Slide 1: 2Q26 & 1H26 Consolidated Financial Results
2Q26 & 1H26 Consolidated Financial Results Compal Electronics, Inc. FROM VISION TO REALITY Innovation Empowered Date: Aug 13, 2026 Date: Aug 13, 2026
Slide 2: Safe Harbor Notice
2Q26 & 1H26 Consolidated Financial Results Safe Harbor Notice Except for historical information contained herein, the matters set forth in this presentation are forward looking statements that are subject to risks and uncertainties that could cause actual results to differ materially. These forward
Slide 3: Agenda
2Q26 & 1H26 Consolidated Financial Results Agenda • Welcome • 2Q26 & 1H26 Financial Review • Business Update & Outlook • Q&A 3
Slide 4: 2Q26 & 1H26 Financial Review
2Q26 & 1H26 Financial Review Tina Chang Senior Director, Investor Relations 4
Slide 5: Quarterly Revenue Mix
2Q26 & 1H26 Consolidated Financial Results Quarterly Revenue Mix Non-PC Non-PC 34% 30% 2Q25 Revenue 2Q26 Revenue Non-PC NT$180.4B 35% NT$238.3B PC Units: 7.1M PC Units: 6.2M 1Q26 Revenue NB PC NT$201.3B NB PC 70% 66% PC Units: 5.9M NB PC 65% 5
Slide 6: 2Q26 Income Statement
2Q26 & 1H26 Consolidated Financial Results 2Q26 Income Statement NT$ Million 2Q26 1Q26 QoQ 2Q25 YoY Net Sales 238,295 201,304 18% 180,443 32% Gross Profit 11,021 4.6% 10,597 5.3% 4% 10,585 5.9% 4% Operating Exp 8,166 3.4% 7,953 4.0% 3% 7,961 4.4% 3% Operating Profit 2,855 1.2% 2,644 1.3% 8% 2,624 1.
Slide 7: 1H26 Income Statement
2Q26 & 1H26 Consolidated Financial Results 1H26 Income Statement NT$ Million 1H26 1H25 YoY Net Sales 439,598 379,541 16% Gross Profit 21,619 4.9% 21,029 5.5% 3% Operating Exp 16,120 3.6% 15,699 4.1% 3% Operating Profit 5,499 1.3% 5,330 1.4% 3% Non-Operating Items 2,231 (613) Interest Income (Exp) 36
Slide 8: 1H26 Balance Sheet
2Q26 & 1H26 Consolidated Financial Results 1H26 Balance Sheet NT$ Million 2Q26 1Q26 2Q25 Cash and Cash Equivalents 82,929 16% 84,570 19% 65,563 17% Account Receivable 212,051 41% 169,692 38% 156,078 41% Inventories 111,644 21% 99,647 22% 75,823 20% Current Assets 423,759 81% 372,540 82% 310,932 81%
Slide 9: Business Update & Outlook
Business Update & Outlook Tony Bonadero Chief Executive Officer 9
Slide 10: Compal AI Transformation: AI Inside Out
2Q26 & 1H26 Consolidated Financial Results Compal AI Transformation AI INSIDE OUT D A AI transformation AI device A #1 PC franchise PC Prime beneficiary of the AI-PC super-cycle R&D Smart B device AI Server B AI Server dark horse AI server Tier-1 AI infrastructure player with unique end-to-end solut
Slide 11: Computex 2026 – Showcase of Compal's progress to our aspiration
2Q26 & 1H26 Consolidated Financial Results Computex 2026 – Showcase of Compal’s progress to our aspiration ACCELERATION FUTURECARE CONNECTIVITY CREATIVITY AI Infrastructure and Hospital Service Robotics Intelligent Connectivity The Future of the PC Accelerated Computing and Edge Full-stack AI data c
Slide 12: 2Q26 Revenue Highlights
2Q26 & 1H26 Consolidated Financial Results 2Q26 Revenue Highlights Revenues NT$238.3 Bn QoQ YoY Total revenue growth +18% +32% Non-PC 34% 2Q26 Revenue Non-PC revenue growth NT$238.3B +15% +52% PC Units: 6.2M Non-PC revenue mix NB PC -1 pp. +5 pp. 66% 12
Slide 13: NB PC Segment
2Q26 & 1H26 Consolidated Financial Results A NB PC Segment Revenues (NT$B) NB PC Revenues QoQ YoY NT$156 Bn 156 +20% +23% 127 130 o NB shipments +5% QoQ on seasonality, while -13% YoY due to component supply constraints and price increases. o A shift toward premium and AI PCs lifted average selling
Slide 14: Non-PC Segment
2Q26 & 1H26 Consolidated Financial Results Non-PC Segment Revenues (NT$B) Non-PC Revenues QoQ YoY NT$82 Bn +15% +52% 82 71 54 o Non-PC revenue +52% YoY, led by servers, with contributions from smart devices and intelligent systems*. o AI servers ramped to around 70% of server revenue in 2Q26. New Ne
Slide 15: Server & AI Infrastructure
2Q26 & 1H26 Consolidated Financial Results B Server & AI Infrastructure Partnership Gaining momentum with AI-cloud wins across Positioning as Tier-1 supplier for advanced three regions architectures, expanding our addressable market May-26 / EU sovereign AI cloud, liquid-cooled GPU In-rack L2L CDU L
Slide 16: Server & AI Infrastructure: New Capacity
2Q26 & 1H26 Consolidated Financial Results B Server & AI Infrastructure New Capacity Global Delivery Daxi Manufacturing Center Opening 2 new sites (Taiwan & US) and expanded capacity across 4 countries, ramping by end - Taoyuan, Taiwan 2026 — one capability standard, close to demand, resilient — up
Slide 17: Physical AI - Smart Hospitals
2Q26 & 1H26 Consolidated Financial Results C Physical AI - Smart Hospitals In clinical trials with Taipei Medical University & Chung Shan Medical University 1 Arrival 2 Treatment 3 Surgery Prep 4 Tracking 5 Training 250 kg-class AMR fleet, auto- Autonomous wheelchair escort 30 kg robotic arm, self-
Slide 18: Transformation gains to sustain and fund external growth
2Q26 & 1H26 Consolidated Financial Results D Transformation gains to sustain and fund external growth AI Transformation Future growth An ODM running end-to-end on data and AI to Scaling growth from AI devices into server and maximize margin and competitive edges intelligent systems ROADMAP & EXECUTI
Slide 19: Q&A
Q&A Tony Bonadero Jack Wang Tina Chang Chief Executive Officer CFO and Spokesperson Senior Director, Investor Relations 19
Slide 20: From Vision to Reality
w FROM VISION TO REALITY Innova tion Empowere d