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Investing.com -- Delta Electronics reported a 51% year-over-year increase in third-quarter net profit to NT$18.6 billion, or NT$7.16 per share, exceeding analyst estimates by 2%.
The company’s operating margin expanded to 16.5%, representing a 1.4 percentage point increase from the previous quarter and a 1.9 percentage point rise compared to the same period last year.
Gross margin came in at 34.9%, which was flat year-over-year but down 0.6 percentage points quarter-over-quarter. The slight quarterly decline in gross margin was likely due to an increasing proportion of infrastructure business, including sidecar CDU systems.
Delta Electronics is scheduled to hold its earnings meeting on Wednesday, where management is expected to discuss the business outlook and margin trends for the fourth quarter of 2025 and 2026.
Other topics likely to be addressed include capacity expansion plans for AI data center power and cooling solutions, 800 VDC-related design specifications and shipment schedules, as well as the growth outlook for the liquid cooling business in 2026, particularly regarding AI GPU and AISC server racks.
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