GoerTek released its Q1 2026 results and FY2025 annual report (fiscal year ended Mar 2026) after the A-share close on Apr 23, 2026 Beijing time. Key takeaways include: 1) Overall results.

$歌尔股份 (002241.SZ) reported total revenue of RMB 18.7bn in Q1 2026, up 14% YoY. Revenue returned to growth, driven mainly by intelligent components and related businesses, but was still well below the market’s RMB 21.7bn expectation.

GPM was 13.8%, up 140bps YoY. Margins have swung sharply over the past two quarters...

GoerTek Inc. released its Q3 2025 financial report (up to September 2025) after the A-share market closed on the evening of October 24, 2025, Beijing time. The key points are as follows: 1. Overall performance: revenue & gross margin, both have rebounded. ① GoerTek Inc.'s total revenue for the third quarter of 2025 was 30.6 billion yuan, a year-on-year increase of 4.4%, better than the market expectation (28 billion yuan). The growth in the company's revenue was mainly driven by downstream customers' stocking, partly in preparation for the release of new products such as iPhone, AirPods, and MR in September; ② The company's gross margin for this quarter was 12.8%...

$Goertek(002241.SZ) released its Q2 2025 financial report and interim report (as of June 2025) after the A-share market closed on the evening of August 21, 2025, Beijing time. Key points are as follows: 1. Overall Performance: GoerTek Inc.'s total revenue for Q2 2025 was RMB 21.2 billion, a year-on-year increase of 0.8%. Revenue stabilized this quarter, mainly driven by the smart components and smart hardware businesses. The company's gross margin for the quarter was 14.3%, an increase of 0.7 percentage points year-on-year. Previously, the company's gross margin had significantly declined, mainly due to factors such as the reduction in AirPods orders...

Goertek released its Q1 2025 earnings report (as of March 2025) after the A-share market close on April 21, 2025 Beijing time. Key points are as follows: 1. Overall performance: Demand declined, revenue dropped again. ①$Goertek(002241.SZ) reported total revenue of 16.3 billion yuan in Q1 2025, down 15.6% YoY, missing market expectations (20.9 billion). The Q1 decline was mainly affected by weakening demand for VR devices and other products. After achieving double-digit recovery growth in Q4, the company fell back into decline territory in Q1...

A good financial report, with both revenue and profit exceeding expectations

Gross profit margin returns to double digits

Revenue and gross profit margin are both unsatisfactory

Insufficient demand is a challenge

Profit Plunge, Valuation Challenge

Can't bang the table or you'll be at a disadvantage.