Delta Electronics Toekomstige groei
Future criteriumcontroles 6/6
Delta Electronics zal naar verwachting groeien in winst en omzet met respectievelijk 27.5% en 23.4% per jaar. De winst per aandeel zal naar verwachting groeien met 28.4% per jaar. Het rendement op het eigen vermogen zal over 3 jaar naar verwachting 37.7% zijn.
Belangrijke informatie
27.5%
Groei van de winst
28.44%
Groei van de winst per aandeel
| Electronic winstgroei | 31.5% |
| Inkomstengroei | 23.4% |
| Toekomstig rendement op eigen vermogen | 37.68% |
| Dekking van analisten | Good |
| Laatst bijgewerkt | 05 May 2026 |
Recente toekomstige groei-updates
Recent updates
2308: AI Factory Power And Cooling Solutions Will Drive Future Upside
Analysts now place Delta Electronics' fair value at NT$2,800, up from NT$2,160, citing updated assumptions around revenue growth, profit margins, a slightly adjusted discount rate, and future P/E. What's in the News Delta plans to showcase its "Delta Sustainable Factory" concept at Hannover Messe 2026.2308: AI Factory Power And Cooling Solutions Will Support Future Upside
Analysts have lifted their price target for Delta Electronics from NT$2,000 to NT$2,160, citing updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E as the drivers of this adjustment. What's in the News Delta Electronics showcased a full range of energy saving power, liquid cooling, and microgrid solutions designed for 800 VDC architectures at NVIDIA GTC 2026, targeting next generation AI factory requirements (Key Developments).2308: AI Factory Power And Cooling Solutions Will Support Future Upside
Analysts have nudged their price target on Delta Electronics to NT$2,000, reflecting slightly updated assumptions on the discount rate, revenue growth, profit margin and future P/E. Together these factors support keeping the target level steady in currency terms.2308: AI Factory Power And Cooling Solutions Will Drive Future Upside
Analysts have lifted their price target for Delta Electronics from NT$994.96 to NT$2,000.00, citing updated assumptions that include higher projected revenue growth, a slightly lower discount rate and a higher future P/E multiple, partly offset by lower profit margin expectations. What's in the News Delta Electronics showcased a full range of energy saving power, liquid cooling and microgrid solutions designed for 800 VDC architectures aimed at next generation AI factories at NVIDIA GTC 2026, highlighting data center infrastructure capabilities (Product related announcement).
2308: Tonglu Data Center Contracts Will Support Future AI Power Upside
Analysts have raised their price target on Delta Electronics from NT$1,182 to about NT$1,573. This reflects updated views on higher modeled revenue growth, a different profit margin profile, a slightly lower discount rate, and a higher assumed future P/E multiple.
2308: Tonglu Data Center Contracts Will Ultimately Disappoint Versus Current Market Optimism
Analysts have updated their price target for Delta Electronics to NT$872.86 from NT$860.53, citing slightly higher modeled revenue growth, profit margin, and future P/E assumptions. What's in the News MediaTek Inc.2308: Data Center Partnerships Will Eventually Underwhelm Versus Current Market Hype
Analysts have raised their fair value estimate for Delta Electronics from $804.77 to $860.53, citing updated assumptions around revenue growth, profit margins, a slightly adjusted discount rate, and future P/E expectations. What's in the News MediaTek Inc.2308: Future AI Data Center Deals Will Not Sustain Current Optimism
Analysts have slightly increased their price target on Delta Electronics, citing modest adjustments to fair value and key inputs such as revenue growth, profit margin, discount rate, and future P/E assumptions that together support a somewhat higher valuation. What's in the News MediaTek signed construction and architectural supervision contracts for the Tonglu data center on rented land, naming Delta Electronics as a counterparty alongside Bio architecture Formosana, with a combined maximum contract value of TWD 512,685,000 including VAT.2308: Future AI Data Center Contracts Will Not Justify Current Optimism
Analysts now set a higher price target for Delta Electronics, raising their fair value estimate from $782.65 to $804.05 as they factor in a slightly lower discount rate, revise revenue growth and margin expectations, and apply a higher future P/E multiple. What's in the News MediaTek selected Delta Electronics and Bio architecture Formosana to provide construction and extended architectural construction supervision services for the Tonglu data center on rented land.2308: Future AI Data Center Expansion Will Eventually Disappoint Current Market Optimism
Analysts have significantly raised their price target on Delta Electronics from $450.00 to about $782.65, reflecting higher expected revenue growth, modestly improved profit margins, and a richer future earnings multiple. What's in the News Delta and Siemens Smart Infrastructure formalized a global partnership to provide prefabricated, modular power solutions that cut data center CAPEX and improve power reliability for AI and cloud operators (Strategic Alliances).2308: Prefabricated AI Data Center Power Solutions Will Drive Upside
Analysts have nudged their price target for Delta Electronics slightly higher to TWD 1,182 from TWD 1,181, reflecting marginally stronger revenue growth assumptions and a steady long term valuation multiple despite a largely unchanged profit outlook. What's in the News Delta and Siemens Smart Infrastructure entered a global partnership to provide prefabricated, modular power solutions aimed at speeding data center deployment and lowering CAPEX for AI and cloud operators (Strategic Alliances).2308: Prefabricated Data Center Power Solutions Will Drive Significant Upside
Analysts have slightly reduced their price target for Delta Electronics from $1,193.39 to $1,181.17, citing minor shifts in discount rate and valuation assumptions. Revenue growth and profit margin estimates remain largely unchanged.2308: AI-Driven Energy Solutions Will Expand Revenue And Boost Margins
Analysts have raised their price target for Delta Electronics from $1,044.11 to $1,193.39. They cite improved revenue growth expectations and stronger profit margins as key factors behind the upward revision.Analysts Lift Delta Electronics Price Target as AI Innovations Drive Stronger Growth Outlook
Analysts have raised their price target for Delta Electronics from $949.50 to $1,044.11. They cite improved revenue growth forecasts and a slightly higher profit margin outlook as reasons for the revision.AI And Data Center Growth Will Shape Future Expansion
Delta Electronics received an upward revision in analyst price target from $831.44 to $949.50. This reflects increased confidence based on improved anticipated revenue growth and profit margins.AI And Data Center Growth Will Shape Future Expansion
Delta Electronics’ consensus price target has increased significantly, primarily driven by higher projected revenue growth and an elevated future P/E multiple, resulting in a new fair value of NT$831.44. What's in the News Delta showcased AI-enabled smart manufacturing solutions at Automation Taipei, debuting Collaborative Robots and AI Cognitive Module for enhanced human-robot collaboration and demonstrating digital twin tech that shortens production cycles by 20%.AI And Data Center Growth Will Shape Future Expansion
A marginal increase in Delta Electronics' consensus revenue growth forecasts has supported a slight upward revision in its Analyst Price Target to NT$683.39. What's in the News Delta unveiled AI-enabled smart manufacturing solutions at Automation Taipei 2025, debuting Collaborative Robots and AI Cognitive Module for intuitive human-robot collaboration and demonstrating a Cyber-Physical Integration Demo Line that reduces production optimization time by 20%.
Cutting-Edge Cooling Solutions And AI Synergy Drive Sustained Growth And Margins
Delta Electronics' leadership in AI data center power solutions and liquid cooling offers revenue and net margin growth through high-demand, high-margin segments.Winst- en omzetgroeiprognoses
| Datum | Inkomsten | Inkomsten | Vrije kasstroom | Geldmiddelen uit operationele activiteiten | Gem. Aantal analisten |
|---|---|---|---|---|---|
| 12/31/2028 | 1,425,855 | 224,385 | 179,402 | 235,868 | 13 |
| 12/31/2027 | 1,026,379 | 161,354 | 93,602 | 148,891 | 20 |
| 12/31/2026 | 778,537 | 108,805 | 54,655 | 109,867 | 15 |
| 3/31/2026 | 595,318 | 70,433 | 54,330 | 102,139 | N/A |
| 12/31/2025 | 554,885 | 60,108 | 50,974 | 98,474 | N/A |
| 9/30/2025 | 507,475 | 49,962 | 38,602 | 82,021 | N/A |
| 6/30/2025 | 469,360 | 43,696 | 44,497 | 84,563 | N/A |
| 3/31/2025 | 448,769 | 39,696 | 35,222 | 74,103 | N/A |
| 12/31/2024 | 421,148 | 35,229 | 37,766 | 72,895 | N/A |
| 9/30/2024 | 406,966 | 37,024 | 46,169 | 75,615 | N/A |
| 6/30/2024 | 402,558 | 34,047 | 40,843 | 71,584 | N/A |
| 3/31/2024 | 399,665 | 32,249 | 40,192 | 69,825 | N/A |
| 12/31/2023 | 401,227 | 33,393 | 42,787 | 71,086 | N/A |
| 9/30/2023 | 406,866 | 32,330 | 35,630 | 63,019 | N/A |
| 6/30/2023 | 405,319 | 34,036 | 33,488 | 59,565 | N/A |
| 3/31/2023 | 394,764 | 33,515 | 31,627 | 55,854 | N/A |
| 12/31/2022 | 384,443 | 32,666 | 24,090 | 46,529 | N/A |
| 9/30/2022 | 362,552 | 31,013 | 12,562 | 35,442 | N/A |
| 6/30/2022 | 335,950 | 26,313 | 7,763 | 29,566 | N/A |
| 3/31/2022 | 324,724 | 26,275 | 1,459 | 24,058 | N/A |
| 12/31/2021 | 314,671 | 26,796 | 3,991 | 28,319 | N/A |
| 9/30/2021 | 309,454 | 27,970 | 19,446 | 42,715 | N/A |
| 6/30/2021 | 307,488 | 29,990 | 24,188 | 45,566 | N/A |
| 3/31/2021 | 299,412 | 29,998 | 28,780 | 49,162 | N/A |
| 12/31/2020 | 282,605 | 25,485 | 28,429 | 46,850 | N/A |
| 9/30/2020 | 272,246 | 23,140 | 27,724 | 45,559 | N/A |
| 6/30/2020 | 267,028 | 19,880 | 30,112 | 47,685 | N/A |
| 3/31/2020 | 269,708 | 21,813 | 27,722 | 44,453 | N/A |
| 12/31/2019 | 268,131 | 23,118 | N/A | 41,911 | N/A |
| 9/30/2019 | 264,572 | 24,076 | N/A | 33,902 | N/A |
| 6/30/2019 | 255,727 | 25,037 | N/A | 30,229 | N/A |
| 3/31/2019 | 240,250 | 18,784 | N/A | 26,470 | N/A |
| 12/31/2018 | 237,018 | 18,193 | N/A | 23,672 | N/A |
| 9/30/2018 | 233,741 | 16,911 | N/A | 22,875 | N/A |
| 6/30/2018 | 229,947 | 16,287 | N/A | 16,341 | N/A |
| 3/31/2018 | 225,523 | 17,243 | N/A | 23,432 | N/A |
| 12/31/2017 | 223,578 | 18,381 | N/A | 26,969 | N/A |
| 9/30/2017 | 219,235 | 18,569 | N/A | 28,013 | N/A |
| 6/30/2017 | 216,480 | 18,769 | N/A | 33,848 | N/A |
| 3/31/2017 | 215,673 | 18,830 | N/A | 32,922 | N/A |
| 12/31/2016 | 214,356 | 18,798 | N/A | 30,900 | N/A |
| 9/30/2016 | 212,950 | 19,004 | N/A | 35,460 | N/A |
| 6/30/2016 | 211,790 | 19,234 | N/A | 30,419 | N/A |
| 3/31/2016 | 207,856 | 18,736 | N/A | 30,773 | N/A |
| 12/31/2015 | 203,452 | 18,715 | N/A | 31,059 | N/A |
| 9/30/2015 | 197,372 | 18,587 | N/A | 24,489 | N/A |
| 6/30/2015 | 191,919 | 18,529 | N/A | 26,944 | N/A |
Toekomstige groeivoorspellingen analisten
Verdiensten versus spaarpercentage: De verwachte winstgroei 2308 ( 27.5% per jaar) ligt boven de spaarquote ( 1.3% ).
Winst versus markt: De winst van 2308 ( 27.5% per jaar) zal naar verwachting sneller groeien dan de TW markt ( 25% per jaar).
Hoge groeiwinsten: De winst van 2308 zal naar verwachting de komende 3 jaar aanzienlijk groeien.
Omzet versus markt: De omzet van 2308 ( 23.4% per jaar) zal naar verwachting sneller groeien dan de markt TW ( 18% per jaar).
Hoge groei-inkomsten: De omzet van 2308 ( 23.4% per jaar) zal naar verwachting sneller groeien dan 20% per jaar.
Groeiprognoses winst per aandeel
Toekomstig rendement op eigen vermogen
Toekomstige ROE: Het rendement op eigen vermogen 2308 zal naar verwachting over 3 jaar hoog zijn ( 37.7 %)
Ontdek groeibedrijven
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/05/05 07:59 |
| Aandelenkoers aan het einde van de dag | 2026/05/05 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
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| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
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| Belangrijkste ontwikkelingen | 10 jaar |
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* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Delta Electronics, Inc. wordt gevolgd door 35 analisten. 20 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| George Chang | Aletheia Analyst Network Limited |
| Yingchao Yang | Barclays |
| Wayne Dong | Barclays |