$UMS(558.SG)UMS delivered a strong 2QFY26 performance, with net profit surging 90% YoY to S$19.8 million and revenue rising 29% YoY to S$87.1 million.
Growth was driven by continued strength in its semiconductor business, with semiconductor revenue up 28%, while aerospace revenue jumped 59%. The company also declared a 1 cent interim dividend and expects to remain profitable in FY2026.
The results highlight how UMS continues to benefit from the AI and semiconductor investment cycle. A supportive U.S. CPI and PPI backdrop also helps sustain positive sentiment toward semiconductor and technology stocks.
UMS continues to execute well, supported by strong earnings growth, healthy semiconductor demand, capacity expansion in Penang and Vietnam and a supportive AI market environment. While semiconductor cycles can be volatile, the longer term outlook remains constructive
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