- UMS (SGX:558) delivered a strong 1Q26, with revenue rising 20.4% y-o-y to S$ 69.4mil and net profit increasing 42.5% y-o-y to S$ 14.0mil, driven by AI-led semiconductor demand, new-customer ramp-up, and disciplined cost control.
- - Read this at SGinvestors.io -
- A 1.0 cent dividend was declared, unchanged from 1Q25. See UMS's dividend dates.
Strong 1Q26 earnings driven by AI semiconductor demand and new-customer ramp-up.
- Semiconductor revenue grew 21% y-o-y to S$ 58.9mil, led by 26% y-o-y growth in component sales to S$ 36.5mil, while Integrated Systems rose 14% y-o-y to S$ 22.4mil. Sequentially, components increased 15% q-o-q, but Integrated Systems declined around 10% q-o-q, indicating a mix shift toward new-customer components.
- - Read this at SGinvestors.io -
Strong order momentum from key customers.
- Read more at SGinvestors.io.
Above is an excerpt from a report by DBS Group Research.
Clients of DBS may access the full PDF report @ https://www.dbs.com/insightsdirect/.
Lee Keng LING DBS Group Research | https://www.dbs.com/insightsdirect/ 2026-05-12
Previous report by DBS:
2026-04-28 UMS Integration - Growth Momentum Set To Accelerate.
Price targets by 3 other brokers at UMS Target Prices.
Listing of research reports at UMS Analyst Reports.
Relevant links:
UMS Share Price History,
UMS Announcements,
UMS Dividend Payout Dates & Corporate Actions,
UMS News
