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Foxconn (2317 TT) Q2 2026 (TWD) Net Income 59.97bln (exp. 58.38bln), Operating Profit 94.8bln (exp. 80.53bln), Revenue 2.53tln (exp. 2.41tln), expects Q3 revenue to rise strongly Y/Y; Outlook for next year is positive

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Foxconn delivered a Q2 earnings beat and issued a strong Q3 outlook driven by high-double-digit AI rack growth, signaling robust long-term demand and positive momentum into 2027.

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expects Q3 revenue from cloud computing, networking products and smart consumer electronics to rise sharply Y/Y. expects Q3 computing-products revenue to rise sharply Y/Y. Long-term market demand is strong, and will continue expanding global AI production capacity. Outlook for next year is positive. AI server outlook is strong. AI rack shipments to rise by high-double-digit percent Q/Q in Q3 Expects strong AI demand to drive FY growth.

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