Delta Electronics Gelecekteki Büyüme
Future kriter kontrolleri 6/6
Delta Electronics kazanç ve gelirin sırasıyla yıllık 34.2% ve 24.4% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 30.2% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 39% olacağı tahmin edilmektedir.
Anahtar bilgiler
34.2%
Kazanç büyüme oranı
30.18%
EPS büyüme oranı
| Electronic kazanç büyümesi | 34.1% |
| Gelir büyüme oranı | 24.4% |
| Gelecekteki özkaynak getirisi | 39.00% |
| Analist kapsamı | Good |
| Son güncelleme | 21 May 2026 |
Gelecekteki son büyüme güncellemeleri
Recent updates
Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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).
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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%.Anlatı Güncellemesi • 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%.
Yeni Anlatı • 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.Kazanç ve Gelir Büyüme Tahminleri
| Tarih | Gelir | Kazançlar | Serbest Nakit Akışı | Faaliyetlerden Nakit | Avg. Analist Sayısı |
|---|---|---|---|---|---|
| 12/31/2028 | 1,450,651 | 241,404 | 179,402 | 235,868 | 15 |
| 12/31/2027 | 1,048,767 | 168,067 | 93,602 | 148,891 | 20 |
| 12/31/2026 | 775,765 | 109,164 | 54,655 | 109,867 | 17 |
| 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 |
Analist Gelecek Büyüme Tahminleri
Kazançlar ve Tasarruf Oranları: 2308 'nin tahmini kazanç büyümesi (yıllık 34.2% ) tasarruf oranının ( 1.3% ) üzerindedir.
Kazançlar ve Piyasa: 2308 şirketinin kazançlarının (yıllık 34.2% ) TW pazarından (yıllık 26.7% ) daha hızlı büyümesi öngörülüyor.
Yüksek Büyüme Kazançları: 2308 şirketinin kazançlarının önümüzdeki 3 yıl içerisinde önemli ölçüde artması bekleniyor.
Gelir ve Pazar: 2308 şirketinin gelirinin (yıllık 24.4% ) TW pazarından (yıllık 19.1% ) daha hızlı büyümesi öngörülüyor.
Yüksek Büyüme Geliri: 2308 şirketinin gelirinin (yıllık 24.4% ) yıllık 20% dan daha hızlı büyümesi öngörülüyor.
Hisse Başına Kazanç Büyüme Tahminleri
Gelecekteki Özkaynak Getirisi
Gelecekteki ROE: 2308 'in Özsermaye Getirisi'nin 3 yıl içinde yüksek olması tahmin ediliyor ( 39 %)
Büyüyen şirketleri keşfedin
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/05/28 16:19 |
| Gün Sonu Hisse Fiyatı | 2026/05/28 00:00 |
| Kazançlar | 2026/03/31 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
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| Analist Konsensüs Tahminleri | +3 yıl |
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| Piyasa Fiyatları | 30 yıl |
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| Sahiplik | 10 yıl |
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| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Delta Electronics, Inc. 35 Bu analistlerden 20, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| George Chang | Aletheia Analyst Network Limited |
| Yingchao Yang | Barclays |
| Wayne Dong | Barclays |