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Allied Technology Q3 EPS Hits NT$0.02 as LEO Satellite Business Ramps Up

Electronic Technology · Electronic Components · economic_daily · 2026-11-03

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Allied Technology reported record revenue for the third quarter of 2026 and plans to mass-produce new LEO satellite products in Q4 to drive future growth.

What Happened

Financial Overview: Allied Technology reported consolidated revenue of NT$2.312 billion for Q3 2026, a 15.3% quarterly increase and a two-year high. Despite higher operating expenses due to facility adjustments, the company posted a net profit of NT$3.148 million, resulting in an EPS of NT$0.02.

Operational Highlights: Driven by the traditional PC peak season and steady growth in LEO satellite operations, the company's cumulative EPS for the first three quarters reached NT$1.67. New satellite projects are scheduled to enter mass production in the fourth quarter, marking a significant milestone.

Industry Trends: With the global satellite industry projected to reach US$447 billion by 2027, demand for related components is rising. Allied Technology is positioning its space-related business as a long-term growth engine, focusing on both user-end and launch-end equipment components.

Outlook: Looking ahead, Allied Technology aims to enhance its competitive edge by scaling its satellite business. The company remains committed to aligning with client project timelines to capture a larger share of the expanding satellite supply chain.

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