Foxconn

1 billion in revenue for August, a 52% jump compared to the same month last year. That’s the best August the company has ever recorded and its second-highest monthly revenue total in history. 14 billion. 98% year-over-year increase builds on what was already a blistering pace. July was actually even bigger. 19% year over year, making it the single highest revenue month in Foxconn’s entire history. 73% increase over the same period last year. The cloud and networking division has become the company’s center of gravity. During Q2 2026, that segment crossed a milestone, accounting for more than 50% of total revenue for the first time ever.

Operating profit for the same quarter climbed 68% year over year. Smart consumer electronics, electronics components, and computing products also contributed meaningfully to August’s results. Foxconn’s role as a key assembly partner for NVIDIA puts it at the center of the AI infrastructure buildout. The traditional ICT peak season, which typically runs through Q3, should provide an additional tailwind alongside the structural AI spending trend. Foxconn’s August performance landed well above where analysts expected the company to be tracking. Market forecasts had pegged Q3 2026 sales growth at around 37%.

With August already showing 52% growth and July at 54%, the company is running ahead of consensus by a wide margin. The 68% operating profit growth in Q2 is perhaps the most underappreciated data point in the report.