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Back台驊第三季EPS 3.73元 創12季新高
台驊第三季EPS 3.73元  創12季新高
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自由时报27 minutes agoBusiness2 min readChinaView translation

台驊第三季EPS 3.73元 創12季新高

台驊國際控股第三季每股盈餘3.73元,創2023年第4季以來新高,累計前三季每股盈餘達7.57元。

Quick Look

台驊國際控股公布第三季合併營收87.35億元,稅後淨利5.11億元,每股盈餘3.73元,創12季新高。累計前三季每股盈餘達7.57元。董事會亦通過2027年度航運類股票處分授權案,授權額度上限50億元。

AI-generated summary

Why It Matters

台驊國際控股公布2026年前三季及第三季財務報告,同時說明未來全球供應鏈布局與營運策略。

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台驊創辦人顏益財。

〔記者王憶紅/台北報導〕台驊國際控股(2636)第三季合併營收87.35億元,年增81.98%;營業利益4.35億元,年增270.04%;稅後淨利5.11億元,年增194.08%,每股盈餘(EPS)3.73元,創2023年第4季、12個季度新高。累計2026年前三季合併營收201.55億元,年增25.63%;營業毛利30.19億元,年增17.14%;營業利益7.77億元,年增35.52%;稅後淨利10.36億元,年增30.32%,每股盈餘7.57元。

展望2027年,台驊指出,全球供應鏈調整、區域貿易流向變化,以及人工智慧、半導體等高科技產業發展,將持續影響國際物流市場需求。台驊控股將深化亞洲主要市場的貨源開發與跨區域業務合作,持續擴大北美營運據點,並結合日本、韓國及其他海外子公司的在地經營能力,拓展跨國客戶與高科技產業物流商機。同時,集團將強化海空運、報關、倉儲及陸運配送等專業服務整合,持續推動數位轉型與營運效率提升,兼顧業務成長、獲利品質及財務穩健,並透過審慎的策略性投資與資本配置,提升長期競爭力,持續創造股東價值。

台驊今日董事會也依循往年例行作業,通過2027年度航運類股票處分授權案,授權額度上限為50億元。台驊表示,此項授權係既有年度財務資產管理機制的延續,授權額度並不代表實際處分金額,主要係保留因應市場變化及資金配置需求的管理彈性。

台驊海運事業前三季營收132.43億元,年增31.66%;營業毛利18.28億元,年增12.83%。空運事業方面前三季營收51.41億元,年增23.51%;營業毛利8.08億元,年增39.13%。在業外方面,約有5.03億元進帳,其中包括股利收入約2.54億元,以及透過損益按公允價值衡量之金融資產淨利益約1.96億元,對集團整體獲利形成貢獻。

Open Questions

  • 50億元航運類股票授權實際執行時機為何?
  • 北美及亞洲市場擴展的具體資本支出細節為何?

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