AirTAC Revenue Jumps 40% in Third Quarter to NT$11.512 Billion
Key Facts
AirTAC reported consolidated revenue of NT$11.512 billion in the third quarter of 2026, up 40% from the same period a year earlier, Taiwan’s Central News Agency reported on October 12. The agency described the revenue as the highest for the comparable quarter and the second-highest quarterly revenue in the company’s history. The figures offer a picture of sales growth and demand for the company’s industrial products during the quarter, but do not represent full financial results; they preceded the company’s announcement of its unaudited financial results on October 29. The company’s disclosures covered in the report were therefore limited to revenue and indicators of demand and shipments. The agency’s report does not establish that the company’s shares rose after the announcement or that investor optimism drove the share price.
Revenue growth extended through the first nine months of the year, reaching NT$33.69 billion, up 33.19% year on year and a record for the period, the agency reported. This puts the cumulative total at an unprecedented level for the first nine months, alongside the third quarter’s highest revenue among comparable quarters and second-highest quarterly total overall. In September alone, consolidated revenue was NT$3.81 billion, up 26.6% year on year and 2.78% from August. The monthly comparison shows that sales continued to increase from August to September, while the latest month’s annual growth remained below the third quarter’s overall rate. The company said September revenue growth slowed from August because of the sector’s traditional seasonality and fewer working days, while remaining at a high level.
As for business flow indicators, the company said the value of orders continued to exceed the value of shipments, and both orders and shipments were above its expectations. This means recorded orders exceeded goods shipped during the period, with both figures outperforming the level the company had expected, according to the agency. The report did not specify the value of orders or shipments, or by how much either exceeded expectations. It also gave no separate figure for each sector’s contribution to revenue. The company’s statement supports its account of sustained demand, alongside the sales growth recorded in the quarter and the first nine months.
Across industrial applications, the company said September shipments were stable in machine-tool equipment, energy and lighting, electronics, and textile machinery. These applications spread the company’s activity across several industrial fields, but the statement did not identify which contributed the most to shipments or revenue. The company linked demand growth to the market being in an upcycle and to its efforts to improve its brand image and develop new products. It said those efforts were aimed at increasing its market share and strengthening growth momentum. The company’s explanation thus combined improving demand conditions with work on products and its brand, without detailing the effect of each factor.
The company maintained its optimistic outlook for the sector’s business trends and its own performance in 2026, and said it expected the upcycle in demand to continue through 2027, according to the report published on October 12. The forecast follows record revenue for the first nine months, strong third-quarter growth, and the company’s statement that orders and shipments exceeded its expectations. However, the expectation that the demand cycle will continue is the company’s view of the coming period, not a realized outcome. The company’s comments on seasonality and fewer working days put September’s slower annual growth rate, compared with August, in context, despite its description of growth as remaining high. The announcement of unaudited financial results on October 29 came after the sales data announcement covered by the agency on October 12.