Hon Hai Reports Record-High Revenue in March and Q1 2026, Expects Continued Growth in Q2

In March 2026, Hon Hai's monthly revenue reached NT$803.7 billion, representing a 34.90% increase month-over-month and a 45.57% increase year-over-year, marking the highest level for the same period in history. By product category, compared to the same period last year, cloud and networking products as well as consumer smart products showed strong growth, computer terminal products grew significantly, while components and other products remained roughly flat.

In the first quarter of 2026, Hon Hai's revenue totaled NT$2.1296 trillion, down 18.18% sequentially but up 29.68% year-over-year, also reaching a record high for the same period. By product category, cloud and networking products saw strong growth compared to the same period last year, primarily benefiting from robust shipment momentum of AI cloud products. Components and other products, as well as consumer smart products, showed significant growth, while computer terminal products experienced a slight decline.

The company stated that the second quarter is traditionally a low season for the ICT industry, with major products entering a transition period between old and new models. However, AI server racks are still expected to maintain a growth trend. Based on the current situation, the company expects its second-quarter operations to show sequential and year-over-year growth. Nevertheless, continued attention must be paid to the impact of the ever-changing global political and economic landscape.