Pegatron posts stable October 2025 revenue as iPhone demand provides a lift
Pegatron recorded October 2025 revenue of NT$117.8 billion (about US$3.80 billion), rising 2.53% from the previous month while dipping 0.82% from a year earlier. It marks the second straight month the company has held above the NT$100 billion mark, underscoring steady momentum supported by Apple’s iPhone demand.
The month-over-month increase highlights resilient orders during a critical sales window, even as the year-over-year comparison shows a slight pullback. Maintaining triple-digit billions in revenue for two consecutive months points to stable production and a consistent flow of shipments tied to seasonal smartphone demand.
Key numbers at a glance:
– October 2025 revenue: NT$117.8 billion (approximately US$3.80 billion)
– Month-over-month change: +2.53%
– Year-over-year change: -0.82%
– Second consecutive month above NT$100 billion
What this suggests for the market:
– Solid iPhone momentum is helping Pegatron keep revenue elevated during the fall buying cycle.
– The modest year-over-year decline indicates a measured normalization versus last year, even as current demand remains healthy.
– Sustained performance above NT$100 billion signals operational stability and disciplined execution during peak season.
Why it matters:
Pegatron’s October results offer a snapshot of ongoing consumer interest in high-end smartphones and the health of a key production window heading into the holidays. The combination of sequential growth and a minor annual dip reflects a market that’s steady rather than overheated, with Apple-related demand continuing to be a pivotal driver.
Looking ahead:
With back-to-back months above NT$100 billion, Pegatron enters the remainder of the quarter on firm footing. The trajectory of upcoming monthly figures will show whether iPhone momentum can keep revenue elevated as the seasonal cycle progresses.
