AOI equipment manufacturer Mokutech (3563-TW) announced its latest earnings information on June 29, 2026. The company's net profit after tax for the first half of the year was NT$6.27 billion, up 14.5% year-on-year, with an EPS of NT$9.8. At the same time, the board of directors also approved a dividend of NT$1 per share for the first half of the year.

Mokutech's revenue for the second quarter of 2026 was NT$10.47 billion, with a gross margin of 60.41%, down 0.17 percentage points sequentially and 3.82 percentage points year-on-year. Net profit after tax was NT$3.32 billion, up 12.65% sequentially and 36.15% year-on-year, with an EPS of NT$5.19.

Mokutech's revenue for the first half of 2026 was NT$19.11 billion, with a gross margin of 60.49%, down 3.79 percentage points year-on-year. Net profit after tax for the first half of the year was NT$6.27 billion, up 14.5% year-on-year, with an EPS of NT$9.8.

Mokutech pointed out that the company's operations in the first half of 2026 continued to maintain growth momentum, mainly benefiting from the stable demand for high-end PCB applications. The shipment of automatic optical inspection (AOI) equipment maintained a good level, and the proportion of high-end products gradually increased, driving the overall revenue and profit performance. However, due to the impact of the supply chain market, the prices of key components such as IPC, CCD, and memory remained high, resulting in a slight adjustment in the gross margin compared to the same period last year. To cope with the changes in the overall cost structure, the company has appropriately adjusted the prices of some products since June, reasonably reflecting the supply chain costs, and smoothly gained market acceptance under the high recognition of customers for product technology, quality, and service value.

Mokutech stated that the company will continue to closely monitor the supply chain supply situation, carry out key component inventory and supply chain cooperation planning, strengthen supply chain management and production flexibility, and ensure customer delivery and shipment needs through product combination optimization, cost control, and operational efficiency improvement, reducing the impact of supply chain fluctuations on operations.

Looking ahead, Mokutech stated that the overall order visibility is currently maintained at a good level. Under the continuous promotion of the dual-track layout of PCB and semiconductors, the company will continue to increase the proportion of high-end products through product innovation, technological upgrading, and global market layout, and is deeply confident in the mid- and long-term operational growth.

FACT BOX

  • Source: PR Times
  • Category: 財務報告