Foxconn (2317 TT) February (TWD) Revenue 596.8bln, +8.1% Y/Y; (prev. 730bln in January, +36% Y/Y); notes visibility into Q1 aligns with market expectations

• The seasonal performance for Q1'26 is expected to be better than the range of the past 5 years. 

Foxconn's February revenue increased by 8.1% year-over-year but showed a significant month-over-month drop from January, reflecting typical seasonal patterns. The guidance of improved visibility for Q1'26 suggests that performance may exceed recent years, which could bolster confidence in their outlook and positively influence market sentiment toward the stock and related sectors.