Taiwan-based cable and connectivity supplier BizLink Holding Inc. posted second-quarter revenue of NT$23.28 billion, a 37% increase from a year earlier and a 12% rise from the prior quarter, as demand from artificial intelligence infrastructure underpinned sales growth.
Net profit reached NT$2.98 billion, a quarterly record, while earnings per share stood at NT$15.28. Gross profit margin expanded to 30.73%, up from 28.77% in the first quarter, and operating margin rose to 17.22% from 14.9%. Revenue beat analyst expectations by approximately 1.7%, according to the company’s Q2 2026 presentation.
The company’s IT DataComm segment accounted for 42% of total revenue, followed by Industrial at 35%, Electrical Appliances at 12%, and Automotive at 10%. High-performance computing and semiconductor production equipment combined contributed 56% of revenue, up from 47% in the same period last year. The semiconductor production equipment segment alone grew 52% year-over-year and 28% sequentially, while high-performance computing revenue increased 13% year-over-year and 18% quarter-over-quarter.
BizLink’s share price rose 1.11% to $2,275, with a 52-week range of $912 to $3,010. The company’s order visibility extends through Q2 2027, with customer discussions already underway for 2028 deployments.
Over the longer term, annual revenue more than doubled from NT$28.6 billion in 2021 to NT$71.2 billion in 2025. Gross profit margin expanded from 23.21% to 31.73%, while operating margin nearly doubled from 9.31% to 17.49%. Net profit margin increased from 7.08% to 12.64%, and earnings per share grew at a compound annual rate exceeding 30%, rising from NT$15.05 to NT$46.57. Total assets grew from NT$25.6 billion to NT$82.3 billion, with cash and equivalents increasing from NT$3.2 billion to NT$14.4 billion.
Management emphasized a strategy focused on integrated solutions rather than isolated component transitions, noting that optical connectivity is a structural extension of the company’s data connectivity business. The company’s capital allocation prioritizes customer-driven returns, with a stated goal of maintaining stable margins as revenue scales.
