Delta Electronics Crecimiento futuro
Future controles de criterios 6/6
Se prevé un crecimiento anual de los beneficios y los ingresos de Delta Electronics de 34.2% y 24.4% por año respectivamente. Se prevé que el BPA crezca en un 30.2% al año. Se espera que la rentabilidad financiera sea de 39% en 3 años.
Información clave
34.2%
Tasa de crecimiento de los beneficios
30.18%
Tasa de crecimiento del BPA
| Crecimiento de los beneficios de Electronic | 33.7% |
| Tasa de crecimiento de los ingresos | 24.4% |
| Rentabilidad financiera futura | 39.00% |
| Cobertura de analistas | Good |
| Última actualización | 21 May 2026 |
Actualizaciones recientes sobre el crecimiento futuro
Recent updates
Actualización de narrativa • May 17
2308: AI Factory And Sustainable Energy Solutions Will Drive Future Upside
Analysts have increased their fair value estimate for Delta Electronics from NT$2,800 to NT$3,030, citing updated assumptions for revenue growth, profit margins and future P/E expectations. What's in the News Delta Electronics is partnering with Centrica through an infrastructure agreement highlighted by Ceres Power, focusing on Solid Oxide Fuel Cells for off grid energy generation for data centres and energy intensive industries in the UK and Europe (Key Developments).Actualización de narrativa • May 01
2308: AI Factory Power And Cooling Solutions Will Drive Future Upside
Analysts now place Delta Electronics' fair value at NT$2,800, up from NT$2,160, citing updated assumptions around revenue growth, profit margins, a slightly adjusted discount rate, and future P/E. What's in the News Delta plans to showcase its "Delta Sustainable Factory" concept at Hannover Messe 2026.Actualización de narrativa • Apr 16
2308: AI Factory Power And Cooling Solutions Will Support Future Upside
Analysts have lifted their price target for Delta Electronics from NT$2,000 to NT$2,160, citing updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E as the drivers of this adjustment. What's in the News Delta Electronics showcased a full range of energy saving power, liquid cooling, and microgrid solutions designed for 800 VDC architectures at NVIDIA GTC 2026, targeting next generation AI factory requirements (Key Developments).Actualización de narrativa • Apr 02
2308: AI Factory Power And Cooling Solutions Will Support Future Upside
Analysts have nudged their price target on Delta Electronics to NT$2,000, reflecting slightly updated assumptions on the discount rate, revenue growth, profit margin and future P/E. Together these factors support keeping the target level steady in currency terms.Actualización de narrativa • Mar 19
2308: AI Factory Power And Cooling Solutions Will Drive Future Upside
Analysts have lifted their price target for Delta Electronics from NT$994.96 to NT$2,000.00, citing updated assumptions that include higher projected revenue growth, a slightly lower discount rate and a higher future P/E multiple, partly offset by lower profit margin expectations. What's in the News Delta Electronics showcased a full range of energy saving power, liquid cooling and microgrid solutions designed for 800 VDC architectures aimed at next generation AI factories at NVIDIA GTC 2026, highlighting data center infrastructure capabilities (Product related announcement).
Actualización de narrativa • Mar 05
2308: Tonglu Data Center Contracts Will Support Future AI Power Upside
Analysts have raised their price target on Delta Electronics from NT$1,182 to about NT$1,573. This reflects updated views on higher modeled revenue growth, a different profit margin profile, a slightly lower discount rate, and a higher assumed future P/E multiple.
Actualización de narrativa • Feb 18
2308: Tonglu Data Center Contracts Will Ultimately Disappoint Versus Current Market Optimism
Analysts have updated their price target for Delta Electronics to NT$872.86 from NT$860.53, citing slightly higher modeled revenue growth, profit margin, and future P/E assumptions. What's in the News MediaTek Inc.Actualización de narrativa • Feb 04
2308: Data Center Partnerships Will Eventually Underwhelm Versus Current Market Hype
Analysts have raised their fair value estimate for Delta Electronics from $804.77 to $860.53, citing updated assumptions around revenue growth, profit margins, a slightly adjusted discount rate, and future P/E expectations. What's in the News MediaTek Inc.Actualización de narrativa • Jan 21
2308: Future AI Data Center Deals Will Not Sustain Current Optimism
Analysts have slightly increased their price target on Delta Electronics, citing modest adjustments to fair value and key inputs such as revenue growth, profit margin, discount rate, and future P/E assumptions that together support a somewhat higher valuation. What's in the News MediaTek signed construction and architectural supervision contracts for the Tonglu data center on rented land, naming Delta Electronics as a counterparty alongside Bio architecture Formosana, with a combined maximum contract value of TWD 512,685,000 including VAT.Actualización de narrativa • Jan 07
2308: Future AI Data Center Contracts Will Not Justify Current Optimism
Analysts now set a higher price target for Delta Electronics, raising their fair value estimate from $782.65 to $804.05 as they factor in a slightly lower discount rate, revise revenue growth and margin expectations, and apply a higher future P/E multiple. What's in the News MediaTek selected Delta Electronics and Bio architecture Formosana to provide construction and extended architectural construction supervision services for the Tonglu data center on rented land.Actualización de narrativa • Dec 24
2308: Future AI Data Center Expansion Will Eventually Disappoint Current Market Optimism
Analysts have significantly raised their price target on Delta Electronics from $450.00 to about $782.65, reflecting higher expected revenue growth, modestly improved profit margins, and a richer future earnings multiple. What's in the News Delta and Siemens Smart Infrastructure formalized a global partnership to provide prefabricated, modular power solutions that cut data center CAPEX and improve power reliability for AI and cloud operators (Strategic Alliances).Actualización de narrativa • Dec 10
2308: Prefabricated AI Data Center Power Solutions Will Drive Upside
Analysts have nudged their price target for Delta Electronics slightly higher to TWD 1,182 from TWD 1,181, reflecting marginally stronger revenue growth assumptions and a steady long term valuation multiple despite a largely unchanged profit outlook. What's in the News Delta and Siemens Smart Infrastructure entered a global partnership to provide prefabricated, modular power solutions aimed at speeding data center deployment and lowering CAPEX for AI and cloud operators (Strategic Alliances).Actualización de narrativa • Nov 26
2308: Prefabricated Data Center Power Solutions Will Drive Significant Upside
Analysts have slightly reduced their price target for Delta Electronics from $1,193.39 to $1,181.17, citing minor shifts in discount rate and valuation assumptions. Revenue growth and profit margin estimates remain largely unchanged.Actualización de narrativa • Nov 05
2308: AI-Driven Energy Solutions Will Expand Revenue And Boost Margins
Analysts have raised their price target for Delta Electronics from $1,044.11 to $1,193.39. They cite improved revenue growth expectations and stronger profit margins as key factors behind the upward revision.Actualización de narrativa • Oct 22
Analysts Lift Delta Electronics Price Target as AI Innovations Drive Stronger Growth Outlook
Analysts have raised their price target for Delta Electronics from $949.50 to $1,044.11. They cite improved revenue growth forecasts and a slightly higher profit margin outlook as reasons for the revision.Actualización de narrativa • Oct 08
AI And Data Center Growth Will Shape Future Expansion
Delta Electronics received an upward revision in analyst price target from $831.44 to $949.50. This reflects increased confidence based on improved anticipated revenue growth and profit margins.Actualización de narrativa • Sep 24
AI And Data Center Growth Will Shape Future Expansion
Delta Electronics’ consensus price target has increased significantly, primarily driven by higher projected revenue growth and an elevated future P/E multiple, resulting in a new fair value of NT$831.44. What's in the News Delta showcased AI-enabled smart manufacturing solutions at Automation Taipei, debuting Collaborative Robots and AI Cognitive Module for enhanced human-robot collaboration and demonstrating digital twin tech that shortens production cycles by 20%.Actualización de narrativa • Sep 09
AI And Data Center Growth Will Shape Future Expansion
A marginal increase in Delta Electronics' consensus revenue growth forecasts has supported a slight upward revision in its Analyst Price Target to NT$683.39. What's in the News Delta unveiled AI-enabled smart manufacturing solutions at Automation Taipei 2025, debuting Collaborative Robots and AI Cognitive Module for intuitive human-robot collaboration and demonstrating a Cyber-Physical Integration Demo Line that reduces production optimization time by 20%.
Nueva narrativa • Nov 07
Cutting-Edge Cooling Solutions And AI Synergy Drive Sustained Growth And Margins
Delta Electronics' leadership in AI data center power solutions and liquid cooling offers revenue and net margin growth through high-demand, high-margin segments.Previsiones de crecimiento de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Flujo de caja libre | Flujo de caja operativo | Núm. de analistas medio |
|---|---|---|---|---|---|
| 12/31/2028 | 1,450,651 | 241,404 | 179,402 | 235,868 | 15 |
| 12/31/2027 | 1,048,767 | 168,067 | 93,602 | 148,891 | 20 |
| 12/31/2026 | 775,765 | 109,164 | 54,655 | 109,867 | 17 |
| 3/31/2026 | 595,318 | 70,433 | 54,330 | 102,139 | N/A |
| 12/31/2025 | 554,885 | 60,108 | 50,974 | 98,474 | N/A |
| 9/30/2025 | 507,475 | 49,962 | 38,602 | 82,021 | N/A |
| 6/30/2025 | 469,360 | 43,696 | 44,497 | 84,563 | N/A |
| 3/31/2025 | 448,769 | 39,696 | 35,222 | 74,103 | N/A |
| 12/31/2024 | 421,148 | 35,229 | 37,766 | 72,895 | N/A |
| 9/30/2024 | 406,966 | 37,024 | 46,169 | 75,615 | N/A |
| 6/30/2024 | 402,558 | 34,047 | 40,843 | 71,584 | N/A |
| 3/31/2024 | 399,665 | 32,249 | 40,192 | 69,825 | N/A |
| 12/31/2023 | 401,227 | 33,393 | 42,787 | 71,086 | N/A |
| 9/30/2023 | 406,866 | 32,330 | 35,630 | 63,019 | N/A |
| 6/30/2023 | 405,319 | 34,036 | 33,488 | 59,565 | N/A |
| 3/31/2023 | 394,764 | 33,515 | 31,627 | 55,854 | N/A |
| 12/31/2022 | 384,443 | 32,666 | 24,090 | 46,529 | N/A |
| 9/30/2022 | 362,552 | 31,013 | 12,562 | 35,442 | N/A |
| 6/30/2022 | 335,950 | 26,313 | 7,763 | 29,566 | N/A |
| 3/31/2022 | 324,724 | 26,275 | 1,459 | 24,058 | N/A |
| 12/31/2021 | 314,671 | 26,796 | 3,991 | 28,319 | N/A |
| 9/30/2021 | 309,454 | 27,970 | 19,446 | 42,715 | N/A |
| 6/30/2021 | 307,488 | 29,990 | 24,188 | 45,566 | N/A |
| 3/31/2021 | 299,412 | 29,998 | 28,780 | 49,162 | N/A |
| 12/31/2020 | 282,605 | 25,485 | 28,429 | 46,850 | N/A |
| 9/30/2020 | 272,246 | 23,140 | 27,724 | 45,559 | N/A |
| 6/30/2020 | 267,028 | 19,880 | 30,112 | 47,685 | N/A |
| 3/31/2020 | 269,708 | 21,813 | 27,722 | 44,453 | N/A |
| 12/31/2019 | 268,131 | 23,118 | N/A | 41,911 | N/A |
| 9/30/2019 | 264,572 | 24,076 | N/A | 33,902 | N/A |
| 6/30/2019 | 255,727 | 25,037 | N/A | 30,229 | N/A |
| 3/31/2019 | 240,250 | 18,784 | N/A | 26,470 | N/A |
| 12/31/2018 | 237,018 | 18,193 | N/A | 23,672 | N/A |
| 9/30/2018 | 233,741 | 16,911 | N/A | 22,875 | N/A |
| 6/30/2018 | 229,947 | 16,287 | N/A | 16,341 | N/A |
| 3/31/2018 | 225,523 | 17,243 | N/A | 23,432 | N/A |
| 12/31/2017 | 223,578 | 18,381 | N/A | 26,969 | N/A |
| 9/30/2017 | 219,235 | 18,569 | N/A | 28,013 | N/A |
| 6/30/2017 | 216,480 | 18,769 | N/A | 33,848 | N/A |
| 3/31/2017 | 215,673 | 18,830 | N/A | 32,922 | N/A |
| 12/31/2016 | 214,356 | 18,798 | N/A | 30,900 | N/A |
| 9/30/2016 | 212,950 | 19,004 | N/A | 35,460 | N/A |
| 6/30/2016 | 211,790 | 19,234 | N/A | 30,419 | N/A |
| 3/31/2016 | 207,856 | 18,736 | N/A | 30,773 | N/A |
| 12/31/2015 | 203,452 | 18,715 | N/A | 31,059 | N/A |
| 9/30/2015 | 197,372 | 18,587 | N/A | 24,489 | N/A |
| 6/30/2015 | 191,919 | 18,529 | N/A | 26,944 | N/A |
Previsiones de crecimiento futuro de los analistas
Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (34.2% al año) de 2308 es superior a la tasa de ahorro (1.3%).
Beneficios vs. Mercado: Se prevé que los beneficios (34.2% al año) de 2308 crezcan más rápidamente que el mercado TW (26.3% al año).
Beneficios de alto crecimiento: Se espera que los beneficios de 2308 crezcan significativamente en los próximos 3 años.
Ingresos vs. Mercado: Se prevé que los ingresos (24.4% al año) de 2308 crezcan más rápidamente que los del mercado TW (18.8% al año).
Ingresos de alto crecimiento: Se prevé que los ingresos (24.4% al año) de 2308 crezcan más rápidamente que un 20% al año.
Previsiones de crecimiento de los beneficios por acción
Rentabilidad financiera futura
ROE futura: Se prevé que la rentabilidad financiera de 2308 sea alta dentro de 3 años (39%)
Descubre empresas en crecimiento
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/22 07:20 |
| Precio de las acciones al final del día | 2026/05/22 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
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.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
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| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
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| Propiedad | 10 años |
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| Gestión | 10 años |
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| Principales avances | 10 años |
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* 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
Delta Electronics, Inc. está cubierta por 35 analistas. 20 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.
| Analista | Institución |
|---|---|
| George Chang | Aletheia Analyst Network Limited |
| Yingchao Yang | Barclays |
| Wayne Dong | Barclays |