The company has delivered a strong mid-year performance. In the first half of 2026, Foxconn Industrial Internet Co.,Ltd. recorded total operating revenue of 557.861 billion yuan, a year-on-year increase of 54.63%. Net profit attributable to shareholders reached 23.740 billion yuan, soaring 95.99% and nearly doubling. After deducting non-recurring gains and losses, net profit was 22.984 billion yuan, up 96.99%, with growth primarily driven by core business expansion.

From a business perspective, AI-related demand remains the key driver of performance growth. The company's announcement showed that cloud computing revenue for the first half rose 75.7% year-on-year, with AI-related contributions continuing to expand. Revenue from AI servers for cloud service providers surged 2.3 times, while GPU AI cabinet shipments grew 3.2 times. ASIC AI cabinet shipments increased by 3 times, and ASIC CPU server shipments rose 2.5 times.

With the simultaneous ramp-up of GPU and ASIC businesses, Foxconn Industrial Internet Co.,Ltd. has seen a significant increase in AI server product shipments, further solidifying its leading position in the global AI server market.

Revenue and Profit Grow Simultaneously

Profitability also improved. In the first half, total profit reached 27.817 billion yuan, up 98.37% year-on-year. The weighted average return on equity (ROE) rose from 7.64% to 13.36%, a gain of 5.72 percentage points. Basic earnings per share increased from 0.61 yuan to 1.20 yuan, up 96.72%.

Cash flow also showed notable improvement. Net cash flow from operating activities in the first half was 7.391 billion yuan, a surge of 425.32% year-on-year. This growth rate significantly exceeded that of revenue and net profit growth.

In terms of profit structure, recurring net profit accounted for 96.8% of net profit attributable to shareholders, with a difference of only about 756 million yuan, indicating a limited impact from non-recurring items on overall profit.

No Interim Dividend, Retained Profits Support Expansion

Regarding dividends, the board resolution stated that for the first half of 2026, no cash dividend will be distributed, no bonus shares will be issued, and no capital reserve increase will be made. Despite net profit nearly doubling, the company has chosen to retain earnings, suggesting funds will be directed more toward business expansion and reinvestment. As AI server and cloud computing businesses continue to grow, the company remains in a strong phase of capital expenditure.

Overall, Foxconn Industrial Internet Co.,Ltd. has demonstrated characteristics of rapid revenue growth, faster profit growth, ROE improvement, and enhanced operating cash flow in the first half. The boosting effect of high-growth businesses like AI servers on the company's performance continues to persist.