Delta Electronics, Inc.

TWSE:2308 株式レポート

時価総額：NT$5.7t

Delta Electronics 過去の業績

過去 基準チェック /66

Delta Electronicsは、平均年間15.9%の収益成長を遂げていますが、 Electronic業界の収益は、年間 成長しています。収益は、平均年間2.5% 11.9%収益成長率で 成長しています。 Delta Electronicsの自己資本利益率は22.3%であり、純利益率は11.8%です。

主要情報

15.93%

収益成長率

15.93%

EPS成長率

Electronic 業界の成長14.81%
収益成長率11.95%
株主資本利益率22.32%
ネット・マージン11.83%
次回の業績アップデート30 Jul 2026

最近の業績更新

Recent updates

ナラティブ更新 • 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.
ナラティブ更新 • 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).
ナラティブ更新 • 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.
ナラティブ更新 • 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).
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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).
ナラティブ更新 • 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).
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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%.
ナラティブ更新 • 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%.
User avatar
新しいナラティブ • 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.

収支内訳

Delta Electronics の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。

収益と収入の歴史

TWSE:2308 収益、費用、利益 ( )TWD Millions
日付収益収益G+A経費研究開発費
31 Mar 26595,31870,43361,61651,336
31 Dec 25554,88560,10857,37248,743
30 Sep 25507,47549,96254,18546,849
30 Jun 25469,36043,69651,28544,893
31 Mar 25448,76939,69649,38843,664
31 Dec 24421,14835,22947,27241,575
30 Sep 24406,96637,02444,18940,338
30 Jun 24402,55834,04742,60239,135
31 Mar 24399,66532,24941,30837,350
31 Dec 23401,22733,39340,22336,048
30 Sep 23406,86632,33040,19934,847
30 Jun 23405,31934,03640,02533,715
31 Mar 23394,76433,51538,88932,576
31 Dec 22384,44332,66637,56331,770
30 Sep 22362,55231,01335,67229,924
30 Jun 22335,95026,31333,34528,324
31 Mar 22324,72426,27532,17427,603
31 Dec 21314,67126,79631,66727,202
30 Sep 21309,45427,97031,32227,136
30 Jun 21307,48829,99031,19326,903
31 Mar 21299,41229,99830,72226,419
31 Dec 20282,60525,48530,30725,480
30 Sep 20272,24623,14030,41125,378
30 Jun 20267,02819,88031,22525,094
31 Mar 20269,70821,81332,07024,711
31 Dec 19268,13123,11831,25323,888
30 Sep 19264,57224,07630,14122,583
30 Jun 19255,72725,03728,36521,311
31 Mar 19240,25018,78426,51319,736
31 Dec 18237,01818,19326,10219,258
30 Sep 18233,74116,91125,56518,305
30 Jun 18229,94716,28725,04617,720
31 Mar 18225,52317,24324,69717,199
31 Dec 17223,57818,38124,28716,707
30 Sep 17219,23518,56923,84316,534
30 Jun 17216,48018,76923,77315,838
31 Mar 17215,67318,83023,38515,667
31 Dec 16214,35618,79823,18115,487
30 Sep 16212,95019,00423,12815,262
30 Jun 16211,79019,23422,61315,410
31 Mar 16207,85618,73621,90714,958
31 Dec 15203,45218,71520,40514,465
30 Sep 15197,37218,58718,84113,895
30 Jun 15191,91918,52917,54913,090

質の高い収益: 2308は 高品質の収益 を持っています。

利益率の向上: 2308の現在の純利益率 (11.8%)は、昨年(8.8%)よりも高くなっています。

フリー・キャッシュフローと収益の比較

過去の収益成長分析

収益動向: 2308の収益は過去 5 年間で年間15.9%増加しました。

成長の加速: 2308の過去 1 年間の収益成長率 ( 77.4% ) は、5 年間の平均 ( 年間15.9%を上回っています。

収益対業界: 2308の過去 1 年間の収益成長率 ( 77.4% ) はElectronic業界-2%を上回りました。

株主資本利益率

高いROE: 2308の 自己資本利益率 ( 22.3% ) は 高い とみなされます。

総資産利益率

使用総資本利益率

過去の好業績企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/05/09 16:54
終値2026/05/08 00:00
収益2026/03/31
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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

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

Delta Electronics, Inc. 20 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。35

アナリスト機関
George ChangAletheia Analyst Network Limited
Yingchao YangBarclays
Wayne DongBarclays