Compal Electronics (Compal; TAIEX: 2324) reported consolidated revenue of NT$180.443 billion for 2Q25. Notebook shipments increased by 2% QoQ. However, overall revenue declined by 9% QoQ due to a decrease in consumer electronics shipments and the depreciation of the U.S. dollar. In terms of profitability, Compal benefited from an improved product mix, ongoing transformation efforts, and enhanced operational efficiency. Gross margin rose to 5.9%, marking a multi-year high, while operating margin recovered to 1.5% from the previous quarter. On the non-operating side, the sharp depreciation of the USD against the NTD resulted in a one-time foreign exchange (FX) loss of NT$1.334 billion. As a result, pre-tax profit declined to NT$1.29 billion, and net profit to the parent company was NT$482 million, down 78% QoQ. EPS was NT$0.11 in 2Q25.

For 1H25, consolidated revenue totaled NT$379.541 billion, representing a 13% decline YoY. Despite proactive efforts to optimize the product portfolio and improve efficiency, Compal was impacted by reduced operating leverage and FX losses. Net profit to the parent company decreased by 44% YoY to NT$2.674 billion, with EPS of NT$0.61 in 1H25.

In addition, the Board of Directors today approved a new investment plan in the United States totaling USD 300 million. This includes a capital injection of USD 225 million into Compal Americas (US) Inc., and the establishment of new U.S. subsidiaries with an investment of USD 75 million. The initiative aims to mitigate risks associated with global trade and tariff policies, while strengthening Compal’s operational footprint and competitiveness in the North American market.

Compal Electronics, Inc.─ Statement of Comprehensive Income (Consolidated)

Media Contact

Jack Wang    Vice President, Spokesperson       (02)8797-8588     Investor@compal.com

Tina Chang   Director, Deputy Spokesperson    (02)8797-8588     Investor@compal.com