- 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) | 67 | 0.0 | 1.52 | 0.90 | -42.31 | 287.5 | 1.25 | -16.11 | 10.62 | 3.33 | 37.6 | 250.53 | 13.73 | 2.69 | -11.25 | 11.72 | -35.64 | -2.25 | 7.24 | -22.48 | 28.14 | 4.38 | -43.63 | 477.59 | 0.99 | -20.8 | 35.62 | 0.6 | -42.31 | 287.5 | 5.47 | -43.08 | 511.28 | 4.38 | -43.63 | 477.59 | 5.47 | 19.55 | 13.58 |
24Q2 (19) | 67 | 0.0 | 1.52 | 1.56 | 81.4 | 143.75 | 1.49 | 43.27 | -36.32 | 2.42 | 181.4 | 68.06 | 13.37 | 8.26 | -24.08 | 18.21 | 36.81 | 44.52 | 9.34 | 37.76 | -5.08 | 7.77 | 66.74 | 222.41 | 1.25 | 48.81 | -27.75 | 1.04 | 79.31 | 147.62 | 9.61 | 64.84 | 190.33 | 7.77 | 66.74 | 222.41 | 7.46 | 52.13 | 87.19 |
24Q1 (18) | 67 | 1.52 | 1.52 | 0.86 | 22.86 | 7.5 | 1.04 | 131.11 | -9.57 | 0.86 | -47.88 | 7.5 | 12.35 | 6.65 | -32.51 | 13.31 | 52.11 | 30.36 | 6.78 | 192.24 | 36.97 | 4.66 | 65.84 | 61.25 | 0.84 | 104.88 | -7.69 | 0.58 | 23.4 | 9.43 | 5.83 | 53.83 | 61.5 | 4.66 | 65.84 | 61.25 | -9.25 | 134.34 | 35.47 |
23Q4 (17) | 66 | 0.0 | 0.0 | 0.70 | 245.83 | -62.16 | 0.45 | -60.18 | -25.0 | 1.65 | 73.68 | -70.8 | 11.58 | -25.15 | -21.86 | 8.75 | -27.02 | -25.47 | 2.32 | -58.94 | 29.61 | 2.81 | 342.24 | -66.02 | 0.41 | -43.84 | 57.69 | 0.47 | 246.88 | -61.79 | 3.79 | 384.96 | -48.71 | 2.81 | 342.24 | -66.02 | -18.65 | 35.42 | -55.95 |
23Q3 (16) | 66 | 0.0 | 0.0 | -0.48 | -175.0 | -160.76 | 1.13 | -51.71 | -50.22 | 0.95 | -34.03 | -75.0 | 15.47 | -12.15 | -9.8 | 11.99 | -4.84 | -28.88 | 5.65 | -42.58 | -53.8 | -1.16 | -148.13 | -138.16 | 0.73 | -57.8 | -65.24 | -0.32 | -176.19 | -161.54 | -1.33 | -140.18 | -120.85 | -1.16 | -148.13 | -138.16 | -7.96 | -97.50 | 25.89 |
23Q2 (15) | 66 | 0.0 | 0.0 | 0.64 | -20.0 | -63.64 | 2.34 | 103.48 | -9.3 | 1.44 | 80.0 | -52.32 | 17.61 | -3.77 | 3.28 | 12.60 | 23.41 | -32.76 | 9.84 | 98.79 | -17.24 | 2.41 | -16.61 | -64.66 | 1.73 | 90.11 | -14.78 | 0.42 | -20.75 | -63.79 | 3.31 | -8.31 | -61.15 | 2.41 | -16.61 | -64.66 | 9.86 | -38.38 | 97.58 |
23Q1 (14) | 66 | 0.0 | 0.0 | 0.80 | -56.76 | -36.51 | 1.15 | 91.67 | -38.5 | 0.80 | -85.84 | -36.51 | 18.3 | 23.48 | 21.59 | 10.21 | -13.03 | -33.7 | 4.95 | 176.54 | -48.76 | 2.89 | -65.05 | -47.64 | 0.91 | 250.0 | -37.24 | 0.53 | -56.91 | -36.14 | 3.61 | -51.15 | -47.68 | 2.89 | -65.05 | -47.64 | 4.95 | 38.71 | 9.05 |
22Q4 (13) | 66 | 0.0 | 0.0 | 1.85 | 134.18 | 58.12 | 0.60 | -73.57 | -44.95 | 5.65 | 48.68 | 23.63 | 14.82 | -13.59 | -0.13 | 11.74 | -30.37 | -16.2 | 1.79 | -85.36 | -71.27 | 8.27 | 172.04 | 59.96 | 0.26 | -87.62 | -71.74 | 1.23 | 136.54 | 59.74 | 7.39 | 15.83 | 14.22 | 8.27 | 172.04 | 59.96 | -6.50 | 39.54 | -42.79 |
22Q3 (12) | 66 | 0.0 | 0.0 | 0.79 | -55.11 | -30.7 | 2.27 | -12.02 | 124.75 | 3.80 | 25.83 | 11.76 | 17.15 | 0.59 | 9.65 | 16.86 | -10.03 | 38.77 | 12.23 | 2.86 | 120.76 | 3.04 | -55.43 | -36.4 | 2.1 | 3.45 | 141.38 | 0.52 | -55.17 | -30.67 | 6.38 | -25.12 | 6.87 | 3.04 | -55.43 | -36.4 | 6.94 | -7.71 | 12.97 |
22Q2 (11) | 66 | 0.0 | 0.0 | 1.76 | 39.68 | 66.04 | 2.58 | 37.97 | 290.91 | 3.02 | 139.68 | 33.63 | 17.05 | 13.29 | 0.59 | 18.74 | 21.69 | 91.81 | 11.89 | 23.08 | 222.22 | 6.82 | 23.55 | 66.34 | 2.03 | 40.0 | 222.22 | 1.16 | 39.76 | 65.71 | 8.52 | 23.48 | 63.22 | 6.82 | 23.55 | 66.34 | 7.35 | 23.68 | 54.77 |
22Q1 (10) | 66 | 0.0 | 0.0 | 1.26 | 7.69 | 5.0 | 1.87 | 71.56 | 57.14 | 1.26 | -72.43 | 5.0 | 15.05 | 1.42 | -2.02 | 15.40 | 9.92 | 20.97 | 9.66 | 55.06 | 47.71 | 5.52 | 6.77 | 7.39 | 1.45 | 57.61 | 43.56 | 0.83 | 7.79 | 5.06 | 6.90 | 6.65 | 6.81 | 5.52 | 6.77 | 7.39 | -1.85 | 5.16 | 39.74 |
21Q4 (9) | 66 | 0.0 | 0.0 | 1.17 | 2.63 | 95.0 | 1.09 | 7.92 | 336.0 | 4.57 | 34.41 | 43.71 | 14.84 | -5.12 | 28.6 | 14.01 | 15.31 | 59.2 | 6.23 | 12.45 | 167.38 | 5.17 | 8.16 | 50.73 | 0.92 | 5.75 | 240.74 | 0.77 | 2.67 | 92.5 | 6.47 | 8.38 | 49.77 | 5.17 | 8.16 | 50.73 | -6.43 | 5.09 | 30.48 |
21Q3 (8) | 66 | 0.0 | 0.0 | 1.14 | 7.55 | 26.67 | 1.01 | 53.03 | 53.03 | 3.40 | 50.44 | 31.78 | 15.64 | -7.73 | 25.52 | 12.15 | 24.36 | -3.03 | 5.54 | 50.14 | 15.9 | 4.78 | 16.59 | 0.84 | 0.87 | 38.1 | 45.0 | 0.75 | 7.14 | 27.12 | 5.97 | 14.37 | 0.0 | 4.78 | 16.59 | 0.84 | 1.31 | -2.06 | 4.25 |
21Q2 (7) | 66 | 0.0 | 1.54 | 1.06 | -11.67 | -4.5 | 0.66 | -44.54 | -15.38 | 2.26 | 88.33 | 34.52 | 16.95 | 10.35 | 23.36 | 9.77 | -23.25 | -16.78 | 3.69 | -43.58 | -27.08 | 4.10 | -20.23 | -22.5 | 0.63 | -37.62 | -8.7 | 0.7 | -11.39 | -4.11 | 5.22 | -19.2 | -20.55 | 4.10 | -20.23 | -22.5 | 21.73 | 44.16 | 165.73 |
21Q1 (6) | 66 | 0.0 | 0.0 | 1.20 | 100.0 | 110.53 | 1.19 | 376.0 | 85.94 | 1.20 | -62.26 | 110.53 | 15.36 | 33.1 | 28.11 | 12.73 | 44.66 | 18.97 | 6.54 | 180.69 | 47.3 | 5.14 | 49.85 | 64.74 | 1.01 | 274.07 | 90.57 | 0.79 | 97.5 | 113.51 | 6.46 | 49.54 | 64.8 | 5.14 | 49.85 | 64.74 | 12.86 | 33.34 | 156.94 |
20Q4 (5) | 66 | 0.0 | 0.0 | 0.60 | -33.33 | -20.0 | 0.25 | -62.12 | -7.41 | 3.18 | 23.26 | 14.8 | 11.54 | -7.38 | 6.07 | 8.80 | -29.77 | -25.17 | 2.33 | -51.26 | -20.75 | 3.43 | -27.64 | -24.12 | 0.27 | -55.0 | -15.62 | 0.4 | -32.2 | -18.37 | 4.32 | -27.64 | -25.26 | 3.43 | -27.64 | -24.12 | - | - | 0.00 |
20Q3 (4) | 66 | 1.54 | 0.0 | 0.90 | -18.92 | 0.0 | 0.66 | -15.38 | 0.0 | 2.58 | 53.57 | 0.0 | 12.46 | -9.32 | 0.0 | 12.53 | 6.73 | 0.0 | 4.78 | -5.53 | 0.0 | 4.74 | -10.4 | 0.0 | 0.6 | -13.04 | 0.0 | 0.59 | -19.18 | 0.0 | 5.97 | -9.13 | 0.0 | 4.74 | -10.4 | 0.0 | - | - | 0.00 |
20Q2 (3) | 65 | -1.52 | 0.0 | 1.11 | 94.74 | 0.0 | 0.78 | 21.88 | 0.0 | 1.68 | 194.74 | 0.0 | 13.74 | 14.6 | 0.0 | 11.74 | 9.72 | 0.0 | 5.06 | 13.96 | 0.0 | 5.29 | 69.55 | 0.0 | 0.69 | 30.19 | 0.0 | 0.73 | 97.3 | 0.0 | 6.57 | 67.6 | 0.0 | 5.29 | 69.55 | 0.0 | - | - | 0.00 |
20Q1 (2) | 66 | 0.0 | 0.0 | 0.57 | -24.0 | 0.0 | 0.64 | 137.04 | 0.0 | 0.57 | -79.42 | 0.0 | 11.99 | 10.2 | 0.0 | 10.70 | -9.01 | 0.0 | 4.44 | 51.02 | 0.0 | 3.12 | -30.97 | 0.0 | 0.53 | 65.62 | 0.0 | 0.37 | -24.49 | 0.0 | 3.92 | -32.18 | 0.0 | 3.12 | -30.97 | 0.0 | - | - | 0.00 |
19Q4 (1) | 66 | 0.0 | 0.0 | 0.75 | 0.0 | 0.0 | 0.27 | 0.0 | 0.0 | 2.77 | 0.0 | 0.0 | 10.88 | 0.0 | 0.0 | 11.76 | 0.0 | 0.0 | 2.94 | 0.0 | 0.0 | 4.52 | 0.0 | 0.0 | 0.32 | 0.0 | 0.0 | 0.49 | 0.0 | 0.0 | 5.78 | 0.0 | 0.0 | 4.52 | 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 | 4.51 | 0.28 | -3.2 | 43.98 | -21.53 | 13.65 | N/A | - | ||
2024/9 | 4.5 | -3.04 | -8.46 | 39.46 | -23.19 | 13.73 | 2.08 | - | ||
2024/8 | 4.64 | 1.07 | -12.7 | 34.96 | -24.75 | 13.75 | 2.07 | - | ||
2024/7 | 4.59 | 1.68 | -12.35 | 30.32 | -26.31 | 13.85 | 2.06 | - | ||
2024/6 | 4.52 | -4.74 | -9.88 | 25.73 | -28.34 | 13.37 | 2.27 | - | ||
2024/5 | 4.74 | 15.11 | -19.02 | 21.21 | -31.34 | 12.96 | 2.34 | - | ||
2024/4 | 4.12 | 0.3 | -38.94 | 16.47 | -34.22 | 11.39 | 2.66 | - | ||
2024/3 | 4.11 | 29.7 | -36.52 | 12.35 | -32.48 | 12.35 | 2.47 | - | ||
2024/2 | 3.17 | -37.71 | -39.94 | 8.25 | -30.27 | 10.99 | 2.78 | - | ||
2024/1 | 5.08 | 85.37 | -22.49 | 5.08 | -22.49 | 12.0 | 2.54 | - | ||
2023/12 | 2.74 | -34.4 | -40.74 | 62.96 | -1.72 | 11.58 | 3.08 | - | ||
2023/11 | 4.18 | -10.36 | -18.35 | 60.22 | 1.3 | 13.76 | 2.59 | - | ||
2023/10 | 4.66 | -5.15 | -8.08 | 56.04 | 3.15 | 14.9 | 2.39 | - | ||
2023/9 | 4.92 | -7.53 | -15.7 | 51.38 | 4.31 | 15.47 | 2.59 | - | ||
2023/8 | 5.32 | 1.48 | -3.56 | 46.46 | 7.0 | 15.57 | 2.57 | - | ||
2023/7 | 5.24 | 4.55 | -9.68 | 41.15 | 8.54 | 16.11 | 2.48 | - | ||
2023/6 | 5.01 | -14.39 | -9.25 | 35.91 | 11.83 | 17.61 | 2.17 | - | ||
2023/5 | 5.85 | -13.2 | 7.86 | 30.9 | 16.21 | 19.07 | 2.01 | - | ||
2023/4 | 6.74 | 4.27 | 10.47 | 25.04 | 18.36 | 18.48 | 2.07 | - | ||
2023/3 | 6.47 | 22.71 | 13.3 | 18.3 | 21.56 | 18.3 | 2.21 | - | ||
2023/2 | 5.27 | -19.61 | 25.86 | 11.83 | 26.61 | 16.45 | 2.46 | - | ||
2023/1 | 6.56 | 41.73 | 27.22 | 6.56 | 27.22 | 16.3 | 2.49 | - | ||
2022/12 | 4.63 | -9.61 | 16.51 | 64.07 | 2.02 | 14.82 | 2.67 | - | ||
2022/11 | 5.12 | 0.89 | 2.69 | 59.45 | 1.04 | 16.02 | 2.47 | - | ||
2022/10 | 5.07 | -13.01 | -13.8 | 54.33 | 0.89 | 16.42 | 2.41 | - | ||
2022/9 | 5.83 | 5.77 | 30.32 | 49.25 | 2.7 | 17.15 | 1.26 | - | ||
2022/8 | 5.51 | -4.95 | 1.73 | 43.42 | -0.14 | 16.84 | 1.28 | - | ||
2022/7 | 5.8 | 5.05 | 0.93 | 37.91 | -0.4 | 16.75 | 1.29 | - | ||
2022/6 | 5.52 | 1.75 | 5.73 | 32.11 | -0.64 | 17.05 | 1.34 | - | ||
2022/5 | 5.43 | -11.1 | -11.03 | 26.58 | -1.87 | 17.24 | 1.32 | - | ||
2022/4 | 6.11 | 6.94 | 8.41 | 21.16 | 0.78 | 16.0 | 1.43 | - | ||
2022/3 | 5.71 | 36.32 | 3.11 | 15.05 | -2.01 | 15.05 | 1.22 | - | ||
2022/2 | 4.19 | -18.75 | 12.37 | 9.34 | -4.9 | 13.31 | 1.38 | - | ||
2022/1 | 5.15 | 29.8 | -15.46 | 5.15 | -15.46 | 14.11 | 1.31 | - | ||
2021/12 | 3.97 | -20.33 | 17.8 | 62.8 | 26.27 | 14.84 | 1.59 | - | ||
2021/11 | 4.98 | -15.3 | 18.57 | 58.83 | 26.88 | 15.35 | 1.54 | - | ||
2021/10 | 5.89 | 31.51 | 48.45 | 53.84 | 27.71 | 15.78 | 1.49 | - | ||
2021/9 | 4.48 | -17.42 | -7.19 | 47.96 | 25.56 | 15.64 | 1.17 | - | ||
2021/8 | 5.42 | -5.7 | 44.49 | 43.48 | 30.29 | 16.39 | 1.12 | - | ||
2021/7 | 5.75 | 10.05 | 47.69 | 38.06 | 28.5 | 17.07 | 1.08 | - | ||
2021/6 | 5.22 | -14.39 | -6.04 | 32.32 | 25.59 | 16.95 | 0.8 | - | ||
2021/5 | 6.1 | 8.33 | 52.81 | 27.09 | 34.31 | 17.27 | 0.78 | 因疫情擴散,帶動遠距經濟蓬勃發展,致5G網通、自動化控制及雲端邊緣運算需求大增;另全球晶片缺貨嚴重,故下游客戶拉貨力道強勁 | ||
2021/4 | 5.63 | 1.71 | 34.57 | 20.99 | 29.75 | 14.89 | 0.91 | - | ||
2021/3 | 5.54 | 48.55 | 19.09 | 15.36 | 28.07 | 15.36 | 0.95 | - | ||
2021/2 | 3.73 | -38.87 | 8.15 | 9.82 | 33.75 | 13.19 | 1.1 | - | ||
2021/1 | 6.1 | 80.89 | 56.37 | 6.1 | 56.37 | 13.67 | 1.07 | 高階整合方案出貨量增加 | ||
2020/12 | 3.37 | -19.81 | -10.87 | 49.73 | 20.75 | 11.54 | 1.13 | - | ||
2020/11 | 4.2 | 6.03 | 14.25 | 46.36 | 23.95 | 12.99 | 1.0 | - | ||
2020/10 | 3.96 | -17.78 | 15.97 | 42.16 | 25.0 | 12.54 | 1.04 | - | ||
2020/9 | 4.82 | 28.55 | 36.26 | 38.19 | 26.02 | 12.46 | 0.99 | - | ||
2020/8 | 3.75 | -3.61 | 8.58 | 33.37 | 24.67 | 13.2 | 0.93 | - | ||
2020/7 | 3.89 | -29.99 | 5.81 | 29.62 | 27.05 | 13.44 | 0.91 | - | ||
2020/6 | 5.56 | 39.24 | 62.1 | 25.73 | 31.03 | 13.74 | 0.75 | 高階整合方案出貨量增加 | ||
2020/5 | 3.99 | -4.58 | 13.58 | 20.17 | 24.46 | 12.83 | 0.8 | - | ||
2020/4 | 4.18 | -9.98 | 19.6 | 16.18 | 27.47 | 12.28 | 0.83 | - | ||
2020/3 | 4.65 | 34.91 | 35.32 | 11.99 | 30.46 | 11.99 | 0.99 | - | ||
2020/2 | 3.45 | -11.62 | 75.27 | 7.34 | 27.57 | 11.13 | 1.07 | 高階整合方案出貨量增加 | ||
2020/1 | 3.9 | 3.09 | 2.83 | 3.9 | 2.83 | 11.36 | 1.05 | - | ||
2019/12 | 3.78 | 2.79 | 54.35 | 41.19 | -0.1 | 0.0 | N/A | 高階整合方案出貨量增加 | ||
2019/11 | 3.68 | 7.62 | 15.45 | 37.4 | -3.54 | 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) | 66 | 0.0 | 1.64 | -70.24 | 5.07 | -30.64 | 62.96 | -1.73 | 11.05 | -30.2 | 6.00 | -34.21 | 1.74 | -70.21 | 3.78 | -35.27 | 1.48 | -68.38 | 1.1 | -70.59 |
2022 (9) | 66 | 0.0 | 5.51 | 23.54 | 7.31 | 84.6 | 64.07 | 2.02 | 15.83 | 30.93 | 9.12 | 67.34 | 5.84 | 22.18 | 5.84 | 70.76 | 4.68 | 24.14 | 3.74 | 24.67 |
2021 (8) | 66 | 0.0 | 4.46 | 42.04 | 3.96 | 69.23 | 62.8 | 26.28 | 12.09 | 9.81 | 5.45 | 29.45 | 4.78 | 13.81 | 3.42 | 63.64 | 3.77 | 44.44 | 3.0 | 43.54 |
2020 (7) | 66 | 0.0 | 3.14 | 14.6 | 2.34 | -9.3 | 49.73 | 20.73 | 11.01 | -15.89 | 4.21 | -21.6 | 4.20 | -4.76 | 2.09 | -5.43 | 2.61 | 13.48 | 2.09 | 14.84 |
2019 (6) | 66 | 1.54 | 2.74 | 4.18 | 2.58 | -18.87 | 41.19 | -0.1 | 13.09 | -6.1 | 5.37 | -14.35 | 4.41 | 2.56 | 2.21 | -14.67 | 2.3 | 3.14 | 1.82 | 2.82 |
2018 (5) | 65 | 1.56 | 2.63 | 4.37 | 3.18 | 39.47 | 41.23 | 7.9 | 13.94 | 16.46 | 6.27 | 27.7 | 4.30 | 0.0 | 2.59 | 37.77 | 2.23 | 12.06 | 1.77 | 7.93 |
2017 (4) | 64 | 1.59 | 2.52 | -2.33 | 2.28 | 8.57 | 38.21 | 23.26 | 11.97 | -12.82 | 4.91 | -14.16 | 4.30 | -19.48 | 1.88 | 6.21 | 1.99 | -1.49 | 1.64 | -1.2 |
2016 (3) | 63 | 10.53 | 2.58 | -23.21 | 2.10 | -28.57 | 31.0 | -4.76 | 13.73 | -10.32 | 5.72 | -22.18 | 5.34 | -10.1 | 1.77 | -25.94 | 2.02 | -14.04 | 1.66 | -13.99 |
2015 (2) | 57 | 3.64 | 3.36 | 7.01 | 2.94 | 12.64 | 32.55 | 2.01 | 15.31 | 6.17 | 7.35 | 10.36 | 5.94 | 8.39 | 2.39 | 12.74 | 2.35 | 10.85 | 1.93 | 10.29 |
2014 (1) | 55 | 3.77 | 3.14 | 14.6 | 2.61 | 37.37 | 31.91 | 25.38 | 14.42 | 0 | 6.66 | 0 | 5.48 | 0 | 2.12 | 33.33 | 2.12 | 19.1 | 1.75 | 19.86 |