GuruFocus·Aug 25, 2026
Woodside Energy Half-Year Report for Period Ended 30 June 2026Woodside Energy Group (ASX: WDS) (NYSE: WDS):This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260824
ASE Technology is undergoing a structural transformation driven by AI-related advanced packaging demand, evidenced by revenue growth accelerating to 34.1% YoY in 2026Q2 and gross margin expanding 630 basis points to 21.0% since 2024Q1. The company is aggressiv...
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Revenue growth accelerated to 34.1% YoY in 2026Q2, with gross margin expanding to 21.0% and operating margin to 11.1%, reflecting a favorable mix shift toward advanced packaging.
ASE Technology is strategically positioned at the center of the AI revolution, providing critical advanced packaging solutions for high-performance computing.
Surging demand for ATM services has driven a massive earnings rebound, as highlighted in the Q1 2026 earnings review.
ASE Technology is the world's largest provider of outsourced semiconductor assembly and test (OSAT) services, offering complete turnkey solutions.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
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| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 30, 2026 | $0.29+26.1% vs $0.23 | $5.9B-1.2% vs $6.0B |
Q2 2026 Apr 29, 2026 | $0.20+17.4% vs $0.17 | $5.5B+3.5% vs $5.3B |
Q1 2026 Feb 5, 2026 | $0.21+5.0% vs $0.20 | $5.6B+0.0% vs $5.6B |
Q4 2025 Oct 30, 2025 | $0.16+16.3% vs $0.14 | $5.6B+3.4% vs $5.4B |
Woodside Energy Group (ASX: WDS) (NYSE: WDS):This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260824
ASE Technology's record ATM growth is lifting margins as higher LEAP demand, utilization and automation strengthen profitability.
ASE Technology Holding Co., Ltd. continues to benefit from surging AI and data center demand, driving advanced packaging and test revenue growth and capacity expansion. Q2 results beat expectations, with 27% YOY revenue growth and robust revenue guidance, but margin guidance was a little soft due to rapid EMS and capacity ramp. The LEAP business continues to outperform, with $4B+ revenue expected in 2026 and another doubling possible next year.
ASE Technology Holding is rated a buy, driven by surging demand for advanced packaging and testing amid AI-driven semiconductor complexity. Q2 revenue grew 15.5% YoY to nearly $6B, with adjusted EPS nearly tripling and ATM segment revenue up 36.3% YoY. Gross and operating margins are expanding rapidly, with Q4 ATM gross margin expected to exceed previous ceilings and LEAP revenue tracking above targets.
Benchmark ASX against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for ASE Technology Holding Co., Ltd. (ASX)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $45.20 | $99.39B | 77.63 | 6.78% | 6.3% | 11.43% | 0.73% | |
| $54.59 | $13.56B | 36.39 | 6.18% | 7.45% | 12.27% | — | |
| $125.04 | $10.28B | 24.05 | 31.1% | 4.1% | 13.57% | — | |
| $283.81 | $14.12B | 102.09 | 1.82% | 11.84% | 6.5% | — | |
| $57.44 | $2B | -37.30 | 11.61% | -3.97% | -5.61% | — | |
| $64.54 | $3.04B | -40.59 | 12.74% | -7.43% | -4.91% | — |
ASE Technology Holding Co., Ltd. (ASX) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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ASE Technology Holding Co., Ltd. (ASX) stock FAQ — growth, dividends, profitability & financials explained
ASE Technology Holding Co., Ltd. (ASX) reported $714.69B in revenue for fiscal year 2025. This represents a 2053% increase from $33.19B in 1999.
ASE Technology Holding Co., Ltd. (ASX) grew revenue by 6.8% over the past year. This is steady growth.
Yes, ASE Technology Holding Co., Ltd. (ASX) is profitable, generating $61.08B in net income for fiscal year 2025 (6.3% net margin).
Yes, ASE Technology Holding Co., Ltd. (ASX) pays a dividend with a yield of 0.73%. This makes it attractive for income-focused investors.
ASE Technology Holding Co., Ltd. (ASX) has a return on equity (ROE) of 11.4%. This is reasonable for most industries.
ASE Technology Holding Co., Ltd. (ASX) had negative free cash flow of $241.27B in fiscal year 2025, likely due to heavy capital investments.
