The earnings call reflects a mixed sentiment with notable achievements in maintaining profitability and strategic advancements in the Mobility and Vertical Solutions segments. However, there are challenges such as a revenue decline due to unfavorable ForEx conditions and increased inventory turnover days. The highlights and lowlights appear balanced, indicating a stable but cautious outlook.

Company Guidance -

Q3 2025

During the AUO Corporation's Q2 2025 financial results conference, the company provided guidance for the third quarter, focusing on the impact of foreign exchange (ForEx) fluctuations and the consolidation of ADLINK Technologies. The company expects the Mobility Solution segment revenue to decrease by mid-single-digit percentage points quarter-over-quarter (Q-o-Q) due to ForEx fluctuations, while the Vertical Solution segment is anticipated to grow by low to mid-20% Q-o-Q, driven by the inclusion of ADLINK. The Display segment is expected to see a modest decline Q-o-Q amid ForEx fluctuations and macroeconomic uncertainties. Despite these challenges, AUO aims to continue enhancing profitability through a focus on high value-added products and strict cost controls. The company projects cumulative CapEx for 2025 to not exceed TWD 28 billion, with depreciation and amortization expected to be around TWD 30 billion.

Gross Margin Improvement

Gross margin improved to 13.5% in Q2, thanks to increased shipments of high-end products and cost improvements, offsetting the unfavorable ForEx effect.

Continued Profitability

This marks the third consecutive quarter of profitability for AUO and the second straight quarter of profitability at the operating level.

Mobility Solution and Vertical Solution Growth

In Q2, Mobility Solution and Vertical Solution together accounted for 43% of total revenue, up by 2 percentage points Y-o-Y.

New Orders in Mobility Solution

AUO gained another order for display HMI for a commercial vehicle as well as for climate control, reflecting strong growth potential in the automotive segment.

Strategic Consolidation of ADLINK

AUO secured additional board seats at ADLINK, shifting to full consolidation, which is expected to strengthen Vertical Solution capabilities.

AU Optronics (AUOTY) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

AUOTY Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 30, 2025	2025 (Q3)	0.03 / -	-0.037	―	―	―
Jul 31, 2025	2025 (Q2)	0.03 / 0.08	-0.009	1033.33% (+0.09)
Apr 30, 2025	2025 (Q1)	-0.05 / 0.14	-0.134	207.46% (+0.28)
Feb 13, 2025	2024 (Q4)	0.07 / 0.06	-0.058	210.34% (+0.12)
Oct 31, 2024	2024 (Q3)	0.01 / -0.04	-0.039	5.13% (<+0.01)
Jul 31, 2024	2024 (Q2)	-0.04 / >-0.01	-0.185	95.14% (+0.18)
Apr 30, 2024	2024 (Q1)	-0.17 / -0.13	-0.431	68.91% (+0.30)
Jan 31, 2024	2023 (Q4)	-0.11 / -0.06	-0.414	85.99% (+0.36)
Oct 31, 2023	2023 (Q3)	-0.05 / -0.04	-0.397	90.18% (+0.36)
Jul 26, 2023	2023 (Q2)	-0.28 / -0.18	-0.215	13.95% (+0.03)

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

AUOTY Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 31, 2025	$4.47	$4.33	-3.13%
Apr 30, 2025	$4.92	$4.91	-0.20%
Feb 13, 2025	$4.07	$4.20	+3.19%
Oct 31, 2024	$5.08	$5.08	0.00%

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 AU Optronics (AUOTY) report earnings?

AU Optronics (AUOTY) is schdueled to report earning on Oct 30, 2025, TBA (Confirmed).

What is AU Optronics (AUOTY) earnings time?

AU Optronics (AUOTY) earnings time is at Oct 30, 2025, 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 AUOTY EPS forecast?

AUOTY EPS forecast for the fiscal quarter 2025 (Q3) is 0.03.

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