Foxconn's quarterly sales rose 47%, and September passed NT$1 trillion
Hon Hai said on Monday, October 5, that third-quarter sales were NT$3.03 trillion, or $95.4 billion, 7% above an LSEG SmartEstimate of NT$2.83 trillion.
Key takeaways
Foxconn, Nvidia's biggest server maker, said on Monday that third-quarter sales rose 47% and came in 7% above an LSEG SmartEstimate of NT$2.83 trillion. The company, formally Hon Hai Precision Industry, reported NT$3.03 trillion, or $95.4 billion. A SmartEstimate gives more weight to analysts who have been right more often.
September sales were NT$1.16 trillion, the first month above NT$1 trillion. September a year earlier was NT$837.1 billion.
Sales for the first nine months reached NT$7.67 trillion, up 39.53% from a year earlier. All of 2025 came to NT$8.1 trillion.
In September, the gain from a year earlier came from cloud and networking products, electronic components, and computing products. Cloud and networking is the business that builds AI servers.
Smart consumer electronics, which includes iPhones, was little changed from September 2025. The company said higher prices had affected shipments.
From August, that business rose strongly. Foxconn tied the rise to new products from international brands.
From July to September, all four main divisions grew strongly, and smart consumer electronics posted significant growth.
On Saturday, September 5, Foxconn said the third quarter was expected to outperform market expectations. On Monday it said AI-related work should keep growing in the fourth quarter, and that the busy season for electronics, together with that growth, should "support overall performance in line with current market expectations." It gave no sales target, and said politics and the economy could still affect demand.
Hon Hai's shares are up 10% this year, against a 72% rise in the Taiwan market.
Foxconn reports third-quarter earnings on November 12, the first look at whether this revenue turned into profit. In the second quarter, operating profit was 3.75% of sales.
Frequently asked questions
How much were third-quarter sales?
Hon Hai reported NT$3.03 trillion, or $95.4 billion, 47% higher and 7% above an LSEG SmartEstimate of NT$2.83 trillion.
What lifted September sales past NT$1 trillion?
The gain from a year earlier came from cloud and networking products, electronic components, and computing products.
How did iPhone sales do in September?
Smart consumer electronics, which includes iPhones, was little changed from September 2025, and the company said higher prices had affected shipments.
What did Foxconn say about the fourth quarter?
It said AI-related work should keep growing and, with the busy season for electronics, should support overall performance in line with current market expectations.
