Delta Electronics (2308) Earnings Surge: May Sales Hit NT$41.05B with 17% Growth

Delta Electronics on Smartkarma

On Smartkarma, analyst Vincent Fernando, CFA, published a bullish report on Delta Electronics comparing Delta Taiwan and Delta Thailand. Delta Taiwan posted strong 1Q25 results driven by AI data center demand, with a significant EPS beat. The company emphasizes the importance of microgrids in ensuring resilient AI infrastructure amid power grid challenges. Despite stronger growth prospects for 2025–2026, Delta Taiwan trades at a lower PER of 22x compared to 60x for Delta Thailand, leading to a widening valuation gap that is further exacerbated by the weak macroeconomic situation affecting Delta Thailand’s vulnerability.

A look at Delta Electronics Smart Scores

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

Delta Electronics Inc., a company specializing in power supplies and video display products, is positioned favorably for long-term growth based on its Smart Scores assessment. With above-average ratings in Growth, Resilience, and Momentum, Delta Electronics demonstrates strong potential for expansion and stability in the market. The company’s emphasis on innovation and adaptability is reflected in its high scores in these key areas.

Although Delta Electronics shows room for improvement in the Value and Dividend categories, its overall outlook remains positive due to its solid performance in Growth, Resilience, and Momentum. As a manufacturer of a wide range of products including power supplies, telecom systems, monitors, and projectors, Delta Electronics is diversely positioned to capitalize on emerging market trends and technological advancements in the foreseeable future.

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