Delta Electronics Earnings: AI Demand Remains Strong, but Bottlenecks Temper Growth
Delta Electronics' third-quarter revenue and operating profit both rose 31% year over year.
Delta Electronics Inc 2308
Bulls Say, Bears Say
Bulls
AI data center investments fuel stronger-than-expected sales growth for Delta.
Bears
The evolution of AI architectures diminishes the need for high-performance computing, weighing on Delta’s power and thermal solution sales.
News
Delta Unveils 'From-Grid-to-Chip' Cooling Innovations for AI Infrastructure and for New 800 VDC, ±400 VDC Architectures at SC26
Delta Participates in COP31 and CBD COP17, Supporting Electrification and Biodiversity Conservation
Delta Highlights Collaboration with NVIDIA in Advancing Energy-efficient 800 VDC Power and Cooling Solutions for AI Data Centers at OCP Global Summit 2026
Delta Unveils Microgrid Solutions and the Newly Launched SST-based DC Power System for the AI Era at Energy Taiwan 2026.
Delta to Showcase Energy-Saving Grid-to-Chip Infrastructure Solutions for Sustainable AI at OCP Global Summit 2026
Delta Electronics to Advance Next-Generation Autonomous Driving built on NVIDIA Hyperion
Delta Bridges Energy and Compute for AI Factories Based on NVIDIA DSX™
Delta Showcases Embodied AI Dual-Arm Robot Platform and AI-Enhanced Production Line Digital Twin at Automation Taipei 2026
Trading Information
- Previous Close Price
- NT$1,295.00
- Day Range
- NT$1,235.00–1,335.00
- 52-Week Range
- NT$886.00–2,585.00
- Bid/Ask
- NT$1,240.00 / NT$1,245.00
- Shares Outstanding
- 2.60B
- Market Cap
- NT$3.22T
- Volume/Avg
- 15M / 12M
Key Statistics
- Price/Earnings (Normalized)
- 36.69
- Price/Sales
- 4.60
- Dividend Yield (Trailing)
- 0.94%
- Dividend Yield (Forward)
- 0.94%
- Dividend Payment Schedule
- Jul
- Total Yield
- 0.94%
Company Profile
Founded in 1971 and headquartered in Taiwan, Delta Electronics is a global leader in power and thermal solutions. The company offers a wide range of products, with end applications spanning consumer electronics, data centers, industrial equipment, electric vehicles, and renewable energy systems. Delta operates across four business segments: power electronics, mobility, automation, and infrastructure.
- Sector
- Technology
- Industry
- Electronic Components
- Stock Style Box
- Large Growth
- Total Number of Employees
- 68,000
- Website
- https://www.deltaww.com
Competitors
Valuation
Metric | 2308 | VRT | SU |
|---|---|---|---|
Price/Earnings (Normalized) | 36.69 | 32.94 | 25.83 |
Price/Book Value | 10.12 | 14.45 | 5.57 |
Price/Sales | 4.60 | 6.18 | 3.30 |
Price/Cash Flow | 22.99 | 30.94 | 18.36 |
Price/Earnings
2308
VRT
SU
Financial Strength
Metric | 2308 | VRT | SU |
|---|---|---|---|
Quick Ratio | 1.17 | 0.93 | 0.81 |
Current Ratio | 1.71 | 1.39 | 1.09 |
Interest Coverage | 50.60 | 73.47 | 12.31 |
Quick Ratio
2308
VRT
SU
Profitability
Metric | 2308 | VRT | SU |
|---|---|---|---|
Return on Assets (Normalized) | 13.98% | 17.44% | 8.90% |
Return on Equity (Normalized) | 34.50% | 56.02% | 22.32% |
Return on Invested Capital (Normalized) | 22.69% | 32.44% | 13.76% |
Return on Assets
2308
VRT
SU
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United States