- 理想的成長型公司, 本業EPS的成長幅度會大於營收的成長幅度
- 營收到某個數字後, 本業EPS呈現不成比例的增加, 有可能是規模經濟的效應
- 如果是有淡旺季的公司, 是否有淡季不淡, 旺季更旺的情況
- 漲很多的股票要留意 EPS 較上季是否有大幅衰退的情況
- 如果EPS衰退,要觀察同業是不是有一樣的狀況
- 要留意增資減資和公司債對股本及EPS的影響
加權平均股數 QoQ YoY | EPS QoQ YoY | 本業EPS QoQ YoY | 累計EPS QoQ YoY | 營收 QoQ YoY | 毛利率(%) QoQ YoY | 營業利益率 QoQ YoY | 稅後淨利率 QoQ YoY | 營業利益 QoQ YoY | 稅後淨利 QoQ YoY | 稅前淨利率(%) QoQ YoY | 稅後淨利率(%) QoQ YoY | 兩季平均(YOY)營收成長率(%) | 兩季平均(YOY)EPS成長率(%) | 兩季平均(YOY)本業EPS成長率(%) | |||||||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
24Q3 (20) | 421 | 0.0 | 0.0 | 3.39 | 1.5 | 16.49 | 2.82 | 6.42 | 29.36 | 9.00 | 60.43 | 19.05 | 56.32 | 2.12 | 16.2 | 58.71 | -0.86 | 3.02 | 26.78 | -2.44 | 4.86 | 25.75 | -1.19 | -0.46 | 15.08 | -0.4 | 21.81 | 14.26 | 1.35 | 16.41 | 30.99 | -5.32 | -2.76 | 25.75 | -1.19 | -0.46 | 13.47 | 24.32 | 40.96 |
24Q2 (19) | 421 | 0.0 | 0.0 | 3.34 | 47.14 | 38.02 | 2.65 | 75.5 | 27.4 | 5.61 | 147.14 | 20.65 | 55.15 | 24.83 | 24.89 | 59.22 | 1.95 | -4.9 | 27.45 | 34.69 | -0.11 | 26.06 | 17.92 | 9.22 | 15.14 | 68.04 | 24.71 | 14.07 | 47.33 | 38.21 | 32.73 | 18.59 | 6.44 | 26.06 | 17.92 | 9.22 | 6.37 | 33.30 | 26.67 |
24Q1 (18) | 421 | 0.0 | 0.0 | 2.27 | 19.47 | 1.79 | 1.51 | -22.16 | -27.75 | 2.27 | -75.98 | 1.79 | 44.18 | -12.08 | 0.68 | 58.09 | 13.19 | -4.39 | 20.38 | -0.97 | -24.66 | 22.10 | 34.59 | 0.73 | 9.01 | -12.86 | -24.09 | 9.55 | 19.52 | 1.92 | 27.60 | 36.23 | -2.75 | 22.10 | 34.59 | 0.73 | -4.21 | -7.62 | -16.59 |
23Q4 (17) | 421 | 0.0 | 0.0 | 1.90 | -34.71 | -7.32 | 1.94 | -11.01 | 2.11 | 9.45 | 25.0 | -22.16 | 50.25 | 3.67 | -17.26 | 51.32 | -9.95 | 12.37 | 20.58 | -19.42 | 18.41 | 16.42 | -36.53 | 9.1 | 10.34 | -16.48 | -1.99 | 7.99 | -34.78 | -7.42 | 20.26 | -36.43 | 9.87 | 16.42 | -36.53 | 9.1 | 6.71 | -7.23 | -3.10 |
23Q3 (16) | 421 | 0.0 | 0.24 | 2.91 | 20.25 | -29.37 | 2.18 | 4.81 | -26.85 | 7.56 | 62.58 | -25.07 | 48.47 | 9.76 | -27.23 | 56.99 | -8.48 | 8.53 | 25.54 | -7.06 | -4.49 | 25.87 | 8.42 | -2.34 | 12.38 | 1.98 | -30.49 | 12.25 | 20.33 | -29.23 | 31.87 | 3.64 | -5.9 | 25.87 | 8.42 | -2.34 | 5.20 | 14.38 | 2.17 |
23Q2 (15) | 421 | 0.0 | 0.24 | 2.42 | 8.52 | -38.73 | 2.08 | -0.48 | -9.17 | 4.65 | 108.52 | -22.24 | 44.16 | 0.64 | -10.53 | 62.27 | 2.49 | 5.9 | 27.48 | 1.59 | -0.69 | 23.86 | 8.75 | -30.13 | 12.14 | 2.27 | -11.13 | 10.18 | 8.64 | -38.71 | 30.75 | 8.35 | -26.36 | 23.86 | 8.75 | -30.13 | -13.55 | 8.65 | 4.76 |
23Q1 (14) | 421 | 0.0 | 0.24 | 2.23 | 8.78 | 9.85 | 2.09 | 10.0 | 29.01 | 2.23 | -81.63 | 9.85 | 43.88 | -27.75 | -0.23 | 60.76 | 33.04 | 22.35 | 27.05 | 55.64 | 42.07 | 21.94 | 45.78 | 12.51 | 11.87 | 12.51 | 41.82 | 9.37 | 8.57 | 10.11 | 28.38 | 53.9 | 24.31 | 21.94 | 45.78 | 12.51 | -18.29 | -20.73 | -13.12 |
22Q4 (13) | 421 | 0.24 | 0.24 | 2.05 | -50.24 | 30.57 | 1.90 | -36.24 | 61.02 | 12.14 | 20.32 | 21.89 | 60.73 | -8.83 | 32.31 | 45.67 | -13.03 | -1.76 | 17.38 | -35.0 | 9.1 | 15.05 | -43.19 | -3.46 | 10.55 | -40.76 | 44.32 | 8.63 | -50.14 | 31.16 | 18.44 | -45.56 | -5.34 | 15.05 | -43.19 | -3.46 | 13.06 | -22.97 | -3.06 |
22Q3 (12) | 420 | 0.0 | 0.0 | 4.12 | 4.3 | 117.99 | 2.98 | 30.13 | 94.77 | 10.09 | 68.73 | 20.26 | 66.61 | 34.95 | 55.78 | 52.51 | -10.7 | 4.71 | 26.74 | -3.36 | 32.18 | 26.49 | -22.43 | 37.75 | 17.81 | 30.38 | 105.9 | 17.31 | 4.21 | 118.28 | 33.87 | -18.89 | 42.97 | 26.49 | -22.43 | 37.75 | 23.59 | 49.44 | 35.74 |
22Q2 (11) | 420 | 0.0 | 0.0 | 3.95 | 94.58 | 243.48 | 2.29 | 41.36 | 151.65 | 5.98 | 194.58 | -8.0 | 49.36 | 12.23 | 11.05 | 58.80 | 18.41 | 26.45 | 27.67 | 45.33 | 108.67 | 34.15 | 75.13 | 198.25 | 13.66 | 63.2 | 131.92 | 16.61 | 95.18 | 245.32 | 41.76 | 82.92 | 169.77 | 34.15 | 75.13 | 198.25 | 4.03 | 61.94 | 39.33 |
22Q1 (10) | 420 | 0.0 | 0.24 | 2.03 | 29.3 | -62.13 | 1.62 | 37.29 | 51.4 | 2.03 | -79.62 | -62.13 | 43.98 | -4.18 | 2.93 | 49.66 | 6.82 | 0.81 | 19.04 | 19.52 | -8.51 | 19.50 | 25.08 | -63.11 | 8.37 | 14.5 | -5.85 | 8.51 | 29.33 | -62.14 | 22.83 | 17.2 | -63.72 | 19.50 | 25.08 | -63.11 | 1.58 | 6.19 | 7.21 |
21Q4 (9) | 420 | 0.0 | 0.48 | 1.57 | -16.93 | -4.27 | 1.18 | -22.88 | -11.28 | 9.96 | 18.71 | 79.14 | 45.9 | 7.34 | 9.86 | 46.49 | -7.3 | 0.54 | 15.93 | -21.26 | -13.52 | 15.59 | -18.93 | -8.4 | 7.31 | -15.49 | -5.06 | 6.58 | -17.02 | -4.22 | 19.48 | -17.77 | -9.44 | 15.59 | -18.93 | -8.4 | 1.77 | 23.71 | 22.62 |
21Q3 (8) | 420 | 0.0 | 0.24 | 1.89 | 64.35 | 35.97 | 1.53 | 68.13 | 17.69 | 8.39 | 29.08 | 114.03 | 42.76 | -3.8 | 2.91 | 50.15 | 7.85 | 4.0 | 20.23 | 52.56 | 18.51 | 19.23 | 67.95 | 35.71 | 8.65 | 46.86 | 22.0 | 7.93 | 64.86 | 36.02 | 23.69 | 53.04 | 31.83 | 19.23 | 67.95 | 35.71 | 0.12 | -7.10 | 26.59 |
21Q2 (7) | 420 | 0.24 | 0.72 | 1.15 | -78.54 | -17.86 | 0.91 | -14.95 | -33.58 | 6.50 | 21.27 | 156.92 | 44.45 | 4.03 | 16.09 | 46.50 | -5.6 | -4.44 | 13.26 | -36.28 | -34.13 | 11.45 | -78.34 | -26.41 | 5.89 | -33.75 | -23.61 | 4.81 | -78.6 | -17.64 | 15.48 | -75.4 | -23.71 | 11.45 | -78.34 | -26.41 | 3.15 | 74.15 | -17.25 |
21Q1 (6) | 419 | 0.24 | 0.72 | 5.36 | 226.83 | 374.34 | 1.07 | -19.55 | 9.18 | 5.36 | -3.6 | 374.34 | 42.73 | 2.27 | 26.76 | 49.26 | 6.53 | -4.89 | 20.81 | 12.98 | 28.06 | 52.86 | 210.58 | 266.83 | 8.89 | 15.45 | 62.23 | 22.48 | 227.22 | 377.28 | 62.92 | 192.52 | 249.36 | 52.86 | 210.58 | 266.83 | 1.41 | 122.41 | -8.62 |
20Q4 (5) | 418 | -0.24 | 0.97 | 1.64 | 17.99 | 12.33 | 1.33 | 2.31 | 13.68 | 5.56 | 41.84 | 24.11 | 41.78 | 0.55 | -6.7 | 46.24 | -4.11 | 3.65 | 18.42 | 7.91 | 14.91 | 17.02 | 20.11 | 22.18 | 7.7 | 8.6 | 7.24 | 6.87 | 17.84 | 13.74 | 21.51 | 19.7 | 16.14 | 17.02 | 20.11 | 22.18 | - | - | 0.00 |
20Q3 (4) | 419 | 0.48 | 0.0 | 1.39 | -0.71 | 0.0 | 1.30 | -5.11 | 0.0 | 3.92 | 54.94 | 0.0 | 41.55 | 8.51 | 0.0 | 48.22 | -0.9 | 0.0 | 17.07 | -15.2 | 0.0 | 14.17 | -8.93 | 0.0 | 7.09 | -8.04 | 0.0 | 5.83 | -0.17 | 0.0 | 17.97 | -11.43 | 0.0 | 14.17 | -8.93 | 0.0 | - | - | 0.00 |
20Q2 (3) | 417 | 0.24 | 0.0 | 1.40 | 23.89 | 0.0 | 1.37 | 39.8 | 0.0 | 2.53 | 123.89 | 0.0 | 38.29 | 13.59 | 0.0 | 48.66 | -6.04 | 0.0 | 20.13 | 23.88 | 0.0 | 15.56 | 7.98 | 0.0 | 7.71 | 40.69 | 0.0 | 5.84 | 23.99 | 0.0 | 20.29 | 12.66 | 0.0 | 15.56 | 7.98 | 0.0 | - | - | 0.00 |
20Q1 (2) | 416 | 0.48 | 0.0 | 1.13 | -22.6 | 0.0 | 0.98 | -16.24 | 0.0 | 1.13 | -74.78 | 0.0 | 33.71 | -24.72 | 0.0 | 51.79 | 16.1 | 0.0 | 16.25 | 1.37 | 0.0 | 14.41 | 3.45 | 0.0 | 5.48 | -23.68 | 0.0 | 4.71 | -22.02 | 0.0 | 18.01 | -2.75 | 0.0 | 14.41 | 3.45 | 0.0 | - | - | 0.00 |
19Q4 (1) | 414 | 0.0 | 0.0 | 1.46 | 0.0 | 0.0 | 1.17 | 0.0 | 0.0 | 4.48 | 0.0 | 0.0 | 44.78 | 0.0 | 0.0 | 44.61 | 0.0 | 0.0 | 16.03 | 0.0 | 0.0 | 13.93 | 0.0 | 0.0 | 7.18 | 0.0 | 0.0 | 6.04 | 0.0 | 0.0 | 18.52 | 0.0 | 0.0 | 13.93 | 0.0 | 0.0 | - | - | 0.00 |
年/月 | 營收 | 月增率(%) | 去年同期年增率(%) | 累計營收 | 累計營收年增率(%) | 近三月累計營收 | 存貨銷售比 | 自結稅前EPS | 自結稅前累計EPS | 備註(年增率變動50%需說明原因) |
---|---|---|---|---|---|---|---|---|---|---|
2024/10 | 18.01 | 1.82 | 0.26 | 173.66 | 12.41 | 56.43 | N/A | - | ||
2024/9 | 17.69 | -14.65 | 6.74 | 155.65 | 14.01 | 56.32 | 0.89 | - | ||
2024/8 | 20.73 | 15.8 | 10.53 | 137.96 | 15.01 | 56.28 | 0.89 | - | ||
2024/7 | 17.9 | 1.39 | 36.16 | 117.23 | 15.85 | 56.96 | 0.88 | - | ||
2024/6 | 17.65 | -17.55 | 8.38 | 99.33 | 12.81 | 55.15 | 0.88 | - | ||
2024/5 | 21.41 | 33.13 | 37.66 | 81.68 | 13.82 | 55.72 | 0.87 | - | ||
2024/4 | 16.08 | -11.73 | 30.53 | 60.26 | 7.22 | 46.31 | 1.05 | - | ||
2024/3 | 18.22 | 51.83 | 9.53 | 44.18 | 0.68 | 44.18 | 1.08 | - | ||
2024/2 | 12.0 | -14.02 | -13.94 | 25.96 | -4.72 | 43.46 | 1.09 | - | ||
2024/1 | 13.96 | -20.24 | 4.94 | 13.96 | 4.94 | 46.24 | 1.03 | - | ||
2023/12 | 17.5 | 18.44 | 19.36 | 186.76 | -15.36 | 50.25 | 0.93 | - | ||
2023/11 | 14.78 | -17.75 | -21.19 | 169.26 | -17.83 | 49.32 | 0.95 | - | ||
2023/10 | 17.97 | 8.4 | -34.22 | 154.48 | -17.5 | 53.29 | 0.88 | - | ||
2023/9 | 16.57 | -11.62 | -27.72 | 136.52 | -14.64 | 48.47 | 1.07 | - | ||
2023/8 | 18.75 | 42.65 | -18.87 | 119.94 | -12.46 | 48.19 | 1.08 | - | ||
2023/7 | 13.15 | -19.28 | -36.06 | 101.19 | -11.15 | 44.99 | 1.15 | - | ||
2023/6 | 16.29 | 4.71 | -14.89 | 88.04 | -5.67 | 44.16 | 1.19 | - | ||
2023/5 | 15.55 | 26.24 | -8.36 | 71.76 | -3.29 | 44.51 | 1.18 | - | ||
2023/4 | 12.32 | -25.93 | -6.98 | 56.2 | -1.79 | 42.9 | 1.22 | - | ||
2023/3 | 16.64 | 19.29 | -11.21 | 43.88 | -0.22 | 43.88 | 1.16 | - | ||
2023/2 | 13.94 | 4.83 | 28.69 | 27.25 | 7.93 | 41.91 | 1.22 | - | ||
2023/1 | 13.3 | -9.28 | -7.67 | 13.3 | -7.67 | 46.71 | 1.09 | - | ||
2022/12 | 14.66 | -21.79 | -22.76 | 220.67 | 25.49 | 60.73 | 0.78 | - | ||
2022/11 | 18.75 | -31.35 | 51.61 | 206.01 | 31.33 | 69.0 | 0.69 | 主要來自於電動車相關檢測設備銷售增長。 | ||
2022/10 | 27.32 | 19.12 | 87.8 | 187.26 | 29.6 | 73.36 | 0.65 | 主要來自於電動車相關檢測設備銷售增長。 | ||
2022/9 | 22.93 | -0.8 | 58.44 | 159.94 | 23.08 | 66.61 | 0.72 | 主要來自於電動車相關檢測設備銷售增長。 | ||
2022/8 | 23.12 | 12.42 | 63.0 | 137.01 | 18.65 | 62.81 | 0.76 | 主要來自於電動車相關檢測設備銷售增長。 | ||
2022/7 | 20.56 | 7.43 | 45.76 | 113.9 | 12.44 | 56.67 | 0.84 | - | ||
2022/6 | 19.14 | 12.74 | 19.45 | 93.34 | 7.05 | 49.36 | 0.96 | - | ||
2022/5 | 16.97 | 28.14 | 22.8 | 74.2 | 4.26 | 48.96 | 0.97 | - | ||
2022/4 | 13.25 | -29.3 | -9.34 | 57.23 | -0.2 | 42.82 | 1.11 | - | ||
2022/3 | 18.74 | 72.91 | 26.91 | 43.98 | 2.91 | 43.98 | 0.98 | - | ||
2022/2 | 10.84 | -24.79 | 1.44 | 25.24 | -9.74 | 44.23 | 0.97 | - | ||
2022/1 | 14.41 | -24.11 | -16.66 | 14.41 | -16.66 | 45.76 | 0.94 | - | ||
2021/12 | 18.98 | 53.51 | 22.57 | 175.84 | 13.2 | 45.9 | 0.85 | - | ||
2021/11 | 12.37 | -14.97 | -10.1 | 156.86 | 12.16 | 41.38 | 0.95 | - | ||
2021/10 | 14.54 | 0.5 | 16.03 | 144.49 | 14.6 | 43.2 | 0.91 | - | ||
2021/9 | 14.47 | 2.05 | 9.41 | 129.94 | 14.44 | 42.76 | 0.88 | - | ||
2021/8 | 14.18 | 0.53 | 14.51 | 115.47 | 15.1 | 44.31 | 0.85 | - | ||
2021/7 | 14.11 | -11.95 | -11.51 | 101.29 | 15.18 | 43.95 | 0.85 | - | ||
2021/6 | 16.02 | 15.9 | 17.65 | 87.19 | 21.1 | 44.45 | 0.74 | - | ||
2021/5 | 13.82 | -5.4 | 5.7 | 71.17 | 21.9 | 43.2 | 0.77 | - | ||
2021/4 | 14.61 | -1.02 | 26.03 | 57.34 | 26.58 | 40.06 | 0.83 | - | ||
2021/3 | 14.76 | 38.22 | 3.87 | 42.73 | 26.76 | 42.73 | 0.7 | - | ||
2021/2 | 10.68 | -38.21 | 17.52 | 27.97 | 43.45 | 43.46 | 0.69 | - | ||
2021/1 | 17.29 | 11.62 | 66.09 | 17.29 | 66.09 | 46.53 | 0.64 | 受惠於半導體產業資本支出需求仍舊強勁及電動車電池自動化化成設備交貨等貢獻,致茂電子1月份合併營收較去年同期成長66%。 | ||
2020/12 | 15.49 | 12.57 | -6.62 | 155.33 | 11.66 | 41.78 | 0.72 | - | ||
2020/11 | 13.76 | 9.75 | 4.11 | 139.84 | 14.14 | 39.52 | 0.77 | - | ||
2020/10 | 12.53 | -5.23 | -16.31 | 126.08 | 15.35 | 38.14 | 0.79 | - | ||
2020/9 | 13.23 | 6.8 | 16.51 | 113.55 | 20.38 | 41.55 | 0.73 | - | ||
2020/8 | 12.38 | -22.31 | 2.07 | 100.32 | 20.91 | 41.94 | 0.72 | - | ||
2020/7 | 15.94 | 17.07 | 50.4 | 87.94 | 24.14 | 42.63 | 0.71 | 本月營收較去年同期大幅成長,係因客戶專案出貨所致。 | ||
2020/6 | 13.62 | 4.12 | 16.47 | 72.0 | 19.52 | 38.29 | 0.86 | - | ||
2020/5 | 13.08 | 12.79 | 25.39 | 58.38 | 20.25 | 38.88 | 0.85 | - | ||
2020/4 | 11.59 | -18.42 | 8.41 | 45.3 | 18.84 | 34.89 | 0.94 | - | ||
2020/3 | 14.21 | 56.37 | 45.03 | 33.71 | 22.91 | 33.71 | 0.88 | - | ||
2020/2 | 9.09 | -12.68 | 13.39 | 19.5 | 10.62 | 36.08 | 0.83 | - | ||
2020/1 | 10.41 | -37.24 | 8.31 | 10.41 | 8.31 | 40.21 | 0.74 | - | ||
2019/12 | 16.59 | 25.52 | 32.21 | 139.1 | -17.84 | 0.0 | N/A | - | ||
2019/11 | 13.21 | -11.77 | 11.52 | 122.51 | -21.85 | 0.0 | N/A | - |
加權平均股數 YoY | EPS YoY | 本業EPS YoY | 營收 YoY | 毛利率(%) YoY | 營業利益率 YoY | 稅後淨利率 YoY | 營業利益 YoY | 稅前淨利 YoY | 稅後淨利 YoY | |||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2023 (10) | 421 | 0.0 | 9.37 | -21.92 | 8.28 | -5.91 | 186.76 | -15.37 | 57.60 | 11.91 | 25.02 | 9.54 | 21.93 | -7.31 | 46.73 | -7.26 | 51.66 | -19.8 | 39.79 | -22.07 |
2022 (9) | 421 | 0.24 | 12.00 | 21.33 | 8.80 | 88.03 | 220.67 | 25.49 | 51.47 | 7.1 | 22.84 | 30.59 | 23.66 | -3.35 | 50.39 | 63.87 | 64.41 | 21.9 | 51.06 | 22.18 |
2021 (8) | 420 | 0.48 | 9.89 | 79.49 | 4.68 | -5.84 | 175.84 | 13.2 | 48.06 | -1.05 | 17.49 | -2.89 | 24.48 | 59.69 | 30.75 | 9.94 | 52.84 | 74.45 | 41.79 | 79.82 |
2020 (7) | 418 | 0.97 | 5.51 | 24.66 | 4.97 | 32.89 | 155.33 | 11.67 | 48.57 | 2.66 | 18.01 | 21.61 | 15.33 | 12.89 | 27.97 | 35.84 | 30.29 | 29.5 | 23.24 | 25.35 |
2019 (6) | 414 | 1.22 | 4.42 | -27.3 | 3.74 | -30.87 | 139.1 | -17.84 | 47.31 | 7.4 | 14.81 | -17.49 | 13.58 | -9.71 | 20.59 | -32.27 | 23.39 | -29.29 | 18.54 | -27.18 |
2018 (5) | 409 | 2.51 | 6.08 | -1.62 | 5.41 | -8.15 | 169.31 | 13.62 | 44.05 | -7.15 | 17.95 | -12.1 | 15.04 | -12.05 | 30.4 | -0.1 | 33.08 | 5.96 | 25.46 | -0.47 |
2017 (4) | 399 | 5.0 | 6.18 | 46.1 | 5.89 | 46.52 | 149.01 | 28.19 | 47.44 | 1.58 | 20.42 | 17.9 | 17.10 | 17.2 | 30.43 | 51.17 | 31.22 | 52.89 | 25.58 | 48.72 |
2016 (3) | 380 | 0.8 | 4.23 | 36.45 | 4.02 | 74.03 | 116.24 | 19.93 | 46.70 | 7.21 | 17.32 | 37.57 | 14.59 | 18.43 | 20.13 | 65.0 | 20.42 | 37.69 | 17.2 | 39.05 |
2015 (2) | 377 | 0.53 | 3.10 | -6.34 | 2.31 | -4.15 | 96.92 | -5.97 | 43.56 | 10.95 | 12.59 | 6.24 | 12.32 | -1.99 | 12.2 | -0.08 | 14.83 | -2.69 | 12.37 | -6.15 |
2014 (1) | 375 | 0.0 | 3.31 | 3.44 | 2.41 | 6.17 | 103.07 | 1.34 | 39.26 | 0 | 11.85 | 0 | 12.57 | 0 | 12.21 | 4.54 | 15.24 | 7.55 | 13.18 | 9.38 |