Foxconn Reports Record Q4 Revenue of T$2.60 Trillion, Up 22% on AI Demand
Foxconn achieved record Q4 revenue of T$2.60 trillion ($82.73 billion), up 22.07% year-over-year, significantly exceeding analyst estimates of T$2.42 trillion. Growth was driven by strong AI product demand in cloud and networking division, while consumer electronics segment declined slightly due to exchange rates. December revenue hit a monthly record of T$862.86 billion, up 31.77% annually.
*this image is generated using AI for illustrative purposes only.
Taiwan's Foxconn has delivered exceptional fourth-quarter performance, reporting record revenue that significantly exceeded market expectations. The world's largest contract electronics maker and key supplier to major technology companies achieved remarkable growth driven by surging demand for artificial intelligence products.
Record-Breaking Financial Performance
Foxconn's fourth-quarter results demonstrate the company's strong market position across multiple technology segments:
| Financial Metric: | Q4 Performance | Growth Rate |
|---|---|---|
| Total Revenue: | T$2.60 trillion ($82.73 billion) | +22.07% YoY |
| USD Revenue Growth: | - | +26.40% |
| Analyst Estimate: | T$2.42 trillion | Exceeded by 7.6% |
| December Revenue: | T$862.86 billion | +31.77% YoY |
The company reported that revenue grew significantly on both quarter-on-quarter and year-on-year basis, exceeding internal expectations and creating a high comparison base for the first quarter of 2026.
Divisional Performance Analysis
Foxconn's revenue growth was primarily driven by exceptional performance in its cloud and networking products division, which benefited from booming demand for AI products. This segment's strong performance reflects the broader technology industry's shift toward artificial intelligence infrastructure and services.
In contrast, the smart consumer electronics segment, which includes iPhone assembly operations, posted a slight revenue decline. The company attributed this decrease to unfavorable exchange rates rather than underlying demand issues, indicating the impact of currency fluctuations on international operations.
Market Position and Outlook
As Nvidia's biggest server maker and Apple's top iPhone assembler, Foxconn holds strategic positions in two of technology's most dynamic sectors. The company's formal name, Hon Hai Precision Industry, does not provide numerical forecasts, but will report detailed fourth-quarter earnings in March.
Foxconn's stock performance reflected investor confidence, with shares rising 25.30% over the past year, aligning with broader Taiwan market trends. On the day preceding the revenue announcement, the stock closed up 1.08%, compared with a 2.57% gain for the benchmark index.
The record-breaking quarterly performance positions Foxconn favorably as artificial intelligence continues driving demand for specialized hardware and infrastructure components across global technology markets.
15
