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Ase Technology Holding (ASX)
NYSE:ASX
Earnings Data
Report Date
Apr 23, 2026TBA (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.17Last Year’s EPS
0.11Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call highlights strong momentum in ASE's ATM and LEAP businesses — record ATM revenue, rapid LEAP expansion (targeting USD 3.2B in 2026), improved margins, higher utilization and solid top-line and net income growth (+25% net income YoY). Management is investing aggressively (CapEx and R&D) to capture multiyear AI-driven demand and strengthen long-term competitive positioning. Offsetting risks include continued EMS softness, rising operating expenses, heavy near-term CapEx and higher debt/interest costs, FX headwinds, and a cautious Q1 2026 guide (revenue and margin decline). Overall, positive operational and structural progress outweigh near-term and financial execution risks, but execution on capacity build and EMS turnaround will be important to sustain the trajectory.Company Guidance
LEAP (Leading-Edge Assembly & Testing) Rapid Expansion
LEAP revenue grew from USD 0.6B in 2024 to USD 1.6B in 2025 (up ~167% YoY as a base comparison). Management expects LEAP to at least double to ~USD 3.2B in 2026 (75% packaging / 25% testing). Full-process LEAP is expected to triple in 2026 to ~10% of LEAP revenue, with wafer-sort and final-test contributions ramping later in the year.
Record ATM (Assembly, Testing & More) Revenues and Strong Margin Expansion
ATM reported record Q4 revenue of NTD 109.7B, up 9% sequentially and 24% YoY. ATM full-year revenue increased ~19% in 2025; packaging +17% YoY and test +32% YoY. Q4 ATM gross margin was 26.3% (+3.7pp sequential, +3.0pp YoY) and ATM operating margin improved to 14.7% in Q4 (+3.9pp sequential, +4.0pp YoY). Full-year ATM gross margin was 23.5% (+1.0pp YoY) and operating margin 11.3% (+1.5pp YoY).
Consolidated Top-Line and Profitability Improvement
Consolidated 2025 net revenues improved ~8% YoY. Q4 consolidated revenues were NTD 177.9B, +6% QoQ and +10% YoY (USD: +2% QoQ, +14% YoY). Full-year gross profit increased 18% YoY to NTD 114.2B; consolidated gross margin improved to 17.7% (+1.4pp YoY). Net income for 2025 rose 25% YoY to NTD 40.7B. Q4 gross margin improved to 19.5% (+2.4pp QoQ, +3.1pp YoY).
Improved Factory Utilization and Operating Leverage
Overall ATM utilization was around 80%, with Taiwan ATM factories running at or near full capacity and LEAP & advanced packaging utilization outpacing wirebond. Higher loading in Q4 delivered notable operating leverage: Q4 operating profit rose to NTD 17.7B (+$4.5B QoQ; +$6.5B YoY) and operating margin improved to 9.9% (+2.1pp QoQ, +3.0pp YoY).
Aggressive and Targeted CapEx to Support Growth
2025 machinery & equipment CapEx totaled USD 3.4B (packaging USD 2.1B; testing USD 1.1B) and facilities investment was USD 2.1B. For 2026, management plans to add ~USD 1.5B more in machinery (on top of 2025), with ~2/3 allocated to leading-edge services, indicating continued capacity and technology investment to capture multi-year demand.
Solid Liquidity and Financing Capacity
At year-end the company had cash, cash equivalents and current financial assets of NTD 102B, total unused credit lines of NTD 400.6B, EBITDA for the quarter of NTD 38.3B and net debt to equity of 46%, providing liquidity to fund planned CapEx.
ASX Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
ASX Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 05, 2026 | $18.99 | $20.26 | +6.69% |
Oct 30, 2025 | $14.43 | $15.04 | +4.23% |
Jul 31, 2025 | $10.33 | $9.50 | -8.03% |
Apr 30, 2025 | $8.48 | $8.51 | +0.34% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Ase Technology Holding (ASX) report earnings?
Ase Technology Holding (ASX) is schdueled to report earning on Apr 23, 2026, TBA (Confirmed).
What is Ase Technology Holding (ASX) earnings time?
Ase Technology Holding (ASX) earnings time is at Apr 23, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is ASX EPS forecast?
ASX EPS forecast for the fiscal quarter 2026 (Q1) is 0.17.