Trio-Tech (TRT) Delivers Massive 58% Revenue Growth in Q1 FY2026

“Leading AI Chip Manufacturer” Confirmed as New Testing Customer

Trio-Tech International (TRT), our #2 overall pick for 2026, just delivered a blowout Q1 FY2026 quarter with 58% year-over-year revenue growth, driven almost entirely by the company’s new AI chip testing contract with a “leading AI chip manufacturer.” They didn’t name the customer—but based on the technology described, the location of testing operations, and the timing of ramp-up, we are confident this is AMD. Today’s 10.37% move to $7.45 per share is only the beginning.

Full Press Release Reposted Below

Official SEC filing for verification: Click here.

TRIO-TECH REPORTS 58% REVENUE GROWTH IN Q1 FY2026,
DRIVEN BY AI CHIP TESTING DEMAND AND INDUSTRIAL ELECTRONICS EXPANSION

Trio-Tech International (NYSE MKT: TRT), a comprehensive provider of semiconductor back-end solutions and a global value-added supplier of electronic equipment, today announced financial results for its fiscal first quarter ended September 30, 2025. The Company reported 58% year-over-year revenue growth, driven by strong performance across both its Semiconductor Back-End and Industrial Electronics segments.

Management Commentary

Trio-Tech International Chairman and CEO S.W. Yong stated:

“We began fiscal 2026 with strong momentum, delivering solid revenue growth and profitability. Our Semiconductor Back-End segment achieved significant growth, driven by our successful entry into providing final testing services for next-generation high-performance AI devices for a leading AI chip manufacturer. This milestone reinforces our reputation for reliability, performance, and security in mission-critical applications and demonstrates our ability to meet the highest standards before full-scale deployment.

“Also, as the global semiconductor industry continues its shift from cost optimization to resilience, our Semiconductor Back-End solutions segment is benefiting from our regional expertise in Southeast Asia and deep, long-standing customer relationships.

“At the same time, our Industrial Electronics segment continued to scale, expanding into new aerospace channels and broadening its customer base. Notably, U.S. sales in the segment have grown for two consecutive quarters, reflecting increasing demand and the strength of our diversified portfolio. Our focus on operational discipline and strategic growth gives us confidence in achieving sustainable long-term success.”

Fiscal 2026 First Quarter Financial Results

• Total revenue: $15.5 million, up 58% from $9.8 million in Q1 FY2025.
• Semiconductor Back-End Solutions: $11.4 million, up 66% from $6.9 million, driven by new AI chip testing volume.
• Industrial Electronics: $4.0 million, up 39% from $2.9 million, boosted by new aerospace channel sales.
• Gross margin: $2.6 million (17% of revenue), compared to $2.3 million (23%) last year.
• Operating income: $46 thousand, compared to $133 thousand in Q1 FY2025.
• Net income attributable to common shareholders: $77 thousand, or $0.02 per diluted share, versus a loss of $236 thousand last year.
• Cash and equivalents: $20.1 million as of September 30, 2025, up from $19.5 million last quarter.

Outlook

Trio-Tech expects continued momentum throughout fiscal 2026, with additional revenue expected from its AI chip manufacturing customer for final testing services. The Company remains committed to operational efficiency, strategic investment, and long-term profitability.

About Trio-Tech International

Trio-Tech International (NYSE MKT: TRT) is a California-based company operating in the United States, Singapore, Malaysia, Thailand, and China. Founded in 1958, Trio-Tech provides semiconductor testing services, manufacturing solutions, and value-added distribution services across two key segments: Semiconductor Back-End Solutions and Industrial Electronics.

For more information, visit www.triotech.com.

Media Contact

PondelWilkinson Inc.
Todd Kehrli or Jim Byers
tkehrli@pondel.com | jbyers@pondel.com

Forward-Looking Statements

This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These statements involve risks and uncertainties that could cause actual results to differ materially. Factors include market acceptance of the Company’s products and services, competitive pressures, changes in technology, international business risks, and general economic conditions. Please refer to the Company’s SEC filings, including Form 10-K and Form 10-Q, for detailed risk factors. Readers are cautioned not to place undue reliance on forward-looking statements, which speak only as of the date made.

Disclaimer: NIA is not an investment advisor and this message is for informational purposes only. Always do your own research. Past performance is not indicative of future results.