Delta Electronics reports sales and J.P. Morgan keeps Delta Electronics stock at Overweight

Published on 10/15/2026 at 11:13 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

September sales reached TWD 65.4 billion, up 15.00 percent year over year. Investors await October 29, 2026, for Delta Electronics stock.

Sales and reporting timetable

September sales reached TWD 65.4 billion, up 15.00 percent year over year on October 12, 2026.
Third-quarter revenue totaled TWD 197.0 billion, up 31.00 percent year over year on October 13, 2026.
Delta Electronics had a TWD 4.2 trillion market capitalization as of October 15, 2026.
The next analyst meeting is scheduled for October 29, 2026.

Delta Electronics, TW0002308004, Illustration mit AI erstellt.

Delta Electronics (ISIN TW0002308004) reported September consolidated sales of TWD 65.4 billion, up 15.00 percent from a year earlier. The release dated October 12, 2026, gives investors a fresh measure of demand before the company discusses third-quarter performance. Delta Electronics published the figure.

Sales growth meets supply limits

Third-quarter revenue totaled TWD 197.0 billion, an increase of 31.00 percent year over year and 8.00 percent from the second quarter. The October 13, 2026, research summary said supply constraints affecting power semiconductors weighed on the power electronics business and left revenue below the revised market expectation. Futu attributed the report to J.P. Morgan.

What does the revenue mean?

The latest sales figures show expansion continuing even as component availability constrains the quarterly mix. J.P. Morgan kept an Overweight view and cited a TWD 2,500.00 target in the October 13 report, while the same report described the near-term effect of a United States trade investigation as limited. That combination puts execution and supply recovery ahead of headline demand as the next test.

Three dated company events

On July 30, 2026, second-quarter revenue reached TWD 183.3 billion and earnings per share stood at TWD 9.68, according to Simply Wall St. On October 12, 2026, September sales reached TWD 65.4 billion, up 15.00 percent year over year. On October 13, 2026, third-quarter revenue was reported at TWD 197.0 billion, up 31.00 percent year over year.

Next dates for investors

Delta Electronics has scheduled its 2026 third-quarter analyst meeting for October 29, 2026, at its Taipei headquarters, according to the company's investor page. The event is the next dated company checkpoint after the September sales release.

Market value and trading context

Delta Electronics was last at TWD 1,630.00 on the Taiwan Stock Exchange on October 15, 2026, at 1:30 p.m. TST. Its market capitalization was TWD 4.2 trillion, while the 52-week range stood at TWD 886.00 to TWD 2,585.00 as of October 15, 2026. The company operates in power and thermal management, automation and infrastructure, giving the revenue figures a direct link to data-center and industrial demand.

Company and market facts

Delta Electronics is listed under ticker 2308 on the Taiwan Stock Exchange. Its second-quarter revenue of TWD 183.3 billion provides the latest completed quarterly comparison, while the September sales figure of TWD 65.4 billion shows the business maintained year-over-year growth into the third quarter.