Asus reported net profit attributable to shareholders of NT$50.476 billion for January–September 2026, up about 52.25% from a year earlier, according to a November 12 report by IT Home. Revenue for the period was NT$742.431 billion, up 38.52%, while gross margin rose about 1.47 percentage points to 16.26%. Basic earnings per share were NT$67.96.
For the third quarter alone, Asus’s brand business recorded revenue of NT$258.788 billion, up 36% year over year, and operating profit of NT$21.964 billion, up 161%. These brand-business figures have a different scope from the nine-month figures above.
The report said third-quarter server revenue more than doubled from a year earlier, although delays in some customers’ data-center projects pushed recognition of some server orders into the fourth quarter. Asus forecast fourth-quarter server revenue to rise about 100% from the third quarter and about 280% year over year. It maintained a target of at least 150% year-over-year server revenue growth for 2026. By contrast, it forecast PC revenue to fall about 15% sequentially in the fourth quarter, while rising about 15% year over year.
Working capital bears watching alongside that outlook. The report put brand-business inventory at NT$463.886 billion at the end of the third quarter, about 36% above the second-quarter level. Asus attributed part of the increase to delayed server shipments and strategic stocking of key components.
Source and caveat: IT Home’s November 12 report says its analysis was automatically generated by AI and advises readers to defer to official company disclosures if figures differ. The forecasts are Asus’s expectations, not results.