The earnings call presented a mixed outlook. While AUO reported improved profitability and strategic advancements, revenue declines due to forex impacts and challenges in the Mobility Solution segment were significant. The company's strategic acquisitions and focus on high-value products offer potential for future growth, but current external economic conditions pose challenges.

Company Guidance

During the AUO Corporation's 2025 Q2 financial results conference, the guidance for Q3 was detailed by CFO David Chang. The company forecasted a decline in Mobility Solution revenue by mid-single-digit percentage points quarter-over-quarter (Q-o-Q) due to foreign exchange (ForEx) fluctuations, while Vertical Solution revenue is expected to grow by low to mid-20% Q-o-Q, driven by the consolidation of ADLINK. The Display segment is projected to experience a modest decline Q-o-Q, influenced by ForEx fluctuations and tariff uncertainties. Despite a 4% revenue dip in Q2, AUO maintained profitability with a gross margin improvement to 13.5% and an operating profit margin of 2.2%, alongside a net profit of TWD 1.9 billion. The company's strategic transformation continues with a focus on increasing the proportion of high value-added products and maintaining strict cost controls, with a midterm goal for Mobility and Vertical Solutions to account for over half of total revenue by 2027.

Improvement in Gross and Operating Margins

Despite a 4% decline in revenue due to unfavorable foreign exchange conditions, gross margin improved to 13.5% and operating profit margin rose to 2.2%.

Continued Profitability

AUO marked its third consecutive quarter of profitability, with a net profit of TWD 1.9 billion and an EPS of TWD 0.26.

Strong Performance in Vertical Solutions

Vertical Solution segment reported revenue growth, benefiting from contributions in smart retail and premium products, with a projected high teens percentage growth for the full year.

Strategic Acquisition and Consolidation of ADLINK

AUO gained control of ADLINK Technologies, expected to boost future revenue and margins, with full consolidation beginning from next quarter.

Smart Mobility Developments

Positive developments in Mobility Solution, including a new order from a large global automotive OEM and the unveiling of BHTC's Bulgaria plant expansion.

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 / 0.09	-0.009	1044.44% (+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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