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HNHNHAF

Hon Hai Precision Industry Co., Ltd.

$HNHAF·$46B·Hardware, Equipment & Parts·Technology
$3.260.0%1Y-0.1%
Mentions · last 7 days
2026-08-19: 0 posts2026-08-20: 2 posts2026-08-21: 0 posts2026-08-22: 0 posts2026-08-23: 0 posts20%
Price updated 8h ago·X counts updated 5d ago
HNHNHAF
$HNHAFHon Hai Precision Industry Co., Ltd.
$3.260.00%2 posts0%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $HNHAF, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-08-28

The move is getting stronger, with heavier trading behind it.

Foxconn's AI server business drove 42% revenue growth and a 35% profit beat — a $46B giant compounding on 6% gross margins.

Hon Hai Precision, better known as Foxconn, is the world's largest contract electronics manufacturer and is in the middle of a genuine AI-driven reacceleration. Q2 revenue of NT$2.54 trillion grew 41.6% YoY and 19.7% QoQ, following 29.0% YoY growth in Q1 and 22.1% in the December quarter — three consecutive quarters of accelerating growth. Reuters reported Q2 profit up 35%, beating forecasts, and record July monthly revenue, both attributed to AI server demand. The business model is volume, not margin: gross margin of 6.2% and operating margin of 3.4% are structural for contract manufacturing, and the relevant question is asset turns, not markup. On that basis the returns are respectable — 12.3% ROE and 6.3% ROIC — and the valuation is modest at 18.4x earnings and 0.42x sales. Debt-to-equity of 0.72 is manageable for a business of this scale. Analysts model revenue rising from NT$10.3 trillion in 2026 to NT$15.6 trillion by 2028, roughly 23% annual growth, with 17 to 21 analysts covering — unusually deep coverage that lends the estimates weight. A June partnership with Schneider Electric on AI data centres extends the story beyond server assembly. Two structural caveats for US holders: this is an OTC-traded foreign listing with thin US volume, and the concentration risk is real — Apple and now AI server customers represent a large share of revenue, so the growth is only as durable as those order books.

Differs from X sentimentNo X sentiment snapshot is available for this OTC symbol. Retail chatter about Foxconn happens in the context of Apple supply-chain and Nvidia server discussions rather than under this ticker, so the absence reflects the US listing venue rather than the company's visibility.

What to watch: AI server order momentum from the hyperscalers is the dominant variable, and monthly revenue disclosures give a faster read than quarterly earnings on 2026-11-12. Watch the gross margin line — AI server assembly is reportedly higher-margin than consumer devices, so any margin expansion above 6.5% would be meaningful.

On the calendar: Q3 earnings, 2026-11-12

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What it does

Plain-English summary of the business — what they sell and how they make money.

World's largest electronics contract manufacturer (Foxconn) assembling iPhones, Nvidia servers, and EVs for global tech companies.

Industry overviewAI analysisGenerated by AI from underlying data

Where Hardware, Equipment & Parts sits in its cycle right now — and what that implies for $HNHAF.

Hardware, Equipment & Parts · Technology

No material change from last week — structural AI data center buildout is intact but rotation from early YTD winners (SNDK +100%) compresses near-term premiums in the rack-to-server supply layer.

Top industry ETF

$SOXXiShares Semiconductor ETF
+75.7%YTD
+101.4%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
18.4How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
6.3%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
3.4%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
3.2%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.4Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
12.3%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
6.2%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.7Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 11, 2026$0.13$0.13+3.2%
Q1 2026May 13, 2026$0.11$0.11-1.4%
Q4 2025Mar 15, 2026$0.10$0.14-26.9%
Q3 2025Nov 12, 2025$0.14$0.12+9.1%
Next earningsThu, Nov 12·consensus EPS $0.15

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$2.54T+41.6%6.1%3.8%$4.17—
Q1 FY26$2.12T+29.0%6.2%3.6%$3.56$-32.1B
Q4 FY25$2.60T+22.1%5.9%3.3%$3.24$216.8B
Q3 FY25$2.06T+11.0%6.4%3.4%$4.15$-107.7B

Forward consensus

3-year forecast · up to 21 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$10.34T$9.98T – $10.72T$17.70$13.81 – $20.4917
FY27$12.87T$9.34T – $15.29T$21.56$16.83 – $24.9621
FY28$15.63T$12.99T – $17.53T$24.78$19.34 – $28.6917

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.—Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.—Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+0.0%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+0.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMega float · 11.9B shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.0% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.935-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.ListedOTCListed on an over-the-counter market (PNK / OTCQB / OTCQX), not a major exchange. Lower disclosure requirements and thinner liquidity.

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Foxconn's AI Hardware Sales Drive Profit Beatwsj.com·17d agoTaiwan's Foxconn reports 35% rise in Q2 profit, beats forecastsreuters.com·17d agoFoxconn's monthly revenue hits record in July on AI demandreuters.com·24d agoFoxconn second-quarter revenue jumps 40% y/yreuters.com·55d agoSchneider Electric, Foxconn to Partner on AI Data Centerswsj.com·75d ago

In themes

Explore the broader themes this ticker is being talked about under.

AI InfrastructureEVs & Autonomous Vehicles

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Voices on X · last 7 days

No standout posts about $HNHAF on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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