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Hon Hai Precision Industry (HNHPF)
OTHER OTC:HNHPF
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Hon Hai Precision Industry (HNHPF) AI Stock Analysis

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HNHPF

Hon Hai Precision Industry

(OTC:HNHPF)

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Neutral 66 (OpenAI - Gpt-5.6Sol)
Rating:66Neutral
Price Target:
$17.50
▲(12.98% Upside)
Action:Downgraded
Date:08/18/26
The score is primarily held back by inconsistent cash generation and negative TTM free cash flow despite improving revenue/earnings and a manageable balance sheet. Technicals are supportive with price above key moving averages and positive momentum signals. Valuation is reasonable with a moderate P/E and a ~2.8% dividend yield, providing some support but not enough to fully offset cash-flow risk.
Positive Factors
Revenue and earnings growth
Sustained revenue expansion alongside rising net income indicates continued customer demand and operating progress. If maintained, this scale can support stronger earnings capacity across Hon Hai’s broad electronics manufacturing portfolio.
Negative Factors
Structurally thin margins
Thin margins leave earnings highly sensitive to pricing pressure, product mix, labor and input costs, and execution problems. Even modest cost increases or customer pricing concessions could materially reduce profitability over the medium term.
Read all positive and negative factors
Positive Factors
Negative Factors
Revenue and earnings growth
Sustained revenue expansion alongside rising net income indicates continued customer demand and operating progress. If maintained, this scale can support stronger earnings capacity across Hon Hai’s broad electronics manufacturing portfolio.
Read all positive factors

Hon Hai Precision Industry (HNHPF) vs. SPDR S&P 500 ETF (SPY)

Hon Hai Precision Industry Business Overview & Revenue Model

Company Description
Hon Hai Precision Industry Co., Ltd. operates internationally, delivering comprehensive technology solutions across Japan, Ireland, the United States, Singapore, China, and Taiwan. The company is a prolific manufacturer, producing a vast array of ...
How the Company Makes Money
Hon Hai primarily makes money by providing contract manufacturing and related supply-chain services to brand owners and OEMs. Its core revenue model is volume-based production of electronics and subassemblies under customer contracts, where Hon Ha...

Hon Hai Precision Industry Earnings Call Summary

Earnings Call Date:Aug 14, 2025
(Q2-2025)
|
% Change Since: |
Next Earnings Date:Nov 12, 2026
Earnings Call Sentiment Positive
The earnings call presented a strong performance in terms of revenue and growth, particularly in the AI server and cloud products segments. However, challenges such as decreased cash flow, increased debt ratio, and exchange rate fluctuations were noted. Despite some lowlights, the company's strategic growth in AI and cloud products suggests a positive outlook.
Positive Updates
Record-Breaking Q2 Revenue
Q2 revenues reached TWD1.79 trillion, representing a 16% increase YoY and a record high for the same period in previous years. In US dollars, this represents an approximately 18.6% YoY increase.
Negative Updates
Decrease in Cash and Net Cash
Cash and net cash decreased by TWD164.9 billion from the end of June last year, primarily due to exchange rate fluctuations and increased working capital demands driven by revenue growth.
Read all updates
Q2-2025 Updates
Negative
Record-Breaking Q2 Revenue
Q2 revenues reached TWD1.79 trillion, representing a 16% increase YoY and a record high for the same period in previous years. In US dollars, this represents an approximately 18.6% YoY increase.
Read all positive updates
Company Guidance
In the recent call, Hon Hai Precision Industry provided comprehensive guidance on several key metrics and strategic initiatives. For Q2 of 2025, the company reported record revenues of TWD1.79 trillion, a 16% YoY increase, with gross profit margin slightly declining to 6.33% due to exchange rate fluctuations. Operating profit margin improved to 3.16%, driven by a lower expense ratio, while net profit margin rose to 2.47%, and EPS increased by TWD0.66 to TWD3.19. The cash conversion cycle extended to 48 days, and the debt ratio increased to 61%. The company emphasized its strong growth trajectory in AI servers, anticipating a 170% YoY revenue increase in Q3, and highlighted its strategic plans for expanding AI infrastructure and EV production. Despite challenges from tariffs and exchange rates, Hon Hai maintained its full-year operating profit margin target, driven by significant revenue growth and strategic investments in various sectors, including AI, EVs, and digital health.

Hon Hai Precision Industry Financial Statement Overview

Summary
Income statement strength (Score 74) reflects meaningful revenue growth and improving earnings, but structurally thin margins (~6% gross, ~2% net) keep results sensitive to costs and pricing. Balance sheet is workable (Score 69) with moderate leverage (~0.71x debt/equity) and improved ROE (~12%), though debt has drifted up. Cash flow is the key drag (Score 45) due to volatile cash conversion and negative TTM free cash flow, which reduces overall financial quality.
Income Statement
74
Positive
Balance Sheet
69
Positive
Cash Flow
45
Neutral
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue9.34T8.15T6.86T6.16T6.63T5.99T
Gross Profit571.05B500.89B428.95B387.95B400.09B362.13B
EBITDA459.39B358.38B336.55B355.55B292.08B291.01B
Net Income213.21B190.39B152.71B142.10B141.48B139.32B
Balance Sheet
Total Assets5.66T5.09T4.39T3.94T4.13T3.91T
Cash, Cash Equivalents and Short-Term Investments1.54T1.59T1.32T1.35T1.08T1.11T
Total Debt1.36T1.28T961.56B943.07B974.01B871.55B
Total Liabilities3.52T3.12T2.54T2.25T2.48T2.34T
Stockholders Equity1.92T1.77T1.65T1.49T1.45T1.38T
Cash Flow
Free Cash Flow-37.31B75.90B21.99B326.60B8.05B-192.71B
Operating Cash Flow141.67B250.67B166.03B445.55B109.71B-98.21B
Investing Cash Flow-320.38B-353.28B-300.05B-137.87B-45.44B-92.08B
Financing Cash Flow169.27B201.61B-164.07B-160.64B-87.87B24.28B

Hon Hai Precision Industry Technical Analysis

Technical Analysis Sentiment
Positive
Last Price15.49
Price Trends
50DMA
15.47
Positive
100DMA
15.56
Positive
200DMA
14.60
Positive
Market Momentum
MACD
0.09
Negative
RSI
53.24
Neutral
STOCH
79.24
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For HNHPF, the sentiment is Positive. The current price of 15.49 is below the 20-day moving average (MA) of 15.82, above the 50-day MA of 15.47, and above the 200-day MA of 14.60, indicating a bullish trend. The MACD of 0.09 indicates Negative momentum. The RSI at 53.24 is Neutral, neither overbought nor oversold. The STOCH value of 79.24 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for HNHPF.

Hon Hai Precision Industry Peers Comparison

Overall Rating
UnderperformOutperform
Sector (61)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
72
Outperform
$32.73B38.4462.42%0.10%17.80%55.75%
67
Neutral
$6.66B35.8712.46%14.20%15.36%
66
Neutral
$112.30B16.5712.39%2.82%29.55%20.06%
65
Neutral
$42.23B43.5118.71%12.25%14.09%
64
Neutral
$13.63B54.5013.09%27.59%149.44%
63
Neutral
$11.01B36.1712.57%58.56%19.37%
61
Neutral
$37.18B12.37-10.20%1.83%8.50%-7.62%
* Technology Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
HNHPF
Hon Hai Precision Industry
16.00
2.40
17.66%
FLEX
Flex
112.68
54.63
94.11%
JBL
Jabil
311.37
95.90
44.51%
PLXS
Plexus
248.25
110.62
80.37%
SANM
Sanmina-Sci
206.15
83.54
68.13%
TTMI
TTM Technologies
124.25
74.82
151.37%
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Aug 18, 2026