AUO 향후 성장
Future 기준 점검 3/6
AUO은 연간 수입과 매출이 각각 41%와 7.2% 증가할 것으로 예상되고 EPS는 연간 40.7%만큼 증가할 것으로 예상됩니다.
핵심 정보
41.0%
이익 성장률
40.67%
EPS 성장률
| Electronic 이익 성장 | 31.9% |
| 매출 성장률 | 7.2% |
| 향후 자기자본이익률 | n/a |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 04 May 2026 |
최근 향후 성장 업데이트
Recent updates
2409: Future Display Bets Will Likely Keep Shares Overstretched
Analysts have kept the AUO price target steady at NT$13.0. Updated assumptions include a lower discount rate, slightly different revenue growth and profit margin expectations, and a higher future P/E input guiding their valuation framework. What's in the News AUO Group plans a major presence at Touch Taiwan 2026 under the theme "Reveal the World, Reveal the Future." The company will highlight display technologies across retail, healthcare, transportation, and smart living (Key Developments).
2409: Micro LED And AI Display Expansion Will Shape Balanced Prospects
Analysts have kept the AUO price target at NT$15.0, and slight adjustments to the discount rate, revenue growth assumptions, profit margin and future P/E suggest a modestly refined rather than fundamentally changed outlook. What's in the News AUO Group is preparing a major presence at Touch Taiwan 2026 under the theme "Reveal the World, Reveal the Future," with AUO Display Plus (ADP) leading vertical application showcases across retail, healthcare, and other sectors, while subsidiary Yenrich Technology debuts miniaturized LED solutions for fine-pitch, high-end displays (Key Developments).2409: Mobility And Display Technologies Will Shape Fairly Balanced Prospects
Analysts have lifted their price target on AUO from NT$14.56 to NT$15.00, citing adjusted assumptions around discount rate, revenue growth, profit margin and future P/E to reflect their latest outlook on the business. What's in the News AUO created a new subsidiary, AUO Mobility Solutions, which plans to present its smart mobility portfolio at CES 2026 in Las Vegas under the theme "Together, We Drive the New Era." The focus will be on Visual, Computing, and Connectivity for next generation vehicle platforms (Key Developments).2409: Smart Mobility And AR Bets Will Likely Keep Shares Overstretched
Analysts have maintained their AUO fair value estimate at NT$13.0, with only small tweaks to inputs such as the discount rate, revenue growth outlook, profit margin and future P/E assumptions driving the latest price target update. What's in the News AUO formed a new subsidiary, AUO Mobility Solutions, which plans to showcase its Visual, Computing, and Connectivity platform for smart mobility at CES 2026 in Las Vegas, including concepts for a human centric smart cockpit and software defined vehicles (Key Developments).2409: Smart Mobility Push Will Likely Leave Shares Priced For Perfection
Analysts have nudged their NT$ price target on AUO higher, with fair value shifting from about NT$12.50 to NT$13.00 as they update assumptions around discount rates, expected revenue growth, profit margins and future P/E levels. What's in the News AUO created a new subsidiary, AUO Mobility Solutions, which will showcase smart mobility technologies at CES 2026 in Las Vegas under the theme "Together, We Drive the New Era," with a focus on Visual, Computing, and Connectivity (Key Developments).2409: Mobility Solutions And Micro LED Expansion Will Shape Balanced Prospects
Analysts have nudged their fair value estimate for AUO slightly higher to $14.56 from $14.51, citing updated assumptions for the discount rate, revenue growth, profit margin, and future P/E that they view as better aligned with current company fundamentals. What's in the News AUO established AUO Mobility Solutions as a new subsidiary focused on smart mobility.
2409: Future Mobility Displays Will Drive A More Optimistic Outlook
Analysts have lifted their price target on AUO to US$18.20 from US$17.38, pointing to updated assumptions around slightly lower discount rates, adjusted revenue growth and profit margin expectations, and a higher future P/E multiple. What's in the News AUO has set up a new subsidiary, AUO Mobility Solutions, which will appear at CES 2026 in Las Vegas.2409: Mobility And Energy Storage Expansion Will Shape Balanced Future Prospects
Analysts have raised their price target range for AUO, citing an updated fair value estimate of about $14.51 compared with the previous $13.26. This change reflects revised assumptions for the discount rate, revenue growth, profit margin and future P/E.2409: Energy Storage Expansion Will Drive Future Upside
Analysts have modestly adjusted their price target on AUO to reflect a slightly more favorable profit margin outlook and marginally softer long term revenue growth expectations while maintaining a broadly similar valuation framework. What's in the News AUO and subsidiary AUO Display Plus are showcasing advanced 3D surgical imaging, AI-assisted diagnostics, and Traditional Chinese Medicine digital detection solutions at the 2025 Healthcare+ Expo Taiwan, highlighting expansion in smart healthcare ecosystems (Key Developments).2409: Mobility And Energy Storage Expansion Will Drive Future Upside
Analysts have raised their price target on AUO to $13.26 from $13.26, citing slightly stronger expected revenue growth that more than offsets a marginally softer projected profit margin and a modestly lower future price to earnings multiple. What's in the News AUO and subsidiary AUO Display Plus will showcase advanced 3D medical displays and AI-assisted imaging solutions at the 2025 Healthcare+ Expo Taiwan, targeting applications such as 3D surgical imaging, AI interpretation, and TCM digital diagnostics (Key Developments).2409: Mobility Solutions and Energy Storage Developments Will Drive Future Progress
Analysts have increased their price target for AUO while maintaining the fair value estimate at $13.26, citing stronger expected revenue growth and a marginally improved profit margin outlook. What's in the News AUO will debut its new subsidiary, AUO Mobility Solutions Corporation, at CES 2026 in Las Vegas.2409: Energy Storage Synergy Will Drive Advancements in Green Solutions
Analysts have slightly lowered their price target for AUO to $13.26 from $13.38, citing modest reductions in projected revenue growth and profit margin estimates. What's in the News AUO partnered with StarShining Energy, AET SustainTek, and 21 industry partners to present an "Energy Storage as Priority x Solar-Storage Synergy" portfolio at Energy Taiwan 2025.Next Generation Display Technologies Will Transform Wearables And Specialized Device Markets
Analysts have moderately lowered their price target for AUO from $13.73 to $13.38, citing slight adjustments in long-term profit margin expectations and future valuation assumptions. What's in the News AUO completed the repurchase of 1,824,139 shares, amounting to 0.02% of total shares, for TWD 26.42 million between February 13, 2025 and April 13, 2025 (Key Developments).Specialized Displays In Automotive And Medical Will Redefine Future Markets
The upward revision in AUO’s price target reflects improved consensus revenue growth forecasts and a notable expansion in future P/E expectations, resulting in a new fair value estimate of NT$13.73. What's in the News AUO partnered with Garmin to launch the world's first Micro LED display smartwatch, the Garmin fenix 8 Pro MicroLED, marking a significant advance in wearable display technology.A Look At The Intrinsic Value Of AUO Corporation (TWSE:2409)
Mar 26
Revenues Working Against AUO Corporation's (TWSE:2409) Share Price
Dec 22
Gen 45 Micro LED Transition And AI PC Demand Set To Propel Revenue And Profitability
Asset revitalization and strategic investments are expected to boost earnings and liquidity while positioning AUO for enhanced market presence.AUO Corporation (TWSE:2409) Third-Quarter Results: Here's What Analysts Are Forecasting For Next Year
Nov 17Is AUO (TWSE:2409) A Risky Investment?
Oct 29AUO Corporation's (TWSE:2409) Business And Shares Still Trailing The Industry
Aug 11AUO (TWSE:2409) Has Announced That It Will Be Increasing Its Dividend To NT$0.90
Jul 23Is AUO (TWSE:2409) A Risky Investment?
Jul 14Is Now An Opportune Moment To Examine AUO Corporation (TWSE:2409)?
Apr 19Does AUO (TWSE:2409) Have A Healthy Balance Sheet?
Mar 26이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 12/31/2027 | 314,824 | 4,690 | 12,062 | 33,567 | 7 |
| 12/31/2026 | 286,055 | 2,682 | 10,537 | 27,979 | 4 |
| 3/31/2026 | 278,317 | 2,405 | -2,256 | 12,278 | N/A |
| 12/31/2025 | 281,388 | 6,843 | -7,191 | 11,129 | N/A |
| 9/30/2025 | 279,938 | 5,581 | -4,726 | 16,986 | N/A |
| 6/30/2025 | 287,779 | 5,935 | -460 | 23,333 | N/A |
| 3/31/2025 | 292,870 | 3,756 | -1,963 | 23,328 | N/A |
| 12/31/2024 | 280,245 | -3,064 | -3,778 | 23,146 | N/A |
| 9/30/2024 | 274,899 | -6,193 | -3,115 | 20,846 | N/A |
| 6/30/2024 | 267,261 | -6,243 | -6,122 | 17,083 | N/A |
| 3/31/2024 | 256,253 | -10,819 | -1,739 | 21,642 | N/A |
| 12/31/2023 | 247,964 | -18,203 | -16,793 | 9,994 | N/A |
| 9/30/2023 | 237,267 | -26,901 | -17,992 | 12,455 | N/A |
| 6/30/2023 | 216,889 | -36,351 | -35,242 | 1,795 | N/A |
| 3/31/2023 | 216,453 | -37,176 | -36,070 | 3,153 | N/A |
| 12/31/2022 | 246,793 | -21,101 | -8,982 | 26,971 | N/A |
| 9/30/2022 | 287,179 | -238 | 16,093 | 49,423 | N/A |
| 6/30/2022 | 336,501 | 29,498 | 58,570 | 85,474 | N/A |
| 3/31/2022 | 369,272 | 54,661 | 75,331 | 97,450 | N/A |
| 12/31/2021 | 370,685 | 61,331 | 87,688 | 104,721 | N/A |
| 9/30/2021 | 358,186 | 59,110 | 77,097 | 92,091 | N/A |
| 6/30/2021 | 332,361 | 42,694 | 58,054 | 71,187 | N/A |
| 3/31/2021 | 300,206 | 20,202 | 36,843 | 50,468 | N/A |
| 12/31/2020 | 270,955 | 3,376 | 10,146 | 25,747 | N/A |
| 9/30/2020 | 252,389 | -13,887 | -1,420 | 16,850 | N/A |
| 6/30/2020 | 249,212 | -20,768 | -11,823 | 10,637 | N/A |
| 3/31/2020 | 255,777 | -20,489 | -9,260 | 17,310 | N/A |
| 12/31/2019 | 268,792 | -19,185 | N/A | 20,731 | N/A |
| 9/30/2019 | 283,917 | -7,165 | N/A | 23,598 | N/A |
| 6/30/2019 | 294,906 | 1,140 | N/A | 29,091 | N/A |
| 3/31/2019 | 299,895 | 5,074 | N/A | 31,431 | N/A |
| 12/31/2018 | 307,634 | 13,072 | N/A | 40,201 | N/A |
| 9/30/2018 | 311,205 | 24,325 | N/A | 50,160 | N/A |
| 6/30/2018 | 317,558 | 28,862 | N/A | 60,479 | N/A |
| 3/31/2018 | 326,916 | 37,440 | N/A | 75,541 | N/A |
| 12/31/2017 | 341,028 | 42,610 | N/A | 84,363 | N/A |
| 9/30/2017 | 352,210 | 39,282 | N/A | 79,576 | N/A |
| 6/30/2017 | 350,832 | 35,324 | N/A | 63,784 | N/A |
| 3/31/2017 | 346,511 | 24,922 | N/A | 46,751 | N/A |
| 12/31/2016 | 329,089 | 9,965 | N/A | 36,696 | N/A |
| 9/30/2016 | 320,686 | -7,023 | N/A | 44,104 | N/A |
| 6/30/2016 | 323,967 | -8,458 | N/A | 48,171 | N/A |
| 3/31/2016 | 336,180 | -3,391 | N/A | 56,776 | N/A |
| 12/31/2015 | 360,346 | 7,242 | N/A | 62,003 | N/A |
| 9/30/2015 | 382,353 | 17,856 | N/A | 54,558 | N/A |
| 6/30/2015 | 399,940 | 21,725 | N/A | 66,184 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: 2409 의 연간 예상 수익 증가율(41%)이 saving rate(1.3%)보다 높습니다.
수익 vs 시장: 2409 의 연간 수익(41%)이 TW 시장(25.2%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 수익: 2409 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.
수익 대 시장: 2409 의 수익(연간 7.2%)이 TW 시장(연간 18.1%)보다 느리게 성장할 것으로 예상됩니다.
고성장 매출: 2409 의 수익(연간 7.2%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: 2409의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/06 01:50 |
| 종가 | 2026/05/06 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
AUO Corporation는 28명의 분석가가 다루고 있습니다. 이 중 7명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Wanping Yeh | Barclays |
| Alberto Moel | Bernstein |
| Brad Lin | BofA Global Research |