Delta Electronics Achieves Record Earnings in Latest Call with 77.5% Net Profit Growth; Foreign Investment Upgrades EPS Forecast
Yesterday, Delta Electronics (2308) held a conference call where it revealed its latest financial results. For Q1 2025, their consolidated revenue reached NT$118.919 billion, with a net profit of NT$10.23 billion, marking a 77.5% year-over-year increase. The earnings per share (EPS) stands at NT$3.94, achieving the strongest performance in history for an off-peak quarter.
FactSet has provided the latest EPS estimate for Delta Electronics, raising the median to NT$18, with a target price of NT$485.
Delta attributes this best-ever off-peak performance to the continued strong demand for AI servers, which indirectly boosts demand for power components, along with increased shipments of cooling products and a recovering ICT product demand.
