AUO Corporation

TWSE:2409 株式レポート

時価総額：NT$141.5b

AUO 過去の業績

過去 基準チェック /06

AUOの収益は年間平均-40.3%の割合で減少していますが、 Electronic業界の収益は年間 増加しています。収益は年間0.4% 4.5%割合で 減少しています。 AUOの自己資本利益率は1.7%であり、純利益率は0.9%です。

主要情報

-40.28%

収益成長率

-42.06%

EPS成長率

Electronic 業界の成長14.81%
収益成長率-4.53%
株主資本利益率1.66%
ネット・マージン0.86%
前回の決算情報31 Mar 2026

最近の業績更新

Recent updates

ナラティブの更新 • May 12

2409: Long Term Micro LED Push Will Likely Keep Shares Overstretched

AUO's analyst price target holds steady at NT$13.00, with analysts pointing to updated assumptions around the discount rate, revenue growth, profit margin and future P/E to support maintaining this level. What's in the News AUO puts transparent Micro LED at the center of its long term display roadmap, combining optics, sensing and AI to support virtual physical interaction across smart mobility and low carbon applications.
ナラティブの更新 • Apr 22

2409: Future Display Bets Will Likely Keep Shares Overstretched

Analysts have kept the AUO price target steady at NT$13.0. Updated assumptions include a lower discount rate, slightly different revenue growth and profit margin expectations, and a higher future P/E input guiding their valuation framework. What's in the News AUO Group plans a major presence at Touch Taiwan 2026 under the theme "Reveal the World, Reveal the Future." The company will highlight display technologies across retail, healthcare, transportation, and smart living (Key Developments).
ナラティブの更新 • Apr 08

2409: Micro LED And AI Display Expansion Will Shape Balanced Prospects

Analysts have kept the AUO price target at NT$15.0, and slight adjustments to the discount rate, revenue growth assumptions, profit margin and future P/E suggest a modestly refined rather than fundamentally changed outlook. What's in the News AUO Group is preparing a major presence at Touch Taiwan 2026 under the theme "Reveal the World, Reveal the Future," with AUO Display Plus (ADP) leading vertical application showcases across retail, healthcare, and other sectors, while subsidiary Yenrich Technology debuts miniaturized LED solutions for fine-pitch, high-end displays (Key Developments).
ナラティブの更新 • Mar 24

2409: Mobility And Display Technologies Will Shape Fairly Balanced Prospects

Analysts have lifted their price target on AUO from NT$14.56 to NT$15.00, citing adjusted assumptions around discount rate, revenue growth, profit margin and future P/E to reflect their latest outlook on the business. What's in the News AUO created a new subsidiary, AUO Mobility Solutions, which plans to present its smart mobility portfolio at CES 2026 in Las Vegas under the theme "Together, We Drive the New Era." The focus will be on Visual, Computing, and Connectivity for next generation vehicle platforms (Key Developments).
ナラティブの更新 • Mar 09

2409: Smart Mobility And AR Bets Will Likely Keep Shares Overstretched

Analysts have maintained their AUO fair value estimate at NT$13.0, with only small tweaks to inputs such as the discount rate, revenue growth outlook, profit margin and future P/E assumptions driving the latest price target update. What's in the News AUO formed a new subsidiary, AUO Mobility Solutions, which plans to showcase its Visual, Computing, and Connectivity platform for smart mobility at CES 2026 in Las Vegas, including concepts for a human centric smart cockpit and software defined vehicles (Key Developments).
ナラティブの更新 • Feb 23

2409: Smart Mobility Push Will Likely Leave Shares Priced For Perfection

Analysts have nudged their NT$ price target on AUO higher, with fair value shifting from about NT$12.50 to NT$13.00 as they update assumptions around discount rates, expected revenue growth, profit margins and future P/E levels. What's in the News AUO created a new subsidiary, AUO Mobility Solutions, which will showcase smart mobility technologies at CES 2026 in Las Vegas under the theme "Together, We Drive the New Era," with a focus on Visual, Computing, and Connectivity (Key Developments).
ナラティブの更新 • Feb 09

2409: Mobility Solutions And Micro LED Expansion Will Shape Balanced Prospects

Analysts have nudged their fair value estimate for AUO slightly higher to $14.56 from $14.51, citing updated assumptions for the discount rate, revenue growth, profit margin, and future P/E that they view as better aligned with current company fundamentals. What's in the News AUO established AUO Mobility Solutions as a new subsidiary focused on smart mobility.
ナラティブの更新 • Jan 24

2409: Future Mobility Displays Will Drive A More Optimistic Outlook

Analysts have lifted their price target on AUO to US$18.20 from US$17.38, pointing to updated assumptions around slightly lower discount rates, adjusted revenue growth and profit margin expectations, and a higher future P/E multiple. What's in the News AUO has set up a new subsidiary, AUO Mobility Solutions, which will appear at CES 2026 in Las Vegas.
ナラティブの更新 • Jan 10

2409: Mobility And Energy Storage Expansion Will Shape Balanced Future Prospects

Analysts have raised their price target range for AUO, citing an updated fair value estimate of about $14.51 compared with the previous $13.26. This change reflects revised assumptions for the discount rate, revenue growth, profit margin and future P/E.
ナラティブの更新 • Dec 24

2409: Energy Storage Expansion Will Drive Future Upside

Analysts have modestly adjusted their price target on AUO to reflect a slightly more favorable profit margin outlook and marginally softer long term revenue growth expectations while maintaining a broadly similar valuation framework. What's in the News AUO and subsidiary AUO Display Plus are showcasing advanced 3D surgical imaging, AI-assisted diagnostics, and Traditional Chinese Medicine digital detection solutions at the 2025 Healthcare+ Expo Taiwan, highlighting expansion in smart healthcare ecosystems (Key Developments).
ナラティブの更新 • Dec 10

2409: Mobility And Energy Storage Expansion Will Drive Future Upside

Analysts have raised their price target on AUO to $13.26 from $13.26, citing slightly stronger expected revenue growth that more than offsets a marginally softer projected profit margin and a modestly lower future price to earnings multiple. What's in the News AUO and subsidiary AUO Display Plus will showcase advanced 3D medical displays and AI-assisted imaging solutions at the 2025 Healthcare+ Expo Taiwan, targeting applications such as 3D surgical imaging, AI interpretation, and TCM digital diagnostics (Key Developments).
ナラティブの更新 • Nov 26

2409: Mobility Solutions and Energy Storage Developments Will Drive Future Progress

Analysts have increased their price target for AUO while maintaining the fair value estimate at $13.26, citing stronger expected revenue growth and a marginally improved profit margin outlook. What's in the News AUO will debut its new subsidiary, AUO Mobility Solutions Corporation, at CES 2026 in Las Vegas.
ナラティブの更新 • Nov 11

2409: Energy Storage Synergy Will Drive Advancements in Green Solutions

Analysts have slightly lowered their price target for AUO to $13.26 from $13.38, citing modest reductions in projected revenue growth and profit margin estimates. What's in the News AUO partnered with StarShining Energy, AET SustainTek, and 21 industry partners to present an "Energy Storage as Priority x Solar-Storage Synergy" portfolio at Energy Taiwan 2025.
ナラティブの更新 • Oct 28

Next Generation Display Technologies Will Transform Wearables And Specialized Device Markets

Analysts have moderately lowered their price target for AUO from $13.73 to $13.38, citing slight adjustments in long-term profit margin expectations and future valuation assumptions. What's in the News AUO completed the repurchase of 1,824,139 shares, amounting to 0.02% of total shares, for TWD 26.42 million between February 13, 2025 and April 13, 2025 (Key Developments).
ナラティブの更新 • Sep 07

Specialized Displays In Automotive And Medical Will Redefine Future Markets

The upward revision in AUO’s price target reflects improved consensus revenue growth forecasts and a notable expansion in future P/E expectations, resulting in a new fair value estimate of NT$13.73. What's in the News AUO partnered with Garmin to launch the world's first Micro LED display smartwatch, the Garmin fenix 8 Pro MicroLED, marking a significant advance in wearable display technology.
分析記事 • Mar 26

A Look At The Intrinsic Value Of AUO Corporation (TWSE:2409)

Key Insights The projected fair value for AUO is NT$16.28 based on 2 Stage Free Cash Flow to Equity Current share price...
分析記事 • Dec 22

Revenues Working Against AUO Corporation's (TWSE:2409) Share Price

You may think that with a price-to-sales (or "P/S") ratio of 0.4x AUO Corporation ( TWSE:2409 ) is a stock worth...
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新しいナラティブ • Dec 21

Gen 45 Micro LED Transition And AI PC Demand Set To Propel Revenue And Profitability

Asset revitalization and strategic investments are expected to boost earnings and liquidity while positioning AUO for enhanced market presence.
分析記事 • Nov 17

AUO Corporation (TWSE:2409) Third-Quarter Results: Here's What Analysts Are Forecasting For Next Year

AUO Corporation ( TWSE:2409 ) shareholders are probably feeling a little disappointed, since its shares fell 2.7% to...
分析記事 • Oct 29

Is AUO (TWSE:2409) 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 • Aug 11

AUO Corporation's (TWSE:2409) Business And Shares Still Trailing The Industry

AUO Corporation's ( TWSE:2409 ) price-to-sales (or "P/S") ratio of 0.4x might make it look like a buy right now...
分析記事 • Jul 23

AUO (TWSE:2409) Has Announced That It Will Be Increasing Its Dividend To NT$0.90

AUO Corporation's ( TWSE:2409 ) dividend will be increasing from last year's payment of the same period to NT$0.90 on...
分析記事 • Jul 14

Is AUO (TWSE:2409) 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 19

Is Now An Opportune Moment To Examine AUO Corporation (TWSE:2409)?

AUO Corporation ( TWSE:2409 ), might not be a large cap stock, but it saw significant share price movement during...
分析記事 • Mar 26

Does AUO (TWSE:2409) Have A Healthy Balance Sheet?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...

収支内訳

AUO 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:2409 収益、費用、利益 ( )TWD Millions
日付収益収益G+A経費研究開発費
31 Mar 26278,3172,40518,61515,976
31 Dec 25281,3886,84317,43415,976
30 Sep 25279,9385,58116,90215,859
30 Jun 25287,7795,93516,84516,184
31 Mar 25292,8703,75616,94716,471
31 Dec 24280,245-3,06416,65416,028
30 Sep 24274,899-6,19316,16114,955
30 Jun 24267,261-6,24314,98714,037
31 Mar 24256,253-10,81913,83613,357
31 Dec 23247,964-18,20313,34113,231
30 Sep 23237,267-26,90116,21313,135
30 Jun 23216,889-36,35112,52912,940
31 Mar 23216,453-37,17612,56712,856
31 Dec 22246,793-21,10112,67012,868
30 Sep 22287,179-2389,73113,085
30 Jun 22336,50129,49813,80813,202
31 Mar 22369,27254,66114,45513,388
31 Dec 21370,68561,33114,62213,070
30 Sep 21358,18659,11013,54512,257
30 Jun 21332,36142,69412,44811,472
31 Mar 21300,20620,20211,15510,680
31 Dec 20270,9553,37610,39610,286
30 Sep 20252,389-13,88710,30010,028
30 Jun 20249,212-20,76810,5129,876
31 Mar 20255,777-20,48910,8809,792
31 Dec 19268,792-19,18511,1149,810
30 Sep 19283,917-7,16511,4969,940
30 Jun 19294,9061,14011,81610,028
31 Mar 19299,8955,07411,8609,755
31 Dec 18307,63413,07211,9139,547
30 Sep 18311,20524,32511,9299,478
30 Jun 18317,55828,86211,9469,458
31 Mar 18326,91637,44011,9979,679
31 Dec 17341,02842,61012,0489,855
30 Sep 17352,21039,28212,2549,844
30 Jun 17350,83235,32412,4709,607
31 Mar 17346,51124,92212,7299,352
31 Dec 16329,0899,96513,0729,081
30 Sep 16320,686-7,02313,4858,658
30 Jun 16323,967-8,45813,6708,679
31 Mar 16336,180-3,39113,5718,836
31 Dec 15360,3467,24213,4128,904
30 Sep 15382,35317,85614,0949,360
30 Jun 15399,94021,72514,7509,551

質の高い収益: 2409にはNT$10.0B } という大きな 一回限りの 利益があり、過去 12 か月の財務実績が31st March, 2026に影響を及ぼしています。

利益率の向上: 2409の現在の純利益率 (0.9%)は、昨年(1.3%)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: 2409の収益は過去 5 年間で年間40.3%減少しました。

成長の加速: 2409は過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。

収益対業界: 2409は過去 1 年間で収益成長率がマイナス ( -36% ) となったため、 Electronic業界平均 ( -3.9% ) と比較することが困難です。

株主資本利益率

高いROE: 2409の 自己資本利益率 ( 1.7% ) は 低い とみなされます。

総資産利益率

使用総資本利益率

過去の好業績企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/21 09:17
終値2026/05/21 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。

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会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
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アナリストのコンセンサス予想+プラス3年
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  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
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  • トップ株主
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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

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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。

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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

AUO Corporation 7 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。30

アナリスト機関
Wanping YehBarclays
Alberto MoelBernstein
Brad LinBofA Global Research