Delta Electronics Résultats passés
Passé contrôle des critères 6/6
Delta Electronics a connu une croissance annuelle moyenne de ses bénéfices de 20%, tandis que le secteur Electronic a vu ses bénéfices augmenter de en baisse à 0.1% par an. Les revenus ont augmenté de en hausse à un taux moyen de 13.2% par an. Le rendement des capitaux propres de Delta Electronics est 26.1% et ses marges nettes sont de 12.5%.
Informations clés
19.98%
Taux de croissance des bénéfices
19.98%
Taux de croissance du BPA
| Electronic Croissance de l'industrie | 14.81% |
| Taux de croissance des recettes | 13.18% |
| Rendement des fonds propres | 26.14% |
| Marge nette | 12.47% |
| Prochaine mise à jour des résultats | 29 Oct 2026 |
Mises à jour récentes des performances passées
Recent updates
Mise à jour du récit • Sep 09
2308: AI Data Center Demand Will Support Future Upside Potential
Analysts have lowered their price target for Delta Electronics from NT$2,662.05 to NT$2,474.18 after applying a slightly higher discount rate and more conservative assumptions for revenue growth, profit margin, and future P/E. What’s in the News for Delta Electronics Delta Electronics has scheduled a board meeting for July 29, 2026, to approve the company’s financial results for the second quarter of 2026.
Mise à jour du récit • Aug 26
2308: AI Data Center Buildout Will Eventually Fail To Justify Premium
Analysts have lifted their price target for Delta Electronics from about NT$1,454 to roughly NT$1,491, citing updated fair value estimates and adjusted assumptions for discount rate, revenue growth, profit margins, and future P/E levels. What’s in the News for Delta Electronics Delta Electronics has scheduled a board meeting for July 29, 2026 to review and approve the company’s financial results for the second quarter of 2026.
Mise à jour du récit • Aug 12
2308: AI Data Center And Microgrid Solutions Will Drive Future Upside
Analysts have trimmed their price target for Delta Electronics to NT$3,456.90 from NT$3,893.75 as they factor in slightly lower revenue growth, a modestly softer profit margin, a higher discount rate, and a reduced future P/E assumption. What's in the News for Delta Electronics Delta Electronics plans a board meeting on 29 July 2026 to review and approve the company’s financial results for the second quarter of 2026.Mise à jour du récit • Jul 29
2308: AI Data Center Solutions Will Drive Future Upside Potential
Analysts have lifted their price target for Delta Electronics from NT$2,545.00 to NT$2,662.05. This reflects updated views on its fair value, discount rate, expected revenue growth, profit margin and future P/E assumptions.Mise à jour du récit • Jul 15
2308: AI Data Center Solutions Will Drive Future Upside Potential
Analysts have modestly reduced their price target for Delta Electronics to around NT$3,894 from about NT$4,008, citing slightly lower fair value and profit margin assumptions, along with updated views on discount rates, revenue growth and future P/E multiples. What's in the News for Delta Electronics Delta Electronics participated in COMPUTEX 2026 under the theme "Superior Efficiency, Shaping Sustainable AI", showcasing technologies for high-performance, MW-scale, high-density data centers, including HVDC power architectures and edge AI applications in smart manufacturing and smart buildings.Mise à jour du récit • Jul 01
2308: AI Data Center Hype Will Ultimately Disappoint Versus Current Expectations
Analysts have raised their price target for Delta Electronics from NT$872.86 to NT$1,454.29, citing updated assumptions that reflect revised views on revenue growth, profit margins, and future P/E levels. What’s in the News for Delta Electronics Delta Electronics showcased a prefabricated AI modular data center solution at COMPUTEX 2026, targeting high performance, MW scale data centers with a modular design that aims to simplify deployment and support high density AI racks.Mise à jour du récit • Jun 17
2308: AI Data Center And Sustainable Factory Build Will Drive Future Upside
Analysts have raised their price target for Delta Electronics from NT$3,030 to about NT$4,008. This change reflects updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E, and indicates a recalibration of how they view the stock’s risk and earnings profile.Mise à jour du récit • Jun 03
2308: AI Factories And Data Center Power Will Support Balanced Future Upside
Analysts have raised their fair value estimate for Delta Electronics from NT$1,572.89 to NT$2,545.00, citing updated assumptions for revenue growth, profit margin and a lower future P/E multiple as the main drivers of the new target. What's in the News Ceres Power Holdings referenced a new infrastructure partnership between Delta Electronics and Centrica to serve data centers and energy intensive industries in the UK and Europe, starting with Solid Oxide Fuel Cells for off grid power, with Delta acting as a manufacturing licensee for Ceres' fuel cell stacks and systems.Mise à jour du récit • 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).Mise à jour du récit • 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.Mise à jour du récit • 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).Mise à jour du récit • 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.Mise à jour du récit • 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).Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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).Mise à jour du récit • 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).Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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%.Mise à jour du récit • 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%.
Nouveau récit • 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.Ventilation des recettes et des dépenses
Ventilation des recettes et des dépenses
Comment Delta Electronics gagne et dépense de l'argent. Sur la base des derniers bénéfices déclarés, sur une base LTM.
Historique des gains et des recettes
| Date | Recettes | Les revenus | Dépenses G+A | Dépenses de R&D |
|---|---|---|---|---|
| 30 Jun 26 | 654,539 | 81,621 | 66,261 | 55,273 |
| 31 Mar 26 | 595,318 | 70,433 | 61,616 | 51,336 |
| 31 Dec 25 | 554,885 | 60,108 | 57,372 | 48,743 |
| 30 Sep 25 | 507,475 | 49,962 | 54,185 | 46,849 |
| 30 Jun 25 | 469,360 | 43,696 | 51,285 | 44,893 |
| 31 Mar 25 | 448,769 | 39,696 | 49,388 | 43,664 |
| 31 Dec 24 | 421,148 | 35,229 | 47,272 | 41,575 |
| 30 Sep 24 | 406,966 | 37,024 | 44,189 | 40,338 |
| 30 Jun 24 | 402,558 | 34,047 | 42,602 | 39,135 |
| 31 Mar 24 | 399,665 | 32,249 | 41,308 | 37,350 |
| 31 Dec 23 | 401,227 | 33,393 | 40,223 | 36,048 |
| 30 Sep 23 | 406,866 | 32,330 | 40,199 | 34,847 |
| 30 Jun 23 | 405,319 | 34,036 | 40,025 | 33,715 |
| 31 Mar 23 | 394,764 | 33,515 | 38,889 | 32,576 |
| 31 Dec 22 | 384,443 | 32,666 | 37,563 | 31,770 |
| 30 Sep 22 | 362,552 | 31,013 | 35,672 | 29,924 |
| 30 Jun 22 | 335,950 | 26,313 | 33,345 | 28,324 |
| 31 Mar 22 | 324,724 | 26,275 | 32,174 | 27,603 |
| 31 Dec 21 | 314,671 | 26,796 | 31,667 | 27,202 |
| 30 Sep 21 | 309,454 | 27,970 | 31,322 | 27,136 |
| 30 Jun 21 | 307,488 | 29,990 | 31,193 | 26,903 |
| 31 Mar 21 | 299,412 | 29,998 | 30,722 | 26,419 |
| 31 Dec 20 | 282,605 | 25,485 | 30,307 | 25,480 |
| 30 Sep 20 | 272,246 | 23,140 | 30,411 | 25,378 |
| 30 Jun 20 | 267,028 | 19,880 | 31,225 | 25,094 |
| 31 Mar 20 | 269,708 | 21,813 | 32,070 | 24,711 |
| 31 Dec 19 | 268,131 | 23,118 | 31,253 | 23,888 |
| 30 Sep 19 | 264,572 | 24,076 | 30,141 | 22,583 |
| 30 Jun 19 | 255,727 | 25,037 | 28,365 | 21,311 |
| 31 Mar 19 | 240,250 | 18,784 | 26,513 | 19,736 |
| 31 Dec 18 | 237,018 | 18,193 | 26,102 | 19,258 |
| 30 Sep 18 | 233,741 | 16,911 | 25,565 | 18,305 |
| 30 Jun 18 | 229,947 | 16,287 | 25,046 | 17,720 |
| 31 Mar 18 | 225,523 | 17,243 | 24,697 | 17,199 |
| 31 Dec 17 | 223,578 | 18,381 | 24,287 | 16,707 |
| 30 Sep 17 | 219,235 | 18,569 | 23,843 | 16,534 |
| 30 Jun 17 | 216,480 | 18,769 | 23,773 | 15,838 |
| 31 Mar 17 | 215,673 | 18,830 | 23,385 | 15,667 |
| 31 Dec 16 | 214,356 | 18,798 | 23,181 | 15,487 |
| 30 Sep 16 | 212,950 | 19,004 | 23,128 | 15,262 |
| 30 Jun 16 | 211,790 | 19,234 | 22,613 | 15,410 |
| 31 Mar 16 | 207,856 | 18,736 | 21,907 | 14,958 |
| 31 Dec 15 | 203,452 | 18,715 | 20,405 | 14,465 |
| 30 Sep 15 | 197,372 | 18,587 | 18,841 | 13,895 |
Des revenus de qualité: 2308 a des bénéfices de haute qualité.
Augmentation de la marge bénéficiaire: Les marges bénéficiaires nettes actuelles de 2308 sont plus élevées que l'année dernière 2308. (12.5%) sont plus élevées que l'année dernière (9.3%).
Analyse des flux de trésorerie disponibles par rapport aux bénéfices
Analyse de la croissance passée des bénéfices
Tendance des revenus: Les bénéfices de 2308 ont augmenté de 20% par an au cours des 5 dernières années.
Accélération de la croissance: La croissance des bénéfices de 2308 au cours de l'année écoulée ( 86.8% ) dépasse sa moyenne sur 5 ans ( 20% par an).
Bénéfices par rapport au secteur d'activité: La croissance des bénéfices 2308 au cours de l'année écoulée ( 86.8% ) a dépassé celle du secteur Electronic 30.9%.
Rendement des fonds propres
ROE élevé: Le retour sur capitaux propres de 2308 ( 26.1% ) est considéré comme élevé.
Rendement des actifs
Rendement des capitaux employés
Découvrir des entreprises performantes dans le passé
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/09/11 18:13 |
| Cours de l'action en fin de journée | 2026/09/11 00:00 |
| Les revenus | 2026/06/30 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l' qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Delta Electronics, Inc. est couverte par 39 analystes. 21 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| George Chang | Aletheia Analyst Network Limited |
| Wayne Dong | Barclays |
| Yingchao Yang | Barclays |