AAC Technologies Holdings Inc. (HK:2018)
:2018
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Earnings Data
Report Date
Aug 20, 2026TBA (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.96Last Year’s EPS
0.88Same Quarter Last Year
Strong Buy
Based on 8 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
Overall the call conveyed a positive transformation story: solid revenue growth (+16.4%), strong net profit expansion (+39.8%), significant cash‑flow improvement, and breakout growth in strategic areas (heat dissipation +400%+, sensors +103%). Management provided constructive 2026 targets and segment guidance (e.g., PM >30% revenue growth, optics ASP/gross‑margin improvement). Remaining concerns are concentrated in modest growth and margin pressure in the traditional acoustics/modules lines, industry headwinds for smartphone volumes, and unclear near‑term monetization timelines for robotics/AR. On balance, the positive operational and financial momentum and sizeable wins across new high‑margin categories outweigh the headwinds and uncertainties.Company Guidance
Strong Top-Line Growth
Group revenue RMB 31.82 billion in 2025, up 16.4% year‑on‑year, driven by diversified product mix and growth beyond traditional mobile-phone exposure.
Substantial Net Profit Expansion
Net profit increased 39.8% to RMB 2.51 billion in 2025, supported by improved profitability in optics and growth of higher‑margin businesses.
Improved Cash Generation and Balance Sheet
Operating cash inflow RMB 7.18 billion (+38.1% YoY); free cash flow RMB 4.88 billion (+65.1% YoY). Cash & cash equivalents ~RMB 8.61 billion (+14.2%). Net gearing ~2.1%, down ~1.7 percentage points.
Heat Dissipation (PM) Business Breakthrough
Heat dissipation revenue surged over 400% YoY to RMB 1.67 billion; first fully automated production line achieved higher manufacturing efficiency and yield.
Sensors & Semiconductor Rapid Growth
Sensor and semiconductor business revenue RMB 1.57 billion, up ~103.1% YoY, driven by higher SNR microphones and mass production wins with major Shenzhen customers.
Optics: High‑End Lens and Module Progress
Optics revenue RMB 5.73 billion in 2025. Shipments of 7‑element/7P and hybrid lenses reached ~15 million units; 32MP+ modules >40% of modules; OIS module shipments nearly doubled; periscope modules achieved mass shipments.
EMD & Motor (PM/EMD Combined) Growth
Combined EMD and PM revenue RMB 11.77 billion for the year; H2 revenue up ~17.6% to RMB 7.14 billion. X‑axis linear motor shipments and market share in mid‑to‑high‑end Android phones expanded (double‑digit growth in shipments).
Automotive Acoustics & System Wins
Automotive acoustics revenue RMB 4.11 billion (+16.1% YoY) with gross margin 23.8%. Secured branded system supply (e.g., Naim for Zeekr 9X) and acquisitions (Hebei First Light) to build vertical integration and system‑level capabilities.
2026 Outlook and Strategic Targets
Management set a 2026 revenue growth target of ~16% and reiterated goals to steadily increase gross margin (maintaining ~22% group GP margin) and to pursue further M&A (e.g., data‑center cooling capabilities via Far East acquisition).
HK:2018 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
HK:2018 Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 19, 2026 | HK$33.15 | HK$34.02 | +2.63% |
Aug 21, 2025 | HK$49.94 | HK$43.37 | -13.17% |
Mar 20, 2025 | HK$53.08 | HK$51.30 | -3.34% |
Nov 07, 2024 | HK$31.39 | HK$31.44 | +0.16% |
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 AAC Technologies Holdings Inc. (HK:2018) report earnings?
AAC Technologies Holdings Inc. (HK:2018) is schdueled to report earning on Aug 20, 2026, TBA (Confirmed).
What is AAC Technologies Holdings Inc. (HK:2018) earnings time?
AAC Technologies Holdings Inc. (HK:2018) earnings time is at Aug 20, 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 the P/E ratio of AAC Technologies Holdings Inc. stock?
The P/E ratio of AAC Technologies Holdings is N/A.
What is HK:2018 EPS forecast?
HK:2018 EPS forecast for the fiscal quarter 2026 (Q2) is 0.96.