AAC Technologies Holdings Inc. (2018.HK)

AAC Technologies Holdings Inc’s adjusted EPS topped consensus in the first half of fiscal 2026, with results reported on 2026-08-20, as adjusted EPS of CNY 0.91 exceeded the CNY 0.89 estimate by +3%. Revenue rose 114.8% to about CNY 14.3 billion, up from CNY 6.659 billion a year ago, while gross margin was about 21.1% and operating margin about 6.6% as gross profit reached about CNY 3.0 billion and operating income came in at about CNY 947 million. Net income increased 103.0% to about CNY 888.9 million from CNY 437.8 million a year earlier. The company generated about CNY 4.2 billion of operating cash flow and paid about CNY 17.2 million in dividends. Consensus for the next period calls for adjusted EPS of CNY 1.97.