Industry Turnover:

• Energy and Automation Solutions: 45%
• Electronic Components: 35%
• Infrastructure for Data Centers and Networks: 20%

TOP 3 Markets:

• China: 30%
• USA: 25%
• Europe: 20%

Delta Electronics, Inc. generates the majority of its turnover from energy and automation solutions, followed by electronic components and infrastructure for data centers. The Chinese market is the largest individual market for the company, followed by the USA and Europe. These markets benefit from the strong demand for energy-efficient solutions and technological innovations that Delta Electronics offers.

Production sites of Delta Electronics, Inc.:

• Taiwan
• China
• Thailand
• India
• Mexico
• Slovakia

Delta Electronics, Inc. is a globally operating company that strategically placed its production facilities in different countries to optimize production costs and ensure proximity to key markets.

Some of the largest production sites for manufacturing electronic components and systems are located in Taiwan and China. In recent years, the company has expanded its production capacities in India and Thailand to benefit from the economic advantages and growing demand in Asia.

Additionally, Delta Electronics also has production sites in Mexico and Slovakia to better serve the North and East European markets. This geographical diversification enables the company to flexibly respond to market changes and minimize supply chain risks.

Revenue growth: 10.5% (2024)
R&D investments: 8% of revenue (2024)

Delta Electronics, Inc. pursues a growth strategy that strongly focuses on innovation and technological development. The company continuously invests in research and development to expand its product range and integrate new technologies. This is reflected in the allocation of 8% of revenue for R&D in 2024.

Another focus is on expanding into emerging markets, particularly in the areas of renewable energy and energy-efficient solutions. Delta Electronics plans to strengthen its presence in these sectors through strategic partnerships and acquisitions.

Additionally, the company is focusing on digitizing and automating its production processes to achieve efficiency gains and reduce production costs. These measures are intended to further enhance Delta Electronics' competitiveness on a global scale.

Main raw materials: Copper, Aluminum, Semiconductors, Plastics

Countries of origin:

• Copper: Chile, Peru
• Aluminum: Australia, Canada
• Semiconductors: Taiwan, South Korea, Japan
• Plastics: USA, Germany

Delta Electronics, Inc. is a leading provider of energy and thermal management solutions. The company imports a variety of raw materials that are essential for the production of its products. Copper and aluminum are crucial for the production of electrical components and cables. These metals are mainly sourced from countries such as Chile, Peru, Australia, and Canada, which are among the largest producers worldwide.

Semiconductors are another important component that Delta Electronics imports from technologically advanced countries such as Taiwan, South Korea, and Japan. These countries are known for their leading role in semiconductor production.

Plastics are used for casings and other components and come from the USA and Germany, which have a well-developed chemical industry.

Market share in the electronics industry: 5.2% (2024)
Research & development investments: 8.5% of revenue (2024)
Sustainability rating: A- (2024, CDP)

Delta Electronics, Inc. has established itself as a leading provider of energy and thermal management solutions. The company's competitive advantage lies in its strong focus on research and development, underscored by the investment of 8.5% of revenue in this area. This enables Delta to continuously bring innovative products to the market and differentiate itself from competitors.

Another significant advantage is the company's commitment to sustainability. With a sustainability rating of A-, Delta Electronics demonstrates its ability to offer environmentally friendly and energy-efficient solutions, which is a crucial factor in today's environmentally conscious business world.

In addition, Delta benefits from a diversified product portfolio and a global presence, allowing the company to operate flexibly in various markets and diversify risks. Together, these factors give Delta Electronics a solid competitive edge in the electronics industry.

Institutional Investor Share: approx. 45% (estimated for 2025 based on historical trends)

Insider Buys/Sells: No significant changes reported (last report in 2024)

Delta Electronics, Inc. has traditionally maintained a stable institutional investor share, which has hovered around 45% in recent years. These investors appreciate the company's solid market position and innovation capabilities.

Regarding insider buys and sells, there were no significant transactions last year that would indicate a change in the executives' confidence in the company. This suggests a stable internal assessment of the company's development.

Market share of Delta Electronics, Inc.: Estimated around 10% (2025)

Top competitors and their market shares:

1. Schneider Electric: 12%
2. Siemens AG: 11%
3. ABB Ltd.: 10%
4. Delta Electronics, Inc.: 10%
5. Emerson Electric Co.: 8%
6. Rockwell Automation: 7%
7. Mitsubishi Electric: 6%
8. Honeywell International Inc.: 5%
9. General Electric: 4%
10. Yaskawa Electric Corporation: 3%

Delta Electronics, Inc. is a significant player in the field of energy and automation technology. Delta Electronics' market share is around 10%, placing the company in a strong position, but not at the top.

Delta Electronics' moat mainly lies in its innovation capabilities and its wide range of products, ranging from power supply solutions to automation systems. The company continuously invests in research and development to secure its technology leadership.

Compared to its competitors, Delta Electronics has a solid, but not insurmountable moat. Companies like Schneider Electric and Siemens have similar technological capabilities and also hold strong market positions. Schneider Electric and Siemens may have a stronger moat due to their global presence and more comprehensive service offerings.

Delta Electronics must continue to invest in innovation and strategic partnerships to strengthen its moat and compete against the competition.

Revenue Growth: 10.5% (2024) Profit Growth: 8.2% (2024) Return on Equity: 14.7% (2024) Debt-to-Equity Ratio: 0.35 (2024)

Delta Electronics, Inc. recorded a solid revenue growth of 10.5% in 2024, attributed to strong demand for their energy-efficient solutions and innovative products. The profit growth was at 8.2%, demonstrating the company's ability to increase its profitability in a competitive market environment.

The return on equity of 14.7% indicates efficient capital utilization, which is attractive to investors. The low debt-to-equity ratio of 0.35 shows that the company is financially stable and has a healthy balance sheet.

Overall, Delta Electronics' financial performance suggests that the stock could be a good investment, especially for investors interested in long-term growth. The strong market position and commitment to promising areas such as renewable energy and automation technologies support this assessment.

Dividend yield: 2.5% (estimated for 2025)
Dividend history: Continuous payout in the last 5 years

Delta Electronics, Inc. has regularly distributed dividends in recent years, indicating a reliable dividend policy. The estimated dividend yield for 2025 is around 2.5%, based on the latest available data and the previous payout history.

The company demonstrates a solid financial performance supported by continuous revenue and profit growth. This stability enables Delta Electronics to pursue a consistent dividend policy. Therefore, investors can rely with a certain degree of confidence on the dividend payments as long as the financial health of the company remains intact.