Delta Electronics reports August growth: what it means for Delta Electronics stock
Published on 10/02/2026 at 14:23 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
Delta Electronics (ISIN TW0002308004) reported TWD 64.59 billion in consolidated revenue for August 2026, up 34.95 percent from August 2025, according to Delta Electronics on September 9, 2026. The figure keeps the company closely tied to demand for power systems, thermal management and data-center infrastructure.
August revenue keeps expanding
Yahoo Finance reported on September 9, 2026 that revenue for the first eight months reached TWD 474.27 billion, an increase of 41.10 percent from the same period a year earlier. August revenue was 3.70 percent below July, but the year-over-year comparison shows that the broader expansion remains substantial.
The August mix also points to the companys core exposure: power electronics and components accounted for 54 percent of monthly revenue, infrastructure for 34 percent, automation for 8 percent and mobility for 4 percent, according to the same company release dated September 9, 2026.
Second-quarter earnings set the base
For the second quarter of 2026, revenue was TWD 183.26 billion and net income was TWD 25.14 billion, while profit margin stood at 13.72 percent, according to Yahoo Finance. The quarterly figures give investors a more useful earnings baseline than monthly sales alone because revenue, profit and margin appear together for the same reporting period.
Yahoo Finance lists October 28, 2026 as the earnings date. That report will show whether the strong first-eight-month revenue trend is translating into sustained profitability after the second-quarter margin of 13.72 percent.
Analyst target leaves a wide gap
MarketScreener listed a Buy consensus from 22 analysts on September 23, 2026, with an average target of TWD 2,469.64 against a TWD 1,900.00 last close. The target was 29.98 percent above that reference price, making earnings execution the key test behind the optimistic valuation.
On October 2, 2026, the Taiwan Stock Exchange listing stood at TWD 1,885 at 1:30 p.m. Taipei time. Finance data placed Delta Electronics market capitalization at TWD 4.9 trillion on the same date, while its 52-week range extended from TWD 886 to TWD 2,585.
Delta Electronics stock facts
- Company: Delta Electronics, Inc.
- ISIN: TW0002308004
- Ticker: 2308
- Primary exchange: Taiwan Stock Exchange
- Market capitalization: TWD 4.9 trillion (as of October 2, 2026)
- Sector / Industry: Technology / Hardware, Equipment and Parts
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