Delta Electronics 향후 성장

Future 기준 점검 4/6

Delta Electronics (는) 각각 연간 19.7% 및 14.4% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 21% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 21.6% 로 예상됩니다.

핵심 정보

19.7%

이익 성장률

21.00%

EPS 성장률

Electronic 이익 성장	17.8%
매출 성장률	14.4%
향후 자기자본이익률	21.61%
애널리스트 커버리지	Good
마지막 업데이트	02 Oct 2025

최근 향후 성장 업데이트

Delta Electronics, Inc. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

Mar 02

Earnings Miss: Delta Electronics, Inc. Missed EPS By 16% And Analysts Are Revising Their Forecasts

Nov 01

Recent updates

These 4 Measures Indicate That Delta Electronics (TWSE:2308) Is Using Debt Safely

Mar 25

Delta Electronics, Inc. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

Mar 02

Returns Are Gaining Momentum At Delta Electronics (TWSE:2308)

Feb 17

Delta Electronics, Inc. (TWSE:2308) Shares Could Be 26% Above Their Intrinsic Value Estimate

Jan 24

Delta Electronics (TWSE:2308) Is Looking To Continue Growing Its Returns On Capital

Nov 13

Cutting-Edge Cooling Solutions And AI Synergy Drive Sustained Growth And Margins

Nov 07 Delta Electronics' leadership in AI data center power solutions and liquid cooling offers revenue and net margin growth through high-demand, high-margin segments.

Earnings Miss: Delta Electronics, Inc. Missed EPS By 16% And Analysts Are Revising Their Forecasts

Nov 01

Calculating The Fair Value Of Delta Electronics, Inc. (TWSE:2308)

Oct 14

이익 및 매출 성장 예측

TWSE:2308 - 애널리스트 향후 추정치 및 과거 재무 데이터 (TWD Millions)
날짜	매출	이익	자유현금흐름	영업현금흐름	평균 애널리스트 수
12/31/2027	725,075	87,801	66,070	106,595	17
12/31/2026	607,604	73,810	47,603	86,034	19
12/31/2025	518,925	56,181	36,765	71,972	18
6/30/2025	469,360	43,696	44,497	84,563	N/A
3/31/2025	448,769	39,696	35,222	74,103	N/A
12/31/2024	421,148	35,229	37,766	72,895	N/A
9/30/2024	406,966	37,024	46,631	75,615	N/A
6/30/2024	402,558	34,047	40,843	71,584	N/A
3/31/2024	399,665	32,249	40,192	69,825	N/A
12/31/2023	401,227	33,393	42,787	71,086	N/A
9/30/2023	406,866	32,330	35,630	63,019	N/A
6/30/2023	405,319	34,036	33,488	59,565	N/A
3/31/2023	394,764	33,515	31,627	55,854	N/A
12/31/2022	384,443	32,666	24,090	46,529	N/A
9/30/2022	362,552	31,013	12,562	35,442	N/A
6/30/2022	335,950	26,313	7,763	29,566	N/A
3/31/2022	324,724	26,275	1,459	24,058	N/A
12/31/2021	314,671	26,796	3,991	28,319	N/A
9/30/2021	309,454	27,970	19,446	42,715	N/A
6/30/2021	307,488	29,990	24,188	45,566	N/A
3/31/2021	299,412	29,998	28,780	49,162	N/A
12/31/2020	282,605	25,485	28,429	46,850	N/A
9/30/2020	272,246	23,140	27,724	45,559	N/A
6/30/2020	267,028	19,880	30,112	47,685	N/A
3/31/2020	269,708	21,813	27,722	44,453	N/A
12/31/2019	268,131	23,118	27,020	41,911	N/A
9/30/2019	264,572	24,076	20,934	33,902	N/A
6/30/2019	255,727	25,037	19,171	30,229	N/A
3/31/2019	240,250	18,784	N/A	26,470	N/A
12/31/2018	237,018	18,193	N/A	23,672	N/A
9/30/2018	233,741	16,911	N/A	22,875	N/A
6/30/2018	229,947	16,287	N/A	16,341	N/A
3/31/2018	225,523	17,243	N/A	23,432	N/A
12/31/2017	223,578	18,381	N/A	26,969	N/A
9/30/2017	219,235	18,569	N/A	28,013	N/A
6/30/2017	216,480	18,769	N/A	33,848	N/A
3/31/2017	215,673	18,830	N/A	32,922	N/A
12/31/2016	214,356	18,798	N/A	30,900	N/A
9/30/2016	212,950	19,004	N/A	35,460	N/A
6/30/2016	211,790	19,234	N/A	30,419	N/A
3/31/2016	207,856	18,736	N/A	30,773	N/A
12/31/2015	203,452	18,715	N/A	31,059	N/A
9/30/2015	197,372	18,587	N/A	24,489	N/A
6/30/2015	191,919	18,529	N/A	26,944	N/A
3/31/2015	190,803	20,000	N/A	26,624	N/A
12/31/2014	190,635	20,704	N/A	27,835	N/A

애널리스트 향후 성장 전망

수입 대 저축률: 2308 의 연간 예상 수익 증가율(19.7%)이 saving rate(1.1%)보다 높습니다.

수익 vs 시장: 2308 의 연간 수익(19.7%)이 TW 시장(17.8%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 수익: 2308 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: 2308 의 수익(연간 14.4%)이 TW 시장(연간 11.5%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 매출: 2308 의 수익(연간 14.4%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: 2308의 자본 수익률은 3년 후 21.6%로 높을 것으로 예상됩니다.

성장 기업 찾아보기

기업 분석 및 재무 데이터 상태

데이터	최종 업데이트 (UTC 시간)
기업 분석	2025/10/04 03:21
종가	2025/10/03 00:00
수익	2025/06/30
연간 수익	2024/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지	데이터	기간	미국 소스 예시 ^*
기업 재무제표	10년	손익계산서 현금흐름표 대차대조표	SEC 양식 10-K SEC 양식 10-Q
분석가 컨센서스 추정치	+3년	재무 예측 분석가 목표주가	분석가 리서치 보고서 Blue Matrix
시장 가격	30년	주가 배당, 분할 및 기타 조치	ICE 시장 데이터 SEC 양식 S-1
지분 구조	10년	주요 주주 내부자 거래	SEC 양식 4 SEC 양식 13D
경영진	10년	리더십 팀 이사회	SEC 양식 10-K SEC 양식 DEF 14A
주요 개발	10년	회사 공시	SEC 양식 8-K

^* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 Github 페이지에서 확인할 수 있으며, 보고서 활용 방법에 대한 가이드와 Youtube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Delta Electronics, Inc.는 38명의 분석가가 다루고 있습니다. 이 중 19명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가	기관
Yingchao Yang	Barclays
Wayne Dong	Barclays
Charles Hsu	BNP Paribas Securities (Asia)

Delta Electronics 향후 성장

Future 기준 점검 4/6

핵심 정보

최근 향후 성장 업데이트

Price target increased by 8.5% to NT$860

Price target increased by 8.3% to NT$713

Price target increased by 11% to NT$553

Delta Electronics, Inc. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

Earnings Miss: Delta Electronics, Inc. Missed EPS By 16% And Analysts Are Revising Their Forecasts

Consensus EPS estimates increase by 10%

Recent updates

New minor risk - Share price stability

Price target increased by 8.5% to NT$860

Price target increased by 8.3% to NT$713

Investor sentiment improves as stock rises 23%

Investor sentiment improves as stock rises 15%

Delta Unveils Ai-Enabled Cognitive Cobot and Cyber-Physical Integration Solutions At Automation Taipei 2025

Investor sentiment improves as stock rises 18%

Price target increased by 11% to NT$553

Second quarter 2025 earnings: EPS exceeds analyst expectations

Now 20% overvalued after recent price rise

Now 24% overvalued after recent price rise

Delta Electronics, Inc. (TWSE:2308) agreed to acquire ACT Genomics Co., Ltd. from Prenetics Global Limited (NasdaqGM:PRE) and others for $71.8 million

Dividend increased to NT$7.00

Delta Presents Comprehensive Solutions for AI Data Center with Containerized Data Center & HVDC Power Solution at COMPUTEX 2025

Delta Showcases Advanced AI Data Center Networking Solutions with Co-Packaged Optics (CPO) Ethernet Switch and Next-Generation Switch Design at COMPUTEX 2025

First quarter 2025 earnings: EPS and revenues exceed analyst expectations

Delta Presents Total Solutions for Smart Mobility with Megawatt-Scale Ev Charging & Energy Storage Systems At E-Mobility Taiwan 2025

Delta Electronics, Inc. to Report Q1, 2025 Results on Apr 29, 2025

Investor sentiment deteriorates as stock falls 18%

New minor risk - Share price stability

These 4 Measures Indicate That Delta Electronics (TWSE:2308) Is Using Debt Safely

Now 21% overvalued

New minor risk - Dividend sustainability

Delta Electronics, Inc. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

Full year 2024 earnings: EPS misses analyst expectations

Delta Electronics, Inc., Annual General Meeting, May 29, 2025

Now 21% overvalued after recent price rise

Delta Launches Its New Collaborative Robots for the Indian Smart Manufacturing Market At ELECRAMA 2025

Delta Electronics, Inc. to Report Fiscal Year 2024 Results on Feb 26, 2025

Returns Are Gaining Momentum At Delta Electronics (TWSE:2308)

Now 20% overvalued after recent price rise

Delta Electronics, Inc. (TWSE:2308) Shares Could Be 26% Above Their Intrinsic Value Estimate

Now 21% overvalued after recent price rise

There's Reason For Concern Over Delta Electronics, Inc.'s (TWSE:2308) Price

Should You Be Adding Delta Electronics (TWSE:2308) To Your Watchlist Today?

Now 21% overvalued after recent price rise

Delta Electronics (TWSE:2308) Seems To Use Debt Rather Sparingly

Delta Electronics (TWSE:2308) Is Looking To Continue Growing Its Returns On Capital

Cutting-Edge Cooling Solutions And AI Synergy Drive Sustained Growth And Margins

Earnings Miss: Delta Electronics, Inc. Missed EPS By 16% And Analysts Are Revising Their Forecasts

Third quarter 2024 earnings: EPS and revenues miss analyst expectations

Delta Electronics, Inc. to Report Q3, 2024 Results on Oct 29, 2024

Delta Demonstrates Unique Capabilities to Enhance Energy Efficiency Across the AI Realm and Its Prowess in Smart Manufacturing At CEATEC 2024

Calculating The Fair Value Of Delta Electronics, Inc. (TWSE:2308)

Delta Electronics, Inc. to Showcase Advanced Cooling Technology at DCW Asia 2024

Delta Electronics and Universal Instruments Unveil AI-Based Automation and Digital Twins for Semiconductor Manufacturing at SEMICON Taiwan 2024

Consensus EPS estimates increase by 10%

Second quarter 2024 earnings: EPS exceeds analyst expectations

Price target increased by 7.8% to NT$449

Delta Electronics, Inc. to Report Q2, 2024 Results on Jul 31, 2024

Delta Electronics, Inc. Showcases Energy-Saving Power, Cooling, and ICT Infrastructure Solutions for Cloud to Edge AI Data Centers At Computex Taipei 2024

Dividend reduced to NT$6.43

Delta Electronics, Inc. Approves Cash Dividend, Payable on July 18, 2024

Delta Electronics, Inc. Announces Audit and Risk Committee Changes

First quarter 2024 earnings: EPS and revenues miss analyst expectations

Delta Electronics, Inc. to Report Q1, 2024 Results on Apr 30, 2024

Delta Unveils Solutions for Smart Manufacturing and E-Mobility at Hannover Messe 2024

Delta to Unveil Its New Solutions for Intelligent Industry, Smart Energy and ICT Infrastructure At Hannover Messe 2024

Investor sentiment improves as stock rises 18%

Delta Electronics, Inc. Demonstrate Its Innovative Digital Twin Platform At NVIDIA GTC

Delta Electronics, Inc., Annual General Meeting, May 30, 2024

Full year 2023 earnings: EPS and revenues miss analyst expectations

Third quarter 2023 earnings: EPS and revenues miss analyst expectations

Price target decreased by 9.8% to NT$366

Price target increased by 9.2% to NT$396

Upcoming dividend of NT$9.84 per share at 2.7% yield

Investor sentiment improves as stock rises 15%

Delta Electronics, Inc. Announces Cash Dividend, Payable on July 28, 2023

Delta Unveils Intelligent Sustainable Connecting Hub at Computex 2023 to Echo its New Brand Value Proposition