Hon Hai Precision Industry Co., Ltd. yesterday announced its consolidated revenue figures for September 2025, reaching NT$837.068 billion (approximately RMB 196.031 billion). This not only broke the previous record for the same period, but also exceeded market expectations. September revenue increased by 14.19% year-on-year and a whopping 38.01% month-on-month. In US dollar terms, the year-on-year and month-on-month increases were 16.1% and 29.0%, respectively, demonstrating strong growth momentum.
This impressive performance pushed Hon Hai's overall revenue for the third quarter to NT$2,057.4 billion (approximately RMB 481.818 billion), also a record high. This represented a quarterly year-on-year increase of 10.99% and a month-on-month increase of 14.47%. In US dollar terms, the year-on-year and month-on-month increases were 18.3% and 19.0%, respectively. Cumulative revenue for the January-September period reached NT$5,497 billion (approximately RMB 1.29 trillion), a year-on-year increase of 16.27% and an 18.3% increase in US dollar terms. All three business segments achieved double-digit growth. Looking ahead to the fourth quarter, Hon Hai predicts continued growth in AI server cabinet shipments, coupled with the traditional peak season for ICT products, and anticipates continued quarterly growth. However, the company cautioned that it will closely monitor the impact of global political and economic developments and exchange rate fluctuations. Analysts point out that Hon Hai's AI hardware investments are already reaping the rewards, which will be a key driver of its future performance.
