Yageo Corp

2327: XTAI (TWN)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Yageo Earnings: Slower Margin Recovery, but AI Demand Improves Growth Visibility; Shares Undervalued

Kazunori Ito

Jul 31, 2026

Yageo reported 16.5% year-on-year revenue growth in the second quarter, while its gross margin rose 4.9 percentage points year on year to 26.4%. Management expects both revenue and margin to improve modestly quarter-on-quarter in the third quarter.

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Yageo Corp

Yageo Earnings: Slower Margin Recovery, but AI Demand Improves Growth Visibility; Shares Undervalued

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