Subscribe

Delta Electronics, Inc. (2308.TW)

TWD1,880.00 -5.00 (-0.27%)
TW TAI Technology Hardware, Equipment & Parts
Address 186, Ruey Kuang Road 114501
Taipei, TW
CEO Simon Chang
IPO 2000-01-04
ISIN TW0002308004

Explore sections of this company profile

Description

Established in 1971 and headquartered in Taipei, Taiwan, Delta Electronics, Inc. is a global leader specializing in power and thermal management solutions. Its extensive operations span Mainland China, the United States, Taiwan, and various international markets, organized into three primary divisions: Power Electronics, Automation, and Infrastructure. The Power Electronics division supplies a broad array of components, including inductors, transformers, networking devices, EMI filters, solenoids, and current sensing resistors, catering to applications in portable electronics, cloud computing, automotive systems, and the Internet of Things (IoT). It also manufactures diverse power supply units, such as switching power supplies, power modules, external adapters, and specialized power solutions for industrial and medical sectors, alongside industrial battery charging products. This segment further delivers comprehensive thermal management items like DC brushless fans, blowers, motors, cabinet thermal solutions, and ventilation/automotive fans. A core area of expertise is automotive electronics, encompassing full EV/HEV powertrain solutions, on-board chargers, DC/DC converters, traction inverters and motors, and both merchant and mobile power products. Within the Automation division, Delta offers a wide suite of industrial automation products and integrated solutions. These comprise drives, motion control systems, industrial control and communication devices, power quality enhancement tools, human-machine interfaces (HMIs), sensors, meters, and advanced robotic solutions. It also develops crucial information monitoring and management systems like SCADA and industrial EMS to enable smart manufacturing processes. Beyond industrial applications, this segment extends to building automation, providing management software, control systems, high-efficiency LED drivers and luminaires for smart lighting, and intelligent video surveillance technologies. The Infrastructure division focuses on essential systems such as telecommunications power systems, networking infrastructure, uninterruptible power supplies (UPS), and data center solutions. Furthermore, it addresses modern energy demands with EV charging products, energy storage systems, renewable energy solutions, and motor drives.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
Loading outlook…
Loading forecast...
Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
Loading risk profile…
Price Chart
Averages
Trend
Price
Levels
Draw
TWD1,880.00 -5.00 (-0.27%)
Loading historical data…
Volume Profile
Loading…
Liquidity & share structure
Average Volume
11M
Beta
1.44
Float Shares
1.75B
Free Float %
67.6%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-2.23% -3.52% +26.51% +68.20% +126.99% +127.93% +493.24% +637.82% +728.30% +1,473.48% +5,064.71%
Rolling Volatility
Loading…
Drawdown
Loading…
Relative Strength
Loading…
Monthly Returns Heatmap
From To
Loading…
Annual Monthly Returns
Loading…
Daily Returns Distribution
vs.
Loading histogram data…

Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Price Targets & DCF
Current price
1,880.00
DCF (Unlevered) 75.00 -96.0%
DCF (Levered) 335.83 -82.1%
Ratings Trend (MoM) 94% Bullish
Rating 2026-05 Change
Strong Buy 6 0
Buy 11 -1
Hold 0 0
Sell 1 0
Strong Sell 0 0
Quality scores
Altman Z-Score
12.52
Safe zone
Piotroski F-Score
7 / 9
Strong
MOAT Score
5 / 10
Developing
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
3 / 5
Medium
ROE Score
5 / 5
High
ROA Score
5 / 5
High
D/E Score
2 / 5
Medium
P/E Score
2 / 5
Medium
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
  • Revenue growth Hardware, Equipment & Parts: +10.5%
    +31.8% Q1'26: +34.0% (vs Q1'25)
  • EPS growth Hardware, Equipment & Parts: +21.4%
    +71.3% Q1'26: +101.3% (vs Q1'25)
  • FCF margin Hardware, Equipment & Parts: +25.8%
    +9.4% Q1'26: +5.3% (vs Q1'25)
  • EBIT margin Hardware, Equipment & Parts: +8.5%
    +15.1% Q1'26: +17.8% (vs Q1'25)
  • ROIC Hardware, Equipment & Parts: +5.5%
    +25.8% Q1'26: +33.4% (vs Q1'25)
  • Share dilution Hardware, Equipment & Parts: +0.0%
    +12.6% Q1'26: +15.6% (vs Q1'25)
  • Debt / EBITDA Hardware, Equipment & Parts: -0.27×
    0.94× Q1'26: 0.60× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (1.43) × ERP
WACC = 99% × Ke + 1% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 75.00 Current price: 1,880.00
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2015
actual
Dec 2016
actual
Dec 2017
actual
Dec 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
17 Rev. Ana.
15 EPS Ana.
Dec 2027
20 Rev. Ana.
17 EPS Ana.
Dec 2028
15 Rev. Ana.
12 EPS Ana.
Dec 2029
11 Rev. Ana.
10 EPS Ana.
Revenue
203.45B
est: 203.46B (0.0%)
214.36B
est: 213.96B (+0.2%)
223.58B
est: 223.09B (+0.2%)
237.02B
est: 237.04B (0.0%)
268.13B
est: 270.42B (-0.8%)
282.61B
est: 281.32B (+0.5%)
314.67B
est: 314.67B (+0.0%)
384.44B
est: 384.18B (+0.1%)
401.23B
est: 402.56B (-0.3%)
421.15B
est: 422.16B (-0.2%)
554.89B
est: 552.59B (+0.4%)
773.02B
724.81B – 829.34B
+39.9% YoY
1.08T
713.86B – 1.32T
+40.1% YoY
1.49T
1.47T – 1.51T
+37.5% YoY
2.04T
1.59T – 2.37T
+37.2% YoY
EBITDA
28.89B
est: 32.43B (-10.9%)
29.96B
est: 34.11B (-12.2%)
29.93B
est: 35.56B (-15.8%)
29.34B
est: 37.79B (-22.4%)
32.72B
est: 43.11B (-24.1%)
46.66B
est: 44.84B (+4.0%)
47.88B
est: 50.16B (-4.5%)
59.69B
est: 61.24B (-2.5%)
61.71B
est: 63.06B (-2.1%)
71.90B
est: 66.13B (+8.7%)
83.93B
est: 86.56B (-3.0%)
121.09B
113.54B – 129.91B
+39.9% YoY
169.63B
111.82B – 207.45B
+40.1% YoY
233.31B
230.27B – 236.34B
+37.5% YoY
320.10B
248.91B – 371.05B
+37.2% YoY
EBIT
20.50B
est: 21.73B (-5.7%)
20.83B
est: 22.85B (-8.9%)
19.77B
est: 23.82B (-17.0%)
18.19B
est: 25.31B (-28.1%)
19.36B
est: 28.88B (-33.0%)
31.43B
est: 30.04B (+4.6%)
31.34B
est: 33.61B (-6.7%)
41.44B
est: 41.03B (+1.0%)
40.94B
est: 46.22B (-11.4%)
47.73B
est: 48.47B (-1.5%)
83.93B
est: 63.44B (+32.3%)
88.75B
83.21B – 95.21B
+39.9% YoY
124.32B
81.96B – 152.05B
+40.1% YoY
170.99B
168.77B – 173.22B
+37.5% YoY
234.61B
182.43B – 271.95B
+37.2% YoY
Net Income
18.71B
est: 19.67B (-4.9%)
18.80B
est: 19.41B (-3.1%)
18.38B
est: 18.95B (-3.0%)
18.19B
est: 17.45B (+4.3%)
23.12B
est: 22.69B (+1.9%)
25.49B
est: 25.72B (-0.9%)
26.80B
est: 26.95B (-0.6%)
32.67B
est: 34.04B (-4.0%)
33.39B
est: 34.05B (-1.9%)
35.23B
est: 43.70B (-19.4%)
67.94B
est: 70.43B (-3.5%)
109.16B
107.18B – 129.43B
+55.0% YoY
168.07B
138.41B – 239.96B
+54.0% YoY
241.40B
150.60B – 365.29B
+43.6% YoY
362.26B
257.52B – 437.21B
+50.1% YoY
SGA
19.30B
est: 19.96B (-3.3%)
21.91B
est: 20.99B (+4.4%)
22.94B
est: 21.88B (+4.8%)
24.62B
est: 23.25B (+5.9%)
29.41B
est: 26.53B (+10.9%)
28.18B
est: 27.60B (+2.1%)
29.84B
est: 30.87B (-3.3%)
35.61B
est: 37.69B (-5.5%)
38.20B
est: 31.46B (+21.4%)
45.52B
est: 32.99B (+38.0%)
est: 43.19B (-100.0%)
60.41B
56.65B – 64.82B
+39.9% YoY
84.63B
55.79B – 103.51B
+40.1% YoY
116.40B
114.89B – 117.92B
+37.5% YoY
159.71B
124.19B – 185.13B
+37.2% YoY
EPS
7.67
est: 7.55 (+1.6%)
7.24
est: 7.44 (-2.7%)
7.08
est: 7.27 (-2.6%)
7.00
est: 6.69 (+4.6%)
8.90
est: 8.70 (+2.3%)
9.81
est: 9.87 (-0.6%)
10.32
est: 10.34 (-0.2%)
12.58
est: 12.64 (-0.5%)
12.86
est: 13.11 (-1.9%)
13.56
est: 15.14 (-10.5%)
23.14
est: 23.99 (-3.5%)
41.01
36.51 – 44.08
+70.9% YoY
65.17
47.15 – 81.73
+58.9% YoY
99.03
51.30 – 124.42
+51.9% YoY
123.39
87.72 – 148.92
+24.6% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-12 B+ 3/5 3/5 5/5 5/5 2/5 2/5 1/5
2026-05-11 B+ 3/5 3/5 5/5 5/5 2/5 2/5 1/5
2026-05-08 B+ 3/5 3/5 5/5 5/5 2/5 2/5 1/5
2026-05-07 B+ 3/5 3/5 5/5 5/5 2/5 2/5 1/5
2026-05-06 B+ 3/5 3/5 5/5 5/5 2/5 2/5 1/5
2026-05-05 B+ 3/5 3/5 5/5 5/5 2/5 2/5 1/5
2026-05-04 B+ 3/5 3/5 5/5 5/5 2/5 2/5 1/5
2026-04-30 C- 1/5 2/5 1/5 1/5 1/5 2/5 1/5
2026-04-29 B 3/5 2/5 5/5 5/5 2/5 2/5 1/5
2026-04-28 B+ 3/5 3/5 5/5 5/5 2/5 2/5 1/5
2026-04-27 B- 3/5 2/5 4/5 4/5 2/5 2/5 1/5
2026-04-24 B- 3/5 2/5 4/5 4/5 2/5 2/5 1/5
2026-04-23 B 3/5 2/5 4/5 5/5 2/5 2/5 1/5
2026-04-22 B 3/5 2/5 4/5 5/5 2/5 2/5 1/5
2026-04-21 B 3/5 2/5 4/5 5/5 2/5 2/5 1/5
2026-04-20 B 3/5 2/5 4/5 5/5 2/5 2/5 1/5
2026-04-17 B- 3/5 2/5 4/5 5/5 2/5 1/5 1/5
2026-04-16 B- 3/5 2/5 4/5 5/5 2/5 1/5 1/5
2026-04-15 B- 3/5 2/5 4/5 5/5 2/5 1/5 1/5
2026-04-14 B- 3/5 2/5 4/5 5/5 2/5 1/5 1/5
2026-04-13 B- 3/5 2/5 4/5 5/5 2/5 1/5 1/5
2026-04-10 B- 3/5 2/5 4/5 5/5 2/5 1/5 1/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
91.71B
OE per share TTM
32.71
Owner's Yield
1.38%
Maintenance CapEx ratio
2.43%
Maint CapEx / Avg PPE
26.2%

Ownership Overview

Ownership breakdown

Ownership breakdown not available.

At a glance
Institutional holders
Total invested
Insider transactions (90d)
0
Beneficial owners (>5%)
0
Beneficial owners (>5%)

No beneficial ownership filings recorded.

Institutional Activity (13F)

Institutional ownership trend

Institutional history not available.

Top institutional holders

Top holders not available.

Insider Activity

Insider Activity — Latest Quarter

No insider activity available.

Insider buys vs sells (history)

Insider history not available.

Recent insider transactions

No recent insider transactions.

Executive team

Top executives
EBIT / Employee
979.6K
Shares Outstanding
2.60B

Executive compensation

Executive compensation (annual)

Executive compensation not available.

CEO compensation breakdown

No CEO compensation history available.

Proxy statements

Proxy statements (DEF 14A)

No proxy statements available for this company yet.

Recent SEC filings

Recent SEC filings

No SEC filings available for this company yet.

Executive team

NameTitleCompensationGender
Chong Hua Cheng Founder & Honorary Chairman male
James Tang Executive VP of Mobility Business - EVB & GM of the Electric Vehicle Solutions Business Group male
Jesse Chou Chief Sustainability Officer male
Jimmy Yiin Executive Vice President of Global Business Operations male
Johnny Shih Project Manager of Corporate Communications male
Johnson Lee Executive Vice President of Infrastructure Business - IFB male
Lanford Liu Vice President of Corporate Investment Department male
Louis Lin Chief Internal Auditor
Po-Wen Yu Senior Director, Chief Accounting Officer & Corporate Chief Financial Officer male
Rodney Liu Investor Relations Officer male
Shalin Chen Chief Corporation Governance Officer female
Shan-Shan Guo Chief Brand Officer & Director female
ESG Score History

No data available for this company.

Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

Share your view on this stock and instantly see how the community has voted over the last 6 months.

These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits