Advantech 過去の業績
過去 基準チェック /46
Advantechは、平均年間5.1%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6.1% 4%収益成長率で 成長しています。 Advantechの自己資本利益率は24.6%であり、純利益率は16.7%です。
主要情報
5.11%
収益成長率
4.70%
EPS成長率
| Tech 業界の成長 | 14.00% |
| 収益成長率 | 4.00% |
| 株主資本利益率 | 24.63% |
| ネット・マージン | 16.69% |
| 前回の決算情報 | 30 Jun 2026 |
最近の業績更新
Recent updates
ナラティブ更新 • Sep 03
2395: Future AI Safety Certifications Will Support Higher Edge AI Monetisation
Analysts have lifted their fair value estimate for Advantech to NT$800 from NT$628, reflecting updated assumptions on the discount rate, revenue growth, profit margins and future P/E. What’s in the News for Advantech Advantech announced new edge AI solutions powered by the Qualcomm Dragonwing IQ-9075 processor, including the AOM-6741 SMARC module, ASR-A503 and AFE-A503 robotic controllers, and the AIR-055 edge AI system, with samples of all products now available.
ナラティブ更新 • Aug 14
2395: Edge AI Platforms And Higher Quality Assumptions Will Support Fair Value
Analysts have lifted their fair value estimate for Advantech from NT$502.47 to NT$710.59 as they now apply slightly different discount rate assumptions and updated views on revenue growth, profit margins and future P/E levels. What’s in the News for Advantech Advantech announced next generation server and network platforms powered by AMD EPYC 9006 Series processors, targeting AI infrastructure from data centers to the intelligent edge.ナラティブ更新 • Jul 31
2395: Edge AI And Extra Dividends Will Still Leave Shares Overpriced
Analysts have lifted their fair value estimate for Advantech from NT$489.73 to NT$502.47, citing updated assumptions for revenue growth, profit margins, the future P/E multiple, and a slightly adjusted discount rate. What's in the News Advantech announced next generation server and network platforms built on AMD EPYC 9006 Series processors, aimed at AI, high performance computing, storage, networking, and industrial workloads.ナラティブ更新 • Jul 17
2395: Future AI Safety Certifications Will Support A Higher Fair Value
Analysts have adjusted their fair value estimate for Advantech to NT$628 from NT$610, reflecting updated assumptions on revenue growth, profit margins, and future P/E expectations. What's in the News Advantech's MIC-735 edge AI platform is progressing toward validation through the NVIDIA Halos AI System Inspection Lab, aligning with safety frameworks such as IEC 61508 and ISO 13849 for industrial and robotics use cases.ナラティブ更新 • Jun 17
2395: Edge AI Expansion And Extra Dividends Will Support Measured Medium Term Upside
Analysts have kept their Advantech price target broadly stable at around NT$489.73, reflecting updated assumptions on discount rate, revenue growth, profit margin and future P/E that leave their overall valuation view largely unchanged. What’s in the News for Advantech Advantech issued earnings guidance for the second quarter of 2026, with expected revenue between US$650 million and US$670 million based on an exchange rate of US$1 to TWD 31.5, and anticipated operating margin in the 16% to 18% range.ナラティブ更新 • Jun 02
2395: Edge AI Rollout And Dividends Will Support Balanced Medium Term Upside
Analysts have raised Advantech's price target from NT$358.07 to NT$489.73, citing updated assumptions for revenue growth, profit margins, and a higher future P/E multiple. What's in the News Advantech issued earnings guidance for the second quarter of 2026, projecting revenue between US$650 million and US$670 million based on an exchange rate of US$1 to TWD 31.5, with an expected operating margin of 16% to 18%.
新しいナラティブ • Jun 01
Edge AI Dependence And Semiconductor Exposure Will Tighten Margins And Restrain Long Term Prospects
Catalysts About Advantech Advantech provides industrial computing, edge computing and Internet of Things hardware and services used across sectors such as semiconductors, factory automation, transportation, energy, medical and smart cities. What are the underlying business or industry changes driving this perspective?新しいナラティブ • May 12
Edge AI And Robotics Expansion Will Drive A Powerful Multi Year Upside Story
Catalysts About Advantech Advantech supplies industrial edge computing, IoT automation, embedded systems and Edge AI hardware and platforms used across sectors such as semiconductors, medical equipment, transportation and energy. What are the underlying business or industry changes driving this perspective?ナラティブ更新 • Feb 24
2395: Edge AI Compute Rollout And Open MIPI Standard Will Drive Upside
Analysts have kept their fair value estimate for Advantech steady at NT$358.07 per share, with only marginal tweaks to inputs such as the discount rate, long term revenue growth, profit margin and future P/E assumptions resulting in a very small downward revision in the price target. What's in the News Advantech is integrating Intel Core Ultra Series 3 processors, built on Intel 18A, into upcoming industrial motherboards and edge AI computers.ナラティブ更新 • Feb 10
2395: Edge AI Partnerships And Wi Fi 7 Platform Expansion Will Support Upside
Analysts have trimmed their fair value estimate for Advantech by about $1 to roughly $358, reflecting slightly updated assumptions on discount rate, revenue growth, profit margins and future P/E that leave the overall valuation framework broadly unchanged. What's in the News Advantech is integrating Intel Core Ultra Series 3 processors, built on Intel 18A, into upcoming industrial motherboards and edge AI computers, targeting real-time defect inspection, predictive maintenance, and intelligent monitoring at the edge (Client Announcement).ナラティブ更新 • Jan 24
2395: Edge AI Partnerships And Platforms Will Support Future Upside Potential
Analysts have kept their fair value estimate for Advantech unchanged at what they view as around fair value, while making only slight tweaks to assumptions on the discount rate, revenue growth, profit margin and future P/E that together support maintaining the current price target level. What's in the News Advantech plans to integrate Intel Core Ultra Series 3 processors, built on Intel 18A, into upcoming industrial motherboards and edge AI computers, targeting use cases such as real-time defect inspection, predictive maintenance, and intelligent monitoring at the edge (Client Announcements).ナラティブ更新 • Jan 08
2395: Edge AI Platforms And Partnerships Will Support Long Term Leadership
Narrative Update on Advantech Analysts now see Advantech’s fair value at US$359.07, up slightly from US$357.60, reflecting small adjustments to the discount rate and future P/E assumptions rather than any major change in the underlying outlook. What's in the News Advantech plans to integrate Intel Core Ultra Series 3 processors, built on Intel 18A, into upcoming industrial motherboards and edge AI computers, targeting higher on-device AI performance and lower cloud data costs for workloads such as real-time inspection and predictive maintenance (Client Announcements).ナラティブ更新 • Dec 24
2395: New Edge AI Alliances Will Drive Long Term Market Leadership
Analysts have nudged their price target for Advantech slightly higher to reflect modest improvements in long term profitability and valuation assumptions, while keeping overall fair value broadly unchanged. What's in the News Launched MIPI-C, an open MIPI over USB Type-C standard that extends camera cable length to 2 meters, improves EMI resistance, and supports 2K to 4K imaging for AI robotics and machine vision, with patents and specifications opened to ecosystem partners (Key Developments).ナラティブ更新 • Dec 10
2395: New Edge AI Alliances Will Drive Long Term Market Leadership
Analysts have modestly raised their price target on Advantech, citing a slightly higher assumed future price-to-earnings multiple and stable long-term growth and margin forecasts that together support a valuation now hovering around $358 per share. What's in the News Announced a collaboration with D3 Embedded to integrate Advantech AFE R360/R760 platforms with advanced GMSL2 camera systems, enhancing AI powered vision and object recognition for autonomous mobile robots in manufacturing, warehouse, and retail settings (client announcement).ナラティブ更新 • Nov 25
2395: New Alliances Will Drive Edge AI Leadership And Industrial Market Gains
Analysts have revised their fair value price target for Advantech slightly downward from $365.73 to $357.60. They cite modest adjustments to key financial assumptions, including projected profit margins and discount rates.ナラティブ更新 • Nov 06
2395: Collaboration On Edge AI Solutions Will Drive Future Industry Leadership
Analysts have slightly lowered their price target for Advantech from $372.14 to $365.73. They cite modest adjustments to revenue growth, profit margins, and discount rates in their updated expectations.ナラティブ更新 • Sep 06
US And China Facility Investments Will Secure Resilient Industry Leadership
With the discount rate for Advantech declining slightly while the future P/E remains stable, the consensus analyst price target has effectively held steady at NT$372.14. What's in the News Advantech announced the MIC-742-AT Robotics Development Kit powered by NVIDIA Jetson Thor, featuring ultra-high AI performance, Holoscan platform support, low-latency multimodal sensor synchronization, and targeting advanced robotics applications.
新しいナラティブ • Nov 25
Tactical R&D In Edge AI And US Expansion Set To Revitalize Growth And Margins
Strategic investments in Edge AI and software engineering aim to drive growth and innovation, enhancing revenue through high-value product development.収支内訳
収支内訳
Advantech 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
| 日付 | 収益 | 収益 | G+A経費 | 研究開発費 |
|---|---|---|---|---|
| 30 Jun 26 | 82,207 | 13,722 | 11,316 | 6,170 |
| 31 Mar 26 | 73,916 | 11,193 | 10,858 | 5,920 |
| 31 Dec 25 | 70,882 | 10,593 | 10,815 | 5,816 |
| 30 Sep 25 | 69,275 | 10,130 | 10,726 | 5,797 |
| 30 Jun 25 | 66,450 | 9,621 | 10,378 | 5,666 |
| 31 Mar 25 | 63,258 | 9,746 | 10,239 | 5,561 |
| 31 Dec 24 | 59,786 | 9,005 | 9,910 | 5,416 |
| 30 Sep 24 | 58,610 | 8,655 | 9,450 | 5,195 |
| 30 Jun 24 | 58,667 | 8,981 | 9,413 | 5,022 |
| 31 Mar 24 | 61,051 | 9,871 | 9,330 | 4,925 |
| 31 Dec 23 | 64,568 | 10,838 | 9,204 | 4,830 |
| 30 Sep 23 | 66,617 | 11,090 | 9,342 | 4,809 |
| 30 Jun 23 | 70,224 | 11,691 | 9,200 | 4,841 |
| 31 Mar 23 | 70,021 | 11,144 | 9,033 | 4,815 |
| 31 Dec 22 | 68,745 | 10,757 | 8,813 | 4,768 |
| 30 Sep 22 | 67,302 | 10,487 | 8,682 | 4,545 |
| 30 Jun 22 | 64,195 | 9,577 | 8,447 | 4,477 |
| 31 Mar 22 | 61,580 | 8,909 | 8,206 | 4,346 |
| 31 Dec 21 | 58,622 | 8,250 | 8,061 | 4,270 |
| 30 Sep 21 | 55,657 | 7,682 | 7,525 | 4,281 |
| 30 Jun 21 | 53,200 | 7,349 | 7,465 | 4,171 |
| 31 Mar 21 | 53,009 | 7,866 | 7,362 | 4,178 |
| 31 Dec 20 | 51,119 | 7,248 | 7,304 | 4,056 |
| 30 Sep 20 | 51,826 | 7,253 | 7,308 | 4,131 |
| 30 Jun 20 | 53,158 | 7,448 | 7,413 | 4,167 |
| 31 Mar 20 | 53,116 | 7,033 | 7,560 | 4,175 |
| 31 Dec 19 | 54,145 | 7,351 | 7,642 | 4,223 |
| 30 Sep 19 | 53,025 | 7,274 | 7,747 | 4,073 |
| 30 Jun 19 | 51,002 | 6,849 | 7,541 | 4,068 |
| 31 Mar 19 | 49,672 | 6,540 | 7,334 | 4,046 |
| 31 Dec 18 | 48,727 | 6,290 | 7,207 | 3,997 |
| 30 Sep 18 | 48,120 | 6,294 | 7,139 | 4,030 |
| 30 Jun 18 | 46,963 | 6,175 | 7,011 | 3,942 |
| 31 Mar 18 | 45,724 | 6,314 | 6,899 | 3,851 |
| 31 Dec 17 | 44,375 | 6,157 | 6,791 | 3,812 |
| 30 Sep 17 | 43,420 | 5,911 | 6,783 | 3,710 |
| 30 Jun 17 | 42,629 | 5,783 | 6,785 | 3,662 |
| 31 Mar 17 | 41,935 | 5,514 | 6,800 | 3,637 |
| 31 Dec 16 | 42,002 | 5,667 | 6,837 | 3,649 |
| 30 Sep 16 | 40,948 | 5,617 | 6,613 | 3,625 |
| 30 Jun 16 | 39,975 | 5,382 | 6,418 | 3,646 |
| 31 Mar 16 | 39,289 | 5,255 | 6,181 | 3,593 |
| 31 Dec 15 | 38,001 | 5,104 | 5,873 | 3,544 |
| 30 Sep 15 | 37,432 | 4,996 | 5,794 | 3,601 |
質の高い収益: 2395 非現金収入 のレベルが高いです。
利益率の向上: 2395の現在の純利益率 (16.7%)は、昨年(14.5%)よりも高くなっています。
フリー・キャッシュフローと収益の比較
過去の収益成長分析
収益動向: 2395の収益は過去 5 年間で年間5.1%増加しました。
成長の加速: 2395の過去 1 年間の収益成長率 ( 42.6% ) は、5 年間の平均 ( 年間5.1%を上回っています。
収益対業界: 2395の過去 1 年間の収益成長率 ( 42.6% ) Tech業界49%を上回りませんでした。
株主資本利益率
高いROE: 2395の 自己資本利益率 ( 24.6% ) は 高い とみなされます。
総資産利益率
使用総資本利益率
過去の好業績企業の発掘
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 | 2026/09/11 16:44 |
| 終値 | 2026/09/11 00:00 |
| 収益 | 2026/06/30 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
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| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
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* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した 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
Advantech Co., Ltd. 17 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。32
| アナリスト | 機関 |
|---|---|
| Aaron Wu | Barclays |
| Robert Cheng | BofA Global Research |
| Zhaoxiang Yen | Capital Securities Corporation |