longbridgelongbridge
  • Platform Features
    Features
    Investment ProductsPrivate Wealth ManagementTrading ToolsMarket Data ServicesAnalysis ToolsNews ServicesFor Developers
    Account Types
    For IndividualsFor Institutions
  • Café
longbridge
© 2026 Longbridge|Terms of ServicePrivacy Policy
Goertek
D
Dolphin ResearchAug 20 at 12:30 PM

GoerTek: Apple supply chain has volume but little pricing power — where is the growth engine?

GoerTek released its Q2 2026 results and the 1H26 interim (to Jun 2026) after the A-share close on Aug. 20, 2026 (Beijing Time), with key takeaways as follows: (1) overall performance.

Q2 revenue was RMB 21.4bn (+0.7% YoY), slightly below market expectations of RMB 21.7bn.

1H growth was almost entirely driven by Q1, as Q2 was weighed by tight supply in memory and other components that softened demand in smartphones and other electronic end-markets; GPM reached 15.2% this quarter, improving YoY and QoQ...

ek
Goertek: Smart Acoustic Assembly Revenue (RMB 100mn) Smart acoustic assembly rev
Goertek: Gross Margin of the Smart Acoustic Assembly Business 16.0% search Overa
Goertek: Precision Components Revenue (RMB 100mn) Precision components revenue P+14
Cyber Hornet S&P 500®AndXrp75/25StrETF

Cyber Hornet S&P 500®AndXrp75/25StrETF

USXXX

GoertekFinancial Analysis
D
Dolphin ResearchApr 23 at 02:39 PM

GoerTek: Past Vietnam hiring trap; margins recovering, growth still stalled?

GoerTek released its Q1 2026 results and FY2025 annual report (fiscal year ended Mar 2026) after the A-share close on Apr 23, 2026 Beijing time. Key takeaways include: 1) Overall results.

$歌尔股份 (002241.SZ) reported total revenue of RMB 18.7bn in Q1 2026, up 14% YoY. Revenue returned to growth, driven mainly by intelligent components and related businesses, but was still well below the market’s RMB 21.7bn expectation.

GPM was 13.8%, up 140bps YoY. Margins have swung sharply over the past two quarters...

ek
Goertek(002241.SZ) 1Q26&2H25 Financial Performance (in CNY¥100 million) 1Q24A 2Q
Goertek TotalRevenue Total Revenue yoy% 27.1% 350.00 30.0% 300.00 14.4% 20.0% 25
Goertek Gross Profit Gross Profit yoy% Gross Margin% 45.00 100.0% F 40.00 35.00 +9
Goertek

Goertek

SZ002241

GoertekFinancial Analysis
D
Dolphin ResearchOct 24, 2025 at 05:56 PM

GoerTek: Steady Stocking, Meta's Flat Performance, When Will VR/AR 'Make a Big Move'?

GoerTek Inc. released its Q3 2025 financial report (up to September 2025) after the A-share market closed on the evening of October 24, 2025, Beijing time. The key points are as follows: 1. Overall performance: revenue & gross margin, both have rebounded. ① GoerTek Inc.'s total revenue for the third quarter of 2025 was 30.6 billion yuan, a year-on-year increase of 4.4%, better than the market expectation (28 billion yuan). The growth in the company's revenue was mainly driven by downstream customers' stocking, partly in preparation for the release of new products such as iPhone, AirPods, and MR in September; ② The company's gross margin for this quarter was 12.8%...

图片 1,共 8 张
Goertek(002241.SZ)3Q25 Financial Performance (in CNY¥100 million) 3Q23A 4Q23A 1Q
Goertek Total Revenue Total Revenue yoy% 27.1% 350.00 C 30.0% 19.9% 300.00 hinRe
Goertek Gross Profit Gross Profit yoy% Gross Margin% 45.00 DolphinResearch 海豚投研 +4
Apple

Apple

USAAPL

GoertekFinancial Analysis
D
Dolphin ResearchAug 21, 2025 at 01:54 PM

GoerTek: Gross Margin Recovery 'Steady Pace', Meta's New Launch 'Another Boost'?

$Goertek(002241.SZ) released its Q2 2025 financial report and interim report (as of June 2025) after the A-share market closed on the evening of August 21, 2025, Beijing time. Key points are as follows: 1. Overall Performance: GoerTek Inc.'s total revenue for Q2 2025 was RMB 21.2 billion, a year-on-year increase of 0.8%. Revenue stabilized this quarter, mainly driven by the smart components and smart hardware businesses. The company's gross margin for the quarter was 14.3%, an increase of 0.7 percentage points year-on-year. Previously, the company's gross margin had significantly declined, mainly due to factors such as the reduction in AirPods orders...

图片 1,共 16 张
Goertek(002241.SZ)2Q25 Financial Performance (in CNY¥100 million) 2Q23A 3Q23A 4Q
Global XR Device shipment VR/MR IAR Total yoy 1200 1000 豚投研 olphinResearch 37.7%
GlobalXR (VR&AR) Market Share Meta ■ iSony Pico ■Xreal DPVR others C 100% search+12
Goertek

Goertek

SZ002241

GoertekFinancial Analysis
D
Dolphin ResearchApr 21, 2025 at 02:14 PM

VR "bomb", tariffs "backstab", where is the way out for Goertek?

Goertek released its Q1 2025 earnings report (as of March 2025) after the A-share market close on April 21, 2025 Beijing time. Key points are as follows: 1. Overall performance: Demand declined, revenue dropped again. ①$Goertek(002241.SZ) reported total revenue of 16.3 billion yuan in Q1 2025, down 15.6% YoY, missing market expectations (20.9 billion). The Q1 decline was mainly affected by weakening demand for VR devices and other products. After achieving double-digit recovery growth in Q4, the company fell back into decline territory in Q1...

图片 1,共 8 张
图片 2,共 8 张
图片 3,共 8 张
图片 4,共 8 张+4
Goertek

Goertek

SZ002241

GoertekFinancial Analysis
D
Dolphin ResearchOct 23, 2024 at 06:35 PM

Meta and Apple both released new products, did Goer make a move again?

A good financial report, with both revenue and profit exceeding expectations

图片 1,共 8 张
图片 2,共 8 张
图片 3,共 8 张
图片 4,共 8 张+4
Goertek

Goertek

SZ002241

GoertekFinancial Analysis

Total Heat

Who to follow

LongbridgeAI