With AI servers driving most of it, Foxconn posts record quarterly revenue in the fourth quarter, looking ahead to a promising 2026.
Taiwan’s Foxconn has posted a record revenue growth of 22.07% year-on-year (YoY) for the fourth quarter of 2025, lifted by surging global demand for artificial intelligence (AI) hardware.
The company reported quarterly revenue of T$2.6 trillion, exceeding market expectations. The performance was driven mainly by strong orders for AI servers, with Foxconn a key supplier to NVIDIA, and by continued demand from major technology customers.
On a US dollar basis, the fourth-quarter revenue increased 26.4%, reflecting both higher volumes and a favourable product mix. The result came in well above analysts’ forecasts, setting a high benchmark for comparisons in early 2026.
The month of December was particularly strong. Foxconn recorded monthly revenue of T$862.9 billion, a rise of nearly 32% from a year earlier and the highest ever for that month.
Foxconn said growth was strong on both a quarter-on-quarter and year-on-year basis. It added that the robust fourth quarter would weigh on first-quarter headline growth rates, traditionally a slower period for the electronics industry.
Looking ahead, the company expects its information and communications technology products to face seasonal weakness. Even so, demand for AI server rack systems remains resilient. Foxconn said this could keep first-quarter performance near the upper end of its historical five-year range, despite the elevated base.
The cloud and networking division was the main engine of growth, benefiting directly from the global build-out of AI data centres. In contrast, revenue from smart consumer electronics, which includes iPhone assembly for Apple, edged slightly lower.
The company attributed this decline mainly to unfavourable foreign exchange movements rather than weaker underlying demand.
Foxconn, formally known as Hon Hai Precision Industry, does not issue detailed numerical guidance. It is scheduled to report full fourth-quarter earnings in March.
The company’s shares gained more than 25% last year, broadly matching the wider Taiwanese market. The stock edged higher on January 5, 2026, ahead of the revenue announcement, as investors continued to focus on its central role in the AI supply chain.
