Delta Electronics 과거 순이익 실적
과거 기준 점검 6/6
Delta Electronics은 연평균 15.9%의 비율로 수입이 증가해 온 반면, Electronic 산업은 수입이 2.7% 증가했습니다. 매출은 연평균 11.9%의 비율로 증가했습니다. Delta Electronics의 자기자본이익률은 22.3%이고 순이익률은 11.8%입니다.
핵심 정보
15.93%
순이익 성장률
15.93%
주당순이익(EPS) 성장률
| Electronic 산업 성장률 | 14.81% |
| 매출 성장률 | 11.95% |
| 자기자본이익률 | 22.32% |
| 순이익률 | 11.83% |
| 다음 순이익 업데이트 | 30 Jul 2026 |
최근 과거 실적 업데이트
Recent updates
내러티브 업데이트 • May 01
2308: AI Factory Power And Cooling Solutions Will Drive Future Upside
Analysts now place Delta Electronics' fair value at NT$2,800, up from NT$2,160, citing updated assumptions around revenue growth, profit margins, a slightly adjusted discount rate, and future P/E. What's in the News Delta plans to showcase its "Delta Sustainable Factory" concept at Hannover Messe 2026.내러티브 업데이트 • Apr 16
2308: AI Factory Power And Cooling Solutions Will Support Future Upside
Analysts have lifted their price target for Delta Electronics from NT$2,000 to NT$2,160, citing updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E as the drivers of this adjustment. What's in the News Delta Electronics showcased a full range of energy saving power, liquid cooling, and microgrid solutions designed for 800 VDC architectures at NVIDIA GTC 2026, targeting next generation AI factory requirements (Key Developments).내러티브 업데이트 • Apr 02
2308: AI Factory Power And Cooling Solutions Will Support Future Upside
Analysts have nudged their price target on Delta Electronics to NT$2,000, reflecting slightly updated assumptions on the discount rate, revenue growth, profit margin and future P/E. Together these factors support keeping the target level steady in currency terms.내러티브 업데이트 • Mar 19
2308: AI Factory Power And Cooling Solutions Will Drive Future Upside
Analysts have lifted their price target for Delta Electronics from NT$994.96 to NT$2,000.00, citing updated assumptions that include higher projected revenue growth, a slightly lower discount rate and a higher future P/E multiple, partly offset by lower profit margin expectations. What's in the News Delta Electronics showcased a full range of energy saving power, liquid cooling and microgrid solutions designed for 800 VDC architectures aimed at next generation AI factories at NVIDIA GTC 2026, highlighting data center infrastructure capabilities (Product related announcement).
내러티브 업데이트 • Mar 05
2308: Tonglu Data Center Contracts Will Support Future AI Power Upside
Analysts have raised their price target on Delta Electronics from NT$1,182 to about NT$1,573. This reflects updated views on higher modeled revenue growth, a different profit margin profile, a slightly lower discount rate, and a higher assumed future P/E multiple.
내러티브 업데이트 • Feb 18
2308: Tonglu Data Center Contracts Will Ultimately Disappoint Versus Current Market Optimism
Analysts have updated their price target for Delta Electronics to NT$872.86 from NT$860.53, citing slightly higher modeled revenue growth, profit margin, and future P/E assumptions. What's in the News MediaTek Inc.내러티브 업데이트 • Feb 04
2308: Data Center Partnerships Will Eventually Underwhelm Versus Current Market Hype
Analysts have raised their fair value estimate for Delta Electronics from $804.77 to $860.53, citing updated assumptions around revenue growth, profit margins, a slightly adjusted discount rate, and future P/E expectations. What's in the News MediaTek Inc.내러티브 업데이트 • Jan 21
2308: Future AI Data Center Deals Will Not Sustain Current Optimism
Analysts have slightly increased their price target on Delta Electronics, citing modest adjustments to fair value and key inputs such as revenue growth, profit margin, discount rate, and future P/E assumptions that together support a somewhat higher valuation. What's in the News MediaTek signed construction and architectural supervision contracts for the Tonglu data center on rented land, naming Delta Electronics as a counterparty alongside Bio architecture Formosana, with a combined maximum contract value of TWD 512,685,000 including VAT.내러티브 업데이트 • Jan 07
2308: Future AI Data Center Contracts Will Not Justify Current Optimism
Analysts now set a higher price target for Delta Electronics, raising their fair value estimate from $782.65 to $804.05 as they factor in a slightly lower discount rate, revise revenue growth and margin expectations, and apply a higher future P/E multiple. What's in the News MediaTek selected Delta Electronics and Bio architecture Formosana to provide construction and extended architectural construction supervision services for the Tonglu data center on rented land.내러티브 업데이트 • Dec 24
2308: Future AI Data Center Expansion Will Eventually Disappoint Current Market Optimism
Analysts have significantly raised their price target on Delta Electronics from $450.00 to about $782.65, reflecting higher expected revenue growth, modestly improved profit margins, and a richer future earnings multiple. What's in the News Delta and Siemens Smart Infrastructure formalized a global partnership to provide prefabricated, modular power solutions that cut data center CAPEX and improve power reliability for AI and cloud operators (Strategic Alliances).내러티브 업데이트 • Dec 10
2308: Prefabricated AI Data Center Power Solutions Will Drive Upside
Analysts have nudged their price target for Delta Electronics slightly higher to TWD 1,182 from TWD 1,181, reflecting marginally stronger revenue growth assumptions and a steady long term valuation multiple despite a largely unchanged profit outlook. What's in the News Delta and Siemens Smart Infrastructure entered a global partnership to provide prefabricated, modular power solutions aimed at speeding data center deployment and lowering CAPEX for AI and cloud operators (Strategic Alliances).내러티브 업데이트 • Nov 26
2308: Prefabricated Data Center Power Solutions Will Drive Significant Upside
Analysts have slightly reduced their price target for Delta Electronics from $1,193.39 to $1,181.17, citing minor shifts in discount rate and valuation assumptions. Revenue growth and profit margin estimates remain largely unchanged.내러티브 업데이트 • Nov 05
2308: AI-Driven Energy Solutions Will Expand Revenue And Boost Margins
Analysts have raised their price target for Delta Electronics from $1,044.11 to $1,193.39. They cite improved revenue growth expectations and stronger profit margins as key factors behind the upward revision.내러티브 업데이트 • Oct 22
Analysts Lift Delta Electronics Price Target as AI Innovations Drive Stronger Growth Outlook
Analysts have raised their price target for Delta Electronics from $949.50 to $1,044.11. They cite improved revenue growth forecasts and a slightly higher profit margin outlook as reasons for the revision.내러티브 업데이트 • Oct 08
AI And Data Center Growth Will Shape Future Expansion
Delta Electronics received an upward revision in analyst price target from $831.44 to $949.50. This reflects increased confidence based on improved anticipated revenue growth and profit margins.내러티브 업데이트 • Sep 24
AI And Data Center Growth Will Shape Future Expansion
Delta Electronics’ consensus price target has increased significantly, primarily driven by higher projected revenue growth and an elevated future P/E multiple, resulting in a new fair value of NT$831.44. What's in the News Delta showcased AI-enabled smart manufacturing solutions at Automation Taipei, debuting Collaborative Robots and AI Cognitive Module for enhanced human-robot collaboration and demonstrating digital twin tech that shortens production cycles by 20%.내러티브 업데이트 • Sep 09
AI And Data Center Growth Will Shape Future Expansion
A marginal increase in Delta Electronics' consensus revenue growth forecasts has supported a slight upward revision in its Analyst Price Target to NT$683.39. What's in the News Delta unveiled AI-enabled smart manufacturing solutions at Automation Taipei 2025, debuting Collaborative Robots and AI Cognitive Module for intuitive human-robot collaboration and demonstrating a Cyber-Physical Integration Demo Line that reduces production optimization time by 20%.
새 내러티브 • Nov 07
Cutting-Edge Cooling Solutions And AI Synergy Drive Sustained Growth And Margins
Delta Electronics' leadership in AI data center power solutions and liquid cooling offers revenue and net margin growth through high-demand, high-margin segments.매출 및 비용 세부 내역
매출 및 비용 세부 내역
Delta Electronics가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.
순이익 및 매출 추이
| 날짜 | 매출 | 순이익 | 일반관리비 | 연구개발비 |
|---|---|---|---|---|
| 31 Mar 26 | 595,318 | 70,433 | 61,616 | 51,336 |
| 31 Dec 25 | 554,885 | 60,108 | 57,372 | 48,743 |
| 30 Sep 25 | 507,475 | 49,962 | 54,185 | 46,849 |
| 30 Jun 25 | 469,360 | 43,696 | 51,285 | 44,893 |
| 31 Mar 25 | 448,769 | 39,696 | 49,388 | 43,664 |
| 31 Dec 24 | 421,148 | 35,229 | 47,272 | 41,575 |
| 30 Sep 24 | 406,966 | 37,024 | 44,189 | 40,338 |
| 30 Jun 24 | 402,558 | 34,047 | 42,602 | 39,135 |
| 31 Mar 24 | 399,665 | 32,249 | 41,308 | 37,350 |
| 31 Dec 23 | 401,227 | 33,393 | 40,223 | 36,048 |
| 30 Sep 23 | 406,866 | 32,330 | 40,199 | 34,847 |
| 30 Jun 23 | 405,319 | 34,036 | 40,025 | 33,715 |
| 31 Mar 23 | 394,764 | 33,515 | 38,889 | 32,576 |
| 31 Dec 22 | 384,443 | 32,666 | 37,563 | 31,770 |
| 30 Sep 22 | 362,552 | 31,013 | 35,672 | 29,924 |
| 30 Jun 22 | 335,950 | 26,313 | 33,345 | 28,324 |
| 31 Mar 22 | 324,724 | 26,275 | 32,174 | 27,603 |
| 31 Dec 21 | 314,671 | 26,796 | 31,667 | 27,202 |
| 30 Sep 21 | 309,454 | 27,970 | 31,322 | 27,136 |
| 30 Jun 21 | 307,488 | 29,990 | 31,193 | 26,903 |
| 31 Mar 21 | 299,412 | 29,998 | 30,722 | 26,419 |
| 31 Dec 20 | 282,605 | 25,485 | 30,307 | 25,480 |
| 30 Sep 20 | 272,246 | 23,140 | 30,411 | 25,378 |
| 30 Jun 20 | 267,028 | 19,880 | 31,225 | 25,094 |
| 31 Mar 20 | 269,708 | 21,813 | 32,070 | 24,711 |
| 31 Dec 19 | 268,131 | 23,118 | 31,253 | 23,888 |
| 30 Sep 19 | 264,572 | 24,076 | 30,141 | 22,583 |
| 30 Jun 19 | 255,727 | 25,037 | 28,365 | 21,311 |
| 31 Mar 19 | 240,250 | 18,784 | 26,513 | 19,736 |
| 31 Dec 18 | 237,018 | 18,193 | 26,102 | 19,258 |
| 30 Sep 18 | 233,741 | 16,911 | 25,565 | 18,305 |
| 30 Jun 18 | 229,947 | 16,287 | 25,046 | 17,720 |
| 31 Mar 18 | 225,523 | 17,243 | 24,697 | 17,199 |
| 31 Dec 17 | 223,578 | 18,381 | 24,287 | 16,707 |
| 30 Sep 17 | 219,235 | 18,569 | 23,843 | 16,534 |
| 30 Jun 17 | 216,480 | 18,769 | 23,773 | 15,838 |
| 31 Mar 17 | 215,673 | 18,830 | 23,385 | 15,667 |
| 31 Dec 16 | 214,356 | 18,798 | 23,181 | 15,487 |
| 30 Sep 16 | 212,950 | 19,004 | 23,128 | 15,262 |
| 30 Jun 16 | 211,790 | 19,234 | 22,613 | 15,410 |
| 31 Mar 16 | 207,856 | 18,736 | 21,907 | 14,958 |
| 31 Dec 15 | 203,452 | 18,715 | 20,405 | 14,465 |
| 30 Sep 15 | 197,372 | 18,587 | 18,841 | 13,895 |
| 30 Jun 15 | 191,919 | 18,529 | 17,549 | 13,090 |
양질의 수익: 2308는 고품질 수익을 보유하고 있습니다.
이익 마진 증가: 2308의 현재 순 이익률 (11.8%)은 지난해 (8.8%)보다 높습니다.
잉여현금흐름 대비 순이익 분석
과거 순이익 성장 분석
수익추이: 2308의 수익은 지난 5년 동안 연평균 15.9% 증가했습니다.
성장 가속화: 지난 1년간 2308 의 수익 증가율(77.4%)은 연간 평균(15.9%)을 초과합니다.
수익 대 산업: 2308의 지난 1년 수익 증가율(77.4%)은 Electronic 업계의 -1.6%를 상회했습니다.
자기자본이익률
높은 ROE: 2308의 자본 수익률(22.3%)은 높음으로 평가됩니다.
총자산이익률
투하자본수익률
우수한 과거 실적 기업을 찾아보세요
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/07 13:30 |
| 종가 | 2026/05/07 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
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 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
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* 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 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 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 35명의 분석가가 다루고 있습니다. 이 중 20명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| George Chang | Aletheia Analyst Network Limited |
| Yingchao Yang | Barclays |
| Wayne Dong | Barclays |