Quanta, TW0002382009

Quanta stock: Record third-quarter revenue tests Quanta stock

Published on 10/24/2026 at 04:46 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

September 2026 revenue rose 76.69 percent year over year. For Quanta stock, second-quarter 2026 gross margin was 5.02 percent.

Revenue growth and reporting date

Quanta Computer reported third-quarter revenue of TWD 1.12 trillion on October 7, 2026.
September 2026 revenue rose 76.69 percent year over year to TWD 325.3 billion.
Quanta Computer had a TWD 1.3 trillion market capitalization on October 22, 2026.

Quanta, TW0002382009, Illustration mit AI erstellt.

Quanta Computer (TW0002382009) reported third-quarter revenue of TWD 1.12 trillion, a quarterly record, after revenue rose 7.6 percent from the second quarter. EffectStory said the October 7, 2026 report also pointed to stable NVIDIA GB300 shipments and small fourth-quarter shipments of products based on the Vera Rubin platform.

Revenue scale meets margin pressure

The latest growth figure is substantial, but profitability remains the sharper test for the stock. Quanta Computer generated TWD 1,036.6 billion in second-quarter 2026 revenue, up 105.6 percent year over year, while gross margin was 5.02 percent compared with 7.05 percent in the second quarter of 2025, according to EffectStory.

September added another concrete growth signal. Quanta Computer's monthly revenue reached TWD 325.3 billion in September 2026, up 76.69 percent from September 2025, while revenue for January through September reached TWD 2.96 trillion, up 99.41 percent, EffectStory reported.

What do the three milestones show?

The chronology shows how quickly the company is scaling its infrastructure exposure. On July 28, 2026, Quanta Computer approved a TWD 19.7 billion acquisition of land, buildings and equipment from AU Optronics. On August 13, 2026, second-quarter revenue reached TWD 1,036.6 billion and gross margin stood at 5.02 percent. On October 7, 2026, third-quarter revenue reached TWD 1.12 trillion, the current event in that sequence.

Next reporting date is November 6

TradingView lists November 6, 2026, as the next Quanta Computer earnings date. That report will show whether the record revenue pace is translating into better margins or whether capacity growth continues to carry a profitability cost.

Growth is now the central valuation question

Quanta Computer was last at TWD 322.00 on the Taiwan Stock Exchange on October 22, 2026 at 2:39 p.m. Taipei time. Its market capitalization was TWD 1.3 trillion on that date. The combination of triple-digit quarterly revenue growth and a 5.02 percent gross margin leaves investors with a clear operating trade-off: scale is accelerating, while the margin profile still needs to prove that the expansion can create durable earnings.