Quanta Computer Inc.

TWSE:2382 株式レポート

時価総額：NT$1.3t

Quanta Computer 過去の業績

過去 基準チェック /36

Quanta Computerは、平均年間21.8%の収益成長を遂げていますが、 Tech業界の収益は、年間 成長しています。収益は、平均年間4.2% 10.7%収益成長率で 成長しています。 Quanta Computerの自己資本利益率は29.6%であり、純利益率は3.5%です。

主要情報

21.79%

収益成長率

21.79%

EPS成長率

Tech 業界の成長14.00%
収益成長率10.71%
株主資本利益率29.63%
ネット・マージン3.53%
前回の決算情報31 Dec 2025

最近の業績更新

Recent updates

ナラティブ更新 • May 06

2382: Higher Revenue Assumptions And Stable P/E Will Support Future Upside

Analysts have kept the Quanta Computer price target unchanged at NT$425, reflecting updated assumptions around a slightly higher discount rate, modestly adjusted revenue growth expectations, a marginally lower projected profit margin, and a stable future P/E. Valuation Changes Fair Value: NT$425.0 is unchanged, indicating no adjustment to the overall valuation output.
ナラティブ更新 • Apr 22

2382: German Nearshoring Facility Will Support European Expansion And Future Upside

Analysts have kept their NT$425.00 price target for Quanta Computer unchanged, citing a mix of updated assumptions that now reflect higher modeled revenue growth, a lower discount rate, and a slightly higher future P/E, partially offset by reduced profit margin expectations. What's in the News Quanta Computer has taken delivery of 24,000 sqm of high tech industrial space at CTPark Jülich in Germany's North Rhine Westphalia region under a 15 year lease with CTP, supported by EU focused nearshoring policies.
ナラティブ更新 • Apr 07

2382: German Nearshoring Expansion Will Support Margins And Future Upside

Analysts are keeping their NT$425.00 price target for Quanta Computer steady, reflecting only small model tweaks as they factor in slightly different assumptions for discount rate, revenue growth, profit margin, and future P/E. What's in the News Quanta Computer has taken delivery of 24,000 sqm of high tech industrial space at CTPark Jülich in Germany's North Rhine Westphalia region, under a 15 year lease with CTP.
ナラティブ更新 • Mar 24

2382: European Nearshoring Expansion And Refined Assumptions Will Shape Measured Outlook

Analysts have lifted their price target for Quanta Computer to NT$274.87 from NT$265.81, reflecting updated assumptions around fair value, discount rate, revenue growth and profit margins, along with a slightly adjusted future P/E outlook. What's in the News Quanta Computer has taken delivery of 24,000 sqm of high-tech industrial space at CTPark Jülich in Germany's North Rhine-Westphalia region under a 15-year lease with CTP, covering production, logistics, office, technical space and employee amenities (Key Developments).
ナラティブ更新 • Mar 10

2382: Nearshoring Expansion Into Germany Will Support Margin Outlook

Analysts have kept their 12 month price target for Quanta Computer steady at NT$425.0. This points to a view that moderation in forecast revenue growth to 17.80%, together with higher projected profit margins of 3.45% and a slightly higher future P/E of 17.01x, collectively supports maintaining rather than revising their valuation. What's in the News Quanta Computer has taken delivery of 24,000 sqm of high tech industrial space at CTPark Jülich in Germany's North Rhine Westphalia region, under a 15 year lease with CTP to develop and operate a new production site (Key Developments).
ナラティブ更新 • Feb 24

2382: New European Facility And Refined Assumptions Will Shape Balanced Outlook

Analysts have modestly adjusted their NT$ price target for Quanta Computer, reflecting small tweaks to assumptions on discount rate, revenue growth, profit margin and future P/E. Taken together, these changes suggest a slightly different balance of risk and reward for investors.
ナラティブ更新 • Feb 08

2382: New European Capacity And Assumption Tweaks Will Support Balanced Outlook

Analysts have adjusted their price target on Quanta Computer to reflect updated assumptions for discount rate, revenue growth, profit margin, and future P/E. The new target is now about $266 per share, broadly in line with the prior estimate.
ナラティブ更新 • Jan 25

2382: Higher Revenue Assumptions And Stable Fair Value Will Support Bullish View

Analysts are holding their price target for Quanta Computer at US$425.00, reflecting slightly adjusted assumptions on discount rate, revenue growth, profit margin and future P/E to align with updated views on the company’s risk and earnings profile. Valuation Changes Fair Value: Held steady at US$425.00, with no change in the stated fair value estimate.
ナラティブ更新 • Jan 11

2382: Modest Risk Adjustments Will Support A Fairly Balanced Outlook

Analysts have modestly raised their price target for Quanta Computer to reflect slightly lower perceived risk, a small adjustment to revenue growth expectations, and a marginally different future P/E assumption. They have kept fair value broadly in line at about $265.81.
ナラティブ更新 • Dec 26

2382: Modest Margin Gains Will Support Fairly Balanced Outlook

Analysts have modestly raised their price target on Quanta Computer to roughly $266 per share from about $257, reflecting slightly improved margin expectations and a lower assumed discount rate, even as they temper near term revenue growth assumptions and apply a more conservative future earnings multiple. Valuation Changes Fair Value: Raised slightly to around NT$266 per share from about NT$257, reflecting modest upside to the intrinsic valuation.
ナラティブ更新 • Dec 12

2382: Stronger Revenue Outlook And Lower Discount Rate Support Bullish Outlook

Analysts have raised their price target for Quanta Computer from $420 to $425, citing slightly stronger projected revenue growth and a lower discount rate that more than offset modestly reduced profit margin and future P/E assumptions. Valuation Changes The fair value estimate has risen slightly from NT$420 to NT$425, reflecting a modestly higher intrinsic valuation.
ナラティブ更新 • Nov 28

2382: Improved Profit Margins Will Likely Sustain Upside Momentum

Analysts have slightly raised their price target for Quanta Computer from $349.83 to $350.06, citing minor adjustments in projected profit margin and expected discount rate changes. Valuation Changes The Fair Value Estimate has risen slightly from NT$349.83 to NT$350.06.
ナラティブ更新 • Nov 13

2382: Future Revenue Acceleration Will Likely Drive Continued Upside Potential

Narrative Update on Quanta Computer: Analyst Price Target Revision Analysts have raised their price target for Quanta Computer from $342.05 to $349.83, citing slightly higher projected revenue growth, which offsets minor decreases in profit margin estimates. Valuation Changes Fair Value increased slightly from NT$342.05 to NT$349.83.
User avatar
新しいナラティブ • May 18

Expanding AI Server Manufacturing And Global Facilities Will Improve Efficiency

Quanta's focus on AI server growth and strategic investments enhances manufacturing resilience, driving substantial revenue and net margin improvements.

収支内訳

Quanta Computer 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:2382 収益、費用、利益 ( )TWD Millions
日付収益収益G+A経費研究開発費
31 Dec 252,123,68974,98823,76737,169
30 Sep 251,902,36568,66322,61337,862
30 Jun 251,831,65668,86521,52534,974
31 Mar 251,637,48867,13220,94631,823
31 Dec 241,410,75659,70220,27528,863
30 Sep 241,281,33954,10719,51625,103
30 Jun 241,143,29450,27419,28624,397
31 Mar 241,078,36945,27118,44523,432
31 Dec 231,085,61139,67618,04523,294
30 Sep 231,123,82038,38518,13023,014
30 Jun 231,219,39134,83919,15422,516
31 Mar 231,244,82928,67718,77422,011
31 Dec 221,280,42928,95718,38921,336
30 Sep 221,292,95729,25417,81220,657
30 Jun 221,172,47129,37116,05919,560
31 Mar 221,162,28133,30916,05419,058
31 Dec 211,129,45333,65316,18718,646
30 Sep 211,093,85032,99515,82517,664
30 Jun 211,159,61031,49516,15817,900
31 Mar 211,169,51529,84615,70017,440
31 Dec 201,090,85925,32814,76616,753
30 Sep 201,085,22721,21614,66616,191
30 Jun 201,023,02117,68314,13015,074
31 Mar 20998,57915,39814,51915,372
31 Dec 191,029,61115,94315,08415,093
30 Sep 191,048,89715,57016,18614,520
30 Jun 191,065,90815,94016,73714,699
31 Mar 191,028,39415,50716,41813,893
31 Dec 181,027,99115,11915,79913,778
30 Sep 18993,02514,57815,09613,722
30 Jun 18987,05713,86614,91013,492
31 Mar 181,014,19514,30915,09313,151
31 Dec 171,021,18314,36715,31612,731
30 Sep 171,004,71014,83116,13112,245
30 Jun 17952,22614,79215,75411,487
31 Mar 17924,53514,31416,06111,219
31 Dec 16893,98215,13816,28411,205
30 Sep 16903,89516,02416,07511,065
30 Jun 16956,09317,89916,82211,166
31 Mar 16999,42717,77216,68111,090
31 Dec 151,007,25717,82717,22110,926
30 Sep 15983,75018,28617,96010,826
30 Jun 15952,18617,18818,32110,570

質の高い収益: 2382 非現金収入 のレベルが高いです。

利益率の向上: 2382の現在の純利益率 (3.5%)は、昨年(4.2%)よりも低くなっています。

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: 2382の収益は過去 5 年間で年間21.8%増加しました。

成長の加速: 2382の過去 1 年間の収益成長率 ( 25.6% ) は、5 年間の平均 ( 年間21.8%を上回っています。

収益対業界: 2382の過去 1 年間の収益成長率 ( 25.6% ) はTech業界-3.1%を上回りました。

株主資本利益率

高いROE: 2382の 自己資本利益率 ( 29.63% ) は 高い ですが、この指標は負債レベルが高いために歪んでいます。

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2026/05/08 13:46
終値2026/05/08 00:00
収益2025/12/31
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

Quanta Computer Inc. 16 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。33

アナリスト機関
Skye ChenAletheia Analyst Network Limited
Warren LauAletheia Analyst Network Limited
Yingchao YangBarclays