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AU Optronics (AUOTY)
OTHER OTC:AUOTY
Earnings Data
Report Date
Apr 23, 2026TBA (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.01Last Year’s EPS
0.14Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed clear signs of strategic progress: revenue mix is shifting toward higher‑margin Mobility and Vertical businesses, gross margins improved YoY, FY profitability was achieved and the balance sheet was strengthened through asset sales and debt reduction. Commercial traction for Mobility (AMSC) and selective Vertical solutions is notable, and micro LED/AI technologies show promising development and early commercialization. However, near‑term operational profitability remains weak (Q4 OP loss), OpEx is elevated, the energy subsegment materially dragged Vertical results, and supply‑chain and component cost pressures along with macro/geopolitical uncertainties present tangible short‑term headwinds. Overall the narrative is of a company in positive transformation but with near‑term execution and market risks to monitor.Company Guidance
Q4 Revenue and FX Tailwind
Q4 revenue of TWD 70.1 billion was roughly flat Q-o-Q; ~3% positive revenue impact from NTD depreciation versus USD.
Improving Margins and FY Profitability
Q4 gross margin rose to 10.7% (up 1.1 percentage points Q-o-Q). Full-year 2025 gross margin improved by 2.9 percentage points YoY; net profit attributable to owners for 2025 ~TWD 6.8 billion with FY EPS TWD 0.9.
Segment Mix Shift to Higher‑Margin Businesses
Combined share of Mobility Solutions and Vertical Solutions increased from 38% in 2024 to 43% in 2025, reflecting successful revenue mix optimization away from pure display sales.
Mobility Momentum and AMSC Integration
AMSC (merged Mobility business) revenue up 17% in 2025 vs 2024; Mobility Solutions revenue grew ~9% in Q4 and AMSC secured major display HMI orders, supporting a target of low‑teens annual growth in USD for 2026.
Vertical Solutions Core Growth (Excluding Energy)
Vertical Solutions grew 9% in 2025 overall; excluding the weak Energy segment, Vertical Solutions revenue rose ~21% YoY driven by smart retail, health care and AD Link integration.
Stronger Balance Sheet and Cash Position
Q4 cash & equivalents TWD 55.6 billion (stable QoQ). Short‑ and long‑term loans fell to TWD 109.1 billion and gearing ratio dropped 6.5 percentage points to 32.6%.
Asset Optimization and Cash Generation
Proceeds from asset sale (Hsinchu plant) contributed ~TWD 6.8 billion; investment activities net inflow ~TWD 3.3 billion in Q4; used asset sale proceeds to repay TWD 8.7 billion in loans.
Commercial Progress on Micro LED and AI‑Related Technologies
Micro LED moved into volume production for wearables (smartwatches) and other form factors; Gen 4.5 facilities and mass-transfer progress cited. Demos and pilot samples produced for micro LED CPO and transparent satellite antennas with early customer discussions.
CapEx and Depreciation Guidance
2025 depreciation TWD 29.8 billion; 2026 depreciation guided ~TWD 28 billion. 2025 CapEx TWD 18.2 billion; 2026 CapEx guided not to exceed TWD 20 billion with a shift to more asset‑light investments focused on Mobility, Vertical and micro LED.
AUOTY 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
AUOTY Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 10, 2026 | $4.74 | $4.55 | -4.05% |
Oct 30, 2025 | $4.36 | $4.13 | -5.28% |
Jul 31, 2025 | $4.47 | $4.33 | -3.06% |
Apr 30, 2025 | $4.92 | $4.91 | -0.20% |
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 Apr 23, 2026, TBA (Confirmed).
What is AU Optronics (AUOTY) earnings time?
AU Optronics (AUOTY) 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 AUOTY EPS forecast?
AUOTY EPS forecast for the fiscal quarter 2026 (Q1) is -0.01.