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ACER Earnings Release 2025
10414_rns_2026-05-12_4b6c54d9-5f27-4e86-81d6-71efc1c858a2.pdf
Earnings Release
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2025 Fourth Quarter Earnings
March 2026
Disclaimer
The information provided is for informational purposes only and does not constitute an offer or solicitation to buy or sell any securities issued by Acer or other entities.
Statements by Acer that are not historical facts are forward-looking statements, reflecting actions or results that may occur in the future based on current information and assumptions.
Acer does not guarantee the accuracy, reliability, or completeness of these statements. Various factors, such as economic conditions, company capabilities, and industry environment, could cause actual results and developments to differ significantly from those expressed or implied in the forward-looking statements. Investors should not place undue reliance on these statements.
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Statements of Comprehensive Income - Q4 2025
| (NT$ million) | 4Q25 | 3Q25 | QoQ Change | 4Q24 | YoY Change | |||
|---|---|---|---|---|---|---|---|---|
| Revenue | 74,359 | 100% | 73,399 | 100% | 1% | 66,021 | 100% | 13% |
| Gross Profit | 8,594 | 11.6% | 8,190 | 11.2% | 5% | 6,953 | 10.5% | 24% |
| Operating Expenses | 6,880 | 9.3% | 6,679 | 9.1% | 3% | 5,966 | 9.0% | 15% |
| Operating Income | 1,866 | 2.5% | 1,505 | 2.1% | 24% | 1,024 | 1.6% | 82% |
| Non-Operating Income | 314 | 0.4% | 1,209 | 1.6% | -74% | 1,416 | 2.1% | -78% |
| Profit Before Tax | 2,180 | 2.9% | 2,714 | 3.7% | -20% | 2,440 | 3.7% | -11% |
| Profit After Tax | 1,070 | 1.4% | 1,110 | 1.5% | -4% | 1,428 | 2.2% | -25% |
| EPS (NT$) | 0.36 | 0.37 | 0.47 |
Notes:
1. Acer year-over-year revenue growth for Q4 2025 — Notebooks: +11.6%, Desktops: +23.1%, Gaming-related products and businesses: +29.5%.
2. Acer has consolidated Posiflex Technology (8114.TW) since July 2025.
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Statements of Comprehensive Income - 2025
| Acer (2353-TW)
(NT$ million) | Annual
Dec 31, 2025 | | Annual
Dec 31, 2024 | | YoY
Change |
| --- | --- | --- | --- | --- | --- |
| Revenue | 275,628 | 100% | 264,682 | 100% | 4% |
| Realized Gross Profit | 29,990 | 10.9% | 28,003 | 10.6% | 7% |
| Operating Expenses | 25,056 | 9.1% | 23,238 | 8.8% | 8% |
| Operating Income | 5,144 | 1.9% | 4,876 | 1.8% | 5% |
| Non-Operating Income | 2,507 | 0.9% | 4,099 | 1.5% | -39% |
| Profit Before Tax | 7,651 | 2.8% | 8,974 | 3.4% | -15% |
| Profit After Tax | 3,780 | 1.4% | 5,539 | 2.1% | -32% |
| EPS (NT$) | 1.26 | | 1.84 | | |
Note:
1. Acer year-over-year revenue growth for 2025 — Notebooks: +3.1%, Desktops: +6.8%, Gaming-related products and businesses: +11.3%.
2. Businesses other than personal computers and displays contributed 32.2% for full year 2025.
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Net Sales and Gross Margin Trend
Net Sales
Unit: NT$ billion
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Operating Income and Operating Margin Trend
Operating Income
Unit: NT$ million
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Consolidated Balance Sheet
| (NT$ million) | Dec-25 | Sep-25 | Dec-24 | |||
|---|---|---|---|---|---|---|
| Cash and cash equivalents | 31,870 | 13% | 30,124 | 12% | 37,665 | 17% |
| Notes & Accounts receivable | 61,014 | 24% | 63,655 | 25% | 54,627 | 25% |
| Inventories | 61,288 | 24% | 53,733 | 21% | 46,351 | 21% |
| Long-term Investment | 23,691 | 9% | 24,164 | 10% | 23,462 | 11% |
| Property, plant and equipment | 13,668 | 5% | 13,757 | 5% | 8,431 | 4% |
| Intangible asset | 31,655 | 12% | 31,141 | 12% | 19,858 | 9% |
| Total Assets | 254,614 | 100% | 252,412 | 100% | 219,476 | 100% |
| Short-term loan | 13,020 | 5% | 14,394 | 6% | 6,088 | 3% |
| Notes & Accounts payable | 47,192 | 19% | 45,232 | 18% | 38,279 | 17% |
| Total Current Liabilities | 126,925 | 50% | 125,323 | 50% | 109,299 | 50% |
| Long-term loan | 16,760 | 7% | 17,134 | 7% | 16,163 | 7% |
| Total Liabilities | 156,376 | 61% | 157,368 | 62% | 135,906 | 62% |
| Total Shareholders' Equity² | 98,238 | 39% | 95,044 | 38% | 83,570 | 38% |
Notes:
1. Total outstanding common shares: 3,006,207,538 shares; Book value per share NT$25.15
2. Total Shareholders' Equity includes Non-Controlling Interests.
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Revenue Breakdown by Geography
7
Q4 2024
NT$ 66,021 Million
Q3 2025
NT$ 73,399 Million
Q4 2025
NT$ 74,359 Million
2024
1
Pan Asia Pacific
2
Pan America
3
EMEA
Notes:
-
Pan Asia Pacific includes Asia Pacific, Japan, Taiwan, Hong Kong, and Mainland China.
-
EMEA includes Europe, Middle East and Africa
Revenue Breakdown by Application
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Notes: Non-PC include 16 public subsidiaries and businesses under incubation. More details about Acer group subsidiaries can be found in the 2024 Acer annual report, pages 135 to 152 in the English version.
Q4 2024
NT$ 66,021 Million
Q3 2025
NT$ 73,399 Million
Q4 2025
NT$ 74,359 Million
- Non-PC
- Computer and Display
Revenue Breakdown by Geography
2024
NT$ 264,682 Million
2025
NT$ 275,628 Million
- Pan Asia Pacific
- Pan America
- EMEA
Notes:
1. Pan Asia Pacific includes Asia Pacific, Japan, Taiwan, Hong Kong, and Mainland China.
2. EMEA includes Europe, Middle East and Africa
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Revenue Breakdown by Application
2024
NT$ 264,682 Million
Non-PC
2025
NT$ 275,628Million
Computer and Display
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Notes: Non-PC include 16 public subsidiaries and businesses under incubation. More details about Acer group subsidiaries can be found in the 2024 Acer annual report, pages 135 to 152 in the English version.
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https://www.acer.com/corporate/en/investor-relations
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