ASE Investment Holdings reported good news in its third quarter financial results, and the stock price went straight to the daily limit and reached a new high

Semiconductor packaging and testing leader ASE Investment and Technology Co., Ltd. reported good news. The third-quarter financial report showed good performance in packaging and testing and EMS businesses, driving the overall utilization rate to grow. The single-quarter EPS reached 2.5 yuan, the highest since the 11th quarter. Cumulatively, EPS in the first three quarters was 5.99 yuan. Thanks to the impressive performance, the stock price hit a new daily limit of 247.5 yuan today.

ASE Investment Holdings’ revenue in the third quarter was 168.569 billion yuan, an increase of 12% from the second quarter and an increase of 5% from the same period in 2024. The gross profit margin was 17.1%, an increase of 0.1 percentage points from the second quarter and an increase of 0.6 percentage points from the same period in 2024. The net profit after tax came to 10.87 billion yuan, an increase of 45% from the second quarter and an increase from the same period in 2024. 12%, EPS is 2.5 yuan.

Cumulatively, revenue in the first three quarters was 467.473 billion yuan, an increase of 7.9% compared with the same period in 2024, gross profit margin was 17%, an increase of 0.8 percentage points compared with the same period in 2024, net profit after tax was 25.945 billion yuan, an increase of 12.3% compared with the same period in 2024, and EPS was 5.99 yuan.

According to previous expectations, ASE Investment Holdings' third-quarter consolidated revenue is expected to increase by 12% to 14% compared with the second quarter. If calculated in New Taiwan dollars, the third-quarter consolidated revenue is expected to increase by 6% to 8% compared with the second quarter. Affected by exchange rate factors, the third-quarter consolidated gross profit margin will decrease by 1~1.2 percentage points. Therefore, the current financial report figures are better than previous expectations.

Looking forward to the fourth quarter, ASE Investment Holdings pointed out that based on the exchange rate of 1 US dollar to NT$30.4, revenue in the fourth quarter of 2025 will increase by 1%~2% compared with the third quarter, and gross profit margin and operating profit margin are expected to increase by 70~100 basis points compared with the third quarter.

Further reading: ASE Investment Holdings will increase capital expenditure again, and advanced packaging and testing revenue is expected to be good next year