Lide Optoelectronics-KY Surges on LEO Satellite Demand: H1 EPS of NT$4.34 Reaches Over 70% of Full-Year 2025 Profit

Fiber optic passive component manufacturer Lide Optoelectronics-KY (7717-TW) is benefiting from the rising momentum in the low Earth orbit (LEO) satellite market, driving solid performance growth. The company announced today (May 20) its financial results for the first half of 2026, reporting a post-tax net profit of NT$107 million and earnings per share (EPS) of NT$4.34. Compared to its full-year 2025 EPS of NT$6.13, this means the company has already achieved over 70% of last year’s annual profit within just the first six months.

Anticipating the commercial potential of the space economy, Lide Optoelectronics-KY is actively expanding into laser communication applications for LEO satellites. The company also plans long-term development into advanced fields such as space-based AI data centers, space power stations, and space manufacturing. Beyond continued investment in LEO satellite laser communications, several of its products have already completed customer validation processes, positioning the company to scale revenue alongside the global increase in LEO satellite deployments.

For the first half of 2026, the company posted consolidated revenue of NT$589 million, gross profit of NT$360 million, operating profit of NT$149 million, and post-tax net profit of NT$107 million, resulting in an EPS of NT$4.34. From January to July 2026, consolidated revenue reached NT$698 million, representing a 26.3% year-on-year increase.

In terms of product mix, core profit-generating businesses include LED smart lighting, fiber laser components, fiber end-face microscopes, production equipment, and passive fiber optic components. However, the rapidly growing contributor to recent performance has been the increasing volume in LEO satellite-related business, which is expected to continue driving revenue expansion.

Analysts note that Lide Optoelectronics-KY has begun large-scale supply of components for inter-satellite laser communication (ISL). Within the optical amplifier units of laser communication terminals (LCTs), the company is shipping six to seven key components, including fiber isolators. Due to the high entry barriers in the LEO satellite component sector, customer validation periods are typically lengthy, making verification progress a critical factor for operations. Once certification is complete, however, mass production and shipment of products are expected to ramp up steadily.