Delta Electronics Inkomsten in het verleden
Verleden criteriumcontroles 6/6
Delta Electronics heeft de winst zien groeien met een gemiddeld jaarlijks percentage van 20%, terwijl de Electronic-industrie de winst zag dalen met 0.1% per jaar. De inkomsten zijn gegroeid met een gemiddeld jaarlijks percentage van 13.2%. Het rendement op eigen vermogen van Delta Electronics is 26.1%, en het heeft een nettomarge van 12.5%.
Belangrijke informatie
19.98%
Groei van de winst
19.98%
Groei van de winst per aandeel
| Electronic Groei van de industrie | 14.81% |
| Inkomstengroei | 13.18% |
| Rendement op eigen vermogen | 26.14% |
| Nettomarge | 12.47% |
| Volgende winstupdate | 29 Oct 2026 |
Recente prestatie-updates uit het verleden
Recent updates
Narratiefupdate • Sep 09
2308: AI Data Center Demand Will Support Future Upside Potential
Analysts have lowered their price target for Delta Electronics from NT$2,662.05 to NT$2,474.18 after applying a slightly higher discount rate and more conservative assumptions for revenue growth, profit margin, and future P/E. What’s in the News for Delta Electronics Delta Electronics has scheduled a board meeting for July 29, 2026, to approve the company’s financial results for the second quarter of 2026.
Narratiefupdate • Aug 26
2308: AI Data Center Buildout Will Eventually Fail To Justify Premium
Analysts have lifted their price target for Delta Electronics from about NT$1,454 to roughly NT$1,491, citing updated fair value estimates and adjusted assumptions for discount rate, revenue growth, profit margins, and future P/E levels. What’s in the News for Delta Electronics Delta Electronics has scheduled a board meeting for July 29, 2026 to review and approve the company’s financial results for the second quarter of 2026.
Narratiefupdate • Aug 12
2308: AI Data Center And Microgrid Solutions Will Drive Future Upside
Analysts have trimmed their price target for Delta Electronics to NT$3,456.90 from NT$3,893.75 as they factor in slightly lower revenue growth, a modestly softer profit margin, a higher discount rate, and a reduced future P/E assumption. What's in the News for Delta Electronics Delta Electronics plans a board meeting on 29 July 2026 to review and approve the company’s financial results for the second quarter of 2026.Narratiefupdate • Jul 29
2308: AI Data Center Solutions Will Drive Future Upside Potential
Analysts have lifted their price target for Delta Electronics from NT$2,545.00 to NT$2,662.05. This reflects updated views on its fair value, discount rate, expected revenue growth, profit margin and future P/E assumptions.Narratiefupdate • Jul 15
2308: AI Data Center Solutions Will Drive Future Upside Potential
Analysts have modestly reduced their price target for Delta Electronics to around NT$3,894 from about NT$4,008, citing slightly lower fair value and profit margin assumptions, along with updated views on discount rates, revenue growth and future P/E multiples. What's in the News for Delta Electronics Delta Electronics participated in COMPUTEX 2026 under the theme "Superior Efficiency, Shaping Sustainable AI", showcasing technologies for high-performance, MW-scale, high-density data centers, including HVDC power architectures and edge AI applications in smart manufacturing and smart buildings.Narratiefupdate • Jul 01
2308: AI Data Center Hype Will Ultimately Disappoint Versus Current Expectations
Analysts have raised their price target for Delta Electronics from NT$872.86 to NT$1,454.29, citing updated assumptions that reflect revised views on revenue growth, profit margins, and future P/E levels. What’s in the News for Delta Electronics Delta Electronics showcased a prefabricated AI modular data center solution at COMPUTEX 2026, targeting high performance, MW scale data centers with a modular design that aims to simplify deployment and support high density AI racks.Narratiefupdate • Jun 17
2308: AI Data Center And Sustainable Factory Build Will Drive Future Upside
Analysts have raised their price target for Delta Electronics from NT$3,030 to about NT$4,008. This change reflects updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E, and indicates a recalibration of how they view the stock’s risk and earnings profile.Narratiefupdate • Jun 03
2308: AI Factories And Data Center Power Will Support Balanced Future Upside
Analysts have raised their fair value estimate for Delta Electronics from NT$1,572.89 to NT$2,545.00, citing updated assumptions for revenue growth, profit margin and a lower future P/E multiple as the main drivers of the new target. What's in the News Ceres Power Holdings referenced a new infrastructure partnership between Delta Electronics and Centrica to serve data centers and energy intensive industries in the UK and Europe, starting with Solid Oxide Fuel Cells for off grid power, with Delta acting as a manufacturing licensee for Ceres' fuel cell stacks and systems.Narratiefupdate • May 17
2308: AI Factory And Sustainable Energy Solutions Will Drive Future Upside
Analysts have increased their fair value estimate for Delta Electronics from NT$2,800 to NT$3,030, citing updated assumptions for revenue growth, profit margins and future P/E expectations. What's in the News Delta Electronics is partnering with Centrica through an infrastructure agreement highlighted by Ceres Power, focusing on Solid Oxide Fuel Cells for off grid energy generation for data centres and energy intensive industries in the UK and Europe (Key Developments).Narratiefupdate • May 01
2308: AI Factory Power And Cooling Solutions Will Drive Future Upside
Analysts now place Delta Electronics' fair value at NT$2,800, up from NT$2,160, citing updated assumptions around revenue growth, profit margins, a slightly adjusted discount rate, and future P/E. What's in the News Delta plans to showcase its "Delta Sustainable Factory" concept at Hannover Messe 2026.Narratiefupdate • Apr 16
2308: AI Factory Power And Cooling Solutions Will Support Future Upside
Analysts have lifted their price target for Delta Electronics from NT$2,000 to NT$2,160, citing updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E as the drivers of this adjustment. What's in the News Delta Electronics showcased a full range of energy saving power, liquid cooling, and microgrid solutions designed for 800 VDC architectures at NVIDIA GTC 2026, targeting next generation AI factory requirements (Key Developments).Narratiefupdate • Apr 02
2308: AI Factory Power And Cooling Solutions Will Support Future Upside
Analysts have nudged their price target on Delta Electronics to NT$2,000, reflecting slightly updated assumptions on the discount rate, revenue growth, profit margin and future P/E. Together these factors support keeping the target level steady in currency terms.Narratiefupdate • Mar 19
2308: AI Factory Power And Cooling Solutions Will Drive Future Upside
Analysts have lifted their price target for Delta Electronics from NT$994.96 to NT$2,000.00, citing updated assumptions that include higher projected revenue growth, a slightly lower discount rate and a higher future P/E multiple, partly offset by lower profit margin expectations. What's in the News Delta Electronics showcased a full range of energy saving power, liquid cooling and microgrid solutions designed for 800 VDC architectures aimed at next generation AI factories at NVIDIA GTC 2026, highlighting data center infrastructure capabilities (Product related announcement).Narratiefupdate • Mar 05
2308: Tonglu Data Center Contracts Will Support Future AI Power Upside
Analysts have raised their price target on Delta Electronics from NT$1,182 to about NT$1,573. This reflects updated views on higher modeled revenue growth, a different profit margin profile, a slightly lower discount rate, and a higher assumed future P/E multiple.Narratiefupdate • Feb 18
2308: Tonglu Data Center Contracts Will Ultimately Disappoint Versus Current Market Optimism
Analysts have updated their price target for Delta Electronics to NT$872.86 from NT$860.53, citing slightly higher modeled revenue growth, profit margin, and future P/E assumptions. What's in the News MediaTek Inc.Narratiefupdate • Feb 04
2308: Data Center Partnerships Will Eventually Underwhelm Versus Current Market Hype
Analysts have raised their fair value estimate for Delta Electronics from $804.77 to $860.53, citing updated assumptions around revenue growth, profit margins, a slightly adjusted discount rate, and future P/E expectations. What's in the News MediaTek Inc.Narratiefupdate • Jan 21
2308: Future AI Data Center Deals Will Not Sustain Current Optimism
Analysts have slightly increased their price target on Delta Electronics, citing modest adjustments to fair value and key inputs such as revenue growth, profit margin, discount rate, and future P/E assumptions that together support a somewhat higher valuation. What's in the News MediaTek signed construction and architectural supervision contracts for the Tonglu data center on rented land, naming Delta Electronics as a counterparty alongside Bio architecture Formosana, with a combined maximum contract value of TWD 512,685,000 including VAT.Narratiefupdate • Jan 07
2308: Future AI Data Center Contracts Will Not Justify Current Optimism
Analysts now set a higher price target for Delta Electronics, raising their fair value estimate from $782.65 to $804.05 as they factor in a slightly lower discount rate, revise revenue growth and margin expectations, and apply a higher future P/E multiple. What's in the News MediaTek selected Delta Electronics and Bio architecture Formosana to provide construction and extended architectural construction supervision services for the Tonglu data center on rented land.Narratiefupdate • Dec 24
2308: Future AI Data Center Expansion Will Eventually Disappoint Current Market Optimism
Analysts have significantly raised their price target on Delta Electronics from $450.00 to about $782.65, reflecting higher expected revenue growth, modestly improved profit margins, and a richer future earnings multiple. What's in the News Delta and Siemens Smart Infrastructure formalized a global partnership to provide prefabricated, modular power solutions that cut data center CAPEX and improve power reliability for AI and cloud operators (Strategic Alliances).Narratiefupdate • Dec 10
2308: Prefabricated AI Data Center Power Solutions Will Drive Upside
Analysts have nudged their price target for Delta Electronics slightly higher to TWD 1,182 from TWD 1,181, reflecting marginally stronger revenue growth assumptions and a steady long term valuation multiple despite a largely unchanged profit outlook. What's in the News Delta and Siemens Smart Infrastructure entered a global partnership to provide prefabricated, modular power solutions aimed at speeding data center deployment and lowering CAPEX for AI and cloud operators (Strategic Alliances).Narratiefupdate • Nov 26
2308: Prefabricated Data Center Power Solutions Will Drive Significant Upside
Analysts have slightly reduced their price target for Delta Electronics from $1,193.39 to $1,181.17, citing minor shifts in discount rate and valuation assumptions. Revenue growth and profit margin estimates remain largely unchanged.Narratiefupdate • Nov 05
2308: AI-Driven Energy Solutions Will Expand Revenue And Boost Margins
Analysts have raised their price target for Delta Electronics from $1,044.11 to $1,193.39. They cite improved revenue growth expectations and stronger profit margins as key factors behind the upward revision.Narratiefupdate • Oct 22
Analysts Lift Delta Electronics Price Target as AI Innovations Drive Stronger Growth Outlook
Analysts have raised their price target for Delta Electronics from $949.50 to $1,044.11. They cite improved revenue growth forecasts and a slightly higher profit margin outlook as reasons for the revision.Narratiefupdate • Oct 08
AI And Data Center Growth Will Shape Future Expansion
Delta Electronics received an upward revision in analyst price target from $831.44 to $949.50. This reflects increased confidence based on improved anticipated revenue growth and profit margins.Narratiefupdate • Sep 24
AI And Data Center Growth Will Shape Future Expansion
Delta Electronics’ consensus price target has increased significantly, primarily driven by higher projected revenue growth and an elevated future P/E multiple, resulting in a new fair value of NT$831.44. What's in the News Delta showcased AI-enabled smart manufacturing solutions at Automation Taipei, debuting Collaborative Robots and AI Cognitive Module for enhanced human-robot collaboration and demonstrating digital twin tech that shortens production cycles by 20%.Narratiefupdate • Sep 09
AI And Data Center Growth Will Shape Future Expansion
A marginal increase in Delta Electronics' consensus revenue growth forecasts has supported a slight upward revision in its Analyst Price Target to NT$683.39. What's in the News Delta unveiled AI-enabled smart manufacturing solutions at Automation Taipei 2025, debuting Collaborative Robots and AI Cognitive Module for intuitive human-robot collaboration and demonstrating a Cyber-Physical Integration Demo Line that reduces production optimization time by 20%.
Nieuw narratief • Nov 07
Cutting-Edge Cooling Solutions And AI Synergy Drive Sustained Growth And Margins
Delta Electronics' leadership in AI data center power solutions and liquid cooling offers revenue and net margin growth through high-demand, high-margin segments.Opbrengsten en kosten
Opbrengsten en kosten
Hoe Delta Electronics geld verdient en uitgeeft. Gebaseerd op laatst gerapporteerde winst, op LTM-basis.
Inkomsten en omzetgeschiedenis
| Datum | Inkomsten | Inkomsten | G+A Uitgaven | R&D-uitgaven |
|---|---|---|---|---|
| 30 Jun 26 | 654,539 | 81,621 | 66,261 | 55,273 |
| 31 Mar 26 | 595,318 | 70,433 | 61,616 | 51,336 |
| 31 Dec 25 | 554,885 | 60,108 | 57,372 | 48,743 |
| 30 Sep 25 | 507,475 | 49,962 | 54,185 | 46,849 |
| 30 Jun 25 | 469,360 | 43,696 | 51,285 | 44,893 |
| 31 Mar 25 | 448,769 | 39,696 | 49,388 | 43,664 |
| 31 Dec 24 | 421,148 | 35,229 | 47,272 | 41,575 |
| 30 Sep 24 | 406,966 | 37,024 | 44,189 | 40,338 |
| 30 Jun 24 | 402,558 | 34,047 | 42,602 | 39,135 |
| 31 Mar 24 | 399,665 | 32,249 | 41,308 | 37,350 |
| 31 Dec 23 | 401,227 | 33,393 | 40,223 | 36,048 |
| 30 Sep 23 | 406,866 | 32,330 | 40,199 | 34,847 |
| 30 Jun 23 | 405,319 | 34,036 | 40,025 | 33,715 |
| 31 Mar 23 | 394,764 | 33,515 | 38,889 | 32,576 |
| 31 Dec 22 | 384,443 | 32,666 | 37,563 | 31,770 |
| 30 Sep 22 | 362,552 | 31,013 | 35,672 | 29,924 |
| 30 Jun 22 | 335,950 | 26,313 | 33,345 | 28,324 |
| 31 Mar 22 | 324,724 | 26,275 | 32,174 | 27,603 |
| 31 Dec 21 | 314,671 | 26,796 | 31,667 | 27,202 |
| 30 Sep 21 | 309,454 | 27,970 | 31,322 | 27,136 |
| 30 Jun 21 | 307,488 | 29,990 | 31,193 | 26,903 |
| 31 Mar 21 | 299,412 | 29,998 | 30,722 | 26,419 |
| 31 Dec 20 | 282,605 | 25,485 | 30,307 | 25,480 |
| 30 Sep 20 | 272,246 | 23,140 | 30,411 | 25,378 |
| 30 Jun 20 | 267,028 | 19,880 | 31,225 | 25,094 |
| 31 Mar 20 | 269,708 | 21,813 | 32,070 | 24,711 |
| 31 Dec 19 | 268,131 | 23,118 | 31,253 | 23,888 |
| 30 Sep 19 | 264,572 | 24,076 | 30,141 | 22,583 |
| 30 Jun 19 | 255,727 | 25,037 | 28,365 | 21,311 |
| 31 Mar 19 | 240,250 | 18,784 | 26,513 | 19,736 |
| 31 Dec 18 | 237,018 | 18,193 | 26,102 | 19,258 |
| 30 Sep 18 | 233,741 | 16,911 | 25,565 | 18,305 |
| 30 Jun 18 | 229,947 | 16,287 | 25,046 | 17,720 |
| 31 Mar 18 | 225,523 | 17,243 | 24,697 | 17,199 |
| 31 Dec 17 | 223,578 | 18,381 | 24,287 | 16,707 |
| 30 Sep 17 | 219,235 | 18,569 | 23,843 | 16,534 |
| 30 Jun 17 | 216,480 | 18,769 | 23,773 | 15,838 |
| 31 Mar 17 | 215,673 | 18,830 | 23,385 | 15,667 |
| 31 Dec 16 | 214,356 | 18,798 | 23,181 | 15,487 |
| 30 Sep 16 | 212,950 | 19,004 | 23,128 | 15,262 |
| 30 Jun 16 | 211,790 | 19,234 | 22,613 | 15,410 |
| 31 Mar 16 | 207,856 | 18,736 | 21,907 | 14,958 |
| 31 Dec 15 | 203,452 | 18,715 | 20,405 | 14,465 |
| 30 Sep 15 | 197,372 | 18,587 | 18,841 | 13,895 |
Kwaliteitswinsten: 2308 heeft hoge kwaliteitsinkomsten.
Groeiende winstmarge: De huidige netto winstmarges (12.5%) 2308 } zijn hoger dan vorig jaar (9.3%).
Analyse vrije kasstroom versus winst
Analyse van de winstgroei in het verleden
Winsttrend: De winst van 2308 is de afgelopen 5 jaar met 20% per jaar gegroeid.
Versnelling van de groei: De winstgroei van 2308 over het afgelopen jaar ( 86.8% ) overtreft het 5-jarig gemiddelde ( 20% per jaar).
Winst versus industrie: De winstgroei 2308 over het afgelopen jaar ( 86.8% ) overtrof de Electronic -sector 30.9%.
Rendement op eigen vermogen
Hoge ROE: Het Rendement op eigen vermogen ( 26.1% ) van 2308 wordt als hoog beschouwd.
Rendement op activa
Rendement op geïnvesteerd vermogen
Ontdek sterk presterende bedrijven uit het verleden
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/09/11 22:48 |
| Aandelenkoers aan het einde van de dag | 2026/09/11 00:00 |
| Inkomsten | 2026/06/30 |
| 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 |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* 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 analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het 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 39 analisten. 21 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 |
| Wayne Dong | Barclays |
| Yingchao Yang | Barclays |