2327.TW Yageo
Capacitors and resistors (incl. KEMET)
Fundamentals from public market data, refreshed daily (2026-10-30 21:21 UTC). Figures in reporting currency.
2327.TW · price with what management and the data said
Timeline: management commentary, data & earnings
8 events-
8
2026-08-14EarningsBeat / raise
Reported EPS 4.59 vs 4.57 expected (+0.5% surprise).
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7
2026-04-14EarningsBeat / raise
Reported EPS 3.9 vs 3.59 expected (+8.6% surprise).
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6
2026-02-25EarningsBeat / raise
Reported EPS 3.29 vs 3.11 expected (+5.7% surprise).
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5
2025-10-29EarningsBeat / raise
Reported EPS 3.1 vs 2.97 expected (+4.3% surprise).
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4
2025-08-14EarningsBeat / raise
Reported EPS 2.44 vs 2.43 expected (+0.0% surprise).
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3
2025-04-24EarningsMiss / cut
Reported EPS 2.69 vs 2.7 expected (-0.2% surprise).
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2
2025-03-28EarningsMiss / cut
Reported EPS 1.77 vs 2.32 expected (-23.9% surprise).
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1
2024-10-30EarningsMiss / cut
Reported EPS 2.75 vs 2.81 expected (-2.0% surprise).
Latest headlines
Auto-updated dailyEarnings history
EPS vs expectations| Date | Expected EPS | Reported EPS | Surprise |
|---|---|---|---|
| 2026-08-14 | 4.57 | 4.59 | +0.5% |
| 2026-04-14 | 3.59 | 3.9 | +8.6% |
| 2026-02-25 | 3.11 | 3.29 | +5.7% |
| 2025-10-29 | 2.97 | 3.1 | +4.3% |
| 2025-08-14 | 2.43 | 2.44 | +0.0% |
| 2025-04-24 | 2.7 | 2.69 | −0.2% |
| 2025-03-28 | 2.32 | 1.77 | −23.9% |
| 2024-10-30 | 2.81 | 2.75 | −2.0% |
| 2024-07-30 | 2.43 | 2.72 | +12.1% |
| 2024-04-18 | 2.12 | 2.31 | +9.0% |
| 2024-03-01 | 2.3 | 2.38 | +3.3% |
| 2023-10-26 | 2.19 | 2.43 | +10.8% |
| 2023-07-25 | 2.16 | 1.87 | −13.6% |
| 2023-04-19 | 2.0 | 2.07 | +3.4% |
| 2023-03-29 | 2.51 | 1.92 | −23.6% |
| 2022-11-10 | 2.76 | 2.53 | −8.4% |
| 2022-08-14 | 2.97 | 2.87 | −3.6% |
| 2022-05-15 | 2.66 | 2.97 | +11.4% |
| 2022-03-29 | 2.81 | 2.47 | −12.2% |
| 2021-10-27 | 3.36 | 3.64 | +8.2% |
| 2021-08-12 | 3.03 | 3.3 | +8.7% |
| 2021-05-10 | 2.55 | 2.48 | −2.8% |
| 2021-03-11 | 2.0 | 1.97 | −1.6% |
| 2020-11-09 | 2.07 | 1.92 | −6.9% |
About Yageo
Website ↗Yageo Corporation, together with its subsidiaries, manufactures and sells electronic components in China, Europe, the United States, and the rest of Asia. It offers antennas, radio frequency, and microwave; capacitors; circuit protection; custom products; electromechanical devices; EMC; engineering kits; inductors; piezoelectric devices; power supplies; resistors; semiconductors; sensors; signal magnetics and connectors; and transformers. The company's products are used for various applications, including aerospace, defense, and medical; automotive; computing and enterprise systems; consumer; industrial; and telecommunications. Yageo Corporation was founded in 1977 and is headquartered in New Taipei City, Taiwan.
An AI server board uses many times the capacitors of a normal server, and the high-capacitance, high-temperature parts come mainly from Murata and Samsung Electro-Mechanics.
What would prove us wrong. Weakens if lead times stay flat while AI server builds keep rising.
Who else supplies this
| Stock | Role | Last | 1D | 1M | YTD | Trend |
|---|---|---|---|---|---|---|
| 6981.T Murata Manufacturing | Largest MLCC maker; high-cap parts for AI servers | ¥6,358.0 | −7.72% | −19.0% | +98.6% | |
| 009150.KS Samsung Electro-Mechanics | MLCCs and FC-BGA substrates | ₩1,196,000 | −7.50% | −21.7% | +369.0% | |
| 6976.T Taiyo Yuden | MLCCs and inductors | ¥8,553.0 | −7.34% | −8.3% | +145.5% | |
| 6762.T TDK | Passive components, MLCCs and power supplies | ¥2,572.0 | −7.22% | −13.7% | +18.2% | |
| 2492.TW Walsin Technology | MLCCs and passives | NT$381.0 | −9.93% | +26.2% | +227.4% |
Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.