View ValuationFoxconn Technology 향후 성장Future 기준 점검 0/6Foxconn Technology의 수익이 연간 3.4%로 감소할 것으로 예상됨입니다. 주당 순이익은 증가 연간 32.8%할 것으로 예상됩니다.핵심 정보n/a이익 성장률32.84%EPS 성장률Electronic 이익 성장34.0%매출 성장률-3.4%향후 자기자본이익률n/a애널리스트 커버리지Low마지막 업데이트01 Apr 2026최근 향후 성장 업데이트Price Target Changed • May 23Price target decreased by 9.4% to NT$48.00Down from NT$53.00, the current price target is provided by 1 analyst. New target price is 26% below last closing price of NT$65.30. Stock is up 22% over the past year. The company is forecast to post earnings per share of NT$2.88 for next year compared to NT$3.01 last year.Major Estimate Revision • Mar 23Consensus EPS estimates fall by 15%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from NT$94.6b to NT$93.5b. EPS estimate also fell from NT$4.40 per share to NT$3.73 per share. Net income forecast to grow 58% next year vs 0.2% growth forecast for Electronic industry in Taiwan. Consensus price target broadly unchanged at NT$53.50. Share price rose 3.9% to NT$53.90 over the past week.Major Estimate Revision • Nov 16Consensus revenue estimates fall by 12%The consensus outlook for revenues in 2022 has deteriorated. 2022 revenue forecast decreased from NT$100.9b to NT$88.7b. EPS estimate fell from NT$4.26 to NT$4.12 per share. Net income forecast to grow 37% next year vs 6.4% growth forecast for Electronic industry in Taiwan. Consensus price target down from NT$55.17 to NT$52.83. Share price rose 3.9% to NT$50.10 over the past week.Major Estimate Revision • Sep 06Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from NT$98.1b to NT$100.9b. EPS estimate increased from NT$3.83 to NT$4.26 per share. Net income forecast to grow 48% next year vs 4.1% growth forecast for Electronic industry in Taiwan. Consensus price target down from NT$56.33 to NT$55.17. Share price fell 4.8% to NT$48.15 over the past week.Major Estimate Revision • Aug 16Consensus revenue estimates fall by 11%The consensus outlook for revenues in 2022 has deteriorated. 2022 revenue forecast decreased from NT$110.0b to NT$98.1b. EPS estimate fell from NT$4.31 to NT$3.83 per share. Net income forecast to grow 48% next year vs 6.5% growth forecast for Electronic industry in Taiwan. Consensus price target of NT$56.33 unchanged from last update. Share price rose 2.6% to NT$50.40 over the past week.Price Target Changed • Jul 13Price target decreased to NT$56.33Down from NT$64.67, the current price target is an average from 3 analysts. New target price is 20% above last closing price of NT$47.05. Stock is down 28% over the past year. The company is forecast to post earnings per share of NT$4.60 for next year compared to NT$3.17 last year.모든 업데이트 보기Recent updatesReported Earnings • May 08First quarter 2026 earnings released: EPS: NT$0.47 (vs NT$0.67 in 1Q 2025)First quarter 2026 results: EPS: NT$0.47 (down from NT$0.67 in 1Q 2025). Revenue: NT$25.3b (down 16% from 1Q 2025). Net income: NT$663.4m (down 30% from 1Q 2025). Profit margin: 2.6% (down from 3.2% in 1Q 2025). The decrease in margin was driven by lower revenue. Revenue is expected to decline by 3.4% p.a. on average during the next 2 years, while revenues in the Electronic industry in Taiwan are expected to grow by 23%. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • May 06Investor sentiment improves as stock rises 26%After last week's 26% share price gain to NT$64.30, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 21x in the Electronic industry in Taiwan. Total returns to shareholders of 30% over the past three years.Reported Earnings • Mar 12Full year 2025 earnings released: EPS: NT$2.32 (vs NT$2.53 in FY 2024)Full year 2025 results: EPS: NT$2.32 (down from NT$2.53 in FY 2024). Revenue: NT$156.1b (up 106% from FY 2024). Net income: NT$3.28b (down 8.6% from FY 2024). Profit margin: 2.1% (down from 4.7% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 5.0% p.a. on average during the next 2 years, while revenues in the Electronic industry in Taiwan are expected to grow by 18%. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.공시 • Mar 12Foxconn Technology Co., Ltd., Annual General Meeting, May 29, 2026Foxconn Technology Co., Ltd., Annual General Meeting, May 29, 2026, at 09:00 Taipei Standard Time. Location: no,3-2, chung shan rd., tucheng district, new taipei city TaiwanReported Earnings • Nov 13Third quarter 2025 earnings released: EPS: NT$0.62 (vs NT$0.69 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.62 (down from NT$0.69 in 3Q 2024). Revenue: NT$42.3b (up 109% from 3Q 2024). Net income: NT$879.8m (down 9.2% from 3Q 2024). Profit margin: 2.1% (down from 4.8% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 2.3% p.a. on average during the next 3 years, while revenues in the Electronic industry in Taiwan are expected to grow by 15%. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.Reported Earnings • Aug 09Second quarter 2025 earnings released: EPS: NT$0.38 (vs NT$0.61 in 2Q 2024)Second quarter 2025 results: EPS: NT$0.38 (down from NT$0.61 in 2Q 2024). Revenue: NT$41.2b (up 205% from 2Q 2024). Net income: NT$539.9m (down 38% from 2Q 2024). Profit margin: 1.3% (down from 6.4% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 4.1% p.a. on average during the next 3 years, while revenues in the Electronic industry in Taiwan are expected to grow by 12%. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.Declared Dividend • Jun 19Dividend reduced to NT$1.40Dividend of NT$1.40 is 6.7% lower than last year. Ex-date: 2nd July 2025 Payment date: 31st July 2025 Dividend yield will be 2.2%, which is lower than the industry average of 4.0%. Sustainability & Growth Dividend is covered by both earnings (54% earnings payout ratio) and cash flows (89% cash payout ratio). The dividend has increased by an average of 4.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 46% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • May 30Foxconn Technology Co., Ltd. Approves Cash Dividend for 2024Foxconn Technology Co., Ltd. approved the proposal of cash dividend TWD 1.4 per share for 2024, at its shareholders meeting held on May 29, 2025.New Risk • May 09New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.8% Last year net profit margin: 7.2% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 10% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (3.8% net profit margin).Reported Earnings • May 09First quarter 2025 earnings released: EPS: NT$0.67 (vs NT$0.60 in 1Q 2024)First quarter 2025 results: EPS: NT$0.67 (up from NT$0.60 in 1Q 2024). Revenue: NT$30.0b (up 239% from 1Q 2024). Net income: NT$953.4m (up 12% from 1Q 2024). Profit margin: 3.2% (down from 9.6% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.공시 • May 01Foxconn Technology Co., Ltd. to Report Q1, 2025 Results on May 08, 2025Foxconn Technology Co., Ltd. announced that they will report Q1, 2025 results on May 08, 2025Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to NT$51.90, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 13x in the Electronic industry in Taiwan. Total loss to shareholders of 5.9% over the past three years.공시 • Mar 14Foxconn Technology Co., Ltd., Annual General Meeting, May 29, 2025Foxconn Technology Co., Ltd., Annual General Meeting, May 29, 2025, at 09:00 Taipei Standard Time. Location: no,3-2, chung shan rd., tucheng district, new taipei city TaiwanReported Earnings • Mar 14Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: EPS: NT$2.53 (down from NT$3.01 in FY 2023). Revenue: NT$75.8b (up 1.7% from FY 2023). Net income: NT$3.58b (down 16% from FY 2023). Profit margin: 4.7% (down from 5.7% in FY 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 20%. Earnings per share (EPS) missed analyst estimates by 12%. Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 14% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.분석 기사 • Mar 11Shareholders Should Be Pleased With Foxconn Technology Co., Ltd.'s (TWSE:2354) PriceWhen close to half the companies in Taiwan have price-to-earnings ratios (or "P/E's") below 21x, you may consider...공시 • Mar 05Foxconn Technology Co., Ltd. to Report Q4, 2024 Results on Mar 12, 2025Foxconn Technology Co., Ltd. announced that they will report Q4, 2024 results at 9:00 AM, Taipei Standard Time on Mar 12, 2025분석 기사 • Feb 21Returns On Capital Signal Difficult Times Ahead For Foxconn Technology (TWSE:2354)To avoid investing in a business that's in decline, there's a few financial metrics that can provide early indications...New Risk • Dec 30New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Taiwanese stocks, typically moving 7.7% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (7.7% average weekly change). Earnings have declined by 14% per year over the past 5 years. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.New Risk • Dec 16New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.7% average weekly change).분석 기사 • Dec 06Does Foxconn Technology (TWSE:2354) Have A Healthy Balance Sheet?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...분석 기사 • Nov 18Foxconn Technology's (TWSE:2354) Weak Earnings May Only Reveal A Part Of The Whole PictureLast week's earnings announcement from Foxconn Technology Co., Ltd. ( TWSE:2354 ) was disappointing to investors, with...New Risk • Nov 18New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 6.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 14% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (6.5% average weekly change). Large one-off items impacting financial results.Reported Earnings • Nov 12Third quarter 2024 earnings released: EPS: NT$0.69 (vs NT$0.76 in 3Q 2023)Third quarter 2024 results: EPS: NT$0.69 (down from NT$0.76 in 3Q 2023). Revenue: NT$20.2b (down 9.5% from 3Q 2023). Net income: NT$969.1m (down 9.7% from 3Q 2023). Profit margin: 4.8% (in line with 3Q 2023). Revenue is forecast to grow 29% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.분석 기사 • Nov 12News Flash: Analysts Just Made A Dazzling Upgrade To Their Foxconn Technology Co., Ltd. (TWSE:2354) ForecastsFoxconn Technology Co., Ltd. ( TWSE:2354 ) shareholders will have a reason to smile today, with the covering analyst...분석 기사 • Nov 03Foxconn Technology Co., Ltd.'s (TWSE:2354) Price Is Out Of Tune With EarningsWhen close to half the companies in Taiwan have price-to-earnings ratios (or "P/E's") below 21x, you may consider...공시 • Nov 02Foxconn Technology Co., Ltd. to Report Q3, 2024 Results on Nov 11, 2024Foxconn Technology Co., Ltd. announced that they will report Q3, 2024 results on Nov 11, 2024Valuation Update With 7 Day Price Move • Oct 30Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$80.60, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 15x in the Electronic industry in Taiwan. Total returns to shareholders of 26% over the past three years.분석 기사 • Sep 03Foxconn Technology (TWSE:2354) May Have Issues Allocating Its CapitalWhen we're researching a company, it's sometimes hard to find the warning signs, but there are some financial metrics...Reported Earnings • Aug 15Second quarter 2024 earnings released: EPS: NT$0.61 (vs NT$0.97 in 2Q 2023)Second quarter 2024 results: EPS: NT$0.61 (down from NT$0.97 in 2Q 2023). Revenue: NT$13.5b (down 20% from 2Q 2023). Net income: NT$864.4m (down 37% from 2Q 2023). Profit margin: 6.4% (down from 8.1% in 2Q 2023). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 1% per year.분석 기사 • Aug 12Is Foxconn Technology (TWSE:2354) A Risky Investment?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...공시 • Aug 02Foxconn Technology Co., Ltd. to Report Q2, 2024 Results on Aug 09, 2024Foxconn Technology Co., Ltd. announced that they will report Q2, 2024 results on Aug 09, 2024분석 기사 • Jun 17Foxconn Technology's (TWSE:2354) Dividend Will Be Reduced To NT$1.50Foxconn Technology Co., Ltd. ( TWSE:2354 ) is reducing its dividend from last year's comparable payment to NT$1.50 on...Declared Dividend • Jun 17Dividend reduced to NT$1.50Dividend of NT$1.50 is 6.3% lower than last year. Ex-date: 2nd July 2024 Payment date: 31st July 2024 Dividend yield will be 2.2%, which is lower than the industry average of 4.0%. Sustainability & Growth Dividend is covered by earnings (49% earnings payout ratio) but not covered by cash flows (104% cash payout ratio). The dividend has increased by an average of 5.4% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 8.9% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • Jun 02+ 2 more updatesFoxconn Technology Co., Ltd. Announces Appointment of New Audit Committee MembersFOXCONN TECHNOLOGY CO., LTD. announced the appointment of the 4th audit committee members on May 31, 2024, The change involved the expiration of the term for the previous position holders, including Yao-Ching, Chen; Wei-Guo, Su; and Ching-Heng, Wu. The new members appointed to the Audit Committee are Ching-Heng, Wu, Hsin-Yi, Chiu, and Mei-Jun, Wang, with their resumes provided accordingly. Ching-Heng, Wu and Hsin-Yi, Chiu are both Independent Directors, while Mei-Jun, Wang serves as the Vice General Manager of Legal Affairs of Hung Kuo Real Estate Development Corp. The circumstances of the change were due to the expiration of the term for the previous members, and the reason for the change was stated as being in accordance with the statutory requirements. The original term for the previous members spanned from October 20, 2021, to October 19, 2024, with the effective date of the new members being May 31, 2024.공시 • Jun 01+ 1 more updateFoxconn Technology Co., Ltd. Approves Cash Dividend for the Year 2023Foxconn Technology Co., Ltd. in its AGM held on May 31, 2024 approved the proposal for the distribution of 2023 earnings, which includes a cash dividend of TWD 1.5 per share.Valuation Update With 7 Day Price Move • May 27Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$71.50, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 16x in the Electronic industry in Taiwan. Total returns to shareholders of 20% over the past three years.분석 기사 • May 23One Foxconn Technology Co., Ltd. (TWSE:2354) Analyst Is Reducing Their Forecasts For This YearThe analyst covering Foxconn Technology Co., Ltd. ( TWSE:2354 ) delivered a dose of negativity to shareholders today...Price Target Changed • May 23Price target decreased by 9.4% to NT$48.00Down from NT$53.00, the current price target is provided by 1 analyst. New target price is 26% below last closing price of NT$65.30. Stock is up 22% over the past year. The company is forecast to post earnings per share of NT$2.88 for next year compared to NT$3.01 last year.Reported Earnings • May 16First quarter 2024 earnings released: EPS: NT$0.60 (vs NT$0.54 in 1Q 2023)First quarter 2024 results: EPS: NT$0.60 (up from NT$0.54 in 1Q 2023). Revenue: NT$8.86b (down 62% from 1Q 2023). Net income: NT$849.6m (up 11% from 1Q 2023). Profit margin: 9.6% (up from 3.3% in 1Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 33% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 1% per year.공시 • May 11+ 2 more updatesFoxconn Technology Co., Ltd. Announces Change of Financial OfficerFoxconn Technology Co., Ltd. appointed Yen-Jen, Pan as Financial Officer in place of Zi-Horng, Lee, effective May 10, 2024. Resume of new position holder: Senior Director /Foxconn Technology Co., Ltd, Director of Accounting Division.공시 • May 03Foxconn Technology Co., Ltd. to Report Q1, 2024 Results on May 10, 2024Foxconn Technology Co., Ltd. announced that they will report Q1, 2024 results on May 10, 2024분석 기사 • Apr 18Foxconn Technology (TWSE:2354) Could Easily Take On More DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...New Risk • Apr 11New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 6.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 19% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (6.3% average weekly change).분석 기사 • Mar 27Investors Still Aren't Entirely Convinced By Foxconn Technology Co., Ltd.'s (TWSE:2354) Earnings Despite 27% Price JumpFoxconn Technology Co., Ltd. ( TWSE:2354 ) shareholders would be excited to see that the share price has had a great...분석 기사 • Mar 22Foxconn Technology's (TWSE:2354) Profits Appear To Have Quality IssuesFoxconn Technology Co., Ltd.'s ( TWSE:2354 ) healthy profit numbers didn't contain any surprises for investors. We...Reported Earnings • Mar 18Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: NT$3.01 (down from NT$3.02 in FY 2022). Revenue: NT$74.5b (down 18% from FY 2022). Net income: NT$4.26b (flat on FY 2022). Profit margin: 5.7% (up from 4.7% in FY 2022). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 15%. Earnings per share (EPS) also missed analyst estimates by 31%. Revenue is forecast to grow 22% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 7% per year whereas the company’s share price has fallen by 9% per year.공시 • Mar 14Foxconn Technology Co., Ltd., Annual General Meeting, May 31, 2024Foxconn Technology Co., Ltd., Annual General Meeting, May 31, 2024. Location: No.66-1, Chungshan Rd, Tucheng Dist New Taipei City Taiwan Agenda: To consider report the business of 2023; to consider Audit Committee's review report of 2023; to consider to report on the 2023 Employee Compensation Distributions; to consider to report on the distribution of 2023 profits in cash; and to transact such other business matters.Valuation Update With 7 Day Price Move • Mar 13Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$58.60, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 16x in the Electronic industry in Taiwan. Total loss to shareholders of 12% over the past three years.분석 기사 • Mar 12Foxconn Technology (TWSE:2354) Could Be At Risk Of Shrinking As A CompanyWhen it comes to investing, there are some useful financial metrics that can warn us when a business is potentially in...Reported Earnings • Nov 15Third quarter 2023 earnings released: EPS: NT$0.76 (vs NT$1.10 in 3Q 2022)Third quarter 2023 results: EPS: NT$0.76 (down from NT$1.10 in 3Q 2022). Revenue: NT$22.3b (up 25% from 3Q 2022). Net income: NT$1.07b (down 31% from 3Q 2022). Profit margin: 4.8% (down from 8.7% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.공시 • Oct 22Foxconn Technology Co., Ltd Announces Change of Director for Q-Run Far East CorporationFoxconn Technology Co., Ltd.'s subsidiary Q-Run Far East Corporation Announces Change of Director. Title and name of the previous position holder: Han-Ming, Lee 4.Resume of the previous position holder: Director of Q-Run Far East Corporation. Title and name of the new position holder: Chun-Fu, Lu. Resume of the new position holder: Chairman of FOXCONN TECHNOLOGY CO., LTD. Reason for the change: Reassign. Effective date of the new appointment: October 20, 2023.공시 • Oct 21Foxconn Technology Co., Ltd. Change of Director for Eastern Star LimitedFoxconn Technology Co., Ltd.'s subsidiary Eastern Star Limited change of director. Title and name of the previous position holder: Han-Ming, Lee. Resume of the previous position holder: Director of Eastern Star Limited. Title and name of the new position holder: Chun-Fu, Lu. Resume of the new position holder: Chairman of FOXCONN TECHNOLOGY CO., LTD. Effective from October 20, 2023.공시 • Aug 18Foxconn Technology Co., Ltd. Announces Change of Chief Information Security OfficerFoxconn Technology Co., Ltd. announces change of Chief Information Security Officer. Name, title, and resume of the previous position holder Name: XuShun,Wang. Title: Senior manager. Resume: Senior manager of HON HAI PRECISION IND. CO., LTD.; General manager of Foxconn (NanJing) Software CO.,LTD. Name, title, and resume of the new position holder Name: KuanHui,Zhou. Title: Director. Resume: Commander of Traffic Police Corps, Tainan City Police Department. Office Chief of Information Management Office, Tainan City Police Department. Effective date: August 16, 2023.Reported Earnings • Aug 10Second quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2023 results: EPS: NT$0.97 (up from NT$0.74 in 2Q 2022). Revenue: NT$16.8b (down 12% from 2Q 2022). Net income: NT$1.37b (up 31% from 2Q 2022). Profit margin: 8.1% (up from 5.5% in 2Q 2022). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 8.3%. Earnings per share (EPS) exceeded analyst estimates by 63%. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 8.1% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.Upcoming Dividend • Jun 27Upcoming dividend of NT$1.60 per share at 2.9% yieldEligible shareholders must have bought the stock before 04 July 2023. Payment date: 28 July 2023. Payout ratio is a comfortable 54% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Taiwanese dividend payers (5.5%). Lower than average of industry peers (4.2%).Major Estimate Revision • Mar 23Consensus EPS estimates fall by 15%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from NT$94.6b to NT$93.5b. EPS estimate also fell from NT$4.40 per share to NT$3.73 per share. Net income forecast to grow 58% next year vs 0.2% growth forecast for Electronic industry in Taiwan. Consensus price target broadly unchanged at NT$53.50. Share price rose 3.9% to NT$53.90 over the past week.Reported Earnings • Mar 17Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: NT$3.02 (down from NT$3.17 in FY 2021). Revenue: NT$90.5b (down 13% from FY 2021). Net income: NT$4.27b (down 5.0% from FY 2021). Profit margin: 4.7% (up from 4.3% in FY 2021). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 9.4%. Earnings per share (EPS) also missed analyst estimates by 27%. Revenue is forecast to grow 6.8% p.a. on average during the next 2 years, compared to a 5.7% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.공시 • Dec 24Foxconn Technology Co., Ltd. Announces Appointment of Xushun Wang as Chief Information Security Officer, with Effect from December 23, 2022Foxconn Technology Co., Ltd. announced appointment of Xushun Wang, Senior manager of HON HAI PRECISION IND. CO., LTD. as Chief Information Security Officer, with effect from December 23, 2022.Major Estimate Revision • Nov 16Consensus revenue estimates fall by 12%The consensus outlook for revenues in 2022 has deteriorated. 2022 revenue forecast decreased from NT$100.9b to NT$88.7b. EPS estimate fell from NT$4.26 to NT$4.12 per share. Net income forecast to grow 37% next year vs 6.4% growth forecast for Electronic industry in Taiwan. Consensus price target down from NT$55.17 to NT$52.83. Share price rose 3.9% to NT$50.10 over the past week.Board Change • Nov 16High number of new and inexperienced directorsThere are 4 new directors who have joined the board in the last 3 years. The company's board is composed of: 4 new directors. No experienced directors. 1 highly experienced director. Independent Director Yao-Ching Chen is the most experienced director on the board, commencing their role in 2013. The company’s lack of experienced directors is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 11Third quarter 2022 earnings: EPS and revenues miss analyst expectationsThird quarter 2022 results: EPS: NT$1.10 (up from NT$0.81 in 3Q 2021). Revenue: NT$17.9b (down 47% from 3Q 2021). Net income: NT$1.55b (up 36% from 3Q 2021). Profit margin: 8.7% (up from 3.4% in 3Q 2021). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 27%. Earnings per share (EPS) also missed analyst estimates by 13%. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.Major Estimate Revision • Sep 06Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from NT$98.1b to NT$100.9b. EPS estimate increased from NT$3.83 to NT$4.26 per share. Net income forecast to grow 48% next year vs 4.1% growth forecast for Electronic industry in Taiwan. Consensus price target down from NT$56.33 to NT$55.17. Share price fell 4.8% to NT$48.15 over the past week.Major Estimate Revision • Aug 16Consensus revenue estimates fall by 11%The consensus outlook for revenues in 2022 has deteriorated. 2022 revenue forecast decreased from NT$110.0b to NT$98.1b. EPS estimate fell from NT$4.31 to NT$3.83 per share. Net income forecast to grow 48% next year vs 6.5% growth forecast for Electronic industry in Taiwan. Consensus price target of NT$56.33 unchanged from last update. Share price rose 2.6% to NT$50.40 over the past week.Reported Earnings • Aug 11Second quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2022 results: EPS: NT$0.74 (down from NT$1.08 in 2Q 2021). Revenue: NT$19.1b (down 15% from 2Q 2021). Net income: NT$1.04b (down 32% from 2Q 2021). Profit margin: 5.5% (down from 6.7% in 2Q 2021). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 7.7%. Earnings per share (EPS) exceeded analyst estimates by 6.0%. Over the next year, revenue is forecast to grow 6.8%, compared to a 8.5% growth forecast for the industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.Board Change • Aug 01High number of new and inexperienced directorsThere are 4 new directors who have joined the board in the last 3 years. The company's board is composed of: 4 new directors. No experienced directors. 1 highly experienced director. Independent Director Yao-Ching Chen is the most experienced director on the board, commencing their role in 2013. The company’s lack of experienced directors is considered a risk according to the Simply Wall St Risk Model.Price Target Changed • Jul 13Price target decreased to NT$56.33Down from NT$64.67, the current price target is an average from 3 analysts. New target price is 20% above last closing price of NT$47.05. Stock is down 28% over the past year. The company is forecast to post earnings per share of NT$4.60 for next year compared to NT$3.17 last year.Board Change • Jul 02High number of new and inexperienced directorsThere are 4 new directors who have joined the board in the last 3 years. The company's board is composed of: 4 new directors. No experienced directors. 1 highly experienced director. Independent Director Yao-Ching Chen is the most experienced director on the board, commencing their role in 2013. The company’s lack of experienced directors is considered a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Jun 27Upcoming dividend of NT$1.70 per shareEligible shareholders must have bought the stock before 04 July 2022. Payment date: 28 July 2022. Payout ratio is a comfortable 55% but the company is not cash flow positive. Trailing yield: 3.2%. Lower than top quartile of Taiwanese dividend payers (6.3%). Lower than average of industry peers (4.6%).공시 • Jun 18Foxconn Technology Co., Ltd. Announces Change of Representative Juristic-Person Director of Yonglin Capital Holding Co. ,LtdFoxconn Technology Co., Ltd. announced Change of Representative Juristic-Person Director of Yonglin Capital Holding Co.,Ltd. Name of the previous position holder: Qun-Lun Lin. Resume of the previous position holder: Assistant manager of the Policy Group of the Chairman's Office of HON HAI PRECISION IND. CO., LTD., Chairman and General manager of HEALTHCONN CORP, Director of GyroGear Ltd., Director of Apollo Medical Optics Inc., Director of Apollo Medical Optics, Ltd., Director of GTM-IDG Biomedical Health Fund, Chairman of GTM Management Co., Ltd., CEO of YongLin Healthcare Foundation, Director of Retain Biotech Corp. Name of the new position holder: Wu-Kuang Chen. Resume of the new position holder: General manager of Foxconn Technology Co. Ltd, Chairman of HongFuJin Precision Industrial (Taiyuan) Co., Ltd, Director of FuZhun Precision Electronics (Hebi) Co., Ltd, Director of FuJin Precision Industrial (Jincheng) Co., Ltd. Reason for the change: Change in representative juristic person director. Effective date of the new appointment is June 17, 2022.공시 • Jun 01Foxconn Technology Co., Ltd. Approves Distribution for 2021Foxconn Technology Co., Ltd. at the annual general meeting held on May 31, 2022 approved distribution of 2021 earnings of TWD 1.7 cash dividend per share.Reported Earnings • May 14First quarter 2022 earnings: EPS misses analyst expectationsFirst quarter 2022 results: EPS: NT$0.60 (down from NT$0.70 in 1Q 2021). Revenue: NT$23.5b (up 16% from 1Q 2021). Net income: NT$845.1m (down 14% from 1Q 2021). Profit margin: 3.6% (down from 4.9% in 1Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 30%. Over the next year, revenue is forecast to grow 13%, compared to a 9.8% growth forecast for the industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.Board Change • Apr 27High number of new and inexperienced directorsThere are 4 new directors who have joined the board in the last 3 years. The company's board is composed of: 4 new directors. No experienced directors. 1 highly experienced director. Independent Director Yao-Ching Chen is the most experienced director on the board, commencing their role in 2013. The company’s lack of experienced directors is considered a risk according to the Simply Wall St Risk Model.Major Estimate Revision • Apr 21Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate increased from NT$4.56 to NT$5.10. Revenue forecast steady at NT$120.3b. Net income forecast to grow 50% next year vs 14% growth forecast for Electronic industry in Taiwan. Consensus price target down from NT$67.33 to NT$65.33. Share price was steady at NT$60.50 over the past week.공시 • Apr 08Foxconn Technology Co., Ltd. Announces Board ChangesFoxconn Technology Co., Ltd. announced that name of the previous position holder is Kuoliang. Ho Resume of the previous position holder: Director of Strategic Investment Division, Hon Hai Precision Industry Co., Ltd. Name of the new position holder:Hank Hsieh . Resume of the new position holder.Major Estimate Revision • Apr 02Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate fell from NT$5.70 to NT$4.56 per share. Revenue forecast steady at NT$120.2b. Net income forecast to grow 44% next year vs 14% growth forecast for Electronic industry in Taiwan. Consensus price target broadly unchanged at NT$67.33. Share price was steady at NT$62.10 over the past week.Major Estimate Revision • Dec 18Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 EPS estimate increased from NT$4.48 to NT$5.10. Revenue forecast unchanged at NT$115.8b. Net income forecast to grow 60% next year vs 19% growth forecast for Electronic industry in Taiwan. Consensus price target of NT$68.00 unchanged from last update. Share price fell 2.1% to NT$63.90 over the past week.Reported Earnings • Nov 12Third quarter 2021 earnings released: EPS NT$0.81 (vs NT$1.18 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: NT$33.3b (down 8.4% from 3Q 2020). Net income: NT$1.14b (down 32% from 3Q 2020). Profit margin: 3.4% (down from 4.6% in 3Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.Board Change • Nov 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Weiguo Su was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Executive Departure • Aug 24VP & Director Chih-Chien Hung has left the companyOn the 23rd of August, Chih-Chien Hung's tenure as VP & Director ended. We don't have any record of a personal shareholding under Chih-Chien's name. A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 6.33 years.Reported Earnings • Aug 13Second quarter 2021 earnings released: EPS NT$1.07 (vs NT$1.03 in 2Q 2020)The company reported a decent second quarter result with improved earnings and profit margins, although revenues were flat. Second quarter 2021 results: Revenue: NT$22.5b (flat on 2Q 2020). Net income: NT$1.52b (up 4.0% from 2Q 2020). Profit margin: 6.7% (up from 6.4% in 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.공시 • Aug 06Foxconn Reportedly Buys Wafer Plant from MacronixFoxconn Technology Co., Ltd. (TWSE:2354)) has bought a 6-inch wafer fabrication plant from Macronix International Co., Ltd. (TWSE:2337), three sources with direct knowledge of the matter told Reuters on August 5, 2021, as the tech giant expands in the chip industry. The sources declined to disclose the purchase price. Foxconn has been seeking to acquire chip plants globally as a worldwide chip shortage rattles producers of goods from cars to electronics. The supply bottleneck has led to production cuts and warnings of supply chain disruptions from manufacturers across the world this year. Foxconn and Macronix said they will hold a media conference at 3 p.m. Taipei time (0700 GMT).Executive Departure • Aug 03VP & Director Xue-Kun Lee has left the companyOn the 23rd of July, Xue-Kun Lee's tenure as VP & Director ended. We don't have any record of a personal shareholding under Xue-Kun's name. Xue-Kun is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 6.33 years.Upcoming Dividend • Jul 15Upcoming dividend of NT$1.80 per shareEligible shareholders must have bought the stock before 22 July 2021. Payment date: 20 August 2021. Trailing yield: 2.7%. Lower than top quartile of Taiwanese dividend payers (5.0%). In line with average of industry peers (2.9%).Reported Earnings • May 18First quarter 2021 earnings released: EPS NT$0.70 (vs NT$0.35 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$20.3b (up 81% from 1Q 2020). Net income: NT$988.7m (up 97% from 1Q 2020). Profit margin: 4.9% (up from 4.5% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.Price Target Changed • Apr 20Price target increased to NT$64.25Up from NT$59.20, the current price target is an average from 3 analysts. New target price is 9.5% below last closing price of NT$71.00. Stock is up 35% over the past year.분석 기사 • Apr 07Consider This Before Buying Foxconn Technology Co., Ltd. (TPE:2354) For The 3.4% DividendIs Foxconn Technology Co., Ltd. ( TPE:2354 ) a good dividend stock? How can we tell? Dividend paying companies with...Reported Earnings • Mar 31Full year 2020 earnings released: EPS NT$3.34 (vs NT$5.04 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: NT$104.8b (up 5.0% from FY 2019). Net income: NT$4.72b (down 34% from FY 2019). Profit margin: 4.5% (down from 7.1% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.분석 기사 • Mar 08Returns On Capital Tell Us A Lot About Foxconn Technology (TPE:2354)If we're looking to avoid a business that is in decline, what are the trends that can warn us ahead of time? Businesses...분석 기사 • Feb 18Foxconn Technology (TPE:2354) Has A Rock Solid Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...분석 기사 • Feb 03What Type Of Shareholders Own The Most Number of Foxconn Technology Co., Ltd. (TPE:2354) Shares?If you want to know who really controls Foxconn Technology Co., Ltd. ( TPE:2354 ), then you'll have to look at the...Is New 90 Day High Low • Jan 27New 90-day high: NT$78.20The company is up 55% from its price of NT$50.40 on 29 October 2020. The Taiwanese market is up 21% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 28% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is NT$32.56 per share.분석 기사 • Jan 19Foxconn Technology Co., Ltd.'s (TPE:2354) Stock Going Strong But Fundamentals Look Weak: What Implications Could This Have On The Stock?Foxconn Technology's (TPE:2354) stock is up by a considerable 48% over the past three months. However, we decided to...Valuation Update With 7 Day Price Move • Jan 12Investor sentiment improved over the past weekAfter last week's 21% share price gain to NT$67.70, the stock is trading at a trailing P/E ratio of 17.6x, up from the previous P/E ratio of 14.6x. This compares to an average P/E of 18x in the Electronic industry in Taiwan. Total return to shareholders over the past three years is a loss of 10%.이익 및 매출 성장 예측TWSE:2354 - 애널리스트 향후 추정치 및 과거 재무 데이터 (TWD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/2027141,322N/AN/AN/A112/31/2026154,0195,5615,2736,77323/31/2026151,3392,986-813176N/A12/31/2025156,0653,2762,8933,513N/A9/30/2025146,7963,2744,9805,291N/A6/30/2025124,6903,364-1,947-1,558N/A3/31/202596,9653,6882,2312,552N/A12/31/202475,8243,5842,4382,703N/A9/30/202454,6913,7402,7433,071N/A6/30/202456,8053,8443,7663,976N/A3/31/202460,1064,3452,0432,242N/A12/31/202374,5334,261-3,765-3,546N/A9/30/202392,3964,0308,4158,701N/A6/30/202387,9084,51111,30611,699N/A3/31/202390,2104,18711,37011,861N/A12/31/202290,4704,2668,1969,070N/A9/30/202288,4364,2814361,735N/A6/30/2022103,9233,867-4,078-2,454N/A3/31/2022107,3554,345-5,274-3,612N/A12/31/2021104,0824,4893,1834,553N/A9/30/2021110,6044,732-1,084-110N/A6/30/2021113,6625,2631,8982,527N/A3/31/2021113,8695,2056,9387,462N/A12/31/2020104,7904,7181,9782,433N/A9/30/202097,3975,4352,8943,299N/A6/30/202098,2086,41610,92811,517N/A3/31/202098,2896,8307,2107,921N/A12/31/201999,8027,130N/A12,595N/A9/30/2019104,3409,070N/A21,729N/A6/30/2019110,7869,133N/A10,005N/A3/31/2019120,6708,918N/A10,649N/A12/31/2018142,0579,147N/A11,739N/A9/30/2018170,59610,019N/A8,978N/A6/30/2018173,9719,967N/A11,459N/A3/31/2018163,3669,976N/A10,075N/A12/31/2017147,8169,965N/A8,355N/A9/30/2017108,8887,717N/A7,714N/A6/30/201784,1168,385N/A8,664N/A3/31/201781,2539,287N/A9,883N/A12/31/201680,11010,721N/A14,510N/A9/30/201684,26011,780N/A22,824N/A6/30/201687,19611,361N/A15,136N/A3/31/201692,40211,683N/A18,984N/A12/31/201599,42612,198N/A20,146N/A9/30/2015113,29613,863N/A10,729N/A6/30/2015108,08013,559N/A18,873N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 2354 의 예상 수익 증가율이 절약률(1.3%)보다 높은지 판단하기에는 데이터가 부족합니다.수익 vs 시장: 2354 의 수익이 TW 시장보다 빠르게 성장할 것으로 예상되는지 판단하기에는 데이터가 부족합니다.고성장 수익: 2354 의 수익이 향후 3년 동안 상당히 증가할 것으로 예상되는지 판단하기에는 데이터가 부족합니다.수익 대 시장: 2354 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -3.4%).고성장 매출: 2354 의 수익은 향후 3년 동안 감소할 것으로 예상됩니다(연간 -3.4%).주당순이익 성장 예측향후 자기자본이익률미래 ROE: 2354의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.성장 기업 찾아보기7D1Y7D1Y7D1YTech 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/26 17:00종가2026/05/26 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 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.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 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 스노우플레이크이 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 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Foxconn Technology Co., Ltd.는 18명의 분석가가 다루고 있습니다. 이 중 2명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Yingchao YangBarclaysAdnaan AhmadBerenbergRobert ChengBofA Global Research15명의 분석가 더 보기
Price Target Changed • May 23Price target decreased by 9.4% to NT$48.00Down from NT$53.00, the current price target is provided by 1 analyst. New target price is 26% below last closing price of NT$65.30. Stock is up 22% over the past year. The company is forecast to post earnings per share of NT$2.88 for next year compared to NT$3.01 last year.
Major Estimate Revision • Mar 23Consensus EPS estimates fall by 15%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from NT$94.6b to NT$93.5b. EPS estimate also fell from NT$4.40 per share to NT$3.73 per share. Net income forecast to grow 58% next year vs 0.2% growth forecast for Electronic industry in Taiwan. Consensus price target broadly unchanged at NT$53.50. Share price rose 3.9% to NT$53.90 over the past week.
Major Estimate Revision • Nov 16Consensus revenue estimates fall by 12%The consensus outlook for revenues in 2022 has deteriorated. 2022 revenue forecast decreased from NT$100.9b to NT$88.7b. EPS estimate fell from NT$4.26 to NT$4.12 per share. Net income forecast to grow 37% next year vs 6.4% growth forecast for Electronic industry in Taiwan. Consensus price target down from NT$55.17 to NT$52.83. Share price rose 3.9% to NT$50.10 over the past week.
Major Estimate Revision • Sep 06Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from NT$98.1b to NT$100.9b. EPS estimate increased from NT$3.83 to NT$4.26 per share. Net income forecast to grow 48% next year vs 4.1% growth forecast for Electronic industry in Taiwan. Consensus price target down from NT$56.33 to NT$55.17. Share price fell 4.8% to NT$48.15 over the past week.
Major Estimate Revision • Aug 16Consensus revenue estimates fall by 11%The consensus outlook for revenues in 2022 has deteriorated. 2022 revenue forecast decreased from NT$110.0b to NT$98.1b. EPS estimate fell from NT$4.31 to NT$3.83 per share. Net income forecast to grow 48% next year vs 6.5% growth forecast for Electronic industry in Taiwan. Consensus price target of NT$56.33 unchanged from last update. Share price rose 2.6% to NT$50.40 over the past week.
Price Target Changed • Jul 13Price target decreased to NT$56.33Down from NT$64.67, the current price target is an average from 3 analysts. New target price is 20% above last closing price of NT$47.05. Stock is down 28% over the past year. The company is forecast to post earnings per share of NT$4.60 for next year compared to NT$3.17 last year.
Reported Earnings • May 08First quarter 2026 earnings released: EPS: NT$0.47 (vs NT$0.67 in 1Q 2025)First quarter 2026 results: EPS: NT$0.47 (down from NT$0.67 in 1Q 2025). Revenue: NT$25.3b (down 16% from 1Q 2025). Net income: NT$663.4m (down 30% from 1Q 2025). Profit margin: 2.6% (down from 3.2% in 1Q 2025). The decrease in margin was driven by lower revenue. Revenue is expected to decline by 3.4% p.a. on average during the next 2 years, while revenues in the Electronic industry in Taiwan are expected to grow by 23%. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • May 06Investor sentiment improves as stock rises 26%After last week's 26% share price gain to NT$64.30, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 21x in the Electronic industry in Taiwan. Total returns to shareholders of 30% over the past three years.
Reported Earnings • Mar 12Full year 2025 earnings released: EPS: NT$2.32 (vs NT$2.53 in FY 2024)Full year 2025 results: EPS: NT$2.32 (down from NT$2.53 in FY 2024). Revenue: NT$156.1b (up 106% from FY 2024). Net income: NT$3.28b (down 8.6% from FY 2024). Profit margin: 2.1% (down from 4.7% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 5.0% p.a. on average during the next 2 years, while revenues in the Electronic industry in Taiwan are expected to grow by 18%. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
공시 • Mar 12Foxconn Technology Co., Ltd., Annual General Meeting, May 29, 2026Foxconn Technology Co., Ltd., Annual General Meeting, May 29, 2026, at 09:00 Taipei Standard Time. Location: no,3-2, chung shan rd., tucheng district, new taipei city Taiwan
Reported Earnings • Nov 13Third quarter 2025 earnings released: EPS: NT$0.62 (vs NT$0.69 in 3Q 2024)Third quarter 2025 results: EPS: NT$0.62 (down from NT$0.69 in 3Q 2024). Revenue: NT$42.3b (up 109% from 3Q 2024). Net income: NT$879.8m (down 9.2% from 3Q 2024). Profit margin: 2.1% (down from 4.8% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 2.3% p.a. on average during the next 3 years, while revenues in the Electronic industry in Taiwan are expected to grow by 15%. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.
Reported Earnings • Aug 09Second quarter 2025 earnings released: EPS: NT$0.38 (vs NT$0.61 in 2Q 2024)Second quarter 2025 results: EPS: NT$0.38 (down from NT$0.61 in 2Q 2024). Revenue: NT$41.2b (up 205% from 2Q 2024). Net income: NT$539.9m (down 38% from 2Q 2024). Profit margin: 1.3% (down from 6.4% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 4.1% p.a. on average during the next 3 years, while revenues in the Electronic industry in Taiwan are expected to grow by 12%. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.
Declared Dividend • Jun 19Dividend reduced to NT$1.40Dividend of NT$1.40 is 6.7% lower than last year. Ex-date: 2nd July 2025 Payment date: 31st July 2025 Dividend yield will be 2.2%, which is lower than the industry average of 4.0%. Sustainability & Growth Dividend is covered by both earnings (54% earnings payout ratio) and cash flows (89% cash payout ratio). The dividend has increased by an average of 4.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 46% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • May 30Foxconn Technology Co., Ltd. Approves Cash Dividend for 2024Foxconn Technology Co., Ltd. approved the proposal of cash dividend TWD 1.4 per share for 2024, at its shareholders meeting held on May 29, 2025.
New Risk • May 09New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.8% Last year net profit margin: 7.2% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 10% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (3.8% net profit margin).
Reported Earnings • May 09First quarter 2025 earnings released: EPS: NT$0.67 (vs NT$0.60 in 1Q 2024)First quarter 2025 results: EPS: NT$0.67 (up from NT$0.60 in 1Q 2024). Revenue: NT$30.0b (up 239% from 1Q 2024). Net income: NT$953.4m (up 12% from 1Q 2024). Profit margin: 3.2% (down from 9.6% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
공시 • May 01Foxconn Technology Co., Ltd. to Report Q1, 2025 Results on May 08, 2025Foxconn Technology Co., Ltd. announced that they will report Q1, 2025 results on May 08, 2025
Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to NT$51.90, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 13x in the Electronic industry in Taiwan. Total loss to shareholders of 5.9% over the past three years.
공시 • Mar 14Foxconn Technology Co., Ltd., Annual General Meeting, May 29, 2025Foxconn Technology Co., Ltd., Annual General Meeting, May 29, 2025, at 09:00 Taipei Standard Time. Location: no,3-2, chung shan rd., tucheng district, new taipei city Taiwan
Reported Earnings • Mar 14Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: EPS: NT$2.53 (down from NT$3.01 in FY 2023). Revenue: NT$75.8b (up 1.7% from FY 2023). Net income: NT$3.58b (down 16% from FY 2023). Profit margin: 4.7% (down from 5.7% in FY 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 20%. Earnings per share (EPS) missed analyst estimates by 12%. Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 14% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
분석 기사 • Mar 11Shareholders Should Be Pleased With Foxconn Technology Co., Ltd.'s (TWSE:2354) PriceWhen close to half the companies in Taiwan have price-to-earnings ratios (or "P/E's") below 21x, you may consider...
공시 • Mar 05Foxconn Technology Co., Ltd. to Report Q4, 2024 Results on Mar 12, 2025Foxconn Technology Co., Ltd. announced that they will report Q4, 2024 results at 9:00 AM, Taipei Standard Time on Mar 12, 2025
분석 기사 • Feb 21Returns On Capital Signal Difficult Times Ahead For Foxconn Technology (TWSE:2354)To avoid investing in a business that's in decline, there's a few financial metrics that can provide early indications...
New Risk • Dec 30New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Taiwanese stocks, typically moving 7.7% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (7.7% average weekly change). Earnings have declined by 14% per year over the past 5 years. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
New Risk • Dec 16New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.7% average weekly change).
분석 기사 • Dec 06Does Foxconn Technology (TWSE:2354) Have A Healthy Balance Sheet?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
분석 기사 • Nov 18Foxconn Technology's (TWSE:2354) Weak Earnings May Only Reveal A Part Of The Whole PictureLast week's earnings announcement from Foxconn Technology Co., Ltd. ( TWSE:2354 ) was disappointing to investors, with...
New Risk • Nov 18New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 6.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 14% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (6.5% average weekly change). Large one-off items impacting financial results.
Reported Earnings • Nov 12Third quarter 2024 earnings released: EPS: NT$0.69 (vs NT$0.76 in 3Q 2023)Third quarter 2024 results: EPS: NT$0.69 (down from NT$0.76 in 3Q 2023). Revenue: NT$20.2b (down 9.5% from 3Q 2023). Net income: NT$969.1m (down 9.7% from 3Q 2023). Profit margin: 4.8% (in line with 3Q 2023). Revenue is forecast to grow 29% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.
분석 기사 • Nov 12News Flash: Analysts Just Made A Dazzling Upgrade To Their Foxconn Technology Co., Ltd. (TWSE:2354) ForecastsFoxconn Technology Co., Ltd. ( TWSE:2354 ) shareholders will have a reason to smile today, with the covering analyst...
분석 기사 • Nov 03Foxconn Technology Co., Ltd.'s (TWSE:2354) Price Is Out Of Tune With EarningsWhen close to half the companies in Taiwan have price-to-earnings ratios (or "P/E's") below 21x, you may consider...
공시 • Nov 02Foxconn Technology Co., Ltd. to Report Q3, 2024 Results on Nov 11, 2024Foxconn Technology Co., Ltd. announced that they will report Q3, 2024 results on Nov 11, 2024
Valuation Update With 7 Day Price Move • Oct 30Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$80.60, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 15x in the Electronic industry in Taiwan. Total returns to shareholders of 26% over the past three years.
분석 기사 • Sep 03Foxconn Technology (TWSE:2354) May Have Issues Allocating Its CapitalWhen we're researching a company, it's sometimes hard to find the warning signs, but there are some financial metrics...
Reported Earnings • Aug 15Second quarter 2024 earnings released: EPS: NT$0.61 (vs NT$0.97 in 2Q 2023)Second quarter 2024 results: EPS: NT$0.61 (down from NT$0.97 in 2Q 2023). Revenue: NT$13.5b (down 20% from 2Q 2023). Net income: NT$864.4m (down 37% from 2Q 2023). Profit margin: 6.4% (down from 8.1% in 2Q 2023). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 1% per year.
분석 기사 • Aug 12Is Foxconn Technology (TWSE:2354) A Risky Investment?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
공시 • Aug 02Foxconn Technology Co., Ltd. to Report Q2, 2024 Results on Aug 09, 2024Foxconn Technology Co., Ltd. announced that they will report Q2, 2024 results on Aug 09, 2024
분석 기사 • Jun 17Foxconn Technology's (TWSE:2354) Dividend Will Be Reduced To NT$1.50Foxconn Technology Co., Ltd. ( TWSE:2354 ) is reducing its dividend from last year's comparable payment to NT$1.50 on...
Declared Dividend • Jun 17Dividend reduced to NT$1.50Dividend of NT$1.50 is 6.3% lower than last year. Ex-date: 2nd July 2024 Payment date: 31st July 2024 Dividend yield will be 2.2%, which is lower than the industry average of 4.0%. Sustainability & Growth Dividend is covered by earnings (49% earnings payout ratio) but not covered by cash flows (104% cash payout ratio). The dividend has increased by an average of 5.4% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 8.9% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • Jun 02+ 2 more updatesFoxconn Technology Co., Ltd. Announces Appointment of New Audit Committee MembersFOXCONN TECHNOLOGY CO., LTD. announced the appointment of the 4th audit committee members on May 31, 2024, The change involved the expiration of the term for the previous position holders, including Yao-Ching, Chen; Wei-Guo, Su; and Ching-Heng, Wu. The new members appointed to the Audit Committee are Ching-Heng, Wu, Hsin-Yi, Chiu, and Mei-Jun, Wang, with their resumes provided accordingly. Ching-Heng, Wu and Hsin-Yi, Chiu are both Independent Directors, while Mei-Jun, Wang serves as the Vice General Manager of Legal Affairs of Hung Kuo Real Estate Development Corp. The circumstances of the change were due to the expiration of the term for the previous members, and the reason for the change was stated as being in accordance with the statutory requirements. The original term for the previous members spanned from October 20, 2021, to October 19, 2024, with the effective date of the new members being May 31, 2024.
공시 • Jun 01+ 1 more updateFoxconn Technology Co., Ltd. Approves Cash Dividend for the Year 2023Foxconn Technology Co., Ltd. in its AGM held on May 31, 2024 approved the proposal for the distribution of 2023 earnings, which includes a cash dividend of TWD 1.5 per share.
Valuation Update With 7 Day Price Move • May 27Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$71.50, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 16x in the Electronic industry in Taiwan. Total returns to shareholders of 20% over the past three years.
분석 기사 • May 23One Foxconn Technology Co., Ltd. (TWSE:2354) Analyst Is Reducing Their Forecasts For This YearThe analyst covering Foxconn Technology Co., Ltd. ( TWSE:2354 ) delivered a dose of negativity to shareholders today...
Price Target Changed • May 23Price target decreased by 9.4% to NT$48.00Down from NT$53.00, the current price target is provided by 1 analyst. New target price is 26% below last closing price of NT$65.30. Stock is up 22% over the past year. The company is forecast to post earnings per share of NT$2.88 for next year compared to NT$3.01 last year.
Reported Earnings • May 16First quarter 2024 earnings released: EPS: NT$0.60 (vs NT$0.54 in 1Q 2023)First quarter 2024 results: EPS: NT$0.60 (up from NT$0.54 in 1Q 2023). Revenue: NT$8.86b (down 62% from 1Q 2023). Net income: NT$849.6m (up 11% from 1Q 2023). Profit margin: 9.6% (up from 3.3% in 1Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 33% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 1% per year.
공시 • May 11+ 2 more updatesFoxconn Technology Co., Ltd. Announces Change of Financial OfficerFoxconn Technology Co., Ltd. appointed Yen-Jen, Pan as Financial Officer in place of Zi-Horng, Lee, effective May 10, 2024. Resume of new position holder: Senior Director /Foxconn Technology Co., Ltd, Director of Accounting Division.
공시 • May 03Foxconn Technology Co., Ltd. to Report Q1, 2024 Results on May 10, 2024Foxconn Technology Co., Ltd. announced that they will report Q1, 2024 results on May 10, 2024
분석 기사 • Apr 18Foxconn Technology (TWSE:2354) Could Easily Take On More DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
New Risk • Apr 11New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 6.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 19% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (6.3% average weekly change).
분석 기사 • Mar 27Investors Still Aren't Entirely Convinced By Foxconn Technology Co., Ltd.'s (TWSE:2354) Earnings Despite 27% Price JumpFoxconn Technology Co., Ltd. ( TWSE:2354 ) shareholders would be excited to see that the share price has had a great...
분석 기사 • Mar 22Foxconn Technology's (TWSE:2354) Profits Appear To Have Quality IssuesFoxconn Technology Co., Ltd.'s ( TWSE:2354 ) healthy profit numbers didn't contain any surprises for investors. We...
Reported Earnings • Mar 18Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: NT$3.01 (down from NT$3.02 in FY 2022). Revenue: NT$74.5b (down 18% from FY 2022). Net income: NT$4.26b (flat on FY 2022). Profit margin: 5.7% (up from 4.7% in FY 2022). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 15%. Earnings per share (EPS) also missed analyst estimates by 31%. Revenue is forecast to grow 22% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 7% per year whereas the company’s share price has fallen by 9% per year.
공시 • Mar 14Foxconn Technology Co., Ltd., Annual General Meeting, May 31, 2024Foxconn Technology Co., Ltd., Annual General Meeting, May 31, 2024. Location: No.66-1, Chungshan Rd, Tucheng Dist New Taipei City Taiwan Agenda: To consider report the business of 2023; to consider Audit Committee's review report of 2023; to consider to report on the 2023 Employee Compensation Distributions; to consider to report on the distribution of 2023 profits in cash; and to transact such other business matters.
Valuation Update With 7 Day Price Move • Mar 13Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$58.60, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 16x in the Electronic industry in Taiwan. Total loss to shareholders of 12% over the past three years.
분석 기사 • Mar 12Foxconn Technology (TWSE:2354) Could Be At Risk Of Shrinking As A CompanyWhen it comes to investing, there are some useful financial metrics that can warn us when a business is potentially in...
Reported Earnings • Nov 15Third quarter 2023 earnings released: EPS: NT$0.76 (vs NT$1.10 in 3Q 2022)Third quarter 2023 results: EPS: NT$0.76 (down from NT$1.10 in 3Q 2022). Revenue: NT$22.3b (up 25% from 3Q 2022). Net income: NT$1.07b (down 31% from 3Q 2022). Profit margin: 4.8% (down from 8.7% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
공시 • Oct 22Foxconn Technology Co., Ltd Announces Change of Director for Q-Run Far East CorporationFoxconn Technology Co., Ltd.'s subsidiary Q-Run Far East Corporation Announces Change of Director. Title and name of the previous position holder: Han-Ming, Lee 4.Resume of the previous position holder: Director of Q-Run Far East Corporation. Title and name of the new position holder: Chun-Fu, Lu. Resume of the new position holder: Chairman of FOXCONN TECHNOLOGY CO., LTD. Reason for the change: Reassign. Effective date of the new appointment: October 20, 2023.
공시 • Oct 21Foxconn Technology Co., Ltd. Change of Director for Eastern Star LimitedFoxconn Technology Co., Ltd.'s subsidiary Eastern Star Limited change of director. Title and name of the previous position holder: Han-Ming, Lee. Resume of the previous position holder: Director of Eastern Star Limited. Title and name of the new position holder: Chun-Fu, Lu. Resume of the new position holder: Chairman of FOXCONN TECHNOLOGY CO., LTD. Effective from October 20, 2023.
공시 • Aug 18Foxconn Technology Co., Ltd. Announces Change of Chief Information Security OfficerFoxconn Technology Co., Ltd. announces change of Chief Information Security Officer. Name, title, and resume of the previous position holder Name: XuShun,Wang. Title: Senior manager. Resume: Senior manager of HON HAI PRECISION IND. CO., LTD.; General manager of Foxconn (NanJing) Software CO.,LTD. Name, title, and resume of the new position holder Name: KuanHui,Zhou. Title: Director. Resume: Commander of Traffic Police Corps, Tainan City Police Department. Office Chief of Information Management Office, Tainan City Police Department. Effective date: August 16, 2023.
Reported Earnings • Aug 10Second quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2023 results: EPS: NT$0.97 (up from NT$0.74 in 2Q 2022). Revenue: NT$16.8b (down 12% from 2Q 2022). Net income: NT$1.37b (up 31% from 2Q 2022). Profit margin: 8.1% (up from 5.5% in 2Q 2022). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 8.3%. Earnings per share (EPS) exceeded analyst estimates by 63%. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 8.1% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
Upcoming Dividend • Jun 27Upcoming dividend of NT$1.60 per share at 2.9% yieldEligible shareholders must have bought the stock before 04 July 2023. Payment date: 28 July 2023. Payout ratio is a comfortable 54% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Taiwanese dividend payers (5.5%). Lower than average of industry peers (4.2%).
Major Estimate Revision • Mar 23Consensus EPS estimates fall by 15%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from NT$94.6b to NT$93.5b. EPS estimate also fell from NT$4.40 per share to NT$3.73 per share. Net income forecast to grow 58% next year vs 0.2% growth forecast for Electronic industry in Taiwan. Consensus price target broadly unchanged at NT$53.50. Share price rose 3.9% to NT$53.90 over the past week.
Reported Earnings • Mar 17Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: NT$3.02 (down from NT$3.17 in FY 2021). Revenue: NT$90.5b (down 13% from FY 2021). Net income: NT$4.27b (down 5.0% from FY 2021). Profit margin: 4.7% (up from 4.3% in FY 2021). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 9.4%. Earnings per share (EPS) also missed analyst estimates by 27%. Revenue is forecast to grow 6.8% p.a. on average during the next 2 years, compared to a 5.7% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
공시 • Dec 24Foxconn Technology Co., Ltd. Announces Appointment of Xushun Wang as Chief Information Security Officer, with Effect from December 23, 2022Foxconn Technology Co., Ltd. announced appointment of Xushun Wang, Senior manager of HON HAI PRECISION IND. CO., LTD. as Chief Information Security Officer, with effect from December 23, 2022.
Major Estimate Revision • Nov 16Consensus revenue estimates fall by 12%The consensus outlook for revenues in 2022 has deteriorated. 2022 revenue forecast decreased from NT$100.9b to NT$88.7b. EPS estimate fell from NT$4.26 to NT$4.12 per share. Net income forecast to grow 37% next year vs 6.4% growth forecast for Electronic industry in Taiwan. Consensus price target down from NT$55.17 to NT$52.83. Share price rose 3.9% to NT$50.10 over the past week.
Board Change • Nov 16High number of new and inexperienced directorsThere are 4 new directors who have joined the board in the last 3 years. The company's board is composed of: 4 new directors. No experienced directors. 1 highly experienced director. Independent Director Yao-Ching Chen is the most experienced director on the board, commencing their role in 2013. The company’s lack of experienced directors is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 11Third quarter 2022 earnings: EPS and revenues miss analyst expectationsThird quarter 2022 results: EPS: NT$1.10 (up from NT$0.81 in 3Q 2021). Revenue: NT$17.9b (down 47% from 3Q 2021). Net income: NT$1.55b (up 36% from 3Q 2021). Profit margin: 8.7% (up from 3.4% in 3Q 2021). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 27%. Earnings per share (EPS) also missed analyst estimates by 13%. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Electronic industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.
Major Estimate Revision • Sep 06Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from NT$98.1b to NT$100.9b. EPS estimate increased from NT$3.83 to NT$4.26 per share. Net income forecast to grow 48% next year vs 4.1% growth forecast for Electronic industry in Taiwan. Consensus price target down from NT$56.33 to NT$55.17. Share price fell 4.8% to NT$48.15 over the past week.
Major Estimate Revision • Aug 16Consensus revenue estimates fall by 11%The consensus outlook for revenues in 2022 has deteriorated. 2022 revenue forecast decreased from NT$110.0b to NT$98.1b. EPS estimate fell from NT$4.31 to NT$3.83 per share. Net income forecast to grow 48% next year vs 6.5% growth forecast for Electronic industry in Taiwan. Consensus price target of NT$56.33 unchanged from last update. Share price rose 2.6% to NT$50.40 over the past week.
Reported Earnings • Aug 11Second quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2022 results: EPS: NT$0.74 (down from NT$1.08 in 2Q 2021). Revenue: NT$19.1b (down 15% from 2Q 2021). Net income: NT$1.04b (down 32% from 2Q 2021). Profit margin: 5.5% (down from 6.7% in 2Q 2021). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 7.7%. Earnings per share (EPS) exceeded analyst estimates by 6.0%. Over the next year, revenue is forecast to grow 6.8%, compared to a 8.5% growth forecast for the industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
Board Change • Aug 01High number of new and inexperienced directorsThere are 4 new directors who have joined the board in the last 3 years. The company's board is composed of: 4 new directors. No experienced directors. 1 highly experienced director. Independent Director Yao-Ching Chen is the most experienced director on the board, commencing their role in 2013. The company’s lack of experienced directors is considered a risk according to the Simply Wall St Risk Model.
Price Target Changed • Jul 13Price target decreased to NT$56.33Down from NT$64.67, the current price target is an average from 3 analysts. New target price is 20% above last closing price of NT$47.05. Stock is down 28% over the past year. The company is forecast to post earnings per share of NT$4.60 for next year compared to NT$3.17 last year.
Board Change • Jul 02High number of new and inexperienced directorsThere are 4 new directors who have joined the board in the last 3 years. The company's board is composed of: 4 new directors. No experienced directors. 1 highly experienced director. Independent Director Yao-Ching Chen is the most experienced director on the board, commencing their role in 2013. The company’s lack of experienced directors is considered a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Jun 27Upcoming dividend of NT$1.70 per shareEligible shareholders must have bought the stock before 04 July 2022. Payment date: 28 July 2022. Payout ratio is a comfortable 55% but the company is not cash flow positive. Trailing yield: 3.2%. Lower than top quartile of Taiwanese dividend payers (6.3%). Lower than average of industry peers (4.6%).
공시 • Jun 18Foxconn Technology Co., Ltd. Announces Change of Representative Juristic-Person Director of Yonglin Capital Holding Co. ,LtdFoxconn Technology Co., Ltd. announced Change of Representative Juristic-Person Director of Yonglin Capital Holding Co.,Ltd. Name of the previous position holder: Qun-Lun Lin. Resume of the previous position holder: Assistant manager of the Policy Group of the Chairman's Office of HON HAI PRECISION IND. CO., LTD., Chairman and General manager of HEALTHCONN CORP, Director of GyroGear Ltd., Director of Apollo Medical Optics Inc., Director of Apollo Medical Optics, Ltd., Director of GTM-IDG Biomedical Health Fund, Chairman of GTM Management Co., Ltd., CEO of YongLin Healthcare Foundation, Director of Retain Biotech Corp. Name of the new position holder: Wu-Kuang Chen. Resume of the new position holder: General manager of Foxconn Technology Co. Ltd, Chairman of HongFuJin Precision Industrial (Taiyuan) Co., Ltd, Director of FuZhun Precision Electronics (Hebi) Co., Ltd, Director of FuJin Precision Industrial (Jincheng) Co., Ltd. Reason for the change: Change in representative juristic person director. Effective date of the new appointment is June 17, 2022.
공시 • Jun 01Foxconn Technology Co., Ltd. Approves Distribution for 2021Foxconn Technology Co., Ltd. at the annual general meeting held on May 31, 2022 approved distribution of 2021 earnings of TWD 1.7 cash dividend per share.
Reported Earnings • May 14First quarter 2022 earnings: EPS misses analyst expectationsFirst quarter 2022 results: EPS: NT$0.60 (down from NT$0.70 in 1Q 2021). Revenue: NT$23.5b (up 16% from 1Q 2021). Net income: NT$845.1m (down 14% from 1Q 2021). Profit margin: 3.6% (down from 4.9% in 1Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 30%. Over the next year, revenue is forecast to grow 13%, compared to a 9.8% growth forecast for the industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
Board Change • Apr 27High number of new and inexperienced directorsThere are 4 new directors who have joined the board in the last 3 years. The company's board is composed of: 4 new directors. No experienced directors. 1 highly experienced director. Independent Director Yao-Ching Chen is the most experienced director on the board, commencing their role in 2013. The company’s lack of experienced directors is considered a risk according to the Simply Wall St Risk Model.
Major Estimate Revision • Apr 21Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate increased from NT$4.56 to NT$5.10. Revenue forecast steady at NT$120.3b. Net income forecast to grow 50% next year vs 14% growth forecast for Electronic industry in Taiwan. Consensus price target down from NT$67.33 to NT$65.33. Share price was steady at NT$60.50 over the past week.
공시 • Apr 08Foxconn Technology Co., Ltd. Announces Board ChangesFoxconn Technology Co., Ltd. announced that name of the previous position holder is Kuoliang. Ho Resume of the previous position holder: Director of Strategic Investment Division, Hon Hai Precision Industry Co., Ltd. Name of the new position holder:Hank Hsieh . Resume of the new position holder.
Major Estimate Revision • Apr 02Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate fell from NT$5.70 to NT$4.56 per share. Revenue forecast steady at NT$120.2b. Net income forecast to grow 44% next year vs 14% growth forecast for Electronic industry in Taiwan. Consensus price target broadly unchanged at NT$67.33. Share price was steady at NT$62.10 over the past week.
Major Estimate Revision • Dec 18Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 EPS estimate increased from NT$4.48 to NT$5.10. Revenue forecast unchanged at NT$115.8b. Net income forecast to grow 60% next year vs 19% growth forecast for Electronic industry in Taiwan. Consensus price target of NT$68.00 unchanged from last update. Share price fell 2.1% to NT$63.90 over the past week.
Reported Earnings • Nov 12Third quarter 2021 earnings released: EPS NT$0.81 (vs NT$1.18 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: NT$33.3b (down 8.4% from 3Q 2020). Net income: NT$1.14b (down 32% from 3Q 2020). Profit margin: 3.4% (down from 4.6% in 3Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
Board Change • Nov 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Weiguo Su was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Executive Departure • Aug 24VP & Director Chih-Chien Hung has left the companyOn the 23rd of August, Chih-Chien Hung's tenure as VP & Director ended. We don't have any record of a personal shareholding under Chih-Chien's name. A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 6.33 years.
Reported Earnings • Aug 13Second quarter 2021 earnings released: EPS NT$1.07 (vs NT$1.03 in 2Q 2020)The company reported a decent second quarter result with improved earnings and profit margins, although revenues were flat. Second quarter 2021 results: Revenue: NT$22.5b (flat on 2Q 2020). Net income: NT$1.52b (up 4.0% from 2Q 2020). Profit margin: 6.7% (up from 6.4% in 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
공시 • Aug 06Foxconn Reportedly Buys Wafer Plant from MacronixFoxconn Technology Co., Ltd. (TWSE:2354)) has bought a 6-inch wafer fabrication plant from Macronix International Co., Ltd. (TWSE:2337), three sources with direct knowledge of the matter told Reuters on August 5, 2021, as the tech giant expands in the chip industry. The sources declined to disclose the purchase price. Foxconn has been seeking to acquire chip plants globally as a worldwide chip shortage rattles producers of goods from cars to electronics. The supply bottleneck has led to production cuts and warnings of supply chain disruptions from manufacturers across the world this year. Foxconn and Macronix said they will hold a media conference at 3 p.m. Taipei time (0700 GMT).
Executive Departure • Aug 03VP & Director Xue-Kun Lee has left the companyOn the 23rd of July, Xue-Kun Lee's tenure as VP & Director ended. We don't have any record of a personal shareholding under Xue-Kun's name. Xue-Kun is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 6.33 years.
Upcoming Dividend • Jul 15Upcoming dividend of NT$1.80 per shareEligible shareholders must have bought the stock before 22 July 2021. Payment date: 20 August 2021. Trailing yield: 2.7%. Lower than top quartile of Taiwanese dividend payers (5.0%). In line with average of industry peers (2.9%).
Reported Earnings • May 18First quarter 2021 earnings released: EPS NT$0.70 (vs NT$0.35 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: NT$20.3b (up 81% from 1Q 2020). Net income: NT$988.7m (up 97% from 1Q 2020). Profit margin: 4.9% (up from 4.5% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
Price Target Changed • Apr 20Price target increased to NT$64.25Up from NT$59.20, the current price target is an average from 3 analysts. New target price is 9.5% below last closing price of NT$71.00. Stock is up 35% over the past year.
분석 기사 • Apr 07Consider This Before Buying Foxconn Technology Co., Ltd. (TPE:2354) For The 3.4% DividendIs Foxconn Technology Co., Ltd. ( TPE:2354 ) a good dividend stock? How can we tell? Dividend paying companies with...
Reported Earnings • Mar 31Full year 2020 earnings released: EPS NT$3.34 (vs NT$5.04 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: NT$104.8b (up 5.0% from FY 2019). Net income: NT$4.72b (down 34% from FY 2019). Profit margin: 4.5% (down from 7.1% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.
분석 기사 • Mar 08Returns On Capital Tell Us A Lot About Foxconn Technology (TPE:2354)If we're looking to avoid a business that is in decline, what are the trends that can warn us ahead of time? Businesses...
분석 기사 • Feb 18Foxconn Technology (TPE:2354) Has A Rock Solid Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
분석 기사 • Feb 03What Type Of Shareholders Own The Most Number of Foxconn Technology Co., Ltd. (TPE:2354) Shares?If you want to know who really controls Foxconn Technology Co., Ltd. ( TPE:2354 ), then you'll have to look at the...
Is New 90 Day High Low • Jan 27New 90-day high: NT$78.20The company is up 55% from its price of NT$50.40 on 29 October 2020. The Taiwanese market is up 21% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 28% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is NT$32.56 per share.
분석 기사 • Jan 19Foxconn Technology Co., Ltd.'s (TPE:2354) Stock Going Strong But Fundamentals Look Weak: What Implications Could This Have On The Stock?Foxconn Technology's (TPE:2354) stock is up by a considerable 48% over the past three months. However, we decided to...
Valuation Update With 7 Day Price Move • Jan 12Investor sentiment improved over the past weekAfter last week's 21% share price gain to NT$67.70, the stock is trading at a trailing P/E ratio of 17.6x, up from the previous P/E ratio of 14.6x. This compares to an average P/E of 18x in the Electronic industry in Taiwan. Total return to shareholders over the past three years is a loss of 10%.