Slide 1: Advantech Investor Conference
Advantech Investor Conference 研華科技法人說明會 5th August, 2026
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
Slide 3: 2Q26 & 1H26 Financial Results
2Q26 & 1H26 Financial Results 2026年第二季暨上半年營運結果 (單位：美金 佰萬元) 2Q 2026 % 1Q 2026 % QOQ 2Q 2025 % YoY 1H26 % 1H25 % YoY 營業收入 26,126 100.0% 20,385 100.0% 28% 17,836 100.0% 46% 46,512 100.0% 35,187 100.0% 32% 營業毛利 9,845 37.7% 7,980 39.1% 23% 7,133 40.0% 38% 17,825 38.3% 14,161 40.2% 26% 營業費用 4,718 18.1% 4,
Slide 4: 1H26 地區營收表現
1H26地區營收表現 (單位：美金 佰萬元) 1H26 1H25 YoY % Rev % 北美地區 432 332 +30% 29% 歐洲地區 233 180 +29% 16% 中國地區 353 235 +51% 24% 北亞地區 127 102 +24% 9% 台灣地區 124 74 +67% 8% 其他亞洲及新興市場 141 106 +32% 10% 其他 60 75 -19% 4% 總計 1,470 1,104 +33% 100% Others 7% AInterCon 4% 10% North Asia Asia & InterCon 10% 7% Taiwan 8% US$mn 1H
Slide 5: 1H26 各事業群營運表現
1H26各事業群營運表現 Gross Operating OP (單位：美金 佰萬元) Revenue Rev. % YoY Margin Profit Margin 物聯網自動化事業群 (iAutomation) 100 7% +19 65%~70% 50 50% 智能系統事業群 (iSystems) 546 37% +34 40%~45% 137 25% 嵌入式事業群 (Embedded) 510 35% +28 30%~35% 106 21% 智能服務事業群 (iService) 86 6% +2 35%~40% 7 8% Advantech Service+ /Others (AS+)
Slide 6: 資產負債表與關鍵指數
資產負債表與關鍵指數 2Q26 1Q26 2Q25 NT$ mn Amount % Amount % Amount % Cash & Cash Equivalents 18,728 20% 20,511 24% 20,763 28% Account receivable 15,604 17% 10,767 13% 10,494 14% Inventory 20,908 22% 15,389 18% 10,874 15% Total Assets 93,204 100% 83,769 100% 74,250 100% Account payable 14,525 16% 11,302 13% 7
Slide 7: Enabling an Intelligent Planet
AD\ANTECH Enabling an Intelligent Planet Edge Computing & GF Al-Powered WISE Solutions