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H FOXCONN Q2 FY26 Hon Hai Precision Industry Co. , Ltd. 2026 Second Quarter Financial Results Aug. 12 , 2026 dar Precision Robot 3 + 3 + 3 = ∞ © 2026 Hon Hai Precision Industry Co. , Ltd. All rights reserved . Semi 1/39
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© 2026 Hon Hai Precision Industry Co., Ltd. All rights reserved. 2 /39 Safe Harbor NoticenThis document and relevant information herein may contain internal and external forward-looking information and constitute forward-looking statement. nThis document and relevant information may contain certain forward-looking statements. Such forward-looking statement is not actual results but only reflects the Company’s estimates and expectations and is subject to inherent risks and uncertainties that could cause actual results to differ materially from such statement. nFinancial numbers in this document contains unaudited and unreviewed information. All information is for reference only. nAny business outlook or forward-looking statement hereof reflects the Company’s estimates and expectations as of now and is subject to change after this date. Unless required by applicable law, the Company undertakes no obligation to update any such information.
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© 2026 Hon Hai Precision Industry Co., Ltd. All rights reserved. 3 /39 Table of Contents1.2Q26 Financial Results2.3Q26 & FY26 Business Outlook3.Major Business Development4.Recap of Recent Major Events 5.Q&A
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© 2026 Hon Hai Precision Industry Co., Ltd. All rights reserved. Summary 4 /39 1.Financial Performance:Improved product mix and operational scale drive strong core earnings growth.2.3Q26 & FY26 Business Outlook:Significant QoQ growth, strong YoY growth in 3Q26, and a strong full-year outlook.3.Value Extension:Extending from complete system solutions to components, liquid cooling, MDCs, and data centers.4.Long-term Outlook:Continued global capacity expansion to support strong AI demand, with a positive outlook for next year.
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© 2026 Hon Hai Precision Industry Co., Ltd. All rights reserved. 5 /39 2Q26 Financial Results1
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© 2026 Hon Hai Precision Industry Co., Ltd. All rights reserved. 1. Consolidated Statements of Income 2026 Q2 Financial Statements 6 /39 Gross Profit Margin6.12%6.18%-6 bps6.33%-21 bpsOperating Profit Margin3.75%3.57%18 bps3.16%60 bpsNet Profit Margin2.37%2.36%2 bps2.47%-10 bpsROE 3.41%2.88%53 bps2.85%56 bps (NTD in millions)Q2/26Q1/26QoQQ2/25YoYRevenues2,525,894 2,119,533 19%1,793,468 41%Gross Profit154,533 130,981 18%113,529 36%Operating Income94,803 75,649 25%56,596 68%Total Non-Op. Income and Expenses63 (1,617)104%8,553 -99%Income Before Tax94,866 74,031 28%65,149 46%Income Tax Expense(24,810)(17,075)45%(15,613)59%Profit (Loss) Attributable to Owner of the Parent59,974 49,919 20%44,361 35%Earnings Per Share (NTD)4.273.5620%3.19 34%
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© 2026 Hon Hai Precision Industry Co., Ltd. All rights reserved. Consolidated Statements of Income 2026 H1 Financial Statements 7 /39 Gross Profit Margin6.15%6.23%-8 bpsOperating Profit Margin3.67%3.00%67 bpsNet Profit Margin2.37%2.52%-15 bpsROE 6.21%5.48%73 bps (NTD in millions)2026H12025H1YoYRevenues 4,645,428 3,437,784 35%Gross Profit 285,514 214,077 33%Operating Income170,452 103,096 65%Total Non-Op. Income and Expenses(1,554)21,174 -107%Income Before Tax168,898 124,270 36%Income Tax Expense(41,885)(28,899)45%Profit (Loss) Attributable to Owner of the Parent109,893 86,469 27%Earnings Per Share (NTD)7.846.2326%
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© 2026 Hon Hai Precision Industry Co., Ltd. All rights reserved. 2026 Q2 Financial Statements 8 / AR Turnover Days4651-4 bps51-5 bpsInventory Turnover Days5053-3 bps54-4 bpsAPTurnover Days5460-6 bps57-3 bpsCash Conversion Cycle4244-2 bps48-6 bpsDebt Ratio62%62%- 61%2%39 (NTD in millions)2026.6.302026.3.31QoQ2025.6.30YoYCashand Cash Equivalent963,002986,317-2%870,52011%Net Accounts Receivable1,385,2371,166,00819%940,52347%Inventory1,370,0731,209,87813%935,82746%Investments Accounted for Using the Equity Method203,279198,1743%183,21911%Property, Plant and Equipment576,855562,2203%458,11826%Total Assets5,622,5765,230,4797%4,138,94236%Accounts Payable1,527,5231,322,83715%1,003,77352%Bonds payable294,708289,2682%264,66811%Total Liabilities3,502,9893,241,6818%2,507,33540%Total Equity2,119,5881,988,7987%1,631,60830%Net Cash219,809325,091-32%243,617-10% 2. Consolidated Balance Sheets
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© 2026 Hon Hai Precision Industry Co., Ltd. All rights reserved. 2026 Q2 Financial Statements 9 / (NTD in millions)2026.1.1~6.302025.1.1~6.30Net Cash Flows from (Used in) Operating Activities(69,122)21,876 Net Cash Flows from (Used in) Investing Activities(25,761)(39,356)Net Cash Flows from (Used in) Financing Activities15,745 39,477 Capital Expenditures(80,886)(77,150)Free Cash Flow (FCF) 1 (150,009)(55,275)¹ Free Cash Flow = Net Cash Flows from (Used in) Operating Activities – Capital Expenditures 3. Consolidated Statements of Cash Flow 39
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© 2026 Hon Hai Precision Industry Co., Ltd. All rights reserved. QoQ YoY 2Q26 10 /39 2Q26 Performance Review Cloud and Networking ProductsSmart Consumer Electronics ProductsComputing ProductsComponents and Other Products GuidanceActualActualActualActualGuidanceGuidanceGuidanceGuidanceActual GuidanceActualActualActualActualGuidanceGuidanceGuidanceGuidanceActual 29 %15 %5%51%
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© 2026 Hon Hai Precision Industry Co., Ltd. All rights reserved. 11 /39 3Q26 & FY26 Business Outlook2
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© 2026 Hon Hai Precision Industry Co., Ltd. All rights reserved. 12 /39 3Q26 QoQ YoY 3Q26 Outlook Cloud and Networking ProductsSmart Consumer Electronics ProductsComputing ProductsComponents and Other Products
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© 2026 Hon Hai Precision Industry Co., Ltd. All rights reserved. FY26 13 /39 Cloud and Networking ProductsSmart Consumer Electronics ProductsComputing ProductsComponents and Other Products FY26 Business Outlook Yo Y2026/5/14 Yo Y2026/8/12
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© 2026 Hon Hai Precision Industry Co., Ltd. All rights reserved. AI infrastructure is driving growth 14 /39 2Q232Q242Q252Q26 -10 0 10 20 30 402500 2000 1500 1000 500 0 Revenue (billion NTD)YoY Growth Rate (%) Revenue (NT$ billion) YoY Growth Rate (%)
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© 2026 Hon Hai Precision Industry Co., Ltd. All rights reserved. Product portfolio optimization and scale advantages enhance long-term profitabilitynGross profit grew 1.9x, reflecting optimization of core business products and steady expansion of scalenOperating profit grew more than 3x, outpacing 2.4x growth in revenuenOperating profit in the first half of the year increased by 65% year-on-year, outpacing the growth rate of 35% in revenue 3915 / 050100150200250300350 201120122013201420152016201720182019202020212022202320242025RevenuesGross ProfitOperating Income 3.1x2.4x1.9x Growth index since 2011 (2011=100)
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© 2026 Hon Hai Precision Industry Co., Ltd. All rights reserved. 7%8%9%10%11%12%13% 202020212022202320242025 ROE Operating profit margin 0% 1% 2% 3% 4% 20202021202220232024202516 /39 Financial Highlights: Profitability continues to improvenROE for 26H1reached 6.21%, higher than the 5.48% for same period last yearnOperating profit margin for 26H1reached 3.67%, exceeding the 3% target
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© 2026 Hon Hai Precision Industry Co., Ltd. All rights reserved. EBITDA grew steadily, balancing CAPEXand dividend distribution 17 /39 173,763 356,976 - 50,000 100,000 150,000 200,000 250,000 300,000 350,000 400,000 202020212022202320242025 CAPEX Dividend Distribution EBITDANTD（Million） 227,699 30,000 80,000 130,000 180,000 230,000 280,000 2024H12025H12026H1 80,886 first half of the yearEBITDA&CAPEX NTD（Million）
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© 2026 Hon Hai Precision Industry Co., Ltd. All rights reserved. 18 /39 Major Business Development3
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© 2026 Hon Hai Precision Industry Co., Ltd. All rights reserved. 19 /39 Built on scale and integration, driven by R&D and automation R&D innovation and high-end segment focusVertical integration and high automationGlobal deployment and economies of scale
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© 2026 Hon Hai Precision Industry Co., Ltd. All rights reserved. Strong AI demand, 0-100 capability strategy aligns with major customers 3920 / Key capabilities of AI infrastructure Expansion"Starting from zero“Customer development"0 to 1“Design and co-development "1 to 100“Large-scale mass production §Customer relationships§Market share§TTM§TTC§TTT §System architecture§Reference design§Manufacturability design §Automation§Scale§Yield Rate§Global Presence AI demandAI developersCSP／NeocloudGovernmentCorporate clients
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© 2026 Hon Hai Precision Industry Co., Ltd. All rights reserved. Cloud investment continues to expand, leveraging integrated capabilities to meet AI demandsTechnology and vertical integration | Scale and delivery capability| Comprehensive service Demand from major global CSP clients remains robust 21 /39 2025412 billion USD 2026F 795 billion USD(+77%) 2027F1,061 billion USD(+33%) 1,200 1,000 800 600 400 200CAPEX(billion USD) 2025 2026F 2027F Growth trend for US CSPs CAPEX. References: Bloomberg; KGI Securities
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© 2026 Hon Hai Precision Industry Co., Ltd. All rights reserved. Strong AI demand driving growth throughout the year 22 /39 n3Q26AI rack shipments QoQincreasehigh double digitsn3Q26 AI server revenueincrease QoQn2026AI rack shipments >1x growthn2026 diverse AI solution shipmentsincrease market share Strong outlook for AI servers:
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© 2026 Hon Hai Precision Industry Co., Ltd. All rights reserved. ＋＋ 23 /39 3 + 3 + 3 Strategy Industries Technologies Smart PlatformsSmart Manufacturing Semiconductor Artificial Intelligence Robotics Electric Vehicles Digital Health Smart EVSmart City Next-generation Communication Technologies
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© 2026 Hon Hai Precision Industry Co., Ltd. All rights reserved. 3 Future Industries 24 /39 Electric vehicles Robotics nDomestic and Overseas Market Expansion:- MODEL B: Expected delivery in AUS and NZ by end of the year- CAVIRA: Deliveries for the Taiwan market began in July- MODEL T: Qiaotou plant started production in Q2- Collaborated with Poland's state-owned EMP to promote European deployment nOn-site Application:Introducing medical automation equipment and collaborative robots to optimize hospital processes.nPlatform Integration:Integrating AI Agents, next-generation HIS, medical devices and digital twins.nGlobal Commercial:Serving global customers with medical-grade manufacturing and CDMS capabilities. nOn-site Application:Validating humanoids and collaborative robotic applications at the Group's manufacturing sites.nCapability integration:Integrates AI, digital twins and key modules.nScale Deployment:Promoting platformization, mass production and global adoption. Digital health Focusing on scalable markets to establish the next stage of growth momentum
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© 2026 Hon Hai Precision Industry Co., Ltd. All rights reserved. 3 Core Technologies 25 /39 Semiconductor Next-Gen CommunicationAInAIDC Infrastructure:Partnering with Intel, Schneider, and SK to integrate AI computing power, data centers and energy management.nSovereign AI Platform:EU/Africa: Partnering with Bull/Amini to accelerate AI implementation.Asia-Pacific: Visionbay.ai partners with IBM to expand AI platforms.nAutonomous AI Models:FoxBrain optimizes model architecture and training efficiency, deepening local knowledge. nCapacity and Mass Production:Japan's 8-inch plant has a utilization rate exceeding 90%, with visibility reaching Q4.nKey Technologies:Focusing on SiC, automotive MCUs, and AI power chips, accelerate certification and mass production.nGlobal Presence:Expanding design services and European packaging and testing to improve the region layout. nSatellite Deployment:The second-generation LEO satellite was successfully deployed, verifying space communication capabilities.nComprehensive Manufacturing Services:Offering complete manufacturing services from ground equipment to satellite bodies. Strengthen key independent technologies and increase product added value
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© 2026 Hon Hai Precision Industry Co., Ltd. All rights reserved. 26 /39 nPlatform Verification:Genesis supports rapid deployment of AI agents.nCross-factory Replication:Establishing AI manufacturing standards that can be deployed across domains. nMass Production and Implementation:The electronic and electrical architecture entered integration testing and mass production preparation.nPlatform Evolution:Accelerate smart vehicle iteration through AI and data closed-loop technology. nBenchmark Setting:CityGPT validates AI urban governance models.nOverseas Expansion:Promote cross-market replication of smart city solutions. Smart EV Smart City Smart Manufacturing 3 Major Smart PlatformsTo become a global leader among AI platform providers, driving a cross-industry intelligent ecosystem through hardware-software integration
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© 2026 Hon Hai Precision Industry Co., Ltd. All rights reserved. 27 /39 Recap of Recent Major Events 4
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© 2026 Hon Hai Precision Industry Co., Ltd. All rights reserved. 39 Hon Hai shareholders' meeting approved cash dividend of 100.9 billion NTD,per share dividend of 7.2 NTD 28 / 與英特爾策略合作，推動Edge AI Hon Hai, Radiall, and Thales established a joint venture called Tessalia to expand into European electronic component production Recent Major Events | Latest Operational Progress
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© 2026 Hon Hai Precision Industry Co., Ltd. All rights reserved. 3929 / COMPUTEX 2026ShowcasingNVIDIA Vera RubinNVL72, CPO, and 3 major smart platforms applications Exhibited for the first time at VivaTech 2026 in FranceDeepening the layout of the European EV /AI ecosystem Participated for the first time inTaiwan Expo in JapanDisplaying MODEL A and MODEL B and AI modular data centers Recent Major Events | GlobalTech Shows
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© 2026 Hon Hai Precision Industry Co., Ltd. All rights reserved. Hon Hai Research Institute teams up with National Yang Ming Chiao Tung UniversityDeveloping ultra-high-capacity silicon photonics technology with 34.132 Tbit/s 2026: Paper publications48conference papers48journal articles 16patents 3930 / Recent Major Events | Innovative Breakthroughs
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© 2026 Hon Hai Precision Industry Co., Ltd. All rights reserved. 3931 / Winner of Extel 2026Most Honored Company and seven major awardsThe Fortune Global 500 Recent Major Events | Awards
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© 2026 Hon Hai Precision Industry Co., Ltd. All rights reserved. 3932 / Chief Campus Operation Officer Kathy Yang distinguished among Fortune Most Powerful Women in BusinessCHRO Emily Hsia honored inHR Asia Annual Best HR Officer US CHROWinnie Tu recognized inManufacturing Institute STEP AwardsDr. Ching-Ray Chang, member of Hon Hai‘s Board of Directors, received the biennial AUMS Award from the Asia Union of Magnetics Societies HHRI Dr. Yu-Heng Hong received Outstanding Young Engineer Award Recent Major Events | Awards
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© 2026 Hon Hai Precision Industry Co., Ltd. All rights reserved. 39 Expanding global third-party audits:85 RBA VAPs completed,obtaining 6 Platinum-level certifications 33 / Collaboration with Brookfield:Establishing a renewable energy partnership in Vietnam Hosting the Hanoi Green Energy Forum:Building resilience in Vietnam's green supply chain 2026 Hon Hai Technology Award：Over 200 applications from TW and abroadVietnam MC Contest 2026：Cultivate internal hosting talent Global site activities：Slovakia: Volunteer Week, Summer Family DayCzech Republic: Tech DayNeihu:Family Day Release of Supplier Responsibility Report:Partnering with supply chain partners to promote sustainable development Recent Major Events | ESG
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© 2026 Hon Hai Precision Industry Co., Ltd. All rights reserved. You Are Invited! Oct 30 - 31, 2026 Hon Hai Precision Industry Co., Ltd. All rights reserved. Nangang Exhibition Center Hall 1 (1F & 4F)
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© 2026 Hon Hai Precision Industry Co., Ltd. All rights reserved. 4F宣傳內容(待補充) 35 /39
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© 2026 Hon Hai Precision Industry Co., Ltd. All rights reserved. Sustainability 1F Tech ExplorationSmart FactoryFuture MobilitySmart City ACCELERATING IMAGINATION FOR THE NEXT GENERATION! F AMILY P AVILION 📍Venue1F, Taipei NangangExhibitionCenter, Hall 1 3936
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© 2026 Hon Hai Precision Industry Co., Ltd. All rights reserved. 37 /39 Q&A5
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© 2026 Hon Hai Precision Industry Co., Ltd. All rights reserved. Vertical integration of AI supply chain L1 to L12 optimizes cost structure 38 /39 Superpod RackCabinet &EnclosurePCB+PCBA Fan QDHigh Speed Cable PowerBusbarSockets &Connectors ComputeTray SwitchTray Front / Rear Heatsink (Air/Liquid ) Chassis Manifold L12L5L6L1 - L3 L10L11
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ShareCollaborateThrive © 2026 Hon Hai Precision Industry Co., Ltd. All rights reserved. 39 /39