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Delta Electronics posts record revenue amid AI infrastructure demand surge

Delta Electronics posts 2025 earnings, showing surge from AI-related demand
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Taiwanese energy infrastructure provider Delta Electronics posted an announcement on Wednesday, showing record revenues as part of a disclosure of its full-year 2025 earnings. 

Revenues for the year surged to a record $16.65 billion as demand for AI infrastructure continues to grow. Delta Electronics is known for its expertise specifically in cooling systems for data centers, which are known to produce tremendous amounts of heat due to their vast energy consumption. 

Net income for the year was estimated at $1.80 billion. Shares of the company increased by 3.61% to $45.79. At the time of writing, Delta’s stock movements over a 6-month, 1-year, and 5-year timeline were all positive, suggesting the market is highly bullish on the company’s prospects, with a huge portion of the increase in stock price noted from 2025 onwards. 

Delta Electronics posts record revenue amid AI infrastructure demand surge

Source: Google Finance

Earnings per share for 2025 were $0.69. 

Cooling systems for data centers are just one unit of Delta’s various products. Alongside cooling infrastructure, Delta Electronics also supplies EV charging systems, power systems for various industries, solutions for automation and mobility, infrastructure for telecom and energy, and electronics and systems products for various other industries. 

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