Taihua's third-quarter EPS was 3.73 yuan, a 12-quarter high

Yan Yicai, founder of Taihua.

[Reporter Wang Yihong/Taipei Report] Taihua International Holdings (2636) third quarter consolidated revenue was 8.735 billion yuan, an annual increase of 81.98%; operating profit was 435 million yuan, an annual increase 270.04%; net profit after tax was 511 million yuan, an annual increase of 194.08%, and earnings per share (EPS) was 3.73 yuan, a new high in the fourth quarter of 2023 and 12 quarters. The cumulative consolidated revenue for the first three quarters of 2026 is 20.155 billion yuan, an annual increase of 25.63%; operating gross profit is 3.019 billion yuan, an annual increase of 17.14%; operating profit is 777 million yuan, an annual increase of 35.52%; after-tax net profit is 1.036 billion yuan, an annual increase of 30.32%, and earnings per share is 7.57 yuan.

Looking forward to 2027, Taihua pointed out that adjustments to the global supply chain, changes in regional trade flows, and the development of high-tech industries such as artificial intelligence and semiconductors will continue to affect the demand for international logistics markets. Taihua Holdings will deepen supply development and cross-regional business cooperation in major Asian markets, continue to expand its operating base in North America, and combine the local operating capabilities of Japan, South Korea and other overseas subsidiaries to expand multinational customers and high-tech industry logistics business opportunities. At the same time, the group will strengthen the integration of professional services such as sea and air transportation, customs clearance, warehousing and land transportation, continue to promote digital transformation and improve operational efficiency, take into account business growth, profit quality and financial stability, and through prudent strategic investment and capital allocation, enhance long-term competitiveness and continue to create shareholder value.

Taihua's board of directors today also followed the routine work of previous years and passed the 2027 shipping stock disposal authorization case, with the upper limit of the authorization amount being 5 billion yuan. Taihua stated that this authorization is a continuation of the existing annual financial asset management mechanism. The authorization amount does not represent the actual amount of disposal. It is mainly to retain management flexibility in response to market changes and capital allocation needs.

Taihua Shipping's revenue in the first three quarters was 13.243 billion yuan, an annual increase of 31.66%; operating gross profit was 1.828 billion yuan, an annual increase of 12.83%. In the first three quarters of the air transport business, revenue was 5.141 billion yuan, an annual increase of 23.51%; operating gross profit was 808 million yuan, an annual increase of 39.13%. Outside the industry, approximately NT$503 million was recorded, including dividend income of approximately NT$254 million and net benefits from financial assets measured at fair value through profit and loss of approximately NT$196 million, which contributed to the group's overall profit.