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Makes compound-semiconductor epitaxial wafers used in VCSEL lasers for 3D sensing and optical communication.
Makes compound-semiconductor epitaxial wafers used in VCSEL lasers for 3D sensing and optical communication.
Grows crystal layers on wafers to its customers' recipes, then sells these epitaxial wafers to chipmakers that cut them into lasers, so it is a materials supplier in the optical chip chain rather than a chipmaker. Orders follow demand for 3D sensing in phones and for optical modules in data centers.
In one line: A niche epi-wafer supplier feeding VCSEL chipmakers like Lumentum.
Moat: narrow (process know-how, customer qualification). Specialized epitaxy process know-how qualified into major VCSEL chipmakers' supply chains.
Headquarters: Hsinchu, Taiwan · Founded: 1996 · Employees: 362
Size LandMark Optoelectronics (3081.TWO) is a Taiwan Industrials company (Industrial Machinery) with a market value of $5.38B, the 87th largest of 687 Taiwan companies the cockpit tracks. Shares closed at NT$1,750 on 6 Nov 2026.
Performance Over six months the shares fell 31.6%, against -11.7% for the median peer and -3.4% for the Taiwan market (cap-weighted) — 4th lowest of 20 in its peer set.
Growth Revenue grew 105.1% over the last twelve months (peer median +12.2%); the operating margin is 38.0% (peer median 15.7%).
Valuation It trades at 54.3× forward earnings against a peer median of 19.9× (most expensive of 20).
Capital Return on invested capital runs 16.1 points above its cost of capital (13.3% WACC).
Next results Next results expected around 3 Feb 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | NT$3.32B | NT$2.20B | NT$1.21B | NT$1.06B | NT$2.38B |
| Revenue growth | — | +82% | +14% | -56% | — |
| Gross profit | NT$1.71B | NT$894M | NT$185M | NT$87.2M | NT$709M |
| EBITDA | NT$1.56B | NT$817M | NT$280M | NT$178M | NT$811M |
| Net income | NT$1.08B | NT$428M | -NT$54.5M | -NT$212M | NT$330M |
| Free cash flow | NT$87.6M | NT$627M | NT$306M | NT$88.5M | NT$276M |
| Capital expenditure | NT$844M | NT$108M | NT$81.6M | NT$151M | NT$461M |
| Total debt | NT$342M | NT$290M | NT$297M | NT$306M | NT$313M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| LandMark Optoelectronics 3081.TWO | $5.38B | -32% | +105% | 38% | 54.3× | n/a |
| IQE IQE.L | $514M | -39% | +20% | -11% | n/a | n/a |
| Win Semiconductors 3105.TWO | $5.19B | -27% | +24% | 11% | 28.5× | 48.8% |
| Coherent COHR | $38.0B | -42% | +23% | 14% | 16.6× | n/a |
| Sanan Optoelectronics 600703.SS | $6.87B | -33% | -22% | -7% | n/a | n/a |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | 3081.TWO | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -41.7% | -3.3% | 2nd lowest of 21 |
| 6-month return | -31.6% | -11.7% | 4th lowest of 20 |
| Distance from 52-week high | -51.4% | -28.9% | 5th lowest of 21 |
| Revenue growth (TTM) | +105.1% | +12.2% | highest of 21 |
| Operating margin | 38.0% | 15.7% | 2nd highest of 21 |
| Forward P/E | 54.3× | 19.9× | most expensive of 20 |
| ROIC minus cost of capital | +16.1 pp | +3.8 pp | 5th highest of 21 |
| Net debt / EBITDA | -0.8× | 1.4× | 5th least indebted of 14 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| LandMark Optoelectronics 3081.TWO | Taiwan | $5.38B | -32% | +105% | 38% | 54.3× | n/a | n/a |
| Rotork ROR.L | United Kingdom | $5.40B | +65% | +2% | 24% | 27.9× | 27.6% | +5.2% |
| Zhejiang Shuanghuan Driveline 002472.SZ | China | $5.46B | +9% | +15% | 15% | 26.9× | 11.0% | +20.0% |
| Enpro NPO | United States | $5.47B | -16% | +16% | 16% | 23.2× | 26.1% | +1.3% |
| Mycronic MYCR.ST | Sweden | $5.57B | -4% | +17% | 29% | 24.9× | 10.1% | +15.6% |
| ESAB ESAB | United States | $5.15B | -18% | +11% | 13% | 14.0× | 12.7% | +7.8% |
| Georg Fischer GF.SW | Switzerland | $5.65B | +32% | -20% | 3% | 19.9× | 29.2% | -1.2% |
| Kion KGX.DE | Germany | $5.05B | -25% | +3% | 6% | 10.4× | n/a | n/a |
| HOSHIZAKI 6465.T | Japan | $4.93B | +5% | +12% | 10% | 17.8× | -4.5% | +15.3% |
| Valmet VALMT.HE | Finland | $5.97B | +30% | +3% | 10% | 13.8× | 2.1% | +6.8% |
| Horiba 6856.T | Japan | $4.79B | -17% | +12% | 17% | 14.4× | 11.2% | +12.2% |
| Airtac International 1590.TW | Taiwan | $6.11B | -30% | +23% | 33% | 15.8× | 5.0% | +12.4% |
| UBTECH ROBOTICS 9880.HK | Hong Kong | $4.73B | -41% | +90% | -21% | n/a | n/a | n/a |
| Welspun WELCORP.NS | India | $6.13B | +70% | +14% | 12% | 25.5× | 24.9% | +19.0% |
| AAON AAON | United States | $4.72B | -59% | +54% | 11% | 20.7× | n/a | n/a |
| Hangcha 603298.SS | China | $4.71B | -12% | +7% | 12% | 13.3× | 2.9% | +9.1% |
| Shanghai BOCHU Electronic Technology 688188.SS | China | $6.16B | 0% | +20% | 44% | 29.6× | 18.0% | +30.9% |
| Wuhan DR Laser Technology 300776.SZ | China | $4.69B | -24% | -23% | 19% | 37.9× | 51.8% | +13.6% |
| Middleby MIDD | United States | $6.17B | +3% | -7% | 17% | 18.5× | 6.9% | +5.0% |
| Circuit Fabology Microelectronics Equipment 9630.HK | Hong Kong | $4.68B | n/a | +103% | 27% | 36.1× | 8.5% | +34.4% |
| Neway Valve (Suzhou) 603699.SS | China | $4.66B | -36% | +11% | 26% | 17.9× | 10.0% | +16.5% |