Dimerco Express Group (5609) announced today that its Board of Directors has approved the Company’s reviewed consolidated financial statements for the first half of 2026. For the first six months of the year, consolidated revenue reached NT$16.716 billion, representing a 14.3% increase from the same period last year. Net profit totaled NT$567 million, down 5.3% year-over-year, while earnings per share (EPS) were NT$4.03, a year-over-year decrease of 5.4%.
During the first half of the year, the global logistics market continued to be affected by geopolitical developments, tariff policies, and the ongoing restructuring of global supply chains. Supported by growing shipment demand from the AI, semiconductor, and high-tech sectors, as well as continued adjustments to customers’ global supply chain footprints, delivered steady revenue growth during the period.
In terms of profitability, gross profit increased 5.1% year-over-year in the first half. However, fluctuations in energy prices, aviation fuel costs, freight rates, and related surcharges increased overall logistics costs, resulting in gross profit growth that trailed revenue growth. At the same time, Dimerco continued to invest in talent development, training, and cross-regional collaboration to support business growth and global operational requirements, strengthening the ability of its global teams to jointly develop and serve customers. As a result, operating expenses increased compared with the same period last year. These investments are expected to further strengthen Dimerco’s global talent and organizational capabilities and provide a foundation for future growth and profitability.
High-Tech Expansion Drives Greater Cross-Regional Logistics Demand
In air freight, demand from AI, semiconductor, and high-tech manufacturing continued to serve as an important growth driver for the Asia-Pacific logistics market. Shipment demand has remained strong since the second quarter, increasing logistics volumes from Taiwan to the United States and across Asia, while capacity on certain trade lanes has remained relatively tight.
At the same time, high-tech companies in Taiwan and across Asia continue to expand their investment footprints in the United States, generating increased demand for cross-border transportation of equipment and components, as well as local warehousing and supply chain services.
In ocean freight, U.S. import demand maintained a certain level of momentum during the second quarter. Combined with continued capacity management by ocean carriers, this provided support for freight rates on certain major trade lanes.
As geopolitical developments, tariff policies, and global industrial footprints continue to evolve, companies are increasingly seeking cross-regional, multimodal, and integrated supply chain services. By combining global transportation, contract logistics, trade compliance, and supply chain design capabilities, Dimerco helps customers strike the right balance among cost, transit time, and risk.
Expanding AI and Digital Applications to Improve Operational Efficiency and Service Value
As global supply chains continue to evolve rapidly, Dimerco is accelerating its AI and digital transformation initiatives, progressively introducing artificial intelligence and automation technologies into core operational processes including booking, shipment milestone updates, accounting, and warehouse operations.
As the scope of these applications has expanded, the proportion of automated processes across Dimerco’s major global operations increased from approximately 17% in early 2025 to approximately 27% in July 2026. Automation is also gradually evolving from individual task-level applications toward more integrated end-to-end operational processes, helping improve both operational efficiency and service quality.
Dimerco is also continuing to develop teams with strong professional expertise, digital capabilities, and adaptability. Through digital tools and data applications, the company is strengthening cross-regional collaboration while improving information transparency, decision-making efficiency, and customer service capabilities.
Sound Financial Structure Highlights the Strength of Dimerco’s Asset-Light Model
Dimerco has long maintained a disciplined approach to customer quality and financial management, supporting a sound financial structure and strong operational flexibility. As of June 30, 2026, Dimerco reported a current ratio of 2.17, reflecting healthy liquidity. Fixed assets accounted for only 8.5% of shareholders’ equity, highlighting the flexibility of the company’s asset-light operating model. Total liabilities represented 42.5% of total assets, underscoring the company’s overall sound and stable financial position.
Outlook
Looking ahead to the second half of the year, the global market will continue to be influenced by tariff policies, geopolitical developments, energy prices, capacity deployment, and changes in end-market demand. As global supply chains continue to restructure and the AI, semiconductor, and high-tech sectors continue to expand, demand for cross-regional logistics integration, supply chain visibility, and risk management is expected to remain strong.
Dimerco will continue to capture long-term opportunities arising from the development of AI and high-tech industries and the ongoing restructuring of global supply chains. By further strengthening its global network and deepening customer partnerships, the company aims to sustain long-term growth momentum.
Spokesperson: Jack Ruan +886 921-062500 / +8862 2796-3660#222
Find out more on Financial Overview