Foxconn’s Third-Quarter Results on Nov. 12 Agenda Amid AI Server Momentum
Key Facts
Hon Hai, known as Foxconn, will hold its fiscal 2026 third-quarter results conference on Nov. 12, according to the company’s investor relations calendar. The date comes amid strong revenue growth in the quarter, after revenue jumped 47% year on year, according to a Reuters report on the period’s results. Earnings and earnings-per-share figures, or whether the company raised its fiscal 2026 outlook, could not be verified from a reliable open source as of that date. Foxconn had previously maintained its forecast for strong growth in 2026, citing demand for AI servers and growth in consumer electronics. Investors will therefore focus on the details of the third-quarter results and what the company says about the trajectory of demand in the fourth quarter.
In August, Foxconn said second-quarter revenue was NT$2.53 trillion, up 41% year on year, while earnings per share came to NT$4.27. The company also reported first-half 2026 revenue of NT$4.65 trillion, up 35% from the same period a year earlier. Net profit in the first half was NT$109.9 billion, a year-on-year increase of 27%. The figures show that revenue growth was accompanied by higher profits in the first half, but the statement for that period does not establish a change in the full-year guidance. The company said "strong demand for AI servers and growth in consumer electronics" underpin its unchanged forecast for strong growth in 2026.
The company attributed growth in AI server rack shipments to cloud service providers’ continued capital spending. It said this spending supports "continued growth in AI server rack shipment volume," and forecast strong growth for the cloud and networking segment in the third quarter. In an earlier update in August, Foxconn forecast that AI server rack shipments in 2026 would exceed twice their previous level. It added that Vera Rubin racks would enter mass production in the third quarter. These forecasts put server operations at the forefront of the factors markets are tracking when assessing the company’s results, alongside growth in consumer electronics.
September revenue alone hit a record T$1.16 trillion, up 38% year on year, according to Reuters. Monthly revenue topped the T$1 trillion threshold for the first time, signaling strong activity as the third quarter drew to a close. Quarterly data showed revenue rose 47% year on year, exceeding market expectations, according to the same report. In October, the company said AI-related operations were expected to continue growing in the fourth quarter. It also said the traditional second-half peak season supports overall performance in line with market expectations, while cautioning that the global political and economic environment is volatile.
The investor relations calendar sets Dec. 5 for the announcement of unaudited consolidated revenue for November. The date follows the third-quarter results conference, allowing investors to track monthly revenue after the company updates them on its performance and outlook. Foxconn said in October that AI operations were poised to continue growing in the fourth quarter, while linking second-half performance to the usual peak season. The company said in its second-quarter results report that it does not provide numerical forecasts. In the session before those quarterly results were announced, its shares rose 2.7%, according to Reuters; that move was in the August session and does not represent the market’s reaction to the November results.