Advantech Co., Ltd. · TWSE:2395

Advantech — Q1 2026 Earnings Presentation

8 slides from Advantech's earnings presentation, May 6, 2026

  1. Slide 1: Advantech 1Q26 Online Investor Conference

    Advantech 1Q26 Online Investor Conference 研華2026年第一季法人說明會 6th May,2026

  2. Slide 2: Safe Harbor Notice

    Safe Harbor Notice M@ Advantech’s statement of its current expectations are forward-looking statements which are subject to significant risks and uncertainties. Actual results may differ materially from those contained in the forward- looking statements. M@ The projections should not be interpreted

  3. Slide 3: 1Q26 Financial Results

    1Q26 Financial Results NT$ mn 1Q 2026 % 4Q 2025 % QOQ 1Q 2025 % YoY Net Sales 20,385 100.0% 17,921 100.0% 14% 17,351 100.0% 17% Gross Profit 7,980 39.1% 7,129 39.8% 12% 7,028 40.5% 14% Operating Expense 4,251 20.9% 4,318 24.1% 4,104 24% Operating Profit 3,728 18.3% 2,811 15.7% 33% 2,924 16.9% 28% No

  4. Slide 4: 1Q26 Sales By Region

    1Q26 Sales By Region US$mn 1Q26 1Q25 YoY % Rev % North America 184 163 +13% 29% Europe 106 89 +19% 16% China 153 111 +38% 24% North Asia 56 49 +15% 9% Taiwan 55 31 +75% 8% Asia & InterCon 62 52 +24% 10% Others 28 33 +153% 4% Total 644 528 +22% 100% Others 6% AInterCon 4% 10% North Asia Asia & InterC

  5. Slide 5: 1Q26 Performance By Sector

    1Q26 Performance By Sector Gross OP US$ mn Revenue Rev. % YoY Operating Profit Margin Margin IoT Automation (iAutomation) 47 7% +19% 65%~70% 20 42% Intelligent Systems (iSystems) 234 36% +19% 40%~45% 63 27% Embedded (Embedded) 222 35% +15% 30%~35% 54 25% Intelligent Service (iService) 40 6% +3% 35%~

  6. Slide 6: Balance Sheet & Key Indices

    Balance Sheet & Key Indices 1Q26 4Q25 1Q25 NT$ mn Amount % Amount % Amount % Cash & Cash Equivalents 20,511 24% 19,181 25% 21,273 29% Account receivable 12,279 13% 10,535 14% 10,689 14% Inventory 15,389 18% 11,835 16% 10,838 15% Total Assets 83,769 100% 75,718 100% 74,383 100% Account payable 11,302

  7. Slide 7: 2Q26 Guidance

    2Q26 Guidance Based on the exchange rate assumption of US$1 to NT$31.5,managements expect the 2Q26 guidance as below: Items 2Q26 Estimation Consolidated Revenue US$ 650M ~ US$ 670M Gross Margin 38.0% ~ 40.0% Operating Margin 16.0%~18.0%

  8. Slide 8: www.advantech.com IR@advantech.com.tw

    www.advantech.com IR@advantech.com.tw

Advantech — Q1 2026 Earnings Presentation on 6ix