- 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) | 39 | 2.63 | 5.41 | 2.04 | 82.14 | 603.45 | 1.56 | 26.83 | 239.13 | 4.78 | 70.11 | 56.72 | 6.52 | 13.99 | 45.21 | 30.25 | 8.5 | 33.85 | 13.46 | 22.36 | 171.37 | 12.63 | 57.88 | 341.61 | 0.88 | 39.68 | 300.0 | 0.79 | 83.72 | 618.18 | 16.15 | 59.74 | 376.4 | 12.63 | 57.88 | 341.61 | 12.10 | 44.91 | 43.28 |
24Q3 (19) | 38 | 0.0 | 0.0 | 1.12 | 7.69 | 77.78 | 1.23 | 59.74 | 179.55 | 2.81 | 67.26 | 2.18 | 5.72 | 10.21 | 24.08 | 27.88 | 9.08 | 29.73 | 11.00 | 20.48 | 78.28 | 8.00 | -2.44 | 35.36 | 0.63 | 34.04 | 125.0 | 0.43 | 10.26 | 79.17 | 10.11 | -6.91 | 30.79 | 8.00 | -2.44 | 35.36 | 16.89 | 35.09 | 96.54 |
24Q2 (18) | 38 | 0.0 | 2.7 | 1.04 | 62.5 | 112.24 | 0.77 | 133.33 | 2466.67 | 1.68 | 162.5 | -21.13 | 5.19 | 23.57 | 40.27 | 25.56 | 4.2 | 21.02 | 9.13 | 44.01 | 195.47 | 8.20 | 29.13 | 48.28 | 0.47 | 74.07 | 327.27 | 0.39 | 62.5 | 116.67 | 10.86 | 19.74 | 39.59 | 8.20 | 29.13 | 48.28 | 8.55 | 91.59 | 52.54 |
24Q1 (17) | 38 | 2.7 | 11.76 | 0.64 | 120.69 | -64.64 | 0.33 | -28.26 | -81.03 | 0.64 | -79.02 | -64.64 | 4.2 | -6.46 | -21.5 | 24.53 | 8.54 | -23.13 | 6.34 | 27.82 | -60.5 | 6.35 | 122.03 | -46.14 | 0.27 | 22.73 | -68.6 | 0.24 | 118.18 | -60.66 | 9.07 | 167.55 | -38.72 | 6.35 | 122.03 | -46.14 | -4.53 | 33.36 | -11.86 |
23Q4 (16) | 37 | -2.63 | 12.12 | 0.29 | -53.97 | -95.51 | 0.46 | 4.55 | -91.03 | 3.05 | 10.91 | -71.99 | 4.49 | -2.6 | -60.99 | 22.60 | 5.17 | -41.87 | 4.96 | -19.61 | -77.81 | 2.86 | -51.61 | -84.99 | 0.22 | -21.43 | -91.44 | 0.11 | -54.17 | -94.86 | 3.39 | -56.14 | -85.64 | 2.86 | -51.61 | -84.99 | 10.99 | -12.70 | 685.61 |
23Q3 (15) | 38 | 2.7 | 0 | 0.63 | 28.57 | 0 | 0.44 | 1366.67 | 0 | 2.75 | 29.11 | 0 | 4.61 | 24.59 | 0 | 21.49 | 1.75 | 0 | 6.17 | 99.68 | 0 | 5.91 | 6.87 | 0 | 0.28 | 154.55 | 0 | 0.24 | 33.33 | 0 | 7.73 | -0.64 | 0 | 5.91 | 6.87 | 0 | -3.12 | -22.18 | 634.20 |
23Q2 (14) | 37 | 8.82 | 0 | 0.49 | -72.93 | 0 | 0.03 | -98.28 | 0 | 2.13 | 17.68 | 0 | 3.7 | -30.84 | 0 | 21.12 | -33.81 | 0 | 3.09 | -80.75 | 0 | 5.53 | -53.1 | 0 | 0.11 | -87.21 | 0 | 0.18 | -70.49 | 0 | 7.78 | -47.43 | 0 | 5.53 | -53.1 | 0 | -42.18 | -72.46 | -82.18 |
23Q1 (13) | 34 | 3.03 | 0 | 1.81 | -71.98 | 0 | 1.74 | -66.08 | 0 | 1.81 | -83.38 | 0 | 5.35 | -53.52 | 0 | 31.91 | -17.93 | 0 | 16.05 | -28.19 | 0 | 11.79 | -38.14 | 0 | 0.86 | -66.54 | 0 | 0.61 | -71.5 | 0 | 14.80 | -37.29 | 0 | 11.79 | -38.14 | 0 | -26.76 | -35.99 | -33.04 |
22Q4 (12) | 33 | 0 | 0 | 6.46 | 0 | 0 | 5.13 | 0 | 0 | 10.89 | 0 | 0 | 11.51 | 0 | 0 | 38.88 | 0 | 0 | 22.35 | 0 | 0 | 19.06 | 0 | 0 | 2.57 | 0 | 0 | 2.14 | 0 | 0 | 23.60 | 0 | 0 | 19.06 | 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 | 1.81 | -4.06 | 103.75 | 3.69 | 45.39 | 5.8 | N/A | 主要係伺服器、工控、無線通信等業務之市場及客戶需求回溫或成長所致。 | ||
2025/1 | 1.88 | -11.05 | 14.04 | 1.88 | 14.04 | 6.24 | N/A | 無 | ||
2024/12 | 2.12 | -5.59 | 45.83 | 21.63 | 19.09 | 6.52 | 0.36 | 無 | ||
2024/11 | 2.24 | 3.73 | 40.95 | 19.51 | 16.77 | 6.34 | 0.37 | 無 | ||
2024/10 | 2.16 | 11.21 | 48.86 | 17.27 | 14.23 | 0.0 | N/A | 無 | ||
2024/9 | 1.94 | 0.65 | 29.61 | 15.11 | 10.55 | 0.0 | N/A | 無 | ||
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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) | 39 | 5.41 | 4.74 | 57.48 | 3.92 | 48.48 | 21.63 | 19.11 | 27.39 | 10.62 | 10.39 | 27.48 | 9.12 | 33.92 | 2.25 | 52.03 | 2.58 | 62.26 | 1.86 | 63.16 |
2023 (9) | 37 | 12.12 | 3.01 | -71.71 | 2.64 | -68.72 | 18.16 | -20.14 | 24.76 | -30.51 | 8.15 | -58.52 | 6.81 | -58.95 | 1.48 | -66.89 | 1.59 | -66.74 | 1.14 | -68.33 |
2022 (8) | 33 | 6.45 | 10.64 | 208.41 | 8.44 | 204.69 | 22.74 | 7.31 | 35.63 | 53.98 | 19.65 | 94.36 | 16.59 | 140.09 | 4.47 | 108.88 | 4.78 | 123.36 | 3.6 | 236.45 |
2021 (7) | 31 | 10.71 | 3.45 | 0 | 2.77 | -9.18 | 21.19 | 6.59 | 23.14 | 3.17 | 10.11 | -0.3 | 6.91 | 6.64 | 2.14 | 5.94 | 2.14 | 16.3 | 1.07 | 5.94 |
2020 (6) | 28 | 0 | 0.00 | 0 | 3.05 | 0 | 19.88 | 0 | 22.43 | 0 | 10.14 | 0 | 6.48 | 0 | 2.02 | 0 | 1.84 | 0 | 1.01 | 0 |