Delta Electronics Inc
2308: XTAI (TWN)
| Morningstar Rating for Stocks | Fair Value | Economic Moat | Capital Allocation |
|---|---|---|---|
| LOCK|z@v | LOCK|!>^F | LOCK|Mm%Vnx |
Delta Electronics Earnings: Little Direct Hit by Tariffs, AI Continues to Support Long-Term Growth
Delta Electronics' revenue for the first quarter of 2025 was up 4% from the previous quarter to TWD 119 billion. Operating margin surged 243 basis points sequentially to 11.8% as data center clients have been front-loading shipments in anticipation of US tariffs.
