Aero Win Technology（8222）株式概要Aero Win Technology Corporationは、台湾および国際的な航空産業向けに様々な製品を製造している。 詳細8222 ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長0/6過去の実績5/6財務の健全性4/6配当金2/6報酬過去1年間で収益は92.2%増加しました リスク分析多額の負債を抱えている 意味のある時価総額がありません ( NT$3B )すべてのリスクチェックを見る8222 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW460,775 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA460,775 investors already sharing narrativesYour Fair ValueNT$Current PriceNT$39.7553.7% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-113m3b2016201920222025202620282031Revenue NT$2.6bEarnings NT$261.8mAdvancedSet Fair ValueView all narrativesAero Win Technology Corporation 競合他社Magnate TechnologySymbol: TPEX:4541Market cap: NT$4.6bRadbon ElectronicsSymbol: TPEX:7893Market cap: NT$5.8bDrewloong PrecisionSymbol: TWSE:4572Market cap: NT$5.6bAir AsiaSymbol: TWSE:2630Market cap: NT$10.9b価格と性能株価の高値、安値、推移の概要Aero Win Technology過去の株価現在の株価NT$39.7552週高値NT$60.5052週安値NT$33.05ベータ0.421ヶ月の変化-4.33%3ヶ月変化9.35%1年変化-19.21%3年間の変化-21.44%5年間の変化177.97%IPOからの変化64.94%最新ニュースReported Earnings • Aug 12Second quarter 2026 earnings released: EPS: NT$0.45 (vs NT$0.30 loss in 2Q 2025)Second quarter 2026 results: EPS: NT$0.45 (up from NT$0.30 loss in 2Q 2025). Revenue: NT$247.6m (down 2.4% from 2Q 2025). Net income: NT$30.6m (up NT$51.1m from 2Q 2025). Profit margin: 12% (up from net loss in 2Q 2025). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has fallen by 4% per year.Valuation Update With 7 Day Price Move • Jul 02Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$40.70, the stock trades at a trailing P/E ratio of 67x. Average trailing P/E is 37x in the Aerospace & Defense industry in Taiwan. Total loss to shareholders of 29% over the past three years.Declared Dividend • Jul 02Dividend reduced to NT$0.35Dividend of NT$0.35 is 50% lower than last year. Ex-date: 16th July 2026 Payment date: 14th August 2026 Dividend yield will be 0.9%, which is lower than the industry average of 2.8%. Sustainability & Growth Dividend is covered by both earnings (58% earnings payout ratio) and cash flows (85% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. Earnings per share has grown by 57% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Board Change • Jul 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 5 highly experienced directors. Independent Director An Lee Ding was the last director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Reported Earnings • May 12First quarter 2026 earnings released: EPS: NT$0.37 (vs NT$0.31 in 1Q 2025)First quarter 2026 results: EPS: NT$0.37 (up from NT$0.31 in 1Q 2025). Revenue: NT$234.4m (down 7.5% from 1Q 2025). Net income: NT$25.5m (up 20% from 1Q 2025). Profit margin: 11% (up from 8.4% in 1Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 12% per year, which means it is performing significantly worse than earnings.Reported Earnings • Mar 11Full year 2025 earnings released: EPS: NT$0.55 (vs NT$1.49 in FY 2024)Full year 2025 results: EPS: NT$0.55 (down from NT$1.49 in FY 2024). Revenue: NT$961.0m (up 17% from FY 2024). Net income: NT$37.4m (down 63% from FY 2024). Profit margin: 3.9% (down from 12% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.最新情報をもっと見るRecent updatesReported Earnings • Aug 12Second quarter 2026 earnings released: EPS: NT$0.45 (vs NT$0.30 loss in 2Q 2025)Second quarter 2026 results: EPS: NT$0.45 (up from NT$0.30 loss in 2Q 2025). Revenue: NT$247.6m (down 2.4% from 2Q 2025). Net income: NT$30.6m (up NT$51.1m from 2Q 2025). Profit margin: 12% (up from net loss in 2Q 2025). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has fallen by 4% per year.Valuation Update With 7 Day Price Move • Jul 02Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$40.70, the stock trades at a trailing P/E ratio of 67x. Average trailing P/E is 37x in the Aerospace & Defense industry in Taiwan. Total loss to shareholders of 29% over the past three years.Declared Dividend • Jul 02Dividend reduced to NT$0.35Dividend of NT$0.35 is 50% lower than last year. Ex-date: 16th July 2026 Payment date: 14th August 2026 Dividend yield will be 0.9%, which is lower than the industry average of 2.8%. Sustainability & Growth Dividend is covered by both earnings (58% earnings payout ratio) and cash flows (85% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. Earnings per share has grown by 57% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Board Change • Jul 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 5 highly experienced directors. Independent Director An Lee Ding was the last director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Reported Earnings • May 12First quarter 2026 earnings released: EPS: NT$0.37 (vs NT$0.31 in 1Q 2025)First quarter 2026 results: EPS: NT$0.37 (up from NT$0.31 in 1Q 2025). Revenue: NT$234.4m (down 7.5% from 1Q 2025). Net income: NT$25.5m (up 20% from 1Q 2025). Profit margin: 11% (up from 8.4% in 1Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 12% per year, which means it is performing significantly worse than earnings.Reported Earnings • Mar 11Full year 2025 earnings released: EPS: NT$0.55 (vs NT$1.49 in FY 2024)Full year 2025 results: EPS: NT$0.55 (down from NT$1.49 in FY 2024). Revenue: NT$961.0m (up 17% from FY 2024). Net income: NT$37.4m (down 63% from FY 2024). Profit margin: 3.9% (down from 12% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.お知らせ • Mar 10Aero Win Technology Corporation, Annual General Meeting, Jun 24, 2026Aero Win Technology Corporation, Annual General Meeting, Jun 24, 2026. Location: no,28, hsin kung rd., sinying district, tainan city TaiwanNew Risk • Feb 06New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 113% The company is paying a dividend despite having no free cash flows. Dividend yield: 1.8% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (4.9% operating cash flow to total debt). Dividend is not well covered by earnings and cash flows. Payout ratio: 113% Paying a dividend despite having no free cash flows. High level of non-cash earnings (32% accrual ratio). Minor Risks Profit margins are more than 30% lower than last year (4.6% net profit margin). Market cap is less than US$100m (NT$2.66b market cap, or US$83.9m).Reported Earnings • Nov 08Third quarter 2025 earnings released: EPS: NT$0.15 (vs NT$0.23 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.15 (down from NT$0.23 in 3Q 2024). Revenue: NT$219.5m (down 4.6% from 3Q 2024). Net income: NT$10.3m (down 35% from 3Q 2024). Profit margin: 4.7% (down from 6.9% in 3Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth.New Risk • Oct 29New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: NT$3.02b (US$98.7m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (3.8% operating cash flow to total debt). High level of non-cash earnings (41% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (6.7% average weekly change). Market cap is less than US$100m (NT$3.02b market cap, or US$98.7m).Reported Earnings • Aug 13Second quarter 2025 earnings released: NT$0.30 loss per share (vs NT$0.36 profit in 2Q 2024)Second quarter 2025 results: NT$0.30 loss per share (down from NT$0.36 profit in 2Q 2024). Revenue: NT$253.6m (up 24% from 2Q 2024). Net loss: NT$20.5m (down 183% from profit in 2Q 2024). Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth.Declared Dividend • Jun 26Dividend increased to NT$0.70Dividend of NT$0.70 is 133% higher than last year. Ex-date: 10th July 2025 Payment date: 8th August 2025 Dividend yield will be 1.4%, which is lower than the industry average of 2.8%. Sustainability & Growth Dividend is covered by earnings (51% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 3.4% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 17% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.New Risk • Jun 02New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Taiwanese stocks, typically moving 10% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (3.8% operating cash flow to total debt). Share price has been highly volatile over the past 3 months (10% average weekly change). High level of non-cash earnings (41% accrual ratio).Reported Earnings • May 11First quarter 2025 earnings released: EPS: NT$0.31 (vs NT$0.44 in 1Q 2024)First quarter 2025 results: EPS: NT$0.31 (down from NT$0.44 in 1Q 2024). Revenue: NT$253.4m (up 34% from 1Q 2024). Net income: NT$21.3m (down 29% from 1Q 2024). Profit margin: 8.4% (down from 16% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 85% per year but the company’s share price has only increased by 67% per year, which means it is significantly lagging earnings growth.お知らせ • May 01Aero Win Technology Corporation to Report Q1, 2025 Results on May 09, 2025Aero Win Technology Corporation announced that they will report Q1, 2025 results on May 09, 2025Valuation Update With 7 Day Price Move • Apr 03Investor sentiment improves as stock rises 19%After last week's 19% share price gain to NT$54.00, the stock trades at a trailing P/E ratio of 36.3x. Average trailing P/E is 26x in the Aerospace & Defense industry in Taiwan. Total returns to shareholders of 283% over the past three years.分析記事 • Apr 01Earnings Not Telling The Story For Aero Win Technology Corporation (TWSE:8222) After Shares Rise 31%The Aero Win Technology Corporation ( TWSE:8222 ) share price has done very well over the last month, posting an...New Risk • Mar 24New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 6.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (8.2% operating cash flow to total debt). High level of non-cash earnings (42% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (6.2% average weekly change). Market cap is less than US$100m (NT$3.28b market cap, or US$99.3m).分析記事 • Mar 24Aero Win Technology (TWSE:8222) Has A Pretty Healthy Balance SheetSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Valuation Update With 7 Day Price Move • Mar 19Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$45.10, the stock trades at a trailing P/E ratio of 30.3x. Average trailing P/E is 24x in the Aerospace & Defense industry in Taiwan. Total returns to shareholders of 221% over the past three years.New Risk • Mar 12New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 1.8% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (8.2% operating cash flow to total debt). High level of non-cash earnings (42% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Market cap is less than US$100m (NT$2.59b market cap, or US$78.6m).Reported Earnings • Mar 03Full year 2024 earnings released: EPS: NT$1.49 (vs NT$0.88 in FY 2023)Full year 2024 results: EPS: NT$1.49 (up from NT$0.88 in FY 2023). Revenue: NT$824.1m (up 21% from FY 2023). Net income: NT$102.1m (up 68% from FY 2023). Profit margin: 12% (up from 8.9% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 102% per year but the company’s share price has only increased by 41% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 24Aero Win Technology Corporation, Annual General Meeting, Jun 16, 2025Aero Win Technology Corporation, Annual General Meeting, Jun 16, 2025. Location: no,28, hsin kung rd., sinying district, tainan city Taiwanお知らせ • Feb 22Aero Win Technology Corporation Announces Cash Dividends for the Year Ended December 31, 2024Aero Win Technology Corporation announced cash dividends to shareholders of TWD 0.7 per share for the year ended December 31, 2024. Date of the board of directors’ resolution: February 21, 2025. Total amount of cash distributed to shareholders: TWD 48,001,450. Par value of common stock: TWD 10.お知らせ • Feb 14Aero Win Technology Corporation to Report Q4, 2024 Results on Feb 21, 2025Aero Win Technology Corporation announced that they will report Q4, 2024 results on Feb 21, 2025分析記事 • Nov 21Aero Win Technology (TWSE:8222) Strong Profits May Be Masking Some Underlying IssuesAero Win Technology Corporation's ( TWSE:8222 ) healthy profit numbers didn't contain any surprises for investors. We...Reported Earnings • Nov 18Third quarter 2024 earnings released: EPS: NT$0.23 (vs NT$0.42 in 3Q 2023)Third quarter 2024 results: EPS: NT$0.23 (down from NT$0.42 in 3Q 2023). Revenue: NT$230.1m (up 25% from 3Q 2023). Net income: NT$15.9m (down 44% from 3Q 2023). Profit margin: 6.9% (down from 16% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 111% per year but the company’s share price has only increased by 36% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 02Aero Win Technology Corporation to Report Q3, 2024 Results on Nov 11, 2024Aero Win Technology Corporation announced that they will report Q3, 2024 results on Nov 11, 2024Reported Earnings • Aug 17Second quarter 2024 earnings released: EPS: NT$0.36 (vs NT$0.40 in 2Q 2023)Second quarter 2024 results: EPS: NT$0.36 (down from NT$0.40 in 2Q 2023). Revenue: NT$204.7m (up 24% from 2Q 2023). Net income: NT$24.7m (down 11% from 2Q 2023). Profit margin: 12% (down from 17% in 2Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 116% per year but the company’s share price has only increased by 36% per year, which means it is significantly lagging earnings growth.分析記事 • Aug 06Risks Still Elevated At These Prices As Aero Win Technology Corporation (TWSE:8222) Shares Dive 28%Aero Win Technology Corporation ( TWSE:8222 ) shareholders that were waiting for something to happen have been dealt a...Valuation Update With 7 Day Price Move • Aug 06Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to NT$31.90, the stock trades at a trailing P/E ratio of 25.7x. Average trailing P/E is 24x in the Aerospace & Defense industry in Taiwan. Total returns to shareholders of 107% over the past three years.お知らせ • Aug 03Aero Win Technology Corporation to Report Q2, 2024 Results on Aug 12, 2024Aero Win Technology Corporation announced that they will report Q2, 2024 results on Aug 12, 2024Upcoming Dividend • Jul 05Upcoming dividend of NT$0.30 per shareEligible shareholders must have bought the stock before 12 July 2024. Payment date: 08 August 2024. Trailing yield: 0.7%. Lower than top quartile of Taiwanese dividend payers (4.2%). Lower than average of industry peers (3.1%).Reported Earnings • May 19First quarter 2024 earnings released: EPS: NT$0.44 (vs NT$0.079 in 1Q 2023)First quarter 2024 results: EPS: NT$0.44 (up from NT$0.079 in 1Q 2023). Revenue: NT$188.6m (up 17% from 1Q 2023). Net income: NT$30.0m (up 454% from 1Q 2023). Profit margin: 16% (up from 3.4% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 111% per year but the company’s share price has only increased by 55% per year, which means it is significantly lagging earnings growth.お知らせ • May 05Aero Win Technology Corporation to Report Q1, 2024 Results on May 13, 2024Aero Win Technology Corporation announced that they will report Q1, 2024 results on May 13, 2024分析記事 • Mar 28Aero Win Technology Corporation's (TWSE:8222) Business Is Trailing The Market But Its Shares Aren'tWhen close to half the companies in Taiwan have price-to-earnings ratios (or "P/E's") below 22x, you may consider Aero...Reported Earnings • Feb 29Full year 2023 earnings released: EPS: NT$0.88 (vs NT$0.28 in FY 2022)Full year 2023 results: EPS: NT$0.88 (up from NT$0.28 in FY 2022). Revenue: NT$683.8m (up 52% from FY 2022). Net income: NT$60.6m (up 221% from FY 2022). Profit margin: 8.9% (up from 4.2% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 97% per year but the company’s share price has only increased by 51% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 24Aero Win Technology Corporation, Annual General Meeting, Jun 25, 2024Aero Win Technology Corporation, Annual General Meeting, Jun 25, 2024. Location: No. 28, Xingong Rd., Xinying Dist Tainan City Taiwan Agenda: To consider Acknowledgement of the 2023 Business Report and Financial Statements; and to consider any other matters.Reported Earnings • Nov 08Third quarter 2023 earnings released: EPS: NT$0.42 (vs NT$0.47 in 3Q 2022)Third quarter 2023 results: EPS: NT$0.42 (down from NT$0.47 in 3Q 2022). Revenue: NT$184.2m (up 43% from 3Q 2022). Net income: NT$28.5m (down 12% from 3Q 2022). Profit margin: 16% (down from 25% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 78% per year but the company’s share price has only increased by 49% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 08Aero Win Technology Corporation Appoints Ding An Lee as New Member to the Remuneration CommitteeThe Board of Directors of Aero Win Technology Corporation appointed Ding An Lee as a New Member to the Remuneration Committee. Resume of the new position holder: Chien Chen United CPAs office Partner. Effective date of the new member: November 6, 2023.New Risk • Aug 11New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: NT$3.16b (US$99.3m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 31% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (7.3% average weekly change). Market cap is less than US$100m (NT$3.16b market cap, or US$99.3m).Reported Earnings • Aug 09Second quarter 2023 earnings released: EPS: NT$0.40 (vs NT$0.024 in 2Q 2022)Second quarter 2023 results: EPS: NT$0.40 (up from NT$0.024 in 2Q 2022). Revenue: NT$165.8m (up 42% from 2Q 2022). Net income: NT$27.7m (up NT$26.1m from 2Q 2022). Profit margin: 17% (up from 1.4% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has increased by 54% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Feb 21Full year 2022 earnings released: EPS: NT$0.28 (vs NT$1.50 loss in FY 2021)Full year 2022 results: EPS: NT$0.28 (up from NT$1.50 loss in FY 2021). Revenue: NT$449.5m (up 28% from FY 2021). Net income: NT$18.9m (up NT$121.9m from FY 2021). Profit margin: 4.2% (up from net loss in FY 2021). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has increased by 25% per year, which means it is well ahead of earnings.Reported Earnings • Nov 09Third quarter 2022 earnings released: EPS: NT$0.47 (vs NT$0.22 loss in 3Q 2021)Third quarter 2022 results: EPS: NT$0.47 (up from NT$0.22 loss in 3Q 2021). Revenue: NT$129.3m (up 41% from 3Q 2021). Net income: NT$32.5m (up NT$47.6m from 3Q 2021). Profit margin: 25% (up from net loss in 3Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 75 percentage points per year, which is a significant difference in performance.Reported Earnings • Aug 15Second quarter 2022 earnings released: EPS: NT$0.02 (vs NT$0.54 loss in 2Q 2021)Second quarter 2022 results: EPS: NT$0.02 (up from NT$0.54 loss in 2Q 2021). Revenue: NT$116.6m (up 39% from 2Q 2021). Net income: NT$1.63m (up NT$38.3m from 2Q 2021). Profit margin: 1.4% (up from net loss in 2Q 2021). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 97 percentage points per year, which is a significant difference in performance.Reported Earnings • May 11First quarter 2022 earnings released: NT$0.11 loss per share (vs NT$0.43 loss in 1Q 2021)First quarter 2022 results: NT$0.11 loss per share (up from NT$0.43 loss in 1Q 2021). Revenue: NT$97.4m (up 23% from 1Q 2021). Net loss: NT$7.20m (loss narrowed 75% from 1Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 95 percentage points per year, which is a significant difference in performance.Reported Earnings • Mar 12Full year 2021 earnings: EPS in line with expectations, revenues disappointFull year 2021 results: NT$1.50 loss per share (down from NT$0.58 loss in FY 2020). Revenue: NT$351.5m (down 12% from FY 2020). Net loss: NT$102.9m (loss widened 161% from FY 2020). Revenue missed analyst estimates by 14%. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 100 percentage points per year, which is a significant difference in performance.Reported Earnings • Nov 07Third quarter 2021 earnings released: NT$0.22 loss per share (vs NT$0.34 loss in 3Q 2020)The company reported a solid third quarter result with reduced losses, improved revenues and improved control over expenses. Third quarter 2021 results: Revenue: NT$92.0m (up 25% from 3Q 2020). Net loss: NT$15.1m (loss narrowed 35% from 3Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 102 percentage points per year, which is a significant difference in performance.Reported Earnings • Aug 04Second quarter 2021 earnings released: NT$0.54 loss per share (vs NT$0.06 loss in 2Q 2020)The company reported a soft second quarter result with increased losses and weaker control over costs, although revenues improved. Second quarter 2021 results: Revenue: NT$84.0m (up 9.2% from 2Q 2020). Net loss: NT$36.7m (loss widened NT$32.6m from 2Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 89 percentage points per year, which is a significant difference in performance.Reported Earnings • May 12First quarter 2021 earnings released: NT$0.43 loss per share (vs NT$0.17 profit in 1Q 2020)The company reported a poor first quarter result with weaker earnings, revenues and control over costs. First quarter 2021 results: Revenue: NT$79.4m (down 56% from 1Q 2020). Net loss: NT$29.3m (down 348% from profit in 1Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 56 percentage points per year, which is a significant difference in performance.分析記事 • Apr 14Is Aero Win Technology (TPE:8222) A Risky Investment?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Is New 90 Day High Low • Mar 16New 90-day high: NT$14.00The company is up 4.0% from a price of NT$13.45 on 16 December 2020. Underperformed the Taiwanese market, which is up 15% over the last 90 days. Lagged the Aerospace & Defense industry, which is up 5.0% over the same period.Reported Earnings • Feb 28Full year 2020 earnings released: NT$0.58 loss per share (vs NT$0.65 profit in FY 2019)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: NT$397.1m (down 49% from FY 2019). Net loss: NT$39.5m (down 189% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.分析記事 • Feb 17Zooming in on TPE:8222's 3.7% Dividend YieldDividend paying stocks like Aero Win Technology Corporation ( TPE:8222 ) tend to be popular with investors, and for...Is New 90 Day High Low • Feb 01New 90-day low: NT$12.15The company is down 7.0% from its price of NT$13.00 on 03 November 2020. The Taiwanese market is up 19% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Aerospace & Defense industry, which is down 1.0% over the same period.Is New 90 Day High Low • Jan 15New 90-day low: NT$12.75The company is down 3.0% from its price of NT$13.10 on 16 October 2020. The Taiwanese market is up 22% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Aerospace & Defense industry, which is flat over the same period.分析記事 • Dec 23Here's Why Aero Win Technology (TPE:8222) Can Afford Some DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Reported Earnings • Nov 10Third quarter 2020 earnings released: NT$0.34 loss per shareThe company reported a poor third quarter result with weaker earnings, revenues and control over expenses. Third quarter 2020 results: Revenue: NT$73.4m (down 62% from 3Q 2019). Net loss: NT$23.4m (down 266% from profit in 3Q 2019). Over the last 3 years on average, earnings per share has fallen by 13% per year whereas the company’s share price has fallen by 11% per year.Is New 90 Day High Low • Oct 30New 90-day low: NT$12.95The company is down 6.0% from its price of NT$13.75 on 31 July 2020. The Taiwanese market is flat over the last 90 days, indicating the company underperformed over that time. It also underperformed the Aerospace & Defense industry, which is down 1.0% over the same period.Is New 90 Day High Low • Oct 14New 90-day low: NT$13.00The company is down 10.0% from its price of NT$14.40 on 16 July 2020. The Taiwanese market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Aerospace & Defense industry, which is down 2.0% over the same period.株主還元8222TW Aerospace & DefenseTW 市場7D0.5%2.4%-1.9%1Y-19.2%17.0%86.7%株主還元を見る業界別リターン: 8222過去 1 年間で17 % の収益を上げたTW Aerospace & Defense業界を下回りました。リターン対市場: 8222は、過去 1 年間で86.7 % のリターンを上げたTW市場を下回りました。価格変動Is 8222's price volatile compared to industry and market?8222 volatility8222 Average Weekly Movement8.0%Aerospace & Defense Industry Average Movement9.2%Market Average Movement6.4%10% most volatile stocks in TW Market12.0%10% least volatile stocks in TW Market2.7%安定した株価: 8222 、 TW市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 8222の 週次ボラティリティ ( 8% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト1974241Kwok-ho Tsengwww.aerowin.comAero Win Technology Corporationは、台湾内外の航空産業向けに様々な製品を製造している。同社は、オイルコレクター、プレナムエアインレット、リアおよびフロントフランジ、オイルカバーインレット、SAGBケーシング、ベアリングサポートなどの超合金板金および機械加工部品アセンブリ、およびベーン、ブラケット、燃焼ライナーの冷却インサートなどの超合金板金成形部品を提供しています。また、燃焼室ライナー、ライナー、ステーター用内外輪、ステーター用フランジ、カービックリングアッセンブリー、インレットハウジング、ディフューザーケースなどの超合金鍛造精密機械加工部品も提供している。Aero Win Technology Corporationは1974年に設立され、台湾の台南市に本社を置く。もっと見るAero Win Technology Corporation 基礎のまとめAero Win Technology の収益と売上を時価総額と比較するとどうか。8222 基礎統計学時価総額NT$2.71b収益（TTM）NT$92.74m売上高(TTM)NT$936.08m29.4xPER（株価収益率2.9xP/Sレシオ8222 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計8222 損益計算書（TTM）収益NT$936.08m売上原価NT$721.27m売上総利益NT$214.81mその他の費用NT$122.07m収益NT$92.74m直近の収益報告Jun 30, 2026次回決算日該当なし一株当たり利益（EPS）1.35グロス・マージン22.95%純利益率9.91%有利子負債／自己資本比率115.9%8222 の長期的なパフォーマンスは？過去の実績と比較を見る配当金0.9%現在の配当利回り23%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/08/20 12:21終値2026/08/20 00:00収益2026/06/30年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Aero Win Technology Corporation 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。2 アナリスト機関Jihong LaiCapital Securities CorporationIris LinSinoPac Securities Investment Service
Reported Earnings • Aug 12Second quarter 2026 earnings released: EPS: NT$0.45 (vs NT$0.30 loss in 2Q 2025)Second quarter 2026 results: EPS: NT$0.45 (up from NT$0.30 loss in 2Q 2025). Revenue: NT$247.6m (down 2.4% from 2Q 2025). Net income: NT$30.6m (up NT$51.1m from 2Q 2025). Profit margin: 12% (up from net loss in 2Q 2025). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has fallen by 4% per year.
Valuation Update With 7 Day Price Move • Jul 02Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$40.70, the stock trades at a trailing P/E ratio of 67x. Average trailing P/E is 37x in the Aerospace & Defense industry in Taiwan. Total loss to shareholders of 29% over the past three years.
Declared Dividend • Jul 02Dividend reduced to NT$0.35Dividend of NT$0.35 is 50% lower than last year. Ex-date: 16th July 2026 Payment date: 14th August 2026 Dividend yield will be 0.9%, which is lower than the industry average of 2.8%. Sustainability & Growth Dividend is covered by both earnings (58% earnings payout ratio) and cash flows (85% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. Earnings per share has grown by 57% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Board Change • Jul 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 5 highly experienced directors. Independent Director An Lee Ding was the last director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Reported Earnings • May 12First quarter 2026 earnings released: EPS: NT$0.37 (vs NT$0.31 in 1Q 2025)First quarter 2026 results: EPS: NT$0.37 (up from NT$0.31 in 1Q 2025). Revenue: NT$234.4m (down 7.5% from 1Q 2025). Net income: NT$25.5m (up 20% from 1Q 2025). Profit margin: 11% (up from 8.4% in 1Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 12% per year, which means it is performing significantly worse than earnings.
Reported Earnings • Mar 11Full year 2025 earnings released: EPS: NT$0.55 (vs NT$1.49 in FY 2024)Full year 2025 results: EPS: NT$0.55 (down from NT$1.49 in FY 2024). Revenue: NT$961.0m (up 17% from FY 2024). Net income: NT$37.4m (down 63% from FY 2024). Profit margin: 3.9% (down from 12% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Reported Earnings • Aug 12Second quarter 2026 earnings released: EPS: NT$0.45 (vs NT$0.30 loss in 2Q 2025)Second quarter 2026 results: EPS: NT$0.45 (up from NT$0.30 loss in 2Q 2025). Revenue: NT$247.6m (down 2.4% from 2Q 2025). Net income: NT$30.6m (up NT$51.1m from 2Q 2025). Profit margin: 12% (up from net loss in 2Q 2025). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has fallen by 4% per year.
Valuation Update With 7 Day Price Move • Jul 02Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$40.70, the stock trades at a trailing P/E ratio of 67x. Average trailing P/E is 37x in the Aerospace & Defense industry in Taiwan. Total loss to shareholders of 29% over the past three years.
Declared Dividend • Jul 02Dividend reduced to NT$0.35Dividend of NT$0.35 is 50% lower than last year. Ex-date: 16th July 2026 Payment date: 14th August 2026 Dividend yield will be 0.9%, which is lower than the industry average of 2.8%. Sustainability & Growth Dividend is covered by both earnings (58% earnings payout ratio) and cash flows (85% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. Earnings per share has grown by 57% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Board Change • Jul 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 5 highly experienced directors. Independent Director An Lee Ding was the last director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Reported Earnings • May 12First quarter 2026 earnings released: EPS: NT$0.37 (vs NT$0.31 in 1Q 2025)First quarter 2026 results: EPS: NT$0.37 (up from NT$0.31 in 1Q 2025). Revenue: NT$234.4m (down 7.5% from 1Q 2025). Net income: NT$25.5m (up 20% from 1Q 2025). Profit margin: 11% (up from 8.4% in 1Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 12% per year, which means it is performing significantly worse than earnings.
Reported Earnings • Mar 11Full year 2025 earnings released: EPS: NT$0.55 (vs NT$1.49 in FY 2024)Full year 2025 results: EPS: NT$0.55 (down from NT$1.49 in FY 2024). Revenue: NT$961.0m (up 17% from FY 2024). Net income: NT$37.4m (down 63% from FY 2024). Profit margin: 3.9% (down from 12% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
お知らせ • Mar 10Aero Win Technology Corporation, Annual General Meeting, Jun 24, 2026Aero Win Technology Corporation, Annual General Meeting, Jun 24, 2026. Location: no,28, hsin kung rd., sinying district, tainan city Taiwan
New Risk • Feb 06New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 113% The company is paying a dividend despite having no free cash flows. Dividend yield: 1.8% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (4.9% operating cash flow to total debt). Dividend is not well covered by earnings and cash flows. Payout ratio: 113% Paying a dividend despite having no free cash flows. High level of non-cash earnings (32% accrual ratio). Minor Risks Profit margins are more than 30% lower than last year (4.6% net profit margin). Market cap is less than US$100m (NT$2.66b market cap, or US$83.9m).
Reported Earnings • Nov 08Third quarter 2025 earnings released: EPS: NT$0.15 (vs NT$0.23 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.15 (down from NT$0.23 in 3Q 2024). Revenue: NT$219.5m (down 4.6% from 3Q 2024). Net income: NT$10.3m (down 35% from 3Q 2024). Profit margin: 4.7% (down from 6.9% in 3Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth.
New Risk • Oct 29New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: NT$3.02b (US$98.7m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (3.8% operating cash flow to total debt). High level of non-cash earnings (41% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (6.7% average weekly change). Market cap is less than US$100m (NT$3.02b market cap, or US$98.7m).
Reported Earnings • Aug 13Second quarter 2025 earnings released: NT$0.30 loss per share (vs NT$0.36 profit in 2Q 2024)Second quarter 2025 results: NT$0.30 loss per share (down from NT$0.36 profit in 2Q 2024). Revenue: NT$253.6m (up 24% from 2Q 2024). Net loss: NT$20.5m (down 183% from profit in 2Q 2024). Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth.
Declared Dividend • Jun 26Dividend increased to NT$0.70Dividend of NT$0.70 is 133% higher than last year. Ex-date: 10th July 2025 Payment date: 8th August 2025 Dividend yield will be 1.4%, which is lower than the industry average of 2.8%. Sustainability & Growth Dividend is covered by earnings (51% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 3.4% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 17% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
New Risk • Jun 02New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Taiwanese stocks, typically moving 10% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (3.8% operating cash flow to total debt). Share price has been highly volatile over the past 3 months (10% average weekly change). High level of non-cash earnings (41% accrual ratio).
Reported Earnings • May 11First quarter 2025 earnings released: EPS: NT$0.31 (vs NT$0.44 in 1Q 2024)First quarter 2025 results: EPS: NT$0.31 (down from NT$0.44 in 1Q 2024). Revenue: NT$253.4m (up 34% from 1Q 2024). Net income: NT$21.3m (down 29% from 1Q 2024). Profit margin: 8.4% (down from 16% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 85% per year but the company’s share price has only increased by 67% per year, which means it is significantly lagging earnings growth.
お知らせ • May 01Aero Win Technology Corporation to Report Q1, 2025 Results on May 09, 2025Aero Win Technology Corporation announced that they will report Q1, 2025 results on May 09, 2025
Valuation Update With 7 Day Price Move • Apr 03Investor sentiment improves as stock rises 19%After last week's 19% share price gain to NT$54.00, the stock trades at a trailing P/E ratio of 36.3x. Average trailing P/E is 26x in the Aerospace & Defense industry in Taiwan. Total returns to shareholders of 283% over the past three years.
分析記事 • Apr 01Earnings Not Telling The Story For Aero Win Technology Corporation (TWSE:8222) After Shares Rise 31%The Aero Win Technology Corporation ( TWSE:8222 ) share price has done very well over the last month, posting an...
New Risk • Mar 24New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 6.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (8.2% operating cash flow to total debt). High level of non-cash earnings (42% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (6.2% average weekly change). Market cap is less than US$100m (NT$3.28b market cap, or US$99.3m).
分析記事 • Mar 24Aero Win Technology (TWSE:8222) Has A Pretty Healthy Balance SheetSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Valuation Update With 7 Day Price Move • Mar 19Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$45.10, the stock trades at a trailing P/E ratio of 30.3x. Average trailing P/E is 24x in the Aerospace & Defense industry in Taiwan. Total returns to shareholders of 221% over the past three years.
New Risk • Mar 12New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 1.8% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (8.2% operating cash flow to total debt). High level of non-cash earnings (42% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Market cap is less than US$100m (NT$2.59b market cap, or US$78.6m).
Reported Earnings • Mar 03Full year 2024 earnings released: EPS: NT$1.49 (vs NT$0.88 in FY 2023)Full year 2024 results: EPS: NT$1.49 (up from NT$0.88 in FY 2023). Revenue: NT$824.1m (up 21% from FY 2023). Net income: NT$102.1m (up 68% from FY 2023). Profit margin: 12% (up from 8.9% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 102% per year but the company’s share price has only increased by 41% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 24Aero Win Technology Corporation, Annual General Meeting, Jun 16, 2025Aero Win Technology Corporation, Annual General Meeting, Jun 16, 2025. Location: no,28, hsin kung rd., sinying district, tainan city Taiwan
お知らせ • Feb 22Aero Win Technology Corporation Announces Cash Dividends for the Year Ended December 31, 2024Aero Win Technology Corporation announced cash dividends to shareholders of TWD 0.7 per share for the year ended December 31, 2024. Date of the board of directors’ resolution: February 21, 2025. Total amount of cash distributed to shareholders: TWD 48,001,450. Par value of common stock: TWD 10.
お知らせ • Feb 14Aero Win Technology Corporation to Report Q4, 2024 Results on Feb 21, 2025Aero Win Technology Corporation announced that they will report Q4, 2024 results on Feb 21, 2025
分析記事 • Nov 21Aero Win Technology (TWSE:8222) Strong Profits May Be Masking Some Underlying IssuesAero Win Technology Corporation's ( TWSE:8222 ) healthy profit numbers didn't contain any surprises for investors. We...
Reported Earnings • Nov 18Third quarter 2024 earnings released: EPS: NT$0.23 (vs NT$0.42 in 3Q 2023)Third quarter 2024 results: EPS: NT$0.23 (down from NT$0.42 in 3Q 2023). Revenue: NT$230.1m (up 25% from 3Q 2023). Net income: NT$15.9m (down 44% from 3Q 2023). Profit margin: 6.9% (down from 16% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 111% per year but the company’s share price has only increased by 36% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 02Aero Win Technology Corporation to Report Q3, 2024 Results on Nov 11, 2024Aero Win Technology Corporation announced that they will report Q3, 2024 results on Nov 11, 2024
Reported Earnings • Aug 17Second quarter 2024 earnings released: EPS: NT$0.36 (vs NT$0.40 in 2Q 2023)Second quarter 2024 results: EPS: NT$0.36 (down from NT$0.40 in 2Q 2023). Revenue: NT$204.7m (up 24% from 2Q 2023). Net income: NT$24.7m (down 11% from 2Q 2023). Profit margin: 12% (down from 17% in 2Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 116% per year but the company’s share price has only increased by 36% per year, which means it is significantly lagging earnings growth.
分析記事 • Aug 06Risks Still Elevated At These Prices As Aero Win Technology Corporation (TWSE:8222) Shares Dive 28%Aero Win Technology Corporation ( TWSE:8222 ) shareholders that were waiting for something to happen have been dealt a...
Valuation Update With 7 Day Price Move • Aug 06Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to NT$31.90, the stock trades at a trailing P/E ratio of 25.7x. Average trailing P/E is 24x in the Aerospace & Defense industry in Taiwan. Total returns to shareholders of 107% over the past three years.
お知らせ • Aug 03Aero Win Technology Corporation to Report Q2, 2024 Results on Aug 12, 2024Aero Win Technology Corporation announced that they will report Q2, 2024 results on Aug 12, 2024
Upcoming Dividend • Jul 05Upcoming dividend of NT$0.30 per shareEligible shareholders must have bought the stock before 12 July 2024. Payment date: 08 August 2024. Trailing yield: 0.7%. Lower than top quartile of Taiwanese dividend payers (4.2%). Lower than average of industry peers (3.1%).
Reported Earnings • May 19First quarter 2024 earnings released: EPS: NT$0.44 (vs NT$0.079 in 1Q 2023)First quarter 2024 results: EPS: NT$0.44 (up from NT$0.079 in 1Q 2023). Revenue: NT$188.6m (up 17% from 1Q 2023). Net income: NT$30.0m (up 454% from 1Q 2023). Profit margin: 16% (up from 3.4% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 111% per year but the company’s share price has only increased by 55% per year, which means it is significantly lagging earnings growth.
お知らせ • May 05Aero Win Technology Corporation to Report Q1, 2024 Results on May 13, 2024Aero Win Technology Corporation announced that they will report Q1, 2024 results on May 13, 2024
分析記事 • Mar 28Aero Win Technology Corporation's (TWSE:8222) Business Is Trailing The Market But Its Shares Aren'tWhen close to half the companies in Taiwan have price-to-earnings ratios (or "P/E's") below 22x, you may consider Aero...
Reported Earnings • Feb 29Full year 2023 earnings released: EPS: NT$0.88 (vs NT$0.28 in FY 2022)Full year 2023 results: EPS: NT$0.88 (up from NT$0.28 in FY 2022). Revenue: NT$683.8m (up 52% from FY 2022). Net income: NT$60.6m (up 221% from FY 2022). Profit margin: 8.9% (up from 4.2% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 97% per year but the company’s share price has only increased by 51% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 24Aero Win Technology Corporation, Annual General Meeting, Jun 25, 2024Aero Win Technology Corporation, Annual General Meeting, Jun 25, 2024. Location: No. 28, Xingong Rd., Xinying Dist Tainan City Taiwan Agenda: To consider Acknowledgement of the 2023 Business Report and Financial Statements; and to consider any other matters.
Reported Earnings • Nov 08Third quarter 2023 earnings released: EPS: NT$0.42 (vs NT$0.47 in 3Q 2022)Third quarter 2023 results: EPS: NT$0.42 (down from NT$0.47 in 3Q 2022). Revenue: NT$184.2m (up 43% from 3Q 2022). Net income: NT$28.5m (down 12% from 3Q 2022). Profit margin: 16% (down from 25% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 78% per year but the company’s share price has only increased by 49% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 08Aero Win Technology Corporation Appoints Ding An Lee as New Member to the Remuneration CommitteeThe Board of Directors of Aero Win Technology Corporation appointed Ding An Lee as a New Member to the Remuneration Committee. Resume of the new position holder: Chien Chen United CPAs office Partner. Effective date of the new member: November 6, 2023.
New Risk • Aug 11New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: NT$3.16b (US$99.3m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 31% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (7.3% average weekly change). Market cap is less than US$100m (NT$3.16b market cap, or US$99.3m).
Reported Earnings • Aug 09Second quarter 2023 earnings released: EPS: NT$0.40 (vs NT$0.024 in 2Q 2022)Second quarter 2023 results: EPS: NT$0.40 (up from NT$0.024 in 2Q 2022). Revenue: NT$165.8m (up 42% from 2Q 2022). Net income: NT$27.7m (up NT$26.1m from 2Q 2022). Profit margin: 17% (up from 1.4% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has increased by 54% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Feb 21Full year 2022 earnings released: EPS: NT$0.28 (vs NT$1.50 loss in FY 2021)Full year 2022 results: EPS: NT$0.28 (up from NT$1.50 loss in FY 2021). Revenue: NT$449.5m (up 28% from FY 2021). Net income: NT$18.9m (up NT$121.9m from FY 2021). Profit margin: 4.2% (up from net loss in FY 2021). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has increased by 25% per year, which means it is well ahead of earnings.
Reported Earnings • Nov 09Third quarter 2022 earnings released: EPS: NT$0.47 (vs NT$0.22 loss in 3Q 2021)Third quarter 2022 results: EPS: NT$0.47 (up from NT$0.22 loss in 3Q 2021). Revenue: NT$129.3m (up 41% from 3Q 2021). Net income: NT$32.5m (up NT$47.6m from 3Q 2021). Profit margin: 25% (up from net loss in 3Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 75 percentage points per year, which is a significant difference in performance.
Reported Earnings • Aug 15Second quarter 2022 earnings released: EPS: NT$0.02 (vs NT$0.54 loss in 2Q 2021)Second quarter 2022 results: EPS: NT$0.02 (up from NT$0.54 loss in 2Q 2021). Revenue: NT$116.6m (up 39% from 2Q 2021). Net income: NT$1.63m (up NT$38.3m from 2Q 2021). Profit margin: 1.4% (up from net loss in 2Q 2021). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 97 percentage points per year, which is a significant difference in performance.
Reported Earnings • May 11First quarter 2022 earnings released: NT$0.11 loss per share (vs NT$0.43 loss in 1Q 2021)First quarter 2022 results: NT$0.11 loss per share (up from NT$0.43 loss in 1Q 2021). Revenue: NT$97.4m (up 23% from 1Q 2021). Net loss: NT$7.20m (loss narrowed 75% from 1Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 95 percentage points per year, which is a significant difference in performance.
Reported Earnings • Mar 12Full year 2021 earnings: EPS in line with expectations, revenues disappointFull year 2021 results: NT$1.50 loss per share (down from NT$0.58 loss in FY 2020). Revenue: NT$351.5m (down 12% from FY 2020). Net loss: NT$102.9m (loss widened 161% from FY 2020). Revenue missed analyst estimates by 14%. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 100 percentage points per year, which is a significant difference in performance.
Reported Earnings • Nov 07Third quarter 2021 earnings released: NT$0.22 loss per share (vs NT$0.34 loss in 3Q 2020)The company reported a solid third quarter result with reduced losses, improved revenues and improved control over expenses. Third quarter 2021 results: Revenue: NT$92.0m (up 25% from 3Q 2020). Net loss: NT$15.1m (loss narrowed 35% from 3Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 102 percentage points per year, which is a significant difference in performance.
Reported Earnings • Aug 04Second quarter 2021 earnings released: NT$0.54 loss per share (vs NT$0.06 loss in 2Q 2020)The company reported a soft second quarter result with increased losses and weaker control over costs, although revenues improved. Second quarter 2021 results: Revenue: NT$84.0m (up 9.2% from 2Q 2020). Net loss: NT$36.7m (loss widened NT$32.6m from 2Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 89 percentage points per year, which is a significant difference in performance.
Reported Earnings • May 12First quarter 2021 earnings released: NT$0.43 loss per share (vs NT$0.17 profit in 1Q 2020)The company reported a poor first quarter result with weaker earnings, revenues and control over costs. First quarter 2021 results: Revenue: NT$79.4m (down 56% from 1Q 2020). Net loss: NT$29.3m (down 348% from profit in 1Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 56 percentage points per year, which is a significant difference in performance.
分析記事 • Apr 14Is Aero Win Technology (TPE:8222) A Risky Investment?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Is New 90 Day High Low • Mar 16New 90-day high: NT$14.00The company is up 4.0% from a price of NT$13.45 on 16 December 2020. Underperformed the Taiwanese market, which is up 15% over the last 90 days. Lagged the Aerospace & Defense industry, which is up 5.0% over the same period.
Reported Earnings • Feb 28Full year 2020 earnings released: NT$0.58 loss per share (vs NT$0.65 profit in FY 2019)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: NT$397.1m (down 49% from FY 2019). Net loss: NT$39.5m (down 189% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.
分析記事 • Feb 17Zooming in on TPE:8222's 3.7% Dividend YieldDividend paying stocks like Aero Win Technology Corporation ( TPE:8222 ) tend to be popular with investors, and for...
Is New 90 Day High Low • Feb 01New 90-day low: NT$12.15The company is down 7.0% from its price of NT$13.00 on 03 November 2020. The Taiwanese market is up 19% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Aerospace & Defense industry, which is down 1.0% over the same period.
Is New 90 Day High Low • Jan 15New 90-day low: NT$12.75The company is down 3.0% from its price of NT$13.10 on 16 October 2020. The Taiwanese market is up 22% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Aerospace & Defense industry, which is flat over the same period.
分析記事 • Dec 23Here's Why Aero Win Technology (TPE:8222) Can Afford Some DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Reported Earnings • Nov 10Third quarter 2020 earnings released: NT$0.34 loss per shareThe company reported a poor third quarter result with weaker earnings, revenues and control over expenses. Third quarter 2020 results: Revenue: NT$73.4m (down 62% from 3Q 2019). Net loss: NT$23.4m (down 266% from profit in 3Q 2019). Over the last 3 years on average, earnings per share has fallen by 13% per year whereas the company’s share price has fallen by 11% per year.
Is New 90 Day High Low • Oct 30New 90-day low: NT$12.95The company is down 6.0% from its price of NT$13.75 on 31 July 2020. The Taiwanese market is flat over the last 90 days, indicating the company underperformed over that time. It also underperformed the Aerospace & Defense industry, which is down 1.0% over the same period.
Is New 90 Day High Low • Oct 14New 90-day low: NT$13.00The company is down 10.0% from its price of NT$14.40 on 16 July 2020. The Taiwanese market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Aerospace & Defense industry, which is down 2.0% over the same period.
