will Support Future Upside

Analysts have slightly adjusted their view on Lite-On Technology, updating their NT$ price target in line with modest tweaks to assumptions on discount rate, revenue growth, profit margin and future P/E expectations. What's in the News Lite-On showcased a broad range of next generation AI data center solutions at NVIDIA GTC 2026, including 800 VDC power racks, 110 kW power shelves, liquid cooling systems and racks based on NVIDIA MGX, a 2.1 MW in row CDU, and power bricks, all aimed at supporting megawatt scale AI deployments and higher rack power density (product related announcement).
Actualización del análisis • Mar 27

2301: AI Data Center And RAN Solutions Will Drive Future Upside

Analysts have kept their NT$206.11 price target for Lite-On Technology broadly unchanged, pointing to only minor tweaks in discount rate, revenue growth, profit margin, and future P/E assumptions that do not materially shift their overall view of the stock. What's in the News Lite-On showcased a portfolio of next generation AI data center solutions at NVIDIA GTC 2026, including 800 VDC power racks, 110 kW power shelves, liquid cooling systems, and racks based on the NVIDIA MGX platform.
Actualización del análisis • Mar 13

2301: AI-RAN Network Platform Will Support Balanced Future Upside

Analysts have lifted their fair value estimate for Lite-On Technology from NT$205 to roughly NT$206.11, reflecting updated assumptions around revenue, profit margins and a slightly lower future P/E multiple. What's in the News Lite-On plans to showcase its latest AI-RAN capabilities at MWC Barcelona 2026, focusing on GPU accelerated architectures built on the NVIDIA AI Aerial platform (Key Developments).
Actualización del análisis • Feb 26

2301: High Density AI Power And Cooling Will Support Balanced Future Upside

Analysts have nudged their price target for Lite-On Technology up from NT$202.94 to NT$205.00, citing updated assumptions for slightly higher revenue growth, profit margins, a modestly lower discount rate, and a small adjustment to anticipated future P/E levels. Valuation Changes Fair Value: NT$202.94 moved slightly higher to NT$205.00.
Actualización del análisis • Feb 11

2301: High Density AI Power And Cooling Will Drive Future Upside

Analysts have raised their NT$ fair value estimate for Lite-On Technology by NT$10 to NT$202.94, reflecting updated assumptions around revenue growth, profit margins, the discount rate and future P/E expectations. What's in the News Lite-On Technology took part in the Super Computing (SC25) event in St. Louis, presenting high performance computing solutions built on NVIDIA MGX architecture and aligned with the ORV3 standard (Key Developments).
Actualización del análisis • Jan 27

2301: High Density AI Power And Cooling Will Support Future Upside

Analysts have kept their fair value estimate for Lite-On Technology unchanged at $192.94, making only minor adjustments to their discount rate, revenue growth, profit margin, and future P/E assumptions. This suggests a steady view of the stock's long-term potential rather than a major shift in outlook.
Actualización del análisis • Jan 11

2301: High Density AI Power And Cooling Will Drive Future Upside Potential

Analysts have kept their price target for Lite-On Technology broadly in line with prior estimates, citing largely unchanged fair value assumptions along with only slight adjustments to the discount rate, revenue growth, profit margin, and future P/E inputs that together do not materially shift their view on the stock's underlying valuation in currency terms. What's in the News Lite-On Technology showcased ORV3 compliant solutions built on NVIDIA MGX architecture at the Super Computing (SC25) event in St. Louis, including 800 VDC Powerack, BBU, Capacitor Shelf, 2.1MW in Row CDU, 280kW in Rack CDU, and 140kW Liquid to Air Sidecar, targeting high performance, energy efficient AI infrastructure for data centers (Key Developments).
Actualización del análisis • Dec 15

2301: High Density AI Data Center Power Will Drive Future Upside Potential

Analysts have slightly raised their price target on Lite-On Technology to NT$192.94, reflecting marginally improved profit margin expectations and a stable long term growth outlook despite a modest uptick in the assumed discount rate. What's in the News Showcased a full suite of ORV3-compliant, NVIDIA MGX-based power, rack, and liquid cooling solutions at the Super Computing (SC25) event in St. Louis, targeting high performance AI and HPC data centers (Key Developments) Introduced next generation 800 VDC Power Rack, BBU, Capacitor Shelf, and high capacity liquid cooling systems designed to support up to 1.2MW per rack and ultra high density GPU configurations (Key Developments) Highlighted software enabled intelligent power management, including remote monitoring, control, and online firmware updates to improve data center operational efficiency and reliability (Key Developments) Participated in the 2025 Open Compute Project Global Summit in San Jose, showcasing integrated AI data center power and liquid cooling architectures built for NVIDIA platforms and megawatt scale racks (Key Developments) Positioned 800 VDC architecture and liquid cooling as key enablers to reduce energy losses, cabling material, and PUE while improving performance and sustainability for next generation AI factories (Key Developments) Valuation Changes Fair Value Estimate: Unchanged at approximately NT$192.94 per share, indicating stable long term intrinsic value assessment.
Actualización del análisis • Nov 30

2301: Data Center Power Advances Will Drive Upside Potential In The Coming Year

Analysts have slightly raised their price target for Lite-On Technology, increasing it by NT$0.00 as they incorporate modest adjustments to revenue growth and discount rate assumptions. What's in the News LITEON Technology showcased next-generation HPC solutions at Super Computing (SC25) in St. Louis, including 800 VDC Powerack, advanced BBU and Capacitor Shelves, high-capacity in-Row and in-Rack CDUs, and liquid to air cooling systems (Key Developments).
Actualización del análisis • Nov 16

2301: Revenue Momentum Will Drive Upward Revisions After Data Center Expansion

Analysts have raised their price target on Lite-On Technology from $181.33 to $192.94. They cite improved revenue growth projections as the primary driver of this upward revision.
Actualización del análisis • Nov 01

2301: New AI Data Center Solutions Will Support Balanced Risk And Opportunity

Analysts have raised their price target for Lite-On Technology from $160.67 to $181.33. They cite expectations of stronger revenue growth and improved profit margins as reasons for the increase.
Actualización del análisis • Oct 18

Cloud And AI Demand Will Open New Markets

Narrative Update: Lite-On Technology Analyst Price Target Increased Analysts have raised their fair value price target for Lite-On Technology from $147.11 to $160.67. This change reflects moderately stronger forecasts for revenue growth, profit margins, and future earnings multiples.
Actualización del análisis • Oct 04

Cloud And AI Demand Will Open New Markets

Analysts have raised their price target for Lite-On Technology from $138 to $147.11, citing stronger projected revenue growth as well as a marginal improvement in valuation metrics. What's in the News TriEye and Lite-On Technology form a strategic partnership to deliver a VCSEL-powered SWIR sensing and imaging solution (Key Developments) The collaboration led to a technology demonstrator that combines TriEye's CMOS-based SWIR image sensor with Lite-On's 1135 nm VCSEL product, offering cost-effective and high-sensitivity imaging (Key Developments) The partnership aims to provide scalable manufacturing strategies for consumer and industrial market demands.
Actualización del análisis • Sep 15

Cloud And AI Demand Will Open New Markets

The upward revision in Lite-On Technology’s price target is primarily driven by a lower discount rate and a higher future P/E multiple, resulting in the consensus fair value rising to NT$138.00. What's in the News Lite-On Technology partnered with TriEye to deliver a VCSEL-powered SWIR sensing and imaging solution, targeting both consumer and industrial markets.
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Nuevo análisis • Nov 28

Innovative AI And Cloud Solutions Propel Growth Amid Market Challenges

Strategic focus on high-value segments like optoelectronics and AIoT aims to enhance profitability and drive revenue growth through innovation.

Desglose de ingresos y gastos

Cómo gana y gasta dinero Lite-On Technology. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).

Historial de beneficios e ingresos

TWSE:2301 Ingresos, gastos y beneficios (TWD Millions)
FechaIngresosBeneficiosGastos G+AGastos de I+D
31 Mar 26173,07615,43613,0199,039
31 Dec 25166,08515,11612,5808,721
30 Sep 25160,02814,30512,6208,349
30 Jun 25151,91013,05010,6958,040
31 Mar 25144,77513,0109,8587,768
31 Dec 24137,13411,9429,2197,476
30 Sep 24135,74412,3538,9867,782
30 Jun 24138,92813,5209,3697,884
31 Mar 24142,93514,6059,5097,991
31 Dec 23148,33314,57110,0268,126
30 Sep 23154,51914,95810,5028,020
30 Jun 23160,73614,64010,4367,882
31 Mar 23166,40014,40010,6857,687
31 Dec 22173,45614,15110,7497,441
30 Sep 22174,93112,81310,2786,913
30 Jun 22170,62011,65310,5736,572
31 Mar 22168,34011,72711,0326,481
31 Dec 21164,82813,88711,3426,113
30 Sep 21161,69513,38512,5095,746
30 Jun 21161,15713,29612,2405,309
31 Mar 21162,27612,70712,2424,999
31 Dec 20157,13410,01612,1295,049
30 Sep 20159,85310,41511,5375,322
30 Jun 20166,68510,53311,8095,736
31 Mar 20169,3579,48311,7535,952
31 Dec 19177,9549,37511,9096,083
30 Sep 19184,2699,48912,2356,090
30 Jun 19189,5089,01912,8016,076
31 Mar 19199,7488,38013,0476,205
31 Dec 18207,1097,95713,2686,348
30 Sep 18210,7997,73413,1486,479
30 Jun 18213,3941,67612,9866,618
31 Mar 18211,7461,68812,8746,468
31 Dec 17214,5642,62912,9506,416
30 Sep 17223,6672,92312,5416,290
30 Jun 17230,3539,51612,7566,177
31 Mar 17231,0819,69112,4776,156
31 Dec 16229,5729,41612,4456,104
30 Sep 16224,0549,33313,1676,078
30 Jun 16217,3737,79712,8606,005
31 Mar 16215,2307,28513,3685,923
31 Dec 15216,9297,22313,5025,987
30 Sep 15219,2316,16713,4506,018
30 Jun 15223,8436,07814,0556,162

Ingresos de calidad: 2301 tiene un alto nivel de ganancias no monetarias.

Margen de beneficios creciente: Los actuales márgenes de beneficio(8.9%) de 2301 son inferiores a los del año pasado (9%).

Análisis del flujo de caja libre vs. Beneficios

Análisis del crecimiento de los beneficios en el pasado

Tendencia de beneficios: Los beneficios de 2301 han crecido un 1.9% al año en los últimos 5 años.

Acelerando crecimiento: El crecimiento de los beneficios de 2301 en el último año (18.6%) supera su media de 5 años (1.9% al año).

Beneficios vs. Industria: El crecimiento de los beneficios de 2301 en el último año (18.6%) superó al de la industria Tech -3.1%.

Rentabilidad financiera

Alta ROE: La rentabilidad financiera de 2301 (17.5%) se considera baja.

Rentabilidad económica

Rendimiento del capital invertido

Descubre empresas con buenos resultados en el pasado

7D

1Y

7D

1Y

7D

1Y

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/09 14:55
Precio de las acciones al final del día2026/05/08 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Lite-On Technology Corporation está cubierta por 17 analistas. 7 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Yingchao YangBarclays
Hsin-Shan GaiBarclays
Lin-Ya KaoBofA Global Research