- 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) | 37 | 0.0 | 0.0 | -1.25 | -0.81 | -202.46 | -0.49 | 61.42 | -142.24 | -2.85 | -78.12 | -519.12 | 1.48 | -4.52 | -27.45 | 16.78 | 160.56 | -46.32 | -13.99 | 53.54 | -348.93 | -30.82 | -4.72 | -240.99 | -0.21 | 55.32 | -290.91 | -0.46 | 0.0 | -202.22 | -32.57 | -9.96 | -595.74 | -30.82 | -4.72 | -240.99 | -11.25 | -122.62 | -21.71 |
24Q2 (19) | 37 | 0.0 | 2.78 | -1.24 | -244.44 | -125.45 | -1.27 | -104.84 | -115.25 | -1.60 | -344.44 | -196.3 | 1.55 | -17.99 | 12.32 | 6.44 | -52.15 | -52.3 | -30.11 | -123.87 | -36.8 | -29.43 | -322.84 | -100.89 | -0.47 | -88.0 | -56.67 | -0.46 | -253.85 | -130.0 | -29.62 | -262.55 | -43.09 | -29.43 | -322.84 | -100.89 | -4.37 | -112.22 | -131.59 |
24Q1 (18) | 37 | 0.0 | 2.78 | -0.36 | 20.0 | -3700.0 | -0.62 | -158.33 | -1140.0 | -0.36 | -256.52 | -3700.0 | 1.89 | 9.25 | 27.7 | 13.46 | -34.18 | -46.03 | -13.45 | -87.33 | -1463.95 | -6.96 | 26.66 | -2677.78 | -0.25 | -108.33 | -2400.0 | -0.13 | 18.75 | 0 | -8.17 | 26.06 | -1956.82 | -6.96 | 26.66 | -2677.78 | -2.97 | -58.44 | -139.51 |
23Q4 (17) | 37 | 0.0 | 2.78 | -0.45 | -136.89 | -148.91 | -0.24 | -120.69 | -200.0 | 0.23 | -66.18 | -94.7 | 1.73 | -15.2 | -18.01 | 20.45 | -34.58 | -35.33 | -7.18 | -227.76 | -180.76 | -9.49 | -143.41 | -159.99 | -0.12 | -209.09 | -163.16 | -0.16 | -135.56 | -148.48 | -11.05 | -268.19 | -154.57 | -9.49 | -143.41 | -159.99 | 16.31 | 92.47 | 87.96 |
23Q3 (16) | 37 | 2.78 | 2.78 | 1.22 | 321.82 | 96.77 | 1.16 | 296.61 | 103.51 | 0.68 | 225.93 | -80.17 | 2.04 | 47.83 | -3.32 | 31.26 | 131.56 | -8.06 | 5.62 | 125.53 | -57.2 | 21.86 | 249.22 | 106.62 | 0.11 | 136.67 | -60.71 | 0.45 | 325.0 | 104.55 | 6.57 | 131.74 | -50.86 | 21.86 | 249.22 | 106.62 | 20.54 | -2639.09 | -391.69 |
23Q2 (15) | 36 | 0.0 | 0.0 | -0.55 | -5600.0 | -133.33 | -0.59 | -1080.0 | -136.42 | -0.54 | -5500.0 | -119.22 | 1.38 | -6.76 | -45.02 | 13.50 | -45.87 | -69.68 | -22.01 | -2459.3 | -182.5 | -14.65 | -5525.93 | -161.27 | -0.3 | -2900.0 | -144.78 | -0.2 | 0 | -133.33 | -20.70 | -4804.55 | -177.38 | -14.65 | -5525.93 | -161.27 | -18.31 | -2849.45 | -600.41 |
23Q1 (14) | 36 | 0.0 | 0.0 | 0.01 | -98.91 | -99.14 | -0.05 | -120.83 | -104.39 | 0.01 | -99.77 | -99.14 | 1.48 | -29.86 | -32.73 | 24.94 | -21.13 | -45.21 | -0.86 | -109.67 | -103.57 | 0.27 | -98.29 | -98.59 | -0.01 | -105.26 | -101.89 | 0 | -100.0 | -100.0 | 0.44 | -97.83 | -98.18 | 0.27 | -98.29 | -98.59 | -14.93 | -25.26 | -89.36 |
22Q4 (13) | 36 | 0.0 | 0.0 | 0.92 | 48.39 | 24.32 | 0.24 | -57.89 | -65.71 | 4.34 | 26.53 | 77.14 | 2.11 | 0.0 | -6.64 | 31.62 | -7.0 | -20.81 | 8.89 | -32.29 | -45.12 | 15.82 | 49.53 | 35.91 | 0.19 | -32.14 | -48.65 | 0.33 | 50.0 | 26.92 | 20.25 | 51.46 | 25.93 | 15.82 | 49.53 | 35.91 | -7.97 | -7.02 | -61.35 |
22Q3 (12) | 36 | 0.0 | 0.0 | 0.62 | -62.42 | -34.74 | 0.57 | -64.81 | -38.04 | 3.43 | 22.06 | 99.42 | 2.11 | -15.94 | 13.44 | 34.00 | -23.63 | -10.43 | 13.13 | -50.79 | -25.52 | 10.58 | -55.75 | -42.06 | 0.28 | -58.21 | -15.15 | 0.22 | -63.33 | -35.29 | 13.37 | -50.02 | -24.51 | 10.58 | -55.75 | -42.06 | -0.92 | -10.09 | -11.35 |
22Q2 (11) | 36 | 0.0 | 0.0 | 1.65 | 42.24 | 132.39 | 1.62 | 42.11 | 252.17 | 2.81 | 142.24 | 269.74 | 2.51 | 14.09 | 32.8 | 44.52 | -2.2 | 34.46 | 26.68 | 10.84 | 116.73 | 23.91 | 24.92 | 78.7 | 0.67 | 26.42 | 191.3 | 0.6 | 42.86 | 140.0 | 26.75 | 10.86 | 60.95 | 23.91 | 24.92 | 78.7 | 5.72 | 49.50 | 52.48 |
22Q1 (10) | 36 | 0.0 | 0.0 | 1.16 | 56.76 | 2220.0 | 1.14 | 62.86 | 1325.0 | 1.16 | -52.65 | 2220.0 | 2.2 | -2.65 | 44.74 | 45.52 | 14.0 | 71.39 | 24.07 | 48.58 | 1483.55 | 19.14 | 64.43 | 1419.05 | 0.53 | 43.24 | 2550.0 | 0.42 | 61.54 | 2000.0 | 24.13 | 50.06 | 2016.67 | 19.14 | 64.43 | 1419.05 | 9.43 | 17.32 | 19.48 |
21Q4 (9) | 36 | 0.0 | 0.0 | 0.74 | -22.11 | -46.76 | 0.70 | -23.91 | 0.0 | 2.45 | 42.44 | 33.15 | 2.26 | 21.51 | 24.86 | 39.93 | 5.19 | -3.53 | 16.20 | -8.11 | -17.26 | 11.64 | -36.25 | -57.6 | 0.37 | 12.12 | 5.71 | 0.26 | -23.53 | -48.0 | 16.08 | -9.2 | -51.12 | 11.64 | -36.25 | -57.6 | 9.96 | 5.84 | 38.05 |
21Q3 (8) | 36 | 0.0 | 0.0 | 0.95 | 33.8 | 55.74 | 0.92 | 100.0 | 55.93 | 1.72 | 126.32 | 282.22 | 1.86 | -1.59 | 6.9 | 37.96 | 14.65 | 15.42 | 17.63 | 43.22 | 68.87 | 18.26 | 36.47 | 45.61 | 0.33 | 43.48 | 83.33 | 0.34 | 36.0 | 54.55 | 17.71 | 6.56 | 65.21 | 18.26 | 36.47 | 45.61 | 11.38 | 676.90 | 287.50 |
21Q2 (7) | 36 | 0.0 | 0.0 | 0.71 | 1320.0 | 422.73 | 0.46 | 475.0 | 387.5 | 0.76 | 1420.0 | 575.0 | 1.89 | 24.34 | 17.39 | 33.11 | 24.66 | 72.72 | 12.31 | 709.87 | 314.09 | 13.38 | 961.9 | 372.51 | 0.23 | 1050.0 | 355.56 | 0.25 | 1150.0 | 412.5 | 16.62 | 1357.89 | 337.77 | 13.38 | 961.9 | 372.51 | 4.16 | 611.80 | 193.22 |
21Q1 (6) | 36 | 0.0 | -2.7 | 0.05 | -96.4 | -16.67 | 0.08 | -88.57 | 166.67 | 0.05 | -97.28 | -16.67 | 1.52 | -16.02 | 1.33 | 26.56 | -35.83 | -6.12 | 1.52 | -92.24 | 102.67 | 1.26 | -95.41 | -15.44 | 0.02 | -94.29 | 100.0 | 0.02 | -96.0 | 0.0 | 1.14 | -96.53 | -4.2 | 1.26 | -95.41 | -15.44 | -6.00 | 15.73 | -34.96 |
20Q4 (5) | 36 | 0.0 | 0.0 | 1.39 | 127.87 | 239.02 | 0.70 | 18.64 | 70.73 | 1.84 | 308.89 | -3.16 | 1.81 | 4.02 | 1.12 | 41.39 | 25.84 | 38.66 | 19.58 | 87.55 | 164.59 | 27.45 | 118.9 | 231.12 | 0.35 | 94.44 | 169.23 | 0.5 | 127.27 | 233.33 | 32.90 | 206.9 | 348.84 | 27.45 | 118.9 | 231.12 | - | - | 0.00 |
20Q3 (4) | 36 | 0.0 | 0.0 | 0.61 | 377.27 | 0.0 | 0.59 | 468.75 | 0.0 | 0.45 | 381.25 | 0.0 | 1.74 | 8.07 | 0.0 | 32.89 | 71.57 | 0.0 | 10.44 | 281.57 | 0.0 | 12.54 | 355.4 | 0.0 | 0.18 | 300.0 | 0.0 | 0.22 | 375.0 | 0.0 | 10.72 | 253.36 | 0.0 | 12.54 | 355.4 | 0.0 | - | - | 0.00 |
20Q2 (3) | 36 | -2.7 | 0.0 | -0.22 | -466.67 | 0.0 | -0.16 | -633.33 | 0.0 | -0.16 | -366.67 | 0.0 | 1.61 | 7.33 | 0.0 | 19.17 | -32.24 | 0.0 | -5.75 | -866.67 | 0.0 | -4.91 | -429.53 | 0.0 | -0.09 | -1000.0 | 0.0 | -0.08 | -500.0 | 0.0 | -6.99 | -687.39 | 0.0 | -4.91 | -429.53 | 0.0 | - | - | 0.00 |
20Q1 (2) | 37 | 2.78 | 0.0 | 0.06 | -85.37 | 0.0 | 0.03 | -92.68 | 0.0 | 0.06 | -96.84 | 0.0 | 1.5 | -16.2 | 0.0 | 28.29 | -5.23 | 0.0 | 0.75 | -89.86 | 0.0 | 1.49 | -82.03 | 0.0 | 0.01 | -92.31 | 0.0 | 0.02 | -86.67 | 0.0 | 1.19 | -83.77 | 0.0 | 1.49 | -82.03 | 0.0 | - | - | 0.00 |
19Q4 (1) | 36 | 0.0 | 0.0 | 0.41 | 0.0 | 0.0 | 0.41 | 0.0 | 0.0 | 1.90 | 0.0 | 0.0 | 1.79 | 0.0 | 0.0 | 29.85 | 0.0 | 0.0 | 7.40 | 0.0 | 0.0 | 8.29 | 0.0 | 0.0 | 0.13 | 0.0 | 0.0 | 0.15 | 0.0 | 0.0 | 7.33 | 0.0 | 0.0 | 8.29 | 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 | 0.57 | 10.17 | -11.43 | 5.49 | -0.45 | 1.4 | N/A | - | ||
2024/9 | 0.51 | 58.66 | -32.16 | 4.93 | 0.92 | 1.46 | 1.6 | - | ||
2024/8 | 0.32 | -47.95 | -46.33 | 4.42 | 6.79 | 1.4 | 1.66 | - | ||
2024/7 | 0.62 | 36.32 | -8.62 | 4.09 | 15.71 | 1.54 | 1.51 | - | ||
2024/6 | 0.46 | -2.24 | -15.61 | 3.47 | 21.39 | 1.58 | 1.38 | - | ||
2024/5 | 0.47 | -28.72 | -7.11 | 3.01 | 29.86 | 1.68 | 1.29 | - | ||
2024/4 | 0.65 | 16.9 | 93.79 | 2.54 | 39.89 | 1.87 | 1.16 | 去年度半導體產業景氣保守,營收低於水平,今年為正常營運。 | ||
2024/3 | 0.56 | -14.86 | 32.93 | 1.89 | 27.67 | 1.89 | 1.18 | - | ||
2024/2 | 0.66 | -2.1 | 23.34 | 1.33 | 25.61 | 1.79 | 1.24 | - | ||
2024/1 | 0.67 | 44.13 | 27.85 | 0.67 | 27.85 | 1.76 | 1.26 | - | ||
2023/12 | 0.47 | -25.77 | -38.8 | 6.61 | -26.15 | 1.73 | 1.35 | - | ||
2023/11 | 0.63 | -1.68 | 7.74 | 6.14 | -24.98 | 2.02 | 1.15 | - | ||
2023/10 | 0.64 | -15.61 | -16.38 | 5.52 | -27.34 | 2.0 | 1.17 | - | ||
2023/9 | 0.76 | 25.53 | -2.81 | 4.88 | -28.47 | 2.04 | 1.17 | - | ||
2023/8 | 0.6 | -11.39 | -16.66 | 4.13 | -31.62 | 1.82 | 1.31 | - | ||
2023/7 | 0.68 | 25.9 | 11.13 | 3.53 | -33.57 | 1.72 | 1.39 | - | ||
2023/6 | 0.54 | 7.6 | -34.98 | 2.86 | -39.22 | 1.38 | 1.89 | - | ||
2023/5 | 0.5 | 48.71 | -41.82 | 2.32 | -40.13 | 1.26 | 2.07 | - | ||
2023/4 | 0.34 | -19.8 | -58.62 | 1.82 | -39.69 | 1.29 | 2.02 | 本年度半導體產業景氣保守,量產訂單占比較低。 | ||
2023/3 | 0.42 | -21.0 | -46.31 | 1.48 | -32.75 | 1.48 | 1.64 | - | ||
2023/2 | 0.53 | 1.47 | -22.98 | 1.06 | -25.35 | 1.82 | 1.34 | - | ||
2023/1 | 0.52 | -31.0 | -27.61 | 0.52 | -27.61 | 1.87 | 1.3 | - | ||
2022/12 | 0.76 | 30.68 | -5.82 | 8.95 | 18.62 | 2.11 | 1.04 | - | ||
2022/11 | 0.58 | -23.71 | -21.68 | 8.19 | 21.59 | 2.12 | 1.03 | - | ||
2022/10 | 0.76 | -1.92 | 7.22 | 7.6 | 26.77 | 2.26 | 0.97 | - | ||
2022/9 | 0.78 | 7.64 | 14.49 | 6.83 | 29.33 | 2.11 | 0.91 | - | ||
2022/8 | 0.72 | 18.16 | 20.76 | 6.05 | 31.51 | 2.17 | 0.89 | - | ||
2022/7 | 0.61 | -26.34 | 4.96 | 5.32 | 33.07 | 2.3 | 0.83 | - | ||
2022/6 | 0.83 | -3.71 | 20.68 | 4.7 | 37.67 | 2.51 | 0.62 | - | ||
2022/5 | 0.86 | 5.76 | 36.9 | 3.87 | 42.09 | 2.46 | 0.63 | - | ||
2022/4 | 0.82 | 4.05 | 41.87 | 3.01 | 43.88 | 2.29 | 0.68 | - | ||
2022/3 | 0.78 | 13.32 | 54.86 | 2.2 | 44.76 | 2.2 | 0.71 | 今年三月營收較去年同期增長超過50%,係去年二月德州廠房受冰災影響減產,今年為正常營運。 | ||
2022/2 | 0.69 | -4.63 | 76.56 | 1.42 | 39.8 | 2.22 | 0.71 | 今年二月營收較去年同期增長超過50%,係去年二月德州廠房受冰災影響減產,致去年二月營收低於水平,今年為正常營運。 | ||
2022/1 | 0.73 | -10.24 | 16.56 | 0.73 | 16.56 | 2.28 | 0.69 | - | ||
2021/12 | 0.81 | 8.68 | 5.02 | 7.55 | 12.94 | 2.26 | 0.65 | - | ||
2021/11 | 0.74 | 4.44 | 42.35 | 6.74 | 14.12 | 2.13 | 0.69 | - | ||
2021/10 | 0.71 | 4.73 | 37.58 | 5.99 | 11.36 | 1.99 | 0.74 | - | ||
2021/9 | 0.68 | 13.53 | 31.52 | 5.28 | 8.55 | 1.86 | 0.82 | - | ||
2021/8 | 0.6 | 2.71 | -9.47 | 4.6 | 5.59 | 1.87 | 0.81 | - | ||
2021/7 | 0.58 | -15.31 | 2.71 | 4.0 | 8.54 | 1.9 | 0.8 | - | ||
2021/6 | 0.69 | 9.21 | 43.54 | 3.42 | 9.62 | 1.89 | 0.79 | - | ||
2021/5 | 0.63 | 9.6 | 13.61 | 2.73 | 3.36 | 1.71 | 0.88 | - | ||
2021/4 | 0.57 | 13.57 | -0.52 | 2.09 | 0.57 | 1.47 | 1.02 | - | ||
2021/3 | 0.51 | 29.2 | -9.53 | 1.52 | 0.98 | 1.52 | 1.01 | - | ||
2021/2 | 0.39 | -37.03 | -13.37 | 1.01 | 7.19 | 1.78 | 0.86 | - | ||
2021/1 | 0.62 | -19.13 | 26.15 | 0.62 | 26.15 | 1.91 | 0.8 | - | ||
2020/12 | 0.77 | 47.32 | 33.43 | 6.68 | -6.21 | 1.81 | 0.91 | - | ||
2020/11 | 0.52 | 0.94 | -2.32 | 5.9 | -9.85 | 1.56 | 1.06 | - | ||
2020/10 | 0.52 | 0.12 | -23.15 | 5.38 | -10.53 | 1.7 | 0.97 | - | ||
2020/9 | 0.52 | -21.86 | -11.02 | 4.86 | -8.93 | 1.75 | 0.86 | - | ||
2020/8 | 0.66 | 16.55 | 10.26 | 4.35 | -10.19 | 1.71 | 0.88 | - | ||
2020/7 | 0.57 | 18.34 | -13.02 | 3.68 | -13.05 | 1.6 | 0.94 | - | ||
2020/6 | 0.48 | -13.54 | -15.71 | 3.12 | -11.12 | 1.61 | 0.91 | - | ||
2020/5 | 0.55 | -4.03 | -13.91 | 2.64 | -10.21 | 1.69 | 0.86 | - | ||
2020/4 | 0.58 | 3.28 | 19.36 | 2.08 | -9.21 | 1.59 | 0.92 | - | ||
2020/3 | 0.56 | 23.72 | -10.7 | 1.5 | -16.86 | 1.5 | 1.0 | - | ||
2020/2 | 0.45 | -8.3 | -13.92 | 0.95 | -20.1 | 1.52 | 0.99 | - | ||
2020/1 | 0.49 | -14.47 | -25.03 | 0.49 | -25.03 | 1.6 | 0.93 | - | ||
2019/12 | 0.58 | 7.83 | 16.93 | 7.12 | 9.46 | 0.0 | N/A | - | ||
2019/11 | 0.53 | -20.58 | 9.22 | 6.55 | 8.87 | 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) | 37 | 2.78 | 0.23 | -94.66 | 0.24 | -93.31 | 6.62 | -25.87 | 23.33 | -40.53 | -4.92 | 0 | 1.26 | -92.87 | -0.33 | 0 | -0.34 | 0 | 0.08 | -94.94 |
2022 (9) | 36 | 0.0 | 4.31 | 77.37 | 3.59 | 63.93 | 8.93 | 18.44 | 39.23 | 11.96 | 18.63 | 47.62 | 17.67 | 52.07 | 1.66 | 74.74 | 1.91 | 85.44 | 1.58 | 79.55 |
2021 (8) | 36 | 0.0 | 2.43 | 32.07 | 2.19 | 88.79 | 7.54 | 13.04 | 35.04 | 13.58 | 12.62 | 84.77 | 11.62 | 17.61 | 0.95 | 106.52 | 1.03 | 49.28 | 0.88 | 33.33 |
2020 (7) | 36 | 0.0 | 1.84 | -3.16 | 1.16 | -39.58 | 6.67 | -6.32 | 30.85 | -7.58 | 6.83 | -37.85 | 9.88 | 1.54 | 0.46 | -41.03 | 0.69 | -10.39 | 0.66 | -4.35 |
2019 (6) | 36 | 0.0 | 1.90 | 33.8 | 1.92 | 34.27 | 7.12 | 9.54 | 33.38 | -6.5 | 10.99 | 16.17 | 9.73 | 23.01 | 0.78 | 27.87 | 0.77 | 28.33 | 0.69 | 35.29 |
2018 (5) | 36 | 0.0 | 1.42 | -60.0 | 1.43 | -57.69 | 6.5 | -26.05 | 35.70 | -3.44 | 9.46 | -53.56 | 7.91 | -45.75 | 0.61 | -65.92 | 0.6 | -67.03 | 0.51 | -60.16 |
2017 (4) | 36 | 0.0 | 3.55 | 23.69 | 3.38 | 25.19 | 8.79 | -0.68 | 36.97 | 10.42 | 20.37 | 24.28 | 14.58 | 24.51 | 1.79 | 23.45 | 1.82 | 22.15 | 1.28 | 23.08 |
2016 (3) | 36 | 12.5 | 2.87 | -17.77 | 2.70 | -45.67 | 8.85 | 3.27 | 33.48 | -10.67 | 16.39 | -23.98 | 11.71 | -10.95 | 1.45 | -21.62 | 1.49 | 30.7 | 1.04 | -7.96 |
2015 (2) | 32 | 6.67 | 3.49 | -38.45 | 4.97 | 33.24 | 8.57 | 30.64 | 37.48 | 0.0 | 21.56 | 28.41 | 13.15 | -49.96 | 1.85 | 68.18 | 1.14 | -20.83 | 1.13 | -34.3 |
2014 (1) | 30 | 7.14 | 5.67 | 49.6 | 3.73 | 30.42 | 6.56 | 15.09 | 37.48 | 0 | 16.79 | 0 | 26.28 | 0 | 1.1 | 3.77 | 1.44 | 34.58 | 1.72 | 62.26 |