工业富联(Foxconn Industrial Internet)于2025年10月29日在台北公布最新财报,显示受人工智能算力需求爆发式增长驱动,公司业绩表现强劲。数据显示,该公司2025年第三季度单季归属于母公司股东的净利润达到人民币166.34亿元,创下历史同期及单季新高,同比大幅增长60.35%1。营收方面,该季度实现人民币3835.54亿元,同比增长57.73%,云端计算与网通业务已成为推动增长的核心动力1。这是工业富联连续第五个季度实现百亿元人民币级别的获利1。
从年初至第三季度的累计数据来看,工业富联前三季度总营收为人民币9414.14亿元,同比增长率为55.88%;累计归母净利润达403.75亿元,同比增长79.55%1。每股收益则为人民币2.04元1。在具体产品出货方面,新一代AI机柜已启动交付1。统计指出,AI ASIC服务器出货量同比增长1.5倍,环比增长80%;AI GPU机柜出货量同比增长70%,环比增长15%1。此外,作为网络基础设施的重要组成部分,800G及以上速率的交换机出货量也表现出显著动能,同比增长80%,环比增长25%1。
Foxconn Industrial Internet reported its third-quarter financial results for 2025, highlighting a surge in profitability driven by explosive demand for artificial intelligence computing power. The company achieved a net profit attributable to shareholders of the parent company worth RMB 16.634 billion in the single quarter, marking a record high for both the period and any individual quarter, representing a year-on-year increase of 60.35% 1. This performance extends a streak of five consecutive quarters where quarterly profits have surpassed the RMB 10 billion threshold 1. Revenue for the third quarter reached RMB 383.554 billion, growing 57.73% compared to the same period last year, with cloud computing and network communications identified as the primary engines of this expansion 1.
The robust growth is underpinned by significant increases in specific hardware shipments, particularly within the AI sector. Foxconn announced that its next-generation AI racks have officially begun shipping 1. Detailed metrics show that shipments of AI ASIC servers rose by 1.5 times year-on-year and 80% quarter-on-quarter, while AI GPU rack deliveries increased by 70% annually and 15% sequentially 1. Additionally, the volume of switches with speeds of 800G or higher grew by 80% from the previous year and 25% from the prior quarter 1.
Looking at the cumulative performance through the first three quarters of 2025, the company’s total revenue hit RMB 941.414 billion, reflecting a 55.88% year-on-year rise 1. During this nine-month span, net profit attributable to parent company shareholders totaled RMB 40.375 billion, a substantial 79.55% increase over the previous year 1. Earnings per share for the first three quarters stood at RMB 2.04 1.
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