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AUO Corporation

$11.19▼ 5.01%($-0.59)

MKT CAP $8.45BNEXT EARNINGS Oct 29, 2026

50%

Bullish

50%

Bullish

TickerSpark Score

65/100

▌ Solid

64

Valuation

45

Profitability

70

Growth

48

Health

100

Momentum

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Analyst RatingHold

5 Buy7 Hold2 Sell

Price Chart

+134.66% · this period

52-Week Range84% of range

Low

$3.25

Current

$11.19

High

$12.74

Earnings Calls · AUOTY

Earnings call summaries

Pick a quarter — each call distilled into takeaways, results, and a bull vs bear read.

AUO reported flat Q4 revenue, higher gross margin, and a net profit boosted by asset sale gains, while guiding for softer Q1 seasonality but continued growth in Mobility and Vertical Solutions.· February 10, 2026

Key Takeaways

Q4 revenue was TWD 70.1 billion, roughly flat sequentially; gross margin improved to 10.7% from last quarter.
Q4 net profit was TWD 2.88 billion, EPS was TWD 0.38, and non-operating income included about TWD 4.8 billion from the Hsinchu plant disposal.
Full-year 2025 revenue was TWD 281.4 billion, up 0.4% YoY, with net profit attributable to owners of about TWD 6.8 billion and EPS of TWD 0.9.
Management said the mix shift toward higher-margin Mobility and Vertical Solutions lifted gross margin by 2.9 percentage points in 2025.
Q1 2026 is expected to be seasonally softer for Display and Mobility, while Vertical Solutions should be flat to slightly down; full-year 2026 growth targets remain positive for Mobility and Vertical.
results":"Q4 2025 revenue was TWD 70.1 billion, roughly flat versus the prior quarter. Gross margin was 10.7%, up 1.1 percentage points sequentially. Operating margin was negative 2.7%, with an operating loss of TWD 1.9 billion. Non-operating income was about TWD 4.8 billion, mainly from disposal of the Hsinchu plant, leading to net profit of TWD 2.88 billion and EPS of TWD 0.38. For full-year 2025, revenue was TWD 281.4 billion, up 0.4% year over year, net profit attributable to owners was about TWD 6.8 billion, and EPS was TWD 0.9. For Q1 2026, Mobility Solutions revenue is expected to fall by a high single-digit percentage sequentially, Vertical Solutions is expected to be flat or slightly down, and Display revenue is expected to decline due to the seasonal off-season, fewer working days, and memory shortages. Full-year 2026, management said Mobility Solutions should still post low-teens growth in U.S. dollars, and Vertical Solutions could reach 20% annual growth in U.S. dollars; CapEx in 2026 is expected to be no more than TWD 20 billion, and depreciation and amortization is expected to be around TWD 28 billion.","ceo":"The CEO emphasized that 2025 was mixed, with external pressures such as tariffs, NT dollar appreciation, and competition in Mainland China, but he said AUO still improved profitability through structural change. He reiterated the company’s three-pillar strategy: Display as the cash and profit foundation, Mobility Solutions, and Vertical Solutions, with a goal for Mobility and Vertical together to reach 70% of revenue by 2030. His tone was cautiously optimistic on 2026, saying revenue has a chance to gradually increase while acknowledging uncertainties such as memory shortages, tariffs, and geopolitical tension.","cfo":"The CFO highlighted that Q4 revenue of TWD 70.1 billion was helped by a roughly 3% FX benefit, and that gross margin rose to 10.7% because of better product mix in Display and a higher share of Mobility Solutions. He said Q4 OpEx ratio increased to 13.4% due to automotive project pre-costs and higher employee compensation, and noted a short-term target of 11% to 12% with a midterm target of 10%. On the balance sheet, cash and cash equivalents were TWD 55.6 billion, loans fell to TWD 109.1 billion, the gearing ratio improved to 32.6%, inventory was TWD 36.2 billion, and inventory turnover was 52 days. He also said 2025 depreciation was TWD 29.8 billion, 2026 depreciation and amortization should be around TWD 28 billion, 2025 CapEx was TWD 18.2 billion, and 2026 CapEx should not exceed TWD 20 billion, reflecting a shift to a more asset-light model.","qanda":"Analysts asked about AI revenue contribution, advanced packaging, margin trends, CPO, and the outlook for display demand and memory shortages. Management said it cannot give a specific AI revenue number, but stressed that AI is embedded in most non-panel hardware and service businesses, and that AUO has been building smart manufacturing and related services for years. On CPO and advanced packaging, management said it has been studying RDL and glass-core structures and sees system-level optical communication modules as the real opportunity; CPO is still in development and is expected by the industry to mature in 2 to 3 years. On display, management said Q1 panel demand is seasonally weak but TV stocking is supported by sports events, while notebook demand is being helped by Windows 10 replacement cycles; at the same time, memory and CPU shortages and price hikes remain a risk to demand and cost inflation.","bull":"The positive case from this call is that AUO is showing a clear mix shift toward Mobility and Vertical Solutions, which management said helped raise 2025 gross margin by 2.9 percentage points. Management also said new Mobility orders, North American/Mexico manufacturing, and faster BHTC integration are supporting low-teens USD growth for Mobility in 2026, while Vertical Solutions is targeting 20% USD growth. The company is also pointing to early commercialization and customer interest in micro LED, satellite antennas, AR waveguides, and optical communication modules.","bear":"The main risks discussed were continued pressure in Display seasonality, Q1 softness from fewer working days, and uncertainty from memory shortages, higher component prices, and possible demand disruption in TVs and notebooks. Management also flagged tariffs, geopolitical tensions, and the fact that some AI-related opportunities such as CPO are still 2 to 3 years from maturity. On top of that, Q4 operating margin remained negative, and part of the quarter’s net profit came from non-operating gains on asset disposal rather than core operations."}】{

AI summary of the company's earnings call · Paraphrased · Not investment advice

Float & Shares

Free Float: 100.0%
Shares Outstanding: 754.71M
Float Shares: 754.69M

Institutional Ownership

0.0%

of shares held by institutions

5 13F filers

13F Holders · AUOTY

Top institutional holders

Largest 13F positions, with quarter-over-quarter change.

Holder	Shares	Δ Quarter
Hexavest Inc.	12.46K	▲ 12.46K
Private Capital Group, LLC	220	0

ETF Exposure · AUOTY

Held by 17 ETFs

Biggest fund positions in AUOTY by dollar value.

SPEM

0.1% wt$18.11M

VXUS

0.0% wt$12.74M

VEU

0.0% wt$1.99M

VT

0.0% wt$1.27M

AUO Corporation

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Earnings call summaries

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Held by 17 ETFs

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