Optical communication module manufacturer Eoptolink Technology Inc.,Ltd. reported Q3 revenue of 6.07 billion yuan, a year-on-year increase of 152.53%, while net profit attributable to shareholders reached 2.39 billion yuan, surging 205.38% YoY. The robust growth was primarily driven by rising demand from AI computing investments, significantly boosting sales compared to the same period last year.
On the 29th, Eoptolink released its Q3 2025 financial results: - Q3 revenue: 6.07 billion yuan (+152.53% YoY) - Net profit: 2.39 billion yuan (+205.38% YoY)
**AI Computing Investments Fuel Growth, R&D Spending Rises** For the first three quarters of 2025, Eoptolink’s revenue totaled 16.51 billion yuan, up 221.70% YoY, with net profit soaring 284.37% to 6.33 billion yuan. The company attributed the revenue growth to strong market demand in the AI sector.
As revenue expanded, costs and expenses also rose, reflecting rapid business scaling. Operating costs jumped 194.30% YoY to 8.71 billion yuan, mainly due to increased sales volume. To maintain technological leadership and market competitiveness, the company ramped up investments, with R&D expenses reaching 501 million yuan (+149.57% YoY). Sales expenses also grew 96.88% YoY, driven by market expansion and higher employee compensation.
Notably, significant foreign exchange gains from the appreciation of overseas subsidiaries’ functional currencies led to a 179.49% YoY decline in financial expenses.
**Balance Sheet Expansion Reflects Operational Growth** The rapid performance growth was mirrored in the balance sheet expansion. By the end of the reporting period, Eoptolink’s total assets reached 21.36 billion yuan, up 74.10% from the prior year-end.
**Assets:** - Cash and equivalents surged 239.86% to 5.44 billion yuan, fueled by strong sales collections and tax refunds. - Inventory rose 59.79% to 6.60 billion yuan to meet current and anticipated orders. - Accounts receivable climbed to 3.99 billion yuan alongside higher sales.
**Liabilities:** - Notes and accounts payable increased 110.82% and 55.03%, respectively, due to expanded raw material procurement. - Employee-related payables soared 131.00%, reflecting workforce or salary growth.
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