Delta Electronics, Inc. stock analysis
Delta Electronics, Inc. (2308) Stock Price & Analysis
2308 Stock Chart & Stats
- Day’s Range
- TWD 1,020.00 - TWD 1,070.00
- 52-Week Range
- TWD 886.00 - TWD 2,585.00
- Previous Close
- TWD 1,130.00
- Volume
- N/A
- Average Volume (3M)
- 12.58M
- Market Cap
- TWD 2.74T
- Enterprise Value
- TWD 4.88T
- Total Cash (Recent Filing)
- TWD 213.84B
- Total Debt (Recent Filing)
- TWD 114.00B
- Price to Earnings (P/E)
- 34.8
- Beta
- 1.77
- Next Earnings
- Feb 25, 2027 (Est.)
- EPS Estimate
- N/A
- Last Dividend Ex-Date
- Jun 17, 2026
- Dividend Yield
- 1.10%
Bulls Say, Bears Say
Bulls Say
Revenue And Margin Expansion
Revenue has re-accelerated while gross and net margins have expanded materially from 2022 levels. This combination indicates stronger operating performance through pricing, product mix, or cost discipline, creating a healthier earnings base that can support reinvestment over the next several quarters.
Healthy Balance Sheet And Returns
Manageable debt relative to equity gives Delta financial flexibility, while consistently strong and improving ROE shows efficient use of shareholder capital. Equity growth alongside expanding assets also supports a larger operating base without indicating excessive balance-sheet dependence.
Broad Power Management Platform
A broad portfolio across power conversion, thermal management, electrification, and energy infrastructure gives Delta multiple durable application markets. Its emphasis on high-efficiency and high-reliability solutions is aligned with continuing demand for power management across industrial and digital infrastructure.
Bears Say
Moderate Cash Conversion
Cash generation is improving in absolute terms, but conversion remains materially below accounting earnings. This can reduce internally funded investment capacity and makes reported profit quality more dependent on working-capital timing, reinvestment needs, or other factors over the medium term.
Leverage Has Increased
Although leverage remains moderate, its upward drift reduces some of the balance-sheet cushion that supports future investment and resilience. If earnings growth slows or funding needs increase, higher debt relative to equity could constrain capital allocation and add financial sensitivity.
Hardware Demand Cyclicality
The uneven growth pattern indicates that Delta's hardware-oriented markets can experience variable demand rather than a uniformly steady expansion. Such cyclicality may cause revenue and operating leverage to fluctuate, making recent acceleration less certain to persist across the next several quarters.
2308 FAQ
What was Delta Electronics, Inc.’s price range in the past 12 months?
What is Delta Electronics, Inc.’s market cap?
When is Delta Electronics, Inc.’s upcoming earnings report date?
How were Delta Electronics, Inc.’s earnings last quarter?
Is Delta Electronics, Inc. overvalued?
Does Delta Electronics, Inc. pay dividends?
What is Delta Electronics, Inc.’s EPS estimate?
How many shares outstanding does Delta Electronics, Inc. have?
What happened to Delta Electronics, Inc.’s price movement after its last earnings report?
Which hedge fund is a major shareholder of Delta Electronics, Inc.?
What is the TipRanks Smart Score and how is it calculated?
Company Description
Delta Electronics, Inc.
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.
- Sector
- General
- Industry
- Hardware, Equipment & Parts
- CEO
- Simon Chang
- Employees
- 85,684
- Website
- www.deltaww.com
- Address
- 186, Ruey Kuang Road, Taipei, TP, 114501, TW
Delta Electronics, Inc. (2308) Earnings & Revenues
Technical Analysis
Overall Consensus
| Indicator | Bullish | Neutral | Bearish |
|---|---|---|---|
| Overall Consensus | 6 | 2 | 14 |
| Technical Analysis | 6 | 2 | 2 |
| Moving Averages | 0 | 0 | 12 |

