Delta Electronics Tidigare resultatutveckling
Tidigare kriterier kontrolleras 6/6
Delta Electronics har ökat intäkterna med en genomsnittlig årlig takt på 15.9%, medan Electronic -branschen såg intäkterna växer på 2.7% årligen. Intäkterna har varit växande med en genomsnittlig takt på 11.9% per år. Delta Electronics s avkastning på eget kapital är 22.3% och den har en nettomarginal på 11.8%.
Viktig information
15.93%
Tillväxttakt i vinsten
15.93%
Tillväxttakt för EPS
| Electronic Tillväxt i branschen | 14.81% |
| Intäkternas tillväxttakt | 11.95% |
| Avkastning på eget kapital | 22.32% |
| Nettomarginal | 11.83% |
| Nästa resultatuppdatering | 30 Jul 2026 |
Senaste uppdateringar av tidigare prestationer
Recent updates
Analysuppdatering • 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.Analysuppdatering • 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).Analysuppdatering • 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.Analysuppdatering • 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).
Analysuppdatering • 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.
Analysuppdatering • 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.Analysuppdatering • 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.Analysuppdatering • 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.Analysuppdatering • 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.Analysuppdatering • 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).Analysuppdatering • 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).Analysuppdatering • 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.Analysuppdatering • 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.Analysuppdatering • 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.Analysuppdatering • 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.Analysuppdatering • 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%.Analysuppdatering • 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%.
Ny analys • 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.Fördelning av intäkter och kostnader
Fördelning av intäkter och kostnader
Hur Delta Electronics tjänar och spenderar pengar. Baserat på senast rapporterade resultat, på rullande tolvmånadersbasis.
Resultat- och intäktshistorik
| Datum | Intäkter | Intäkter | G+A Kostnader | FoU-kostnader |
|---|---|---|---|---|
| 31 Mar 26 | 595,318 | 70,433 | 61,616 | 51,336 |
| 31 Dec 25 | 554,885 | 60,108 | 57,372 | 48,743 |
| 30 Sep 25 | 507,475 | 49,962 | 54,185 | 46,849 |
| 30 Jun 25 | 469,360 | 43,696 | 51,285 | 44,893 |
| 31 Mar 25 | 448,769 | 39,696 | 49,388 | 43,664 |
| 31 Dec 24 | 421,148 | 35,229 | 47,272 | 41,575 |
| 30 Sep 24 | 406,966 | 37,024 | 44,189 | 40,338 |
| 30 Jun 24 | 402,558 | 34,047 | 42,602 | 39,135 |
| 31 Mar 24 | 399,665 | 32,249 | 41,308 | 37,350 |
| 31 Dec 23 | 401,227 | 33,393 | 40,223 | 36,048 |
| 30 Sep 23 | 406,866 | 32,330 | 40,199 | 34,847 |
| 30 Jun 23 | 405,319 | 34,036 | 40,025 | 33,715 |
| 31 Mar 23 | 394,764 | 33,515 | 38,889 | 32,576 |
| 31 Dec 22 | 384,443 | 32,666 | 37,563 | 31,770 |
| 30 Sep 22 | 362,552 | 31,013 | 35,672 | 29,924 |
| 30 Jun 22 | 335,950 | 26,313 | 33,345 | 28,324 |
| 31 Mar 22 | 324,724 | 26,275 | 32,174 | 27,603 |
| 31 Dec 21 | 314,671 | 26,796 | 31,667 | 27,202 |
| 30 Sep 21 | 309,454 | 27,970 | 31,322 | 27,136 |
| 30 Jun 21 | 307,488 | 29,990 | 31,193 | 26,903 |
| 31 Mar 21 | 299,412 | 29,998 | 30,722 | 26,419 |
| 31 Dec 20 | 282,605 | 25,485 | 30,307 | 25,480 |
| 30 Sep 20 | 272,246 | 23,140 | 30,411 | 25,378 |
| 30 Jun 20 | 267,028 | 19,880 | 31,225 | 25,094 |
| 31 Mar 20 | 269,708 | 21,813 | 32,070 | 24,711 |
| 31 Dec 19 | 268,131 | 23,118 | 31,253 | 23,888 |
| 30 Sep 19 | 264,572 | 24,076 | 30,141 | 22,583 |
| 30 Jun 19 | 255,727 | 25,037 | 28,365 | 21,311 |
| 31 Mar 19 | 240,250 | 18,784 | 26,513 | 19,736 |
| 31 Dec 18 | 237,018 | 18,193 | 26,102 | 19,258 |
| 30 Sep 18 | 233,741 | 16,911 | 25,565 | 18,305 |
| 30 Jun 18 | 229,947 | 16,287 | 25,046 | 17,720 |
| 31 Mar 18 | 225,523 | 17,243 | 24,697 | 17,199 |
| 31 Dec 17 | 223,578 | 18,381 | 24,287 | 16,707 |
| 30 Sep 17 | 219,235 | 18,569 | 23,843 | 16,534 |
| 30 Jun 17 | 216,480 | 18,769 | 23,773 | 15,838 |
| 31 Mar 17 | 215,673 | 18,830 | 23,385 | 15,667 |
| 31 Dec 16 | 214,356 | 18,798 | 23,181 | 15,487 |
| 30 Sep 16 | 212,950 | 19,004 | 23,128 | 15,262 |
| 30 Jun 16 | 211,790 | 19,234 | 22,613 | 15,410 |
| 31 Mar 16 | 207,856 | 18,736 | 21,907 | 14,958 |
| 31 Dec 15 | 203,452 | 18,715 | 20,405 | 14,465 |
| 30 Sep 15 | 197,372 | 18,587 | 18,841 | 13,895 |
| 30 Jun 15 | 191,919 | 18,529 | 17,549 | 13,090 |
Kvalitetsintäkter: 2308 har inkomster av hög kvalitet.
Växande vinstmarginal: 2308 s nuvarande netto vinstmarginaler (11.8%) är högre än förra året (8.8%).
Fritt kassaflöde vs resultatanalys
Analys av tidigare vinsttillväxt
Resultatutveckling: 2308 s intäkter har ökat med 15.9% per år under de senaste 5 åren.
Accelererande tillväxt: 2308 s intäktstillväxt under det senaste året ( 77.4% ) överstiger sitt 5-åriga genomsnitt ( 15.9% per år).
Resultat vs industri: 2308 vinsttillväxt under det senaste året ( 77.4% ) översteg Electronic branschen -1.6%.
Avkastning på eget kapital
Hög ROE: 2308 s avkastning på eget kapital ( 22.3% ) anses vara hög.
Avkastning på tillgångar
Avkastning på sysselsatt kapital
Upptäck starka bolag som tidigare presterat bra
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/05/07 06:50 |
| Aktiekurs vid dagens slut | 2026/05/07 00:00 |
| Intäkter | 2026/03/31 |
| Årlig intjäning | 2025/12/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Delta Electronics, Inc. bevakas av 35 analytiker. 20 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| George Chang | Aletheia Analyst Network Limited |
| Yingchao Yang | Barclays |
| Wayne Dong | Barclays |