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LITEON Technology (2301-tw) today reported the fourth quarter and full-year 2025 operational results. Full-year revenue reached NT$166.1 billion, up 21% Y-o-Y, supported by solid momentum across core businesses and consistent execution of strategic initiatives, driving the company back to a growth trajectory. For 2025, gross margin reached 22.9%, an increase of 1.3 percentage points Y-o-Y; operating margin reached 10.1%, an increase of 0.7 percentage points. Net profit reached NT$15.1 billion, with earnings per share (EPS) of NT$6.64, representing a 27% increase and marking a new historical high. The Board of LITEON has approved a cash dividend of NT$3 per share for the fourth quarter. With the distributed cash dividend of NT$2 for the first half of 2025, the cash dividend for the whole year of 2025 reaches NT$5.
Fourth-quarter revenue totaled NT$44.4 billion, up 16% Y-o-Y. The Cloud & AIoT Business grew more than 30%. Supported by the continued expansion of high-value businesses, improvements in global operational efficiency, and strengthened supply chain collaboration, fourth-quarter gross margin reached 21.7%, an increase of 0.4% percentage points Y-o-Y. Operating margin reached10.5%, an increase of 1.4% Y-o-Y. Net profit for the fourth quarter was NT$3.86 billion, with EPS of NT$1.7, up 27% Y-o-Y.
LITEON Accelerates Global Capacity Expansion; AI Growth Momentum Continues
“Looking ahead to 2026, company will continue accelerating its global footprint, increasing capital expenditures and expanding capacity for core businesses. LITEON will focus on our key operational hubs in Taiwan, North America, and Vietnam to further enhance manufacturing resilience and supply chain agility, enabling faster and more flexible responses to local market and customer needs,” said Anson Chiu, President of LITEON Technology.
Demand for AI cloud computing integrated racks remains strong. Shipments of 33kW Power Shelves and BBUs continue to increase. The 50 VDC Power Rack has entered mass production and the 800 VDC Power Rack is already in the testing phase. Next-generation AI computing platforms are also driving product upgrades, with the 110kW Power Shelf entering mass production soon. AI-related revenue contribution is expected to exceed 30% this year.
LITEON to Showcase Latest AI-Integrated Solutions at MWC and GTC in 1Q26
Looking ahead to 2026 Q1, Core Businesses will Maintain Growth Momentum
Looking into the first quarter of 2026, LITEON expects both Y-o-Y and Q-o-Q growth across its core businesses. Key growth drivers include:
Additionally, LITEON continues expanding its 5G+ networking and AI application portfolio. In January, the company launched a public tender offer to acquire U-MEDIA, aiming to integrate FWA product lines and key technologies to broaden market reach in the international telecom market and customer base, establishing a solid foundation and synergy for long-term growth. LITEON will continue its public tender to acquire 100% of U-MEDIA’s shares until March 12, at an offer price of NT$54 per share. Shareholders with inquiries regarding the tender offer may contact Yuanta Securities, the appointed tender agent, at (02) 2586-5859 or visit the Yuanta Securities website: http://www.yuanta.com.tw.
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