Updated:
Foxconn’s third-quarter revenue rose 47% year over year to NT$3.03 trillion (about $95.4 billion), beating market expectations as demand for artificial-intelligence-related products boosted its cloud and networking business. The Taiwan-based electronics manufacturer reported the July-to-September results on Monday, October 5, saying growth in smart consumer electronics also contributed.
The quarterly figure exceeded the NT$2.83 trillion LSEG SmartEstimate, a consensus measure that gives greater weight to analysts with stronger records of forecast accuracy. The result is an early indication of sales momentum, not a full earnings report: Foxconn does not provide numerical forecasts, and its detailed third-quarter results are scheduled for November 12.
September set a monthly revenue record
Revenue in September reached NT$1.16 trillion, up 38% from a year earlier, according to the company. It was a record for a single month and the first time Foxconn’s monthly revenue surpassed NT$1 trillion.
The September result capped a quarter in which demand for AI-related products and the seasonal build-up in consumer electronics supported sales. Foxconn said its smart consumer electronics category, which includes iPhones, recorded significant growth, but did not disclose how much revenue came from individual products or customers.
AI servers and networking drive the growth
Foxconn, formally known as Hon Hai Precision Industry, is the world’s largest contract electronics manufacturer and a major supplier of servers used in AI infrastructure. Reuters has described it as Nvidia’s biggest server maker. Its cloud and networking products division was the main area identified by the company as benefiting from strong AI demand.
The growth places Foxconn among manufacturers whose sales are exposed to both data-center investment and consumer-device production. The latest revenue figures, however, do not by themselves show how much the increased sales contributed to profit, or whether costs and margins moved in tandem. Those details are expected with the full quarterly earnings release.
Company had signaled a strong quarter
The revenue report followed Foxconn’s September 5 statement that it expected third-quarter performance to outperform market expectations, citing continuing AI demand and the seasonal peak for information and communications technology products in the second half of the year. At that time, the company also said its visibility for the quarter had improved compared with the previous month.
Foxconn’s August revenue had already reached NT$921.8 billion, up 51.98% year over year and the highest August total on record, Reuters reported at the time. The October announcement confirms that the strong monthly sales pace continued into September, though the company has not provided a breakdown of quarterly contributions by product line.
Fourth-quarter outlook remains qualified
Foxconn said it expects AI-related operations to continue growing in the fourth quarter. It added that the traditional second-half peak season for electronics should support overall performance in line with current market expectations, while warning that the effects of a volatile global political and economic environment still need to be monitored.
The company did not give a numerical fourth-quarter forecast or specify how geopolitical and economic conditions could affect operations. The November 12 earnings release is the next scheduled opportunity for investors to assess quarterly profitability and hear any further company commentary; until then, the sales update provides no detailed outlook beyond the statements issued Monday.
Shares and the full results
Foxconn shares closed up 1.2% on Monday, ahead of the revenue announcement, while Taiwan’s benchmark index ended the session 2.6% higher, according to Reuters. The company’s shares had gained 10% so far in 2026, compared with a 72% rise in the broader Taiwan market, as reported in the same account.
Revenue is only one part of the quarterly picture. Investors will receive more information when Foxconn reports full third-quarter earnings on November 12, including results beyond the monthly sales figures. For now, the confirmed report shows that quarterly revenue topped the analyst benchmark amid strong AI-related demand, while leaving margins, profit and a numerical forecast for the coming quarter unreported.
