Acter Posts Record H1 EPS of NT$23.73 Strong AI and High-Tech Facility Demand Drives Record July Revenue; Accelerated Global Expansion Adds Growth Momentum

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2026-08-10

Acter Posts Record H1 EPS of NT$23.73 Strong AI and High-Tech Facility Demand Drives Record July Revenue; Accelerated Global Expansion Adds Growth Momentum

Acter Group Co., Ltd. ("Acter", Taipei Stock Exchange: 5536), a leading provider of cleanroom mechatronic engineering, today announced its financial results for the second quarter of 2026. Consolidated revenue reached NT$13.38 billion, representing a 15% quarter-over-quarter increase and a 23% year-over-year increase, setting a new quarterly record. Operating profit totaled NT$2.13 billion, up 36% from the same period last year. Net income attributable to owners of the parent reached NT$1.36 billion, representing a year-over-year increase of 58%, while earnings per share (EPS) amounted to NT$10.97. Both net income attributable to owners of the parent and EPS reached record highs for the same period. Cumulative consolidated revenue for the first half of 2026 reached NT$24.98 billion, representing a year-over-year increase of 28%. Net income attributable to owners of the parent totaled NT$2.94 billion, up 96% year-over-year, while earnings per share (EPS) reached NT$23.73. Acter stated that the strong performance was primarily driven by robust project execution and revenue recognition from customers across the semiconductor, high-tech electronics, and AI supply chains. The results also reflect the continued benefits of the Group’s project management capabilities, cross-regional resource allocation, and lean management practices, which supported strong operating momentum in both the second quarter and the first half of 2026. In particular, first-half earnings are close to the full-year 2025 level.


Acter noted that the Group continuously strengthens its facility engineering project management by executing lean supply chain procurement strategies, expanding its professional engineering teams, and increasing deployment flexibility. These efforts effectively satisfy client demands for strict project timelines and high engineering quality, while simultaneously driving a significant increase in revenue per employee. Benefiting from improved cost control and more efficient resource allocation, gross margin for the second quarter reached 21%, representing a year-over-year increase of 2 percentage points, while operating margin reached 16%, up 2 percentage points from the same period last year. This underscores that as the Group's overall operational scale expands, its project execution quality and profit efficiency are advancing in tandem.


Driven by the rapid expansion of AI applications, supply chain clients in wafer fabrication, advanced packaging, electronic components, and cloud computing are accelerating capacity expansion and production line upgrades. This momentum has pushed Acter's current project backlog to a record high. Consolidated revenue for July 2026 reached NT$3.89 billion, representing a year-over-year increase of 3% and setting a new record high for the same period. Cumulative consolidated revenue for the first seven months of 2026 totaled NT$28.87 billion, up 24% year-over-year, also reaching a record high for the corresponding period. Acter will continue to enhance cross-regional project management, engineering workforce deployment, supply chain management, and digital management tools to improve execution efficiency for large-scale projects. At the same time, the Group will further strengthen project quality control and schedule management, enhance its capabilities in undertaking and executing cross-border projects, and support sustained growth in overall operations.


Looking ahead to the third quarter of 2026, Acter remains positive and strongly optimistic. The Group anticipates sustained investment momentum across the AI, semiconductor, electronic components, PCB, and memory sectors. Combined with the global reallocation of manufacturing capacity and the rising trend of supply chain regionalization, Acter has leveraged its multi-regional, multi-industry, and multi-disciplinary strategic layout to drive overall order intake to record heights. As the Group aggressively expands into key markets like the United States and Japan in the second half of the year, while deepening its presence in existing Asian markets, Acter is poised to maximize its advantages in cross-regional engineering integration and mega-project execution, expanding its overseas footprint and opening a new chapter for future operational growth.

 

Acter 2QFY26 Financial Results                          

Unit: NTD thousand;%

2026/Q2 2025/Q2 YOY(%) 2026/H1 2025/H1 YOY(%)
Revenue 13,381,217 10,907,882 22.67 24,984,399 19,463,905 28.36
Profit attributable to owners of parent 1,360,622 861,850 57.87 2,943,825 1,504,703 95.64
EPS($) 10.97 6.95 57.84 23.73 12.13 95.63


*The number is unaudited.

Acter Consolidated Sales Report:                         

Unit: NTD thousand;%

2026  2025 YOY(%)
July 3,885,491 3,757,320 3.41
January to July 28,869,890 23,221,225 24.33


IR Contact:

Acter’s Spokesperson             Jeff Liang          (04)2258-1516    IR@acter.com.tw

IR Trust Vice President          Sandy Cheng    (02)2585-5701    sandy@ir-trust.tw