The H1 2026 results show a strong earnings rebound from the depressed FY2025 levels, driven by improved operating leverage. Traders should watch for the Q2 2026 standalone quarterly figures and any forward guidance from management to confirm the sustainability of this recovery. The cross-filing context with the prior 20-F amplifies the positive surprise, as the market may not have fully priced in this turnaround.
Price Chart
Executive Summary
ChipMOS reported H1 2026 consolidated results via a 6-K filing, showing operating revenue of NT$14.32B, gross profit of NT$2.28B, operating profit of NT$1.47B, and net profit of NT$1.40B (EPS NT$2.00). Compared to the prior annual report (20-F) which showed a 5% revenue increase but a 62% net profit decline for FY2025, the H1 2026 figures indicate a significant earnings recovery, with net profit already at NT$1.40B versus FY2025's full-year net profit of NT$18M. This is a material positive surprise for a semiconductor services company, suggesting improved profitability trends in 2026.
Key Facts
- H1 2026 operating revenue: NT$14,318,724 thousand
- H1 2026 net profit: NT$1,396,549 thousand
- H1 2026 basic EPS: NT$2.00
- H1 2026 total assets: NT$46,964,160 thousand; total liabilities: NT$22,114,066 thousand
- Board approved consolidated financial statements for Q2 2026 on August 11, 2026
- Prior FY2025 annual report (20-F) showed net profit of only $18M — H1 2026 net profit of NT$1.40B represents a sharp sequential recovery
Financial Impact
H1 2026 net profit of NT$1.40B (approx. $44M USD at ~31.5 TWD/USD) versus FY2025 full-year net profit of $18M — a dramatic earnings recovery in the first half of 2026
Risk Factors
- The filing provides only H1 cumulative figures, not Q2 standalone, making it harder to assess the quarterly trend
- Foreign exchange volatility and material cost pressures that impacted FY2025 could re-emerge
- The 20-F showed a 62% net profit decline in FY2025 — one strong half-year does not confirm a sustained recovery
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 6-K Filing (Primary) | 0001193125-26-343283 |
| Document: 0001193125-26-343283-index-headers.html | 0001193125-26-343283 |
| Document: 0001193125-26-343283-index.html | 0001193125-26-343283 |
| Document: 0001193125-26-343283.txt | 0001193125-26-343283 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 21, 2026 6d ago | 6-K | $62.34 | awaiting T+60 | — | $60.44 (−3.05%) |
Oct 8, 2026 19d ago | 6-K | $75.50 | awaiting T+60 | — | $60.44 (−19.95%) |
Sep 29, 2026 28d ago | 6-K | $67.76 | awaiting T+60 | — | $60.44 (−10.80%) |
Sep 10, 2026 6w ago | 6-K | $55.99 | awaiting T+60 | — | $60.44 (+7.95%) |
Sep 10, 2026 6w ago | 6-K | $55.99 | awaiting T+60 | — | $60.44 (+7.95%) |
Aug 11, 2026 11w ago | 6-K | $59.28 | awaiting T+60 | — | $60.44 (+1.96%) |
Aug 11, 2026 11w ago | 6-K | $59.28 | awaiting T+60 | — | $60.44 (+1.96%) |
Aug 10, 2026 11w ago | 6-K | $53.05 | awaiting T+60 | — | $60.44 (+13.93%) |
Jul 20, 2026 14w ago | 6-K | $63.08 $72.24 | ▲ +14.52% | ▲ +9.68% | $60.44 (−4.19%) |
Jul 10, 2026 15w ago | 6-K | $75.79 $77.41 | ▲ +2.14% | ▼ −0.50% | $60.44 (−20.25%) |
US Market Status
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