Acer Inc. (TWSE: 2353) announced consolidated financial results for the second quarter and first half of 2026 on August 6, 2026, reporting a record-breaking quarterly net income of NT$2.17 billion. This figure represents a 100.2% increase year-over-year (YoY) and marks the company’s highest quarterly profit since the onset of the pandemic. The surge underscores the effectiveness of Acer’s multiple business engines strategy, which has successfully diversified revenue streams and improved profitability across its global operations in more than 160 countries.

The strong bottom-line performance was supported by robust top-line growth and margin expansion. For Q2'26, revenues reached NT$85.30 billion, rising 28.2% YoY and 17.8% quarter-on-quarter (QoQ). Gross profits climbed 44.2% YoY to NT$9.70 billion, resulting in an improved gross margin of 11.4%, up from previous periods. Operating income also saw significant gains, jumping 142.9% YoY to NT$1.78 billion, though the operating margin stood at 2.1%. Earnings per share (EPS) were recorded at NT$0.72 for the quarter.

For the first half of 2026, Acer demonstrated consistent momentum with total revenues hitting NT$157.73 billion, a 23.3% YoY increase. Gross profits for the half-year reached NT$17.79 billion, up 34.7% YoY, with a gross margin of 11.3%. Operating income for H1'26 was NT$2.59 billion, reflecting a 45.9% YoY growth, while the operating margin remained at 1.6%. The company’s net income for the first half totaled NT$2.87 billion, up 79.6% YoY, with an EPS of NT$0.96.

Financial Performance Highlights

| Metric | Q2'26 Value | QoQ Change | YoY Change | Margin | | :--- | :---: | :---: | :---: | | Revenues | NT$85.30 billion | +17.8% | +28.2% | — | | Gross Profits | NT$9.70 billion | +20.0% | +44.2% | 11.4% | | Operating Income | NT$1.78 billion | +122.0% | +142.9% | 2.1% | | Net Income | NT$2.17 billion | +209.3% | +100.2% | — | | EPS | NT$0.72 | — | — | — |

Note: Net income is reported as profit-after-tax in Acer’s financial statements.

What the Numbers Show

The divergence between revenue growth and net income expansion highlights significant operational leverage. While revenues grew 28.2% YoY, net income doubled at 100.2%, indicating that cost controls and higher-margin product mix shifts are disproportionately benefiting the bottom line. The 44.2% YoY surge in gross profits outpaced revenue growth, suggesting successful pricing power or supply chain efficiencies. However, the operating margin of 2.1% remains modest relative to the gross margin improvement, implying that operating expenses may be absorbing a portion of the gross profit gains or that strategic investments in AI and new business engines are weighing on short-term operating leverage.

Looking ahead, Acer will host its next@acer global press conference on September 2 in Berlin. The event is expected to showcase innovations in AI PCs, thin-and-light designs, gaming hardware, visual technologies, connectivity solutions, and lifestyle devices, reinforcing the company’s focus on technology-driven growth vectors.

Acer Inc. reported preliminary consolidated revenues for Q2'26 at NT$85.30 billion, marking the highest second quarter in 13 years with a 28.2% year-on-year increase. The company's consolidated revenues for June stood at NT$27.82 billion, reflecting a 6.3% month-on-month growth. For the first half of FY26, Acer achieved revenues of NT$157.73 billion, growing 23.3% YoY.

The growth was primarily driven by the deployment of AI applications, which boosted demand across several business segments. Acer's strategy to expand multiple business engines continued to gain momentum, with public subsidiaries reporting strong revenue figures.

Segment Performance

Revenues from PCs grew by 22.0% in Q2'26 and 18.9% in H1'26 YoY. Desktops saw significant growth, rising 57.3% in Q2'26 and 38.0% in H1'26 YoY, mainly due to AI usage. Gaming businesses grew by 5.6% in Q2'26 and 14.9% in H1'26 YoY, while the commercial line grew by 47.3% in Q2'26 and 41.2% in H1'26 YoY. Tablet PCs also showed strong performance, with revenues increasing 53.9% in Q2'26 and 35.4% in H1'26 YoY.

Non-PC Business Growth

Businesses other than personal computers and displays contributed 34.3% of the group's total revenues in Q2'26 and 34.5% in H1'26. These segments grew 48.2% in Q2'26 and 38.9% in H1'26 YoY. Acer ITS Inc.'s revenue grew 45.5% in Q2'26 and 75.5% in H1'26 YoY.