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LandMark Optoelectronics Corporation loading .. 2026 Second Quarter Earnings Conference August 12 , 2026 Land Mark Optoelectronics Ticker : 3081
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L a n d M a r k O p t o e l e c t r o n i c s C o r p o r a t i o n Land Mark O pt eo l tce nor sci 2 Safe Harbor Notice 2 Land Mark This presentation and discussions contain forward-looking statements. These statements are based on current expectations and are subject to known and unknown risks and uncertainties. Actual results may differ materially from those expressed or implied by these forward-looking statements. Except as required by law, we undertake no obligation to update any forward-looking statement, whether as a result of new information, future events, or otherwise.
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L a n d M a r k O p t o e l e c t r o n i c s C o r p o r a t i o n Land Mark O pt eo l tce nor sci 3 Revenue & Margin Trend 3 Land Mark 15% 28% 31% 32% 43% 44% 49% 55% 57% -17% 2% -2% 10% 27% 19% 21% 41% 47% -11% 3% 4% 9% 17% 18% 30% 35% 38% Gross Margin Operating Margin Net Margin 2Q-24 3Q-24 4Q-24 1Q-25 2Q-25 3Q-25 4Q-25 1Q-26 2Q-26 Net Revenue 273 323 289 455 553 553 642 904 1,221 Gross profit 40 89 90 147 240 241 313 495 702 Operating Income -47 8 -6 45 149 104 135 373 573 Net Income -31 8 8 42 97 99 190 318 468 -200 100 400 700 1,000 1,300 NT$M
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L a n d M a r k O p t o e l e c t r o n i c s C o r p o r a t i o n Land Mark O pt eo l tce nor sci 4 Income Statement 4 Land Mark Unit: NTD Million 2026 2Q 2026 1Q 2025 2Q QoQ YoY 2026 1H 2025 1H YoY Net revenue 1,221 904 553 +35% +121% 2,126 1,008 +111% Gross profit 702 495 240 +42% +193% 1,197 387 +210% Gross margin(%) 57% 55% 43% 56% 38% Operating expenses (129) (122) (91) +6% +42% (251) (193) +30% Operating income 573 373 149 +53% +284% 946 194 +388% Operating margin(%) 47% 41% 27% 44% 19% Non-operating incomes and expenses 13 24 (28) 37 (20) Income before income tax 586 397 121 +48% +384% 982 174 +465% Income tax benefit (expense) (117) (79) (24) (196) (35) Net income 468 318 97 +48% +384% 786 139 +465% Net margin(%) 38% 35% 17% 37% 14% Comprehensive income 470 317 96 +48% +392% 788 138 +469% EPS (NT$) 4.62 3.13 0.96 7.75 1.38
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L a n d M a r k O p t o e l e c t r o n i c s C o r p o r a t i o n Land Mark O pt eo l tce nor sci 5 Unit: NTD Million June 30, 2026 December 31, 2025 June 30, 2025 Amount % Amount % Amount % Cash and cash equivalents 514 8 703 14 467 10 Time deposits 1,119 18 1,270 25 1,270 28 Accounts receivable, net 934 15 337 7 286 6 Inventories 640 10 571 11 360 8 Corporate bonds 333 5 231 5 200 4 Net property, plant and equipment 1,718 28 1,522 30 1,571 35 Other assets 960 15 374 7 376 8 Total assets 6,218 100 5,008 100 4,530 100 Current liabilities 1,163 19 532 11 358 8 Non-current liabilities 335 5 286 6 290 6 Total liabilities 1,499 24 817 16 648 14 Capital stock 1,018 16 925 18 925 20 Capital surplus 1,800 29 1,800 36 1,800 40 Retained earnings 1,904 31 1,488 30 1,199 26 Other equity (3) 0 (23) 0 (42) -1 Total shareholders' equity 4,719 76 4,191 84 3,882 86 Book value per share (NT$) 46.37 45.29 41.96 Balance Sheets 5 Land Mark
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L a n d M a r k O p t o e l e c t r o n i c s C o r p o r a t i o n Land Mark O pt eo l tce nor sci 6 6 Source: Huawei Q & A