- 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(%) | |||||||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
24Q4 (20) | 45 | 2.27 | 2.27 | 3.13 | 29.34 | 142.64 | 1.44 | -50.52 | -46.07 | 11.41 | 34.24 | 26.5 | 5.58 | -9.56 | 25.96 | 41.60 | 4.08 | -11.81 | 17.94 | -30.6 | -38.33 | 25.36 | 47.19 | 100.32 | 1.0 | -37.11 | -22.48 | 1.42 | 33.96 | 153.57 | 31.68 | 45.45 | 115.36 | 25.36 | 47.19 | 100.32 | 7.17 | 8.35 | -6.31 |
24Q3 (19) | 44 | 0.0 | 0.0 | 2.42 | -12.64 | -25.31 | 2.91 | 37.91 | 28.19 | 8.50 | 39.57 | 9.54 | 6.17 | 23.9 | 47.96 | 39.97 | -2.51 | -17.04 | 25.85 | 1.89 | -22.54 | 17.23 | -29.7 | -49.52 | 1.59 | 26.19 | 14.39 | 1.06 | -13.11 | -25.35 | 21.78 | -29.19 | -49.18 | 17.23 | -29.7 | -49.52 | 9.11 | -14.47 | 18.95 |
24Q2 (18) | 44 | 0.0 | 0.0 | 2.77 | -16.31 | 9.49 | 2.11 | 0.0 | 24.85 | 6.09 | 83.99 | 35.03 | 4.98 | -5.68 | 39.11 | 41.00 | -6.88 | -7.66 | 25.37 | -15.46 | -12.79 | 24.51 | -11.29 | -21.16 | 1.26 | -20.25 | 21.15 | 1.22 | -16.44 | 9.91 | 30.76 | -22.54 | -21.17 | 24.51 | -11.29 | -21.16 | 6.76 | 70.14 | -10.48 |
24Q1 (17) | 44 | 0.0 | 4.76 | 3.31 | 156.59 | 68.02 | 2.11 | -20.97 | 6.57 | 3.31 | -63.3 | 68.02 | 5.28 | 19.19 | 40.43 | 44.03 | -6.66 | -1.59 | 30.01 | 3.16 | -0.79 | 27.63 | 118.25 | 25.82 | 1.58 | 22.48 | 38.6 | 1.46 | 160.71 | 75.9 | 39.71 | 169.95 | 38.03 | 27.63 | 118.25 | 25.82 | 12.71 | 48.20 | -1.67 |
23Q4 (16) | 44 | 0.0 | 0 | 1.29 | -60.19 | 0 | 2.67 | 17.62 | 0 | 9.02 | 16.24 | 9.2 | 4.43 | 6.24 | 0 | 47.17 | -2.1 | 0 | 29.09 | -12.83 | 0 | 12.66 | -62.91 | 0 | 1.29 | -7.19 | 0 | 0.56 | -60.56 | 0 | 14.71 | -65.68 | 0 | 12.66 | -62.91 | 0 | 11.36 | -16.06 | 25.97 |
23Q3 (15) | 44 | 0.0 | 0 | 3.24 | 28.06 | 0 | 2.27 | 34.32 | 0 | 7.76 | 72.06 | 0 | 4.17 | 16.48 | 0 | 48.18 | 8.51 | 0 | 33.37 | 14.71 | 0 | 34.13 | 9.78 | 0 | 1.39 | 33.65 | 0 | 1.42 | 27.93 | 0 | 42.86 | 9.84 | 0 | 34.13 | 9.78 | 0 | 5.85 | 28.24 | 9.84 |
23Q2 (14) | 44 | 4.76 | 0 | 2.53 | 28.43 | 0 | 1.69 | -14.65 | 0 | 4.51 | 128.93 | 0 | 3.58 | -4.79 | 0 | 44.40 | -0.76 | 0 | 29.09 | -3.83 | 0 | 31.09 | 41.58 | 0 | 1.04 | -8.77 | 0 | 1.11 | 33.73 | 0 | 39.02 | 35.63 | 0 | 31.09 | 41.58 | 0 | -2.40 | 14.21 | -7.33 |
23Q1 (13) | 42 | 0 | 0 | 1.97 | 0 | 0 | 1.98 | 0 | 0 | 1.97 | -76.15 | 0 | 3.76 | 0 | 0 | 44.74 | 0 | 0 | 30.25 | 0 | 0 | 21.96 | 0 | 0 | 1.14 | 0 | 0 | 0.83 | 0 | 0 | 28.77 | 0 | 0 | 21.96 | 0 | 0 | 0.00 | 0.00 | 0.00 |
22Q4 (12) | 0 | 0 | 0 | 0.00 | 0 | 0 | 0.00 | 0 | 0 | 8.26 | 0 | 0 | 0 | 0 | 0 | 0.00 | 0 | 0 | 0.00 | 0 | 0 | 0.00 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0.00 | 0 | 0 | 0.00 | 0 | 0 | 0.00 | 0.00 | 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) |
---|---|---|---|---|---|---|---|---|---|---|
2025/2 | 2.08 | 12.16 | 82.39 | 3.93 | 17.11 | 5.53 | N/A | 114年2月份受惠AI、伺服器以及車用等市場規模持續擴大,同時三集瑞產品對客戶滲透率亦不斷攀升所致。 | ||
2025/1 | 1.85 | 15.23 | -16.43 | 1.85 | -16.43 | 5.56 | N/A | - | ||
2024/12 | 1.61 | -23.5 | 14.03 | 22.0 | 37.97 | 5.58 | 0.68 | - | ||
2024/11 | 2.1 | 11.94 | 33.0 | 20.4 | 40.29 | 0.0 | N/A | - | ||
2024/10 | 1.88 | -8.99 | 29.72 | 18.3 | 41.18 | 0.0 | N/A | - | ||
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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 | |||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 (10) | 45 | 2.27 | 11.41 | 26.5 | 8.58 | 0.0 | 22.0 | 37.93 | 41.59 | -10.06 | 24.73 | -18.86 | 23.43 | -4.76 | 5.44 | 11.93 | 6.74 | 36.99 | 5.16 | 31.63 |
2023 (9) | 44 | 4.76 | 9.02 | 9.2 | 8.58 | 52.13 | 15.95 | 20.47 | 46.24 | 5.69 | 30.48 | 18.74 | 24.60 | -5.17 | 4.86 | 42.94 | 4.92 | 14.69 | 3.92 | 14.29 |
2022 (8) | 42 | 5.0 | 8.26 | 2.23 | 5.64 | -22.63 | 13.24 | -13.12 | 43.75 | 4.32 | 25.67 | -6.48 | 25.94 | 22.13 | 3.4 | -18.66 | 4.29 | 3.62 | 3.43 | 5.86 |
2021 (7) | 40 | 0 | 8.08 | 0 | 7.29 | 0 | 15.24 | 0 | 41.94 | 0 | 27.45 | 0 | 21.24 | 0 | 4.18 | 0 | 4.14 | 0 | 3.24 | 0 |