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Back衝破天花板!智邦第三季EPS 23.39元 創歷史新高
衝破天花板!智邦第三季EPS 23.39元 創歷史新高
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自由时报22 minutes agoBusiness2 min readChinaView translation

衝破天花板!智邦第三季EPS 23.39元 創歷史新高

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網通股智邦公布第三季財報,合併營收1207.44億元,每股稅後獲利23.39元,刷新第二季歷史新高。累計前三季每股稅後獲利58.09元,同創同期歷史新高。

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Why It Matters

智邦受惠於AI相關產品出貨順暢,近期營收表現亮眼。

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智邦第三季EPS 23.39元,刷新第二季歷史新高的19.78元,再創歷史新高。

網通股智邦(2345)第三季合併營收為1207.44億元,營業利益為161.22億元,稅後獲利為130.65億元,每股稅後獲利為23.39元,刷新第二季歷史新高的19.78元,累計前三季每股稅後獲利58.09元,也創同期歷史新高。

市場法人預估,智邦在AI相關產品出貨順暢下,11、12月營收也可望維持10月446.63億元的高檔水準,第四季營收將季增10%左右,再刷新高,全年EPS 可望逾8個股本。

智邦第三季合併營收1207.44億元,季增26.38%,年增65.52%,營業毛利212.84億元,季增13.08%,年增70.02%,營業利益161.22億元,季增12.49%,年增79.12%,稅後淨利為130.65億元,季增18.27%,年增67.08%,每股稅後淨利23.39元。

智邦累計前三季合併營收2864.02億元,年增62.45%,營業毛利538.08億元,年增68.27%,營業利益405.02億元,年增75.92%,稅後淨利為324.45億元,年增80.67%,每股稅後獲利58.09元。

What to Watch

AI outlook — possibilities, not facts

  • 第四季營收將季增10%左右

    Likely · Within months

Open Questions

  • 第四季實際營收能否如預期季增10%?

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