View Past PerformanceFoxconn Technology バランスシートの健全性財務の健全性 基準チェック /56Foxconn Technologyの総株主資本はNT$106.4B 、総負債はNT$13.1Bで、負債比率は12.3%となります。総資産と総負債はそれぞれNT$150.8BとNT$44.3Bです。 Foxconn Technologyの EBIT はNT$2.3Bで、利息カバレッジ比率-1です。現金および短期投資はNT$91.8Bです。主要情報12.31%負債資本比率NT$13.10b負債インタレスト・カバレッジ・レシオ-1x現金NT$91.79bエクイティNT$106.42b負債合計NT$44.33b総資産NT$150.75b財務の健全性に関する最新情報分析記事 • Dec 06Does Foxconn Technology (TWSE:2354) Have A Healthy Balance Sheet?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...分析記事 • Aug 12Is Foxconn Technology (TWSE:2354) A Risky Investment?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Apr 18Foxconn Technology (TWSE:2354) Could Easily Take On More DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...分析記事 • Feb 18Foxconn Technology (TPE:2354) Has A Rock Solid Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...すべての更新を表示Recent updatesReported Earnings • May 08First quarter 2026 earnings released: EPS: NT$0.47 (vs NT$0.67 in 1Q 2025)First quarter 2026 results: EPS: NT$0.47 (down from NT$0.67 in 1Q 2025). Revenue: NT$25.3b (down 16% from 1Q 2025). Net income: NT$663.4m (down 30% from 1Q 2025). Profit margin: 2.6% (down from 3.2% in 1Q 2025). The decrease in margin was driven by lower revenue. Revenue is expected to decline by 3.4% p.a. on average during the next 2 years, while revenues in the Electronic industry in Taiwan are expected to grow by 23%. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • May 06Investor sentiment improves as stock rises 26%After last week's 26% share price gain to NT$64.30, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 21x in the Electronic industry in Taiwan. Total returns to shareholders of 30% over the past three years.Reported Earnings • Mar 12Full year 2025 earnings released: EPS: NT$2.32 (vs NT$2.53 in FY 2024)Full year 2025 results: EPS: NT$2.32 (down from NT$2.53 in FY 2024). Revenue: NT$156.1b (up 106% from FY 2024). Net income: NT$3.28b (down 8.6% from FY 2024). Profit margin: 2.1% (down from 4.7% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 5.0% p.a. on average during the next 2 years, while revenues in the Electronic industry in Taiwan are expected to grow by 18%. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.お知らせ • Mar 12Foxconn Technology Co., Ltd., Annual General Meeting, May 29, 2026Foxconn Technology Co., Ltd., Annual General Meeting, May 29, 2026, at 09:00 Taipei Standard Time. Location: no,3-2, chung shan rd., tucheng district, new taipei city TaiwanReported Earnings • Nov 13Third quarter 2025 earnings released: EPS: NT$0.62 (vs NT$0.69 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.62 (down from NT$0.69 in 3Q 2024). Revenue: NT$42.3b (up 109% from 3Q 2024). Net income: NT$879.8m (down 9.2% from 3Q 2024). Profit margin: 2.1% (down from 4.8% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 2.3% p.a. on average during the next 3 years, while revenues in the Electronic industry in Taiwan are expected to grow by 15%. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.Reported Earnings • Aug 09Second quarter 2025 earnings released: EPS: NT$0.38 (vs NT$0.61 in 2Q 2024)Second quarter 2025 results: EPS: NT$0.38 (down from NT$0.61 in 2Q 2024). Revenue: NT$41.2b (up 205% from 2Q 2024). Net income: NT$539.9m (down 38% from 2Q 2024). Profit margin: 1.3% (down from 6.4% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 4.1% p.a. on average during the next 3 years, while revenues in the Electronic industry in Taiwan are expected to grow by 12%. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.Declared Dividend • Jun 19Dividend reduced to NT$1.40Dividend of NT$1.40 is 6.7% lower than last year. Ex-date: 2nd July 2025 Payment date: 31st July 2025 Dividend yield will be 2.2%, which is lower than the industry average of 4.0%. Sustainability & Growth Dividend is covered by both earnings (54% earnings payout ratio) and cash flows (89% cash payout ratio). The dividend has increased by an average of 4.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 46% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 30Foxconn Technology Co., Ltd. Approves Cash Dividend for 2024Foxconn Technology Co., Ltd. approved the proposal of cash dividend TWD 1.4 per share for 2024, at its shareholders meeting held on May 29, 2025.New Risk • May 09New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.8% Last year net profit margin: 7.2% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 10% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (3.8% net profit margin).Reported Earnings • May 09First quarter 2025 earnings released: EPS: NT$0.67 (vs NT$0.60 in 1Q 2024)First quarter 2025 results: EPS: NT$0.67 (up from NT$0.60 in 1Q 2024). Revenue: NT$30.0b (up 239% from 1Q 2024). Net income: NT$953.4m (up 12% from 1Q 2024). Profit margin: 3.2% (down from 9.6% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.お知らせ • May 01Foxconn Technology Co., Ltd. to Report Q1, 2025 Results on May 08, 2025Foxconn Technology Co., Ltd. announced that they will report Q1, 2025 results on May 08, 2025Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to NT$51.90, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 13x in the Electronic industry in Taiwan. Total loss to shareholders of 5.9% over the past three years.お知らせ • Mar 14Foxconn Technology Co., Ltd., Annual General Meeting, May 29, 2025Foxconn Technology Co., Ltd., Annual General Meeting, May 29, 2025, at 09:00 Taipei Standard Time. Location: no,3-2, chung shan rd., tucheng district, new taipei city TaiwanReported Earnings • Mar 14Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: EPS: NT$2.53 (down from NT$3.01 in FY 2023). Revenue: NT$75.8b (up 1.7% from FY 2023). Net income: NT$3.58b (down 16% from FY 2023). Profit margin: 4.7% (down from 5.7% in FY 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 20%. Earnings per share (EPS) missed analyst estimates by 12%. Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 14% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.分析記事 • Mar 11Shareholders Should Be Pleased With Foxconn Technology Co., Ltd.'s (TWSE:2354) PriceWhen close to half the companies in Taiwan have price-to-earnings ratios (or "P/E's") below 21x, you may consider...お知らせ • Mar 05Foxconn Technology Co., Ltd. to Report Q4, 2024 Results on Mar 12, 2025Foxconn Technology Co., Ltd. announced that they will report Q4, 2024 results at 9:00 AM, Taipei Standard Time on Mar 12, 2025分析記事 • Feb 21Returns On Capital Signal Difficult Times Ahead For Foxconn Technology (TWSE:2354)To avoid investing in a business that's in decline, there's a few financial metrics that can provide early indications...New Risk • Dec 30New 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 7.7% 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 Share price has been highly volatile over the past 3 months (7.7% average weekly change). Earnings have declined by 14% per year over the past 5 years. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.New Risk • Dec 16New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.7% average weekly change).分析記事 • Dec 06Does Foxconn Technology (TWSE:2354) Have A Healthy Balance Sheet?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...分析記事 • Nov 18Foxconn Technology's (TWSE:2354) Weak Earnings May Only Reveal A Part Of The Whole PictureLast week's earnings announcement from Foxconn Technology Co., Ltd. ( TWSE:2354 ) was disappointing to investors, with...New Risk • Nov 18New 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 6.5% 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 Risk Earnings have declined by 14% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (6.5% average weekly change). Large one-off items impacting financial results.Reported Earnings • Nov 12Third quarter 2024 earnings released: EPS: NT$0.69 (vs NT$0.76 in 3Q 2023)Third quarter 2024 results: EPS: NT$0.69 (down from NT$0.76 in 3Q 2023). Revenue: NT$20.2b (down 9.5% from 3Q 2023). Net income: NT$969.1m (down 9.7% from 3Q 2023). Profit margin: 4.8% (in line with 3Q 2023). Revenue is forecast to grow 29% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.分析記事 • Nov 12News Flash: Analysts Just Made A Dazzling Upgrade To Their Foxconn Technology Co., Ltd. (TWSE:2354) ForecastsFoxconn Technology Co., Ltd. ( TWSE:2354 ) shareholders will have a reason to smile today, with the covering analyst...分析記事 • Nov 03Foxconn Technology Co., Ltd.'s (TWSE:2354) Price Is Out Of Tune With EarningsWhen close to half the companies in Taiwan have price-to-earnings ratios (or "P/E's") below 21x, you may consider...お知らせ • Nov 02Foxconn Technology Co., Ltd. to Report Q3, 2024 Results on Nov 11, 2024Foxconn Technology Co., Ltd. announced that they will report Q3, 2024 results on Nov 11, 2024Valuation Update With 7 Day Price Move • Oct 30Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$80.60, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 15x in the Electronic industry in Taiwan. Total returns to shareholders of 26% over the past three years.分析記事 • Sep 03Foxconn Technology (TWSE:2354) May Have Issues Allocating Its CapitalWhen we're researching a company, it's sometimes hard to find the warning signs, but there are some financial metrics...Reported Earnings • Aug 15Second quarter 2024 earnings released: EPS: NT$0.61 (vs NT$0.97 in 2Q 2023)Second quarter 2024 results: EPS: NT$0.61 (down from NT$0.97 in 2Q 2023). Revenue: NT$13.5b (down 20% from 2Q 2023). Net income: NT$864.4m (down 37% from 2Q 2023). Profit margin: 6.4% (down from 8.1% in 2Q 2023). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 1% per year.分析記事 • Aug 12Is Foxconn Technology (TWSE:2354) A Risky Investment?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...お知らせ • Aug 02Foxconn Technology Co., Ltd. to Report Q2, 2024 Results on Aug 09, 2024Foxconn Technology Co., Ltd. announced that they will report Q2, 2024 results on Aug 09, 2024分析記事 • Jun 17Foxconn Technology's (TWSE:2354) Dividend Will Be Reduced To NT$1.50Foxconn Technology Co., Ltd. ( TWSE:2354 ) is reducing its dividend from last year's comparable payment to NT$1.50 on...Declared Dividend • Jun 17Dividend reduced to NT$1.50Dividend of NT$1.50 is 6.3% lower than last year. Ex-date: 2nd July 2024 Payment date: 31st July 2024 Dividend yield will be 2.2%, which is lower than the industry average of 4.0%. Sustainability & Growth Dividend is covered by earnings (49% earnings payout ratio) but not covered by cash flows (104% cash payout ratio). The dividend has increased by an average of 5.4% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 8.9% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jun 02+ 2 more updatesFoxconn Technology Co., Ltd. Announces Appointment of New Audit Committee MembersFOXCONN TECHNOLOGY CO., LTD. announced the appointment of the 4th audit committee members on May 31, 2024, The change involved the expiration of the term for the previous position holders, including Yao-Ching, Chen; Wei-Guo, Su; and Ching-Heng, Wu. The new members appointed to the Audit Committee are Ching-Heng, Wu, Hsin-Yi, Chiu, and Mei-Jun, Wang, with their resumes provided accordingly. Ching-Heng, Wu and Hsin-Yi, Chiu are both Independent Directors, while Mei-Jun, Wang serves as the Vice General Manager of Legal Affairs of Hung Kuo Real Estate Development Corp. The circumstances of the change were due to the expiration of the term for the previous members, and the reason for the change was stated as being in accordance with the statutory requirements. The original term for the previous members spanned from October 20, 2021, to October 19, 2024, with the effective date of the new members being May 31, 2024.お知らせ • Jun 01+ 1 more updateFoxconn Technology Co., Ltd. Approves Cash Dividend for the Year 2023Foxconn Technology Co., Ltd. in its AGM held on May 31, 2024 approved the proposal for the distribution of 2023 earnings, which includes a cash dividend of TWD 1.5 per share.Valuation Update With 7 Day Price Move • May 27Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$71.50, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 16x in the Electronic industry in Taiwan. Total returns to shareholders of 20% over the past three years.分析記事 • May 23One Foxconn Technology Co., Ltd. (TWSE:2354) Analyst Is Reducing Their Forecasts For This YearThe analyst covering Foxconn Technology Co., Ltd. ( TWSE:2354 ) delivered a dose of negativity to shareholders today...Price Target Changed • May 23Price target decreased by 9.4% to NT$48.00Down from NT$53.00, the current price target is provided by 1 analyst. New target price is 26% below last closing price of NT$65.30. Stock is up 22% over the past year. The company is forecast to post earnings per share of NT$2.88 for next year compared to NT$3.01 last year.Reported Earnings • May 16First quarter 2024 earnings released: EPS: NT$0.60 (vs NT$0.54 in 1Q 2023)First quarter 2024 results: EPS: NT$0.60 (up from NT$0.54 in 1Q 2023). Revenue: NT$8.86b (down 62% from 1Q 2023). Net income: NT$849.6m (up 11% from 1Q 2023). Profit margin: 9.6% (up from 3.3% in 1Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 33% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 1% per year.お知らせ • May 11+ 2 more updatesFoxconn Technology Co., Ltd. Announces Change of Financial OfficerFoxconn Technology Co., Ltd. appointed Yen-Jen, Pan as Financial Officer in place of Zi-Horng, Lee, effective May 10, 2024. Resume of new position holder: Senior Director /Foxconn Technology Co., Ltd, Director of Accounting Division.お知らせ • May 03Foxconn Technology Co., Ltd. to Report Q1, 2024 Results on May 10, 2024Foxconn Technology Co., Ltd. announced that they will report Q1, 2024 results on May 10, 2024分析記事 • Apr 18Foxconn Technology (TWSE:2354) Could Easily Take On More DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...New Risk • Apr 11New 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 6.3% 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 Risk Earnings have declined by 19% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (6.3% average weekly change).分析記事 • Mar 27Investors Still Aren't Entirely Convinced By Foxconn Technology Co., Ltd.'s (TWSE:2354) Earnings Despite 27% Price JumpFoxconn Technology Co., Ltd. ( TWSE:2354 ) shareholders would be excited to see that the share price has had a great...分析記事 • Mar 22Foxconn Technology's (TWSE:2354) Profits Appear To Have Quality IssuesFoxconn Technology Co., Ltd.'s ( TWSE:2354 ) healthy profit numbers didn't contain any surprises for investors. We...Reported Earnings • Mar 18Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: NT$3.01 (down from NT$3.02 in FY 2022). Revenue: NT$74.5b (down 18% from FY 2022). Net income: NT$4.26b (flat on FY 2022). Profit margin: 5.7% (up from 4.7% in FY 2022). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 15%. Earnings per share (EPS) also missed analyst estimates by 31%. Revenue is forecast to grow 22% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 7% per year whereas the company’s share price has fallen by 9% per year.お知らせ • Mar 14Foxconn Technology Co., Ltd., Annual General Meeting, May 31, 2024Foxconn Technology Co., Ltd., Annual General Meeting, May 31, 2024. Location: No.66-1, Chungshan Rd, Tucheng Dist New Taipei City Taiwan Agenda: To consider report the business of 2023; to consider Audit Committee's review report of 2023; to consider to report on the 2023 Employee Compensation Distributions; to consider to report on the distribution of 2023 profits in cash; and to transact such other business matters.Valuation Update With 7 Day Price Move • Mar 13Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$58.60, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 16x in the Electronic industry in Taiwan. Total loss to shareholders of 12% over the past three years.分析記事 • Mar 12Foxconn Technology (TWSE:2354) Could Be At Risk Of Shrinking As A CompanyWhen it comes to investing, there are some useful financial metrics that can warn us when a business is potentially in...Reported Earnings • Nov 15Third quarter 2023 earnings released: EPS: NT$0.76 (vs NT$1.10 in 3Q 2022)Third quarter 2023 results: EPS: NT$0.76 (down from NT$1.10 in 3Q 2022). Revenue: NT$22.3b (up 25% from 3Q 2022). Net income: NT$1.07b (down 31% from 3Q 2022). Profit margin: 4.8% (down from 8.7% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.お知らせ • Oct 22Foxconn Technology Co., Ltd Announces Change of Director for Q-Run Far East CorporationFoxconn Technology Co., Ltd.'s subsidiary Q-Run Far East Corporation Announces Change of Director. Title and name of the previous position holder: Han-Ming, Lee 4.Resume of the previous position holder: Director of Q-Run Far East Corporation. Title and name of the new position holder: Chun-Fu, Lu. Resume of the new position holder: Chairman of FOXCONN TECHNOLOGY CO., LTD. Reason for the change: Reassign. Effective date of the new appointment: October 20, 2023.お知らせ • Oct 21Foxconn Technology Co., Ltd. Change of Director for Eastern Star LimitedFoxconn Technology Co., Ltd.'s subsidiary Eastern Star Limited change of director. Title and name of the previous position holder: Han-Ming, Lee. Resume of the previous position holder: Director of Eastern Star Limited. Title and name of the new position holder: Chun-Fu, Lu. Resume of the new position holder: Chairman of FOXCONN TECHNOLOGY CO., LTD. Effective from October 20, 2023.お知らせ • Aug 18Foxconn Technology Co., Ltd. Announces Change of Chief Information Security OfficerFoxconn Technology Co., Ltd. announces change of Chief Information Security Officer. Name, title, and resume of the previous position holder Name: XuShun,Wang. Title: Senior manager. Resume: Senior manager of HON HAI PRECISION IND. CO., LTD.; General manager of Foxconn (NanJing) Software CO.,LTD. Name, title, and resume of the new position holder Name: KuanHui,Zhou. Title: Director. Resume: Commander of Traffic Police Corps, Tainan City Police Department. Office Chief of Information Management Office, Tainan City Police Department. Effective date: August 16, 2023.Reported Earnings • Aug 10Second quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2023 results: EPS: NT$0.97 (up from NT$0.74 in 2Q 2022). Revenue: NT$16.8b (down 12% from 2Q 2022). Net income: NT$1.37b (up 31% from 2Q 2022). Profit margin: 8.1% (up from 5.5% in 2Q 2022). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 8.3%. Earnings per share (EPS) exceeded analyst estimates by 63%. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 8.1% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.Upcoming Dividend • Jun 27Upcoming dividend of NT$1.60 per share at 2.9% yieldEligible shareholders must have bought the stock before 04 July 2023. Payment date: 28 July 2023. Payout ratio is a comfortable 54% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Taiwanese dividend payers (5.5%). Lower than average of industry peers (4.2%).Major Estimate Revision • Mar 23Consensus EPS estimates fall by 15%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from NT$94.6b to NT$93.5b. EPS estimate also fell from NT$4.40 per share to NT$3.73 per share. Net income forecast to grow 58% next year vs 0.2% growth forecast for Electronic industry in Taiwan. Consensus price target broadly unchanged at NT$53.50. Share price rose 3.9% to NT$53.90 over the past week.Reported Earnings • Mar 17Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: NT$3.02 (down from NT$3.17 in FY 2021). Revenue: NT$90.5b (down 13% from FY 2021). Net income: NT$4.27b (down 5.0% from FY 2021). Profit margin: 4.7% (up from 4.3% in FY 2021). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 9.4%. Earnings per share (EPS) also missed analyst estimates by 27%. Revenue is forecast to grow 6.8% p.a. on average during the next 2 years, compared to a 5.7% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.お知らせ • Dec 24Foxconn Technology Co., Ltd. Announces Appointment of Xushun Wang as Chief Information Security Officer, with Effect from December 23, 2022Foxconn Technology Co., Ltd. announced appointment of Xushun Wang, Senior manager of HON HAI PRECISION IND. CO., LTD. as Chief Information Security Officer, with effect from December 23, 2022.Major Estimate Revision • Nov 16Consensus revenue estimates fall by 12%The consensus outlook for revenues in 2022 has deteriorated. 2022 revenue forecast decreased from NT$100.9b to NT$88.7b. EPS estimate fell from NT$4.26 to NT$4.12 per share. Net income forecast to grow 37% next year vs 6.4% growth forecast for Electronic industry in Taiwan. Consensus price target down from NT$55.17 to NT$52.83. Share price rose 3.9% to NT$50.10 over the past week.Board Change • Nov 16High number of new and inexperienced directorsThere are 4 new directors who have joined the board in the last 3 years. The company's board is composed of: 4 new directors. No experienced directors. 1 highly experienced director. Independent Director Yao-Ching Chen is the most experienced director on the board, commencing their role in 2013. The company’s lack of experienced directors is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 11Third quarter 2022 earnings: EPS and revenues miss analyst expectationsThird quarter 2022 results: EPS: NT$1.10 (up from NT$0.81 in 3Q 2021). Revenue: NT$17.9b (down 47% from 3Q 2021). Net income: NT$1.55b (up 36% from 3Q 2021). Profit margin: 8.7% (up from 3.4% in 3Q 2021). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 27%. Earnings per share (EPS) also missed analyst estimates by 13%. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 25% 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.Major Estimate Revision • Sep 06Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from NT$98.1b to NT$100.9b. EPS estimate increased from NT$3.83 to NT$4.26 per share. Net income forecast to grow 48% next year vs 4.1% growth forecast for Electronic industry in Taiwan. Consensus price target down from NT$56.33 to NT$55.17. Share price fell 4.8% to NT$48.15 over the past week.Major Estimate Revision • Aug 16Consensus revenue estimates fall by 11%The consensus outlook for revenues in 2022 has deteriorated. 2022 revenue forecast decreased from NT$110.0b to NT$98.1b. EPS estimate fell from NT$4.31 to NT$3.83 per share. Net income forecast to grow 48% next year vs 6.5% growth forecast for Electronic industry in Taiwan. Consensus price target of NT$56.33 unchanged from last update. Share price rose 2.6% to NT$50.40 over the past week.Reported Earnings • Aug 11Second quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2022 results: EPS: NT$0.74 (down from NT$1.08 in 2Q 2021). Revenue: NT$19.1b (down 15% from 2Q 2021). Net income: NT$1.04b (down 32% from 2Q 2021). Profit margin: 5.5% (down from 6.7% in 2Q 2021). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 7.7%. Earnings per share (EPS) exceeded analyst estimates by 6.0%. Over the next year, revenue is forecast to grow 6.8%, compared to a 8.5% growth forecast for the industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.Board Change • Aug 01High number of new and inexperienced directorsThere are 4 new directors who have joined the board in the last 3 years. The company's board is composed of: 4 new directors. No experienced directors. 1 highly experienced director. Independent Director Yao-Ching Chen is the most experienced director on the board, commencing their role in 2013. The company’s lack of experienced directors is considered a risk according to the Simply Wall St Risk Model.Price Target Changed • Jul 13Price target decreased to NT$56.33Down from NT$64.67, the current price target is an average from 3 analysts. New target price is 20% above last closing price of NT$47.05. Stock is down 28% over the past year. The company is forecast to post earnings per share of NT$4.60 for next year compared to NT$3.17 last year.Board Change • Jul 02High number of new and inexperienced directorsThere are 4 new directors who have joined the board in the last 3 years. The company's board is composed of: 4 new directors. No experienced directors. 1 highly experienced director. Independent Director Yao-Ching Chen is the most experienced director on the board, commencing their role in 2013. The company’s lack of experienced directors is considered a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Jun 27Upcoming dividend of NT$1.70 per shareEligible shareholders must have bought the stock before 04 July 2022. Payment date: 28 July 2022. Payout ratio is a comfortable 55% but the company is not cash flow positive. Trailing yield: 3.2%. Lower than top quartile of Taiwanese dividend payers (6.3%). Lower than average of industry peers (4.6%).お知らせ • Jun 18Foxconn Technology Co., Ltd. Announces Change of Representative Juristic-Person Director of Yonglin Capital Holding Co. ,LtdFoxconn Technology Co., Ltd. announced Change of Representative Juristic-Person Director of Yonglin Capital Holding Co.,Ltd. Name of the previous position holder: Qun-Lun Lin. Resume of the previous position holder: Assistant manager of the Policy Group of the Chairman's Office of HON HAI PRECISION IND. CO., LTD., Chairman and General manager of HEALTHCONN CORP, Director of GyroGear Ltd., Director of Apollo Medical Optics Inc., Director of Apollo Medical Optics, Ltd., Director of GTM-IDG Biomedical Health Fund, Chairman of GTM Management Co., Ltd., CEO of YongLin Healthcare Foundation, Director of Retain Biotech Corp. Name of the new position holder: Wu-Kuang Chen. Resume of the new position holder: General manager of Foxconn Technology Co. Ltd, Chairman of HongFuJin Precision Industrial (Taiyuan) Co., Ltd, Director of FuZhun Precision Electronics (Hebi) Co., Ltd, Director of FuJin Precision Industrial (Jincheng) Co., Ltd. Reason for the change: Change in representative juristic person director. Effective date of the new appointment is June 17, 2022.お知らせ • Jun 01Foxconn Technology Co., Ltd. Approves Distribution for 2021Foxconn Technology Co., Ltd. at the annual general meeting held on May 31, 2022 approved distribution of 2021 earnings of TWD 1.7 cash dividend per share.Reported Earnings • May 14First quarter 2022 earnings: EPS misses analyst expectationsFirst quarter 2022 results: EPS: NT$0.60 (down from NT$0.70 in 1Q 2021). Revenue: NT$23.5b (up 16% from 1Q 2021). Net income: NT$845.1m (down 14% from 1Q 2021). Profit margin: 3.6% (down from 4.9% in 1Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 30%. Over the next year, revenue is forecast to grow 13%, compared to a 9.8% growth forecast for the industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.Board Change • Apr 27High number of new and inexperienced directorsThere are 4 new directors who have joined the board in the last 3 years. The company's board is composed of: 4 new directors. No experienced directors. 1 highly experienced director. Independent Director Yao-Ching Chen is the most experienced director on the board, commencing their role in 2013. The company’s lack of experienced directors is considered a risk according to the Simply Wall St Risk Model.Major Estimate Revision • Apr 21Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate increased from NT$4.56 to NT$5.10. Revenue forecast steady at NT$120.3b. Net income forecast to grow 50% next year vs 14% growth forecast for Electronic industry in Taiwan. Consensus price target down from NT$67.33 to NT$65.33. Share price was steady at NT$60.50 over the past week.お知らせ • Apr 08Foxconn Technology Co., Ltd. Announces Board ChangesFoxconn Technology Co., Ltd. announced that name of the previous position holder is Kuoliang. Ho Resume of the previous position holder: Director of Strategic Investment Division, Hon Hai Precision Industry Co., Ltd. Name of the new position holder:Hank Hsieh . Resume of the new position holder.Major Estimate Revision • Apr 02Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate fell from NT$5.70 to NT$4.56 per share. Revenue forecast steady at NT$120.2b. Net income forecast to grow 44% next year vs 14% growth forecast for Electronic industry in Taiwan. Consensus price target broadly unchanged at NT$67.33. Share price was steady at NT$62.10 over the past week.Major Estimate Revision • Dec 18Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 EPS estimate increased from NT$4.48 to NT$5.10. Revenue forecast unchanged at NT$115.8b. Net income forecast to grow 60% next year vs 19% growth forecast for Electronic industry in Taiwan. Consensus price target of NT$68.00 unchanged from last update. Share price fell 2.1% to NT$63.90 over the past week.Reported Earnings • Nov 12Third quarter 2021 earnings released: EPS NT$0.81 (vs NT$1.18 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: NT$33.3b (down 8.4% from 3Q 2020). Net income: NT$1.14b (down 32% from 3Q 2020). Profit margin: 3.4% (down from 4.6% in 3Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.Board Change • Nov 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Weiguo Su was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Executive Departure • Aug 24VP & Director Chih-Chien Hung has left the companyOn the 23rd of August, Chih-Chien Hung's tenure as VP & Director ended. We don't have any record of a personal shareholding under Chih-Chien's name. A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 6.33 years.Reported Earnings • Aug 13Second quarter 2021 earnings released: EPS NT$1.07 (vs NT$1.03 in 2Q 2020)The company reported a decent second quarter result with improved earnings and profit margins, although revenues were flat. Second quarter 2021 results: Revenue: NT$22.5b (flat on 2Q 2020). Net income: NT$1.52b (up 4.0% from 2Q 2020). Profit margin: 6.7% (up from 6.4% in 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.お知らせ • Aug 06Foxconn Reportedly Buys Wafer Plant from MacronixFoxconn Technology Co., Ltd. (TWSE:2354)) has bought a 6-inch wafer fabrication plant from Macronix International Co., Ltd. (TWSE:2337), three sources with direct knowledge of the matter told Reuters on August 5, 2021, as the tech giant expands in the chip industry. The sources declined to disclose the purchase price. Foxconn has been seeking to acquire chip plants globally as a worldwide chip shortage rattles producers of goods from cars to electronics. The supply bottleneck has led to production cuts and warnings of supply chain disruptions from manufacturers across the world this year. Foxconn and Macronix said they will hold a media conference at 3 p.m. Taipei time (0700 GMT).Executive Departure • Aug 03VP & Director Xue-Kun Lee has left the companyOn the 23rd of July, Xue-Kun Lee's tenure as VP & Director ended. We don't have any record of a personal shareholding under Xue-Kun's name. Xue-Kun is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 6.33 years.Upcoming Dividend • Jul 15Upcoming dividend of NT$1.80 per shareEligible shareholders must have bought the stock before 22 July 2021. Payment date: 20 August 2021. Trailing yield: 2.7%. Lower than top quartile of Taiwanese dividend payers (5.0%). In line with average of industry peers (2.9%).Reported Earnings • May 18First quarter 2021 earnings released: EPS NT$0.70 (vs NT$0.35 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$20.3b (up 81% from 1Q 2020). Net income: NT$988.7m (up 97% from 1Q 2020). Profit margin: 4.9% (up from 4.5% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.Price Target Changed • Apr 20Price target increased to NT$64.25Up from NT$59.20, the current price target is an average from 3 analysts. New target price is 9.5% below last closing price of NT$71.00. Stock is up 35% over the past year.分析記事 • Apr 07Consider This Before Buying Foxconn Technology Co., Ltd. (TPE:2354) For The 3.4% DividendIs Foxconn Technology Co., Ltd. ( TPE:2354 ) a good dividend stock? How can we tell? Dividend paying companies with...Reported Earnings • Mar 31Full year 2020 earnings released: EPS NT$3.34 (vs NT$5.04 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: NT$104.8b (up 5.0% from FY 2019). Net income: NT$4.72b (down 34% from FY 2019). Profit margin: 4.5% (down from 7.1% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.分析記事 • Mar 08Returns On Capital Tell Us A Lot About Foxconn Technology (TPE:2354)If we're looking to avoid a business that is in decline, what are the trends that can warn us ahead of time? Businesses...分析記事 • Feb 18Foxconn Technology (TPE:2354) Has A Rock Solid Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Feb 03What Type Of Shareholders Own The Most Number of Foxconn Technology Co., Ltd. (TPE:2354) Shares?If you want to know who really controls Foxconn Technology Co., Ltd. ( TPE:2354 ), then you'll have to look at the...Is New 90 Day High Low • Jan 27New 90-day high: NT$78.20The company is up 55% from its price of NT$50.40 on 29 October 2020. The Taiwanese market is up 21% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 28% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is NT$32.56 per share.分析記事 • Jan 19Foxconn Technology Co., Ltd.'s (TPE:2354) Stock Going Strong But Fundamentals Look Weak: What Implications Could This Have On The Stock?Foxconn Technology's (TPE:2354) stock is up by a considerable 48% over the past three months. However, we decided to...Valuation Update With 7 Day Price Move • Jan 12Investor sentiment improved over the past weekAfter last week's 21% share price gain to NT$67.70, the stock is trading at a trailing P/E ratio of 17.6x, up from the previous P/E ratio of 14.6x. This compares to an average P/E of 18x in the Electronic industry in Taiwan. Total return to shareholders over the past three years is a loss of 10%.財務状況分析短期負債: 2354の 短期資産 ( NT$119.6B ) が 短期負債 ( NT$43.0B ) を超えています。長期負債: 2354の短期資産 ( NT$119.6B ) が 長期負債 ( NT$1.4B ) を上回っています。デット・ツー・エクイティの歴史と分析負債レベル: 2354総負債よりも多くの現金を保有しています。負債の削減: 2354の負債対資本比率は、過去 5 年間で13.8%から12.3%に減少しました。債務返済能力: 2354の負債は 営業キャッシュフロー によって 十分にカバーされていません ( 1.3% )。インタレストカバレッジ: 2354支払う利息よりも稼ぐ利息の方が多いので、利息支払い の補償は問題になりません。貸借対照表健全な企業の発掘7D1Y7D1Y7D1YTech 業界の健全な企業。View Dividend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2026/05/23 20:17終値2026/05/22 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Foxconn Technology Co., Ltd. 2 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。18 アナリスト機関Yingchao YangBarclaysAdnaan AhmadBerenbergRobert ChengBofA Global Research15 その他のアナリストを表示
分析記事 • Dec 06Does Foxconn Technology (TWSE:2354) Have A Healthy Balance Sheet?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 • Aug 12Is Foxconn Technology (TWSE:2354) A Risky Investment?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 • Apr 18Foxconn Technology (TWSE:2354) Could Easily Take On More DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
分析記事 • Feb 18Foxconn Technology (TPE:2354) Has A Rock Solid Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Reported Earnings • May 08First quarter 2026 earnings released: EPS: NT$0.47 (vs NT$0.67 in 1Q 2025)First quarter 2026 results: EPS: NT$0.47 (down from NT$0.67 in 1Q 2025). Revenue: NT$25.3b (down 16% from 1Q 2025). Net income: NT$663.4m (down 30% from 1Q 2025). Profit margin: 2.6% (down from 3.2% in 1Q 2025). The decrease in margin was driven by lower revenue. Revenue is expected to decline by 3.4% p.a. on average during the next 2 years, while revenues in the Electronic industry in Taiwan are expected to grow by 23%. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • May 06Investor sentiment improves as stock rises 26%After last week's 26% share price gain to NT$64.30, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 21x in the Electronic industry in Taiwan. Total returns to shareholders of 30% over the past three years.
Reported Earnings • Mar 12Full year 2025 earnings released: EPS: NT$2.32 (vs NT$2.53 in FY 2024)Full year 2025 results: EPS: NT$2.32 (down from NT$2.53 in FY 2024). Revenue: NT$156.1b (up 106% from FY 2024). Net income: NT$3.28b (down 8.6% from FY 2024). Profit margin: 2.1% (down from 4.7% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 5.0% p.a. on average during the next 2 years, while revenues in the Electronic industry in Taiwan are expected to grow by 18%. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
お知らせ • Mar 12Foxconn Technology Co., Ltd., Annual General Meeting, May 29, 2026Foxconn Technology Co., Ltd., Annual General Meeting, May 29, 2026, at 09:00 Taipei Standard Time. Location: no,3-2, chung shan rd., tucheng district, new taipei city Taiwan
Reported Earnings • Nov 13Third quarter 2025 earnings released: EPS: NT$0.62 (vs NT$0.69 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.62 (down from NT$0.69 in 3Q 2024). Revenue: NT$42.3b (up 109% from 3Q 2024). Net income: NT$879.8m (down 9.2% from 3Q 2024). Profit margin: 2.1% (down from 4.8% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 2.3% p.a. on average during the next 3 years, while revenues in the Electronic industry in Taiwan are expected to grow by 15%. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.
Reported Earnings • Aug 09Second quarter 2025 earnings released: EPS: NT$0.38 (vs NT$0.61 in 2Q 2024)Second quarter 2025 results: EPS: NT$0.38 (down from NT$0.61 in 2Q 2024). Revenue: NT$41.2b (up 205% from 2Q 2024). Net income: NT$539.9m (down 38% from 2Q 2024). Profit margin: 1.3% (down from 6.4% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 4.1% p.a. on average during the next 3 years, while revenues in the Electronic industry in Taiwan are expected to grow by 12%. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.
Declared Dividend • Jun 19Dividend reduced to NT$1.40Dividend of NT$1.40 is 6.7% lower than last year. Ex-date: 2nd July 2025 Payment date: 31st July 2025 Dividend yield will be 2.2%, which is lower than the industry average of 4.0%. Sustainability & Growth Dividend is covered by both earnings (54% earnings payout ratio) and cash flows (89% cash payout ratio). The dividend has increased by an average of 4.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 46% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 30Foxconn Technology Co., Ltd. Approves Cash Dividend for 2024Foxconn Technology Co., Ltd. approved the proposal of cash dividend TWD 1.4 per share for 2024, at its shareholders meeting held on May 29, 2025.
New Risk • May 09New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.8% Last year net profit margin: 7.2% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 10% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (3.8% net profit margin).
Reported Earnings • May 09First quarter 2025 earnings released: EPS: NT$0.67 (vs NT$0.60 in 1Q 2024)First quarter 2025 results: EPS: NT$0.67 (up from NT$0.60 in 1Q 2024). Revenue: NT$30.0b (up 239% from 1Q 2024). Net income: NT$953.4m (up 12% from 1Q 2024). Profit margin: 3.2% (down from 9.6% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
お知らせ • May 01Foxconn Technology Co., Ltd. to Report Q1, 2025 Results on May 08, 2025Foxconn Technology Co., Ltd. announced that they will report Q1, 2025 results on May 08, 2025
Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to NT$51.90, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 13x in the Electronic industry in Taiwan. Total loss to shareholders of 5.9% over the past three years.
お知らせ • Mar 14Foxconn Technology Co., Ltd., Annual General Meeting, May 29, 2025Foxconn Technology Co., Ltd., Annual General Meeting, May 29, 2025, at 09:00 Taipei Standard Time. Location: no,3-2, chung shan rd., tucheng district, new taipei city Taiwan
Reported Earnings • Mar 14Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: EPS: NT$2.53 (down from NT$3.01 in FY 2023). Revenue: NT$75.8b (up 1.7% from FY 2023). Net income: NT$3.58b (down 16% from FY 2023). Profit margin: 4.7% (down from 5.7% in FY 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 20%. Earnings per share (EPS) missed analyst estimates by 12%. Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 14% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
分析記事 • Mar 11Shareholders Should Be Pleased With Foxconn Technology Co., Ltd.'s (TWSE:2354) PriceWhen close to half the companies in Taiwan have price-to-earnings ratios (or "P/E's") below 21x, you may consider...
お知らせ • Mar 05Foxconn Technology Co., Ltd. to Report Q4, 2024 Results on Mar 12, 2025Foxconn Technology Co., Ltd. announced that they will report Q4, 2024 results at 9:00 AM, Taipei Standard Time on Mar 12, 2025
分析記事 • Feb 21Returns On Capital Signal Difficult Times Ahead For Foxconn Technology (TWSE:2354)To avoid investing in a business that's in decline, there's a few financial metrics that can provide early indications...
New Risk • Dec 30New 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 7.7% 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 Share price has been highly volatile over the past 3 months (7.7% average weekly change). Earnings have declined by 14% per year over the past 5 years. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
New Risk • Dec 16New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.7% average weekly change).
分析記事 • Dec 06Does Foxconn Technology (TWSE:2354) Have A Healthy Balance Sheet?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 • Nov 18Foxconn Technology's (TWSE:2354) Weak Earnings May Only Reveal A Part Of The Whole PictureLast week's earnings announcement from Foxconn Technology Co., Ltd. ( TWSE:2354 ) was disappointing to investors, with...
New Risk • Nov 18New 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 6.5% 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 Risk Earnings have declined by 14% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (6.5% average weekly change). Large one-off items impacting financial results.
Reported Earnings • Nov 12Third quarter 2024 earnings released: EPS: NT$0.69 (vs NT$0.76 in 3Q 2023)Third quarter 2024 results: EPS: NT$0.69 (down from NT$0.76 in 3Q 2023). Revenue: NT$20.2b (down 9.5% from 3Q 2023). Net income: NT$969.1m (down 9.7% from 3Q 2023). Profit margin: 4.8% (in line with 3Q 2023). Revenue is forecast to grow 29% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.
分析記事 • Nov 12News Flash: Analysts Just Made A Dazzling Upgrade To Their Foxconn Technology Co., Ltd. (TWSE:2354) ForecastsFoxconn Technology Co., Ltd. ( TWSE:2354 ) shareholders will have a reason to smile today, with the covering analyst...
分析記事 • Nov 03Foxconn Technology Co., Ltd.'s (TWSE:2354) Price Is Out Of Tune With EarningsWhen close to half the companies in Taiwan have price-to-earnings ratios (or "P/E's") below 21x, you may consider...
お知らせ • Nov 02Foxconn Technology Co., Ltd. to Report Q3, 2024 Results on Nov 11, 2024Foxconn Technology Co., Ltd. announced that they will report Q3, 2024 results on Nov 11, 2024
Valuation Update With 7 Day Price Move • Oct 30Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$80.60, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 15x in the Electronic industry in Taiwan. Total returns to shareholders of 26% over the past three years.
分析記事 • Sep 03Foxconn Technology (TWSE:2354) May Have Issues Allocating Its CapitalWhen we're researching a company, it's sometimes hard to find the warning signs, but there are some financial metrics...
Reported Earnings • Aug 15Second quarter 2024 earnings released: EPS: NT$0.61 (vs NT$0.97 in 2Q 2023)Second quarter 2024 results: EPS: NT$0.61 (down from NT$0.97 in 2Q 2023). Revenue: NT$13.5b (down 20% from 2Q 2023). Net income: NT$864.4m (down 37% from 2Q 2023). Profit margin: 6.4% (down from 8.1% in 2Q 2023). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 1% per year.
分析記事 • Aug 12Is Foxconn Technology (TWSE:2354) A Risky Investment?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
お知らせ • Aug 02Foxconn Technology Co., Ltd. to Report Q2, 2024 Results on Aug 09, 2024Foxconn Technology Co., Ltd. announced that they will report Q2, 2024 results on Aug 09, 2024
分析記事 • Jun 17Foxconn Technology's (TWSE:2354) Dividend Will Be Reduced To NT$1.50Foxconn Technology Co., Ltd. ( TWSE:2354 ) is reducing its dividend from last year's comparable payment to NT$1.50 on...
Declared Dividend • Jun 17Dividend reduced to NT$1.50Dividend of NT$1.50 is 6.3% lower than last year. Ex-date: 2nd July 2024 Payment date: 31st July 2024 Dividend yield will be 2.2%, which is lower than the industry average of 4.0%. Sustainability & Growth Dividend is covered by earnings (49% earnings payout ratio) but not covered by cash flows (104% cash payout ratio). The dividend has increased by an average of 5.4% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 8.9% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jun 02+ 2 more updatesFoxconn Technology Co., Ltd. Announces Appointment of New Audit Committee MembersFOXCONN TECHNOLOGY CO., LTD. announced the appointment of the 4th audit committee members on May 31, 2024, The change involved the expiration of the term for the previous position holders, including Yao-Ching, Chen; Wei-Guo, Su; and Ching-Heng, Wu. The new members appointed to the Audit Committee are Ching-Heng, Wu, Hsin-Yi, Chiu, and Mei-Jun, Wang, with their resumes provided accordingly. Ching-Heng, Wu and Hsin-Yi, Chiu are both Independent Directors, while Mei-Jun, Wang serves as the Vice General Manager of Legal Affairs of Hung Kuo Real Estate Development Corp. The circumstances of the change were due to the expiration of the term for the previous members, and the reason for the change was stated as being in accordance with the statutory requirements. The original term for the previous members spanned from October 20, 2021, to October 19, 2024, with the effective date of the new members being May 31, 2024.
お知らせ • Jun 01+ 1 more updateFoxconn Technology Co., Ltd. Approves Cash Dividend for the Year 2023Foxconn Technology Co., Ltd. in its AGM held on May 31, 2024 approved the proposal for the distribution of 2023 earnings, which includes a cash dividend of TWD 1.5 per share.
Valuation Update With 7 Day Price Move • May 27Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$71.50, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 16x in the Electronic industry in Taiwan. Total returns to shareholders of 20% over the past three years.
分析記事 • May 23One Foxconn Technology Co., Ltd. (TWSE:2354) Analyst Is Reducing Their Forecasts For This YearThe analyst covering Foxconn Technology Co., Ltd. ( TWSE:2354 ) delivered a dose of negativity to shareholders today...
Price Target Changed • May 23Price target decreased by 9.4% to NT$48.00Down from NT$53.00, the current price target is provided by 1 analyst. New target price is 26% below last closing price of NT$65.30. Stock is up 22% over the past year. The company is forecast to post earnings per share of NT$2.88 for next year compared to NT$3.01 last year.
Reported Earnings • May 16First quarter 2024 earnings released: EPS: NT$0.60 (vs NT$0.54 in 1Q 2023)First quarter 2024 results: EPS: NT$0.60 (up from NT$0.54 in 1Q 2023). Revenue: NT$8.86b (down 62% from 1Q 2023). Net income: NT$849.6m (up 11% from 1Q 2023). Profit margin: 9.6% (up from 3.3% in 1Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 33% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 1% per year.
お知らせ • May 11+ 2 more updatesFoxconn Technology Co., Ltd. Announces Change of Financial OfficerFoxconn Technology Co., Ltd. appointed Yen-Jen, Pan as Financial Officer in place of Zi-Horng, Lee, effective May 10, 2024. Resume of new position holder: Senior Director /Foxconn Technology Co., Ltd, Director of Accounting Division.
お知らせ • May 03Foxconn Technology Co., Ltd. to Report Q1, 2024 Results on May 10, 2024Foxconn Technology Co., Ltd. announced that they will report Q1, 2024 results on May 10, 2024
分析記事 • Apr 18Foxconn Technology (TWSE:2354) Could Easily Take On More DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
New Risk • Apr 11New 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 6.3% 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 Risk Earnings have declined by 19% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (6.3% average weekly change).
分析記事 • Mar 27Investors Still Aren't Entirely Convinced By Foxconn Technology Co., Ltd.'s (TWSE:2354) Earnings Despite 27% Price JumpFoxconn Technology Co., Ltd. ( TWSE:2354 ) shareholders would be excited to see that the share price has had a great...
分析記事 • Mar 22Foxconn Technology's (TWSE:2354) Profits Appear To Have Quality IssuesFoxconn Technology Co., Ltd.'s ( TWSE:2354 ) healthy profit numbers didn't contain any surprises for investors. We...
Reported Earnings • Mar 18Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: NT$3.01 (down from NT$3.02 in FY 2022). Revenue: NT$74.5b (down 18% from FY 2022). Net income: NT$4.26b (flat on FY 2022). Profit margin: 5.7% (up from 4.7% in FY 2022). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 15%. Earnings per share (EPS) also missed analyst estimates by 31%. Revenue is forecast to grow 22% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 7% per year whereas the company’s share price has fallen by 9% per year.
お知らせ • Mar 14Foxconn Technology Co., Ltd., Annual General Meeting, May 31, 2024Foxconn Technology Co., Ltd., Annual General Meeting, May 31, 2024. Location: No.66-1, Chungshan Rd, Tucheng Dist New Taipei City Taiwan Agenda: To consider report the business of 2023; to consider Audit Committee's review report of 2023; to consider to report on the 2023 Employee Compensation Distributions; to consider to report on the distribution of 2023 profits in cash; and to transact such other business matters.
Valuation Update With 7 Day Price Move • Mar 13Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$58.60, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 16x in the Electronic industry in Taiwan. Total loss to shareholders of 12% over the past three years.
分析記事 • Mar 12Foxconn Technology (TWSE:2354) Could Be At Risk Of Shrinking As A CompanyWhen it comes to investing, there are some useful financial metrics that can warn us when a business is potentially in...
Reported Earnings • Nov 15Third quarter 2023 earnings released: EPS: NT$0.76 (vs NT$1.10 in 3Q 2022)Third quarter 2023 results: EPS: NT$0.76 (down from NT$1.10 in 3Q 2022). Revenue: NT$22.3b (up 25% from 3Q 2022). Net income: NT$1.07b (down 31% from 3Q 2022). Profit margin: 4.8% (down from 8.7% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
お知らせ • Oct 22Foxconn Technology Co., Ltd Announces Change of Director for Q-Run Far East CorporationFoxconn Technology Co., Ltd.'s subsidiary Q-Run Far East Corporation Announces Change of Director. Title and name of the previous position holder: Han-Ming, Lee 4.Resume of the previous position holder: Director of Q-Run Far East Corporation. Title and name of the new position holder: Chun-Fu, Lu. Resume of the new position holder: Chairman of FOXCONN TECHNOLOGY CO., LTD. Reason for the change: Reassign. Effective date of the new appointment: October 20, 2023.
お知らせ • Oct 21Foxconn Technology Co., Ltd. Change of Director for Eastern Star LimitedFoxconn Technology Co., Ltd.'s subsidiary Eastern Star Limited change of director. Title and name of the previous position holder: Han-Ming, Lee. Resume of the previous position holder: Director of Eastern Star Limited. Title and name of the new position holder: Chun-Fu, Lu. Resume of the new position holder: Chairman of FOXCONN TECHNOLOGY CO., LTD. Effective from October 20, 2023.
お知らせ • Aug 18Foxconn Technology Co., Ltd. Announces Change of Chief Information Security OfficerFoxconn Technology Co., Ltd. announces change of Chief Information Security Officer. Name, title, and resume of the previous position holder Name: XuShun,Wang. Title: Senior manager. Resume: Senior manager of HON HAI PRECISION IND. CO., LTD.; General manager of Foxconn (NanJing) Software CO.,LTD. Name, title, and resume of the new position holder Name: KuanHui,Zhou. Title: Director. Resume: Commander of Traffic Police Corps, Tainan City Police Department. Office Chief of Information Management Office, Tainan City Police Department. Effective date: August 16, 2023.
Reported Earnings • Aug 10Second quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2023 results: EPS: NT$0.97 (up from NT$0.74 in 2Q 2022). Revenue: NT$16.8b (down 12% from 2Q 2022). Net income: NT$1.37b (up 31% from 2Q 2022). Profit margin: 8.1% (up from 5.5% in 2Q 2022). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 8.3%. Earnings per share (EPS) exceeded analyst estimates by 63%. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 8.1% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
Upcoming Dividend • Jun 27Upcoming dividend of NT$1.60 per share at 2.9% yieldEligible shareholders must have bought the stock before 04 July 2023. Payment date: 28 July 2023. Payout ratio is a comfortable 54% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Taiwanese dividend payers (5.5%). Lower than average of industry peers (4.2%).
Major Estimate Revision • Mar 23Consensus EPS estimates fall by 15%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from NT$94.6b to NT$93.5b. EPS estimate also fell from NT$4.40 per share to NT$3.73 per share. Net income forecast to grow 58% next year vs 0.2% growth forecast for Electronic industry in Taiwan. Consensus price target broadly unchanged at NT$53.50. Share price rose 3.9% to NT$53.90 over the past week.
Reported Earnings • Mar 17Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: NT$3.02 (down from NT$3.17 in FY 2021). Revenue: NT$90.5b (down 13% from FY 2021). Net income: NT$4.27b (down 5.0% from FY 2021). Profit margin: 4.7% (up from 4.3% in FY 2021). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 9.4%. Earnings per share (EPS) also missed analyst estimates by 27%. Revenue is forecast to grow 6.8% p.a. on average during the next 2 years, compared to a 5.7% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
お知らせ • Dec 24Foxconn Technology Co., Ltd. Announces Appointment of Xushun Wang as Chief Information Security Officer, with Effect from December 23, 2022Foxconn Technology Co., Ltd. announced appointment of Xushun Wang, Senior manager of HON HAI PRECISION IND. CO., LTD. as Chief Information Security Officer, with effect from December 23, 2022.
Major Estimate Revision • Nov 16Consensus revenue estimates fall by 12%The consensus outlook for revenues in 2022 has deteriorated. 2022 revenue forecast decreased from NT$100.9b to NT$88.7b. EPS estimate fell from NT$4.26 to NT$4.12 per share. Net income forecast to grow 37% next year vs 6.4% growth forecast for Electronic industry in Taiwan. Consensus price target down from NT$55.17 to NT$52.83. Share price rose 3.9% to NT$50.10 over the past week.
Board Change • Nov 16High number of new and inexperienced directorsThere are 4 new directors who have joined the board in the last 3 years. The company's board is composed of: 4 new directors. No experienced directors. 1 highly experienced director. Independent Director Yao-Ching Chen is the most experienced director on the board, commencing their role in 2013. The company’s lack of experienced directors is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 11Third quarter 2022 earnings: EPS and revenues miss analyst expectationsThird quarter 2022 results: EPS: NT$1.10 (up from NT$0.81 in 3Q 2021). Revenue: NT$17.9b (down 47% from 3Q 2021). Net income: NT$1.55b (up 36% from 3Q 2021). Profit margin: 8.7% (up from 3.4% in 3Q 2021). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 27%. Earnings per share (EPS) also missed analyst estimates by 13%. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 25% 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.
Major Estimate Revision • Sep 06Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from NT$98.1b to NT$100.9b. EPS estimate increased from NT$3.83 to NT$4.26 per share. Net income forecast to grow 48% next year vs 4.1% growth forecast for Electronic industry in Taiwan. Consensus price target down from NT$56.33 to NT$55.17. Share price fell 4.8% to NT$48.15 over the past week.
Major Estimate Revision • Aug 16Consensus revenue estimates fall by 11%The consensus outlook for revenues in 2022 has deteriorated. 2022 revenue forecast decreased from NT$110.0b to NT$98.1b. EPS estimate fell from NT$4.31 to NT$3.83 per share. Net income forecast to grow 48% next year vs 6.5% growth forecast for Electronic industry in Taiwan. Consensus price target of NT$56.33 unchanged from last update. Share price rose 2.6% to NT$50.40 over the past week.
Reported Earnings • Aug 11Second quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2022 results: EPS: NT$0.74 (down from NT$1.08 in 2Q 2021). Revenue: NT$19.1b (down 15% from 2Q 2021). Net income: NT$1.04b (down 32% from 2Q 2021). Profit margin: 5.5% (down from 6.7% in 2Q 2021). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 7.7%. Earnings per share (EPS) exceeded analyst estimates by 6.0%. Over the next year, revenue is forecast to grow 6.8%, compared to a 8.5% growth forecast for the industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
Board Change • Aug 01High number of new and inexperienced directorsThere are 4 new directors who have joined the board in the last 3 years. The company's board is composed of: 4 new directors. No experienced directors. 1 highly experienced director. Independent Director Yao-Ching Chen is the most experienced director on the board, commencing their role in 2013. The company’s lack of experienced directors is considered a risk according to the Simply Wall St Risk Model.
Price Target Changed • Jul 13Price target decreased to NT$56.33Down from NT$64.67, the current price target is an average from 3 analysts. New target price is 20% above last closing price of NT$47.05. Stock is down 28% over the past year. The company is forecast to post earnings per share of NT$4.60 for next year compared to NT$3.17 last year.
Board Change • Jul 02High number of new and inexperienced directorsThere are 4 new directors who have joined the board in the last 3 years. The company's board is composed of: 4 new directors. No experienced directors. 1 highly experienced director. Independent Director Yao-Ching Chen is the most experienced director on the board, commencing their role in 2013. The company’s lack of experienced directors is considered a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Jun 27Upcoming dividend of NT$1.70 per shareEligible shareholders must have bought the stock before 04 July 2022. Payment date: 28 July 2022. Payout ratio is a comfortable 55% but the company is not cash flow positive. Trailing yield: 3.2%. Lower than top quartile of Taiwanese dividend payers (6.3%). Lower than average of industry peers (4.6%).
お知らせ • Jun 18Foxconn Technology Co., Ltd. Announces Change of Representative Juristic-Person Director of Yonglin Capital Holding Co. ,LtdFoxconn Technology Co., Ltd. announced Change of Representative Juristic-Person Director of Yonglin Capital Holding Co.,Ltd. Name of the previous position holder: Qun-Lun Lin. Resume of the previous position holder: Assistant manager of the Policy Group of the Chairman's Office of HON HAI PRECISION IND. CO., LTD., Chairman and General manager of HEALTHCONN CORP, Director of GyroGear Ltd., Director of Apollo Medical Optics Inc., Director of Apollo Medical Optics, Ltd., Director of GTM-IDG Biomedical Health Fund, Chairman of GTM Management Co., Ltd., CEO of YongLin Healthcare Foundation, Director of Retain Biotech Corp. Name of the new position holder: Wu-Kuang Chen. Resume of the new position holder: General manager of Foxconn Technology Co. Ltd, Chairman of HongFuJin Precision Industrial (Taiyuan) Co., Ltd, Director of FuZhun Precision Electronics (Hebi) Co., Ltd, Director of FuJin Precision Industrial (Jincheng) Co., Ltd. Reason for the change: Change in representative juristic person director. Effective date of the new appointment is June 17, 2022.
お知らせ • Jun 01Foxconn Technology Co., Ltd. Approves Distribution for 2021Foxconn Technology Co., Ltd. at the annual general meeting held on May 31, 2022 approved distribution of 2021 earnings of TWD 1.7 cash dividend per share.
Reported Earnings • May 14First quarter 2022 earnings: EPS misses analyst expectationsFirst quarter 2022 results: EPS: NT$0.60 (down from NT$0.70 in 1Q 2021). Revenue: NT$23.5b (up 16% from 1Q 2021). Net income: NT$845.1m (down 14% from 1Q 2021). Profit margin: 3.6% (down from 4.9% in 1Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 30%. Over the next year, revenue is forecast to grow 13%, compared to a 9.8% growth forecast for the industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
Board Change • Apr 27High number of new and inexperienced directorsThere are 4 new directors who have joined the board in the last 3 years. The company's board is composed of: 4 new directors. No experienced directors. 1 highly experienced director. Independent Director Yao-Ching Chen is the most experienced director on the board, commencing their role in 2013. The company’s lack of experienced directors is considered a risk according to the Simply Wall St Risk Model.
Major Estimate Revision • Apr 21Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate increased from NT$4.56 to NT$5.10. Revenue forecast steady at NT$120.3b. Net income forecast to grow 50% next year vs 14% growth forecast for Electronic industry in Taiwan. Consensus price target down from NT$67.33 to NT$65.33. Share price was steady at NT$60.50 over the past week.
お知らせ • Apr 08Foxconn Technology Co., Ltd. Announces Board ChangesFoxconn Technology Co., Ltd. announced that name of the previous position holder is Kuoliang. Ho Resume of the previous position holder: Director of Strategic Investment Division, Hon Hai Precision Industry Co., Ltd. Name of the new position holder:Hank Hsieh . Resume of the new position holder.
Major Estimate Revision • Apr 02Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate fell from NT$5.70 to NT$4.56 per share. Revenue forecast steady at NT$120.2b. Net income forecast to grow 44% next year vs 14% growth forecast for Electronic industry in Taiwan. Consensus price target broadly unchanged at NT$67.33. Share price was steady at NT$62.10 over the past week.
Major Estimate Revision • Dec 18Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 EPS estimate increased from NT$4.48 to NT$5.10. Revenue forecast unchanged at NT$115.8b. Net income forecast to grow 60% next year vs 19% growth forecast for Electronic industry in Taiwan. Consensus price target of NT$68.00 unchanged from last update. Share price fell 2.1% to NT$63.90 over the past week.
Reported Earnings • Nov 12Third quarter 2021 earnings released: EPS NT$0.81 (vs NT$1.18 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: NT$33.3b (down 8.4% from 3Q 2020). Net income: NT$1.14b (down 32% from 3Q 2020). Profit margin: 3.4% (down from 4.6% in 3Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
Board Change • Nov 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Weiguo Su was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Executive Departure • Aug 24VP & Director Chih-Chien Hung has left the companyOn the 23rd of August, Chih-Chien Hung's tenure as VP & Director ended. We don't have any record of a personal shareholding under Chih-Chien's name. A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 6.33 years.
Reported Earnings • Aug 13Second quarter 2021 earnings released: EPS NT$1.07 (vs NT$1.03 in 2Q 2020)The company reported a decent second quarter result with improved earnings and profit margins, although revenues were flat. Second quarter 2021 results: Revenue: NT$22.5b (flat on 2Q 2020). Net income: NT$1.52b (up 4.0% from 2Q 2020). Profit margin: 6.7% (up from 6.4% in 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
お知らせ • Aug 06Foxconn Reportedly Buys Wafer Plant from MacronixFoxconn Technology Co., Ltd. (TWSE:2354)) has bought a 6-inch wafer fabrication plant from Macronix International Co., Ltd. (TWSE:2337), three sources with direct knowledge of the matter told Reuters on August 5, 2021, as the tech giant expands in the chip industry. The sources declined to disclose the purchase price. Foxconn has been seeking to acquire chip plants globally as a worldwide chip shortage rattles producers of goods from cars to electronics. The supply bottleneck has led to production cuts and warnings of supply chain disruptions from manufacturers across the world this year. Foxconn and Macronix said they will hold a media conference at 3 p.m. Taipei time (0700 GMT).
Executive Departure • Aug 03VP & Director Xue-Kun Lee has left the companyOn the 23rd of July, Xue-Kun Lee's tenure as VP & Director ended. We don't have any record of a personal shareholding under Xue-Kun's name. Xue-Kun is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 6.33 years.
Upcoming Dividend • Jul 15Upcoming dividend of NT$1.80 per shareEligible shareholders must have bought the stock before 22 July 2021. Payment date: 20 August 2021. Trailing yield: 2.7%. Lower than top quartile of Taiwanese dividend payers (5.0%). In line with average of industry peers (2.9%).
Reported Earnings • May 18First quarter 2021 earnings released: EPS NT$0.70 (vs NT$0.35 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$20.3b (up 81% from 1Q 2020). Net income: NT$988.7m (up 97% from 1Q 2020). Profit margin: 4.9% (up from 4.5% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
Price Target Changed • Apr 20Price target increased to NT$64.25Up from NT$59.20, the current price target is an average from 3 analysts. New target price is 9.5% below last closing price of NT$71.00. Stock is up 35% over the past year.
分析記事 • Apr 07Consider This Before Buying Foxconn Technology Co., Ltd. (TPE:2354) For The 3.4% DividendIs Foxconn Technology Co., Ltd. ( TPE:2354 ) a good dividend stock? How can we tell? Dividend paying companies with...
Reported Earnings • Mar 31Full year 2020 earnings released: EPS NT$3.34 (vs NT$5.04 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: NT$104.8b (up 5.0% from FY 2019). Net income: NT$4.72b (down 34% from FY 2019). Profit margin: 4.5% (down from 7.1% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.
分析記事 • Mar 08Returns On Capital Tell Us A Lot About Foxconn Technology (TPE:2354)If we're looking to avoid a business that is in decline, what are the trends that can warn us ahead of time? Businesses...
分析記事 • Feb 18Foxconn Technology (TPE:2354) Has A Rock Solid Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 • Feb 03What Type Of Shareholders Own The Most Number of Foxconn Technology Co., Ltd. (TPE:2354) Shares?If you want to know who really controls Foxconn Technology Co., Ltd. ( TPE:2354 ), then you'll have to look at the...
Is New 90 Day High Low • Jan 27New 90-day high: NT$78.20The company is up 55% from its price of NT$50.40 on 29 October 2020. The Taiwanese market is up 21% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 28% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is NT$32.56 per share.
分析記事 • Jan 19Foxconn Technology Co., Ltd.'s (TPE:2354) Stock Going Strong But Fundamentals Look Weak: What Implications Could This Have On The Stock?Foxconn Technology's (TPE:2354) stock is up by a considerable 48% over the past three months. However, we decided to...
Valuation Update With 7 Day Price Move • Jan 12Investor sentiment improved over the past weekAfter last week's 21% share price gain to NT$67.70, the stock is trading at a trailing P/E ratio of 17.6x, up from the previous P/E ratio of 14.6x. This compares to an average P/E of 18x in the Electronic industry in Taiwan. Total return to shareholders over the past three years is a loss of 10%.