Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
2634.TW
STRONG SELLFLAGGet insider-trade alertsAerospace Industrial Development Corporation · Industrials · Taiwan · $1.5B · Avg Vol: $8M/d
Aerospace Industrial Development Corp (AIDC) is a key Taiwanese aerospace and defense player. It stands to benefit from localized defense spending, but its proximity to geopolitical flashpoints introduces significant risk.
COMPANY DESCRIPTION
Aerospace Industrial Development Corporation (AIDC) is Taiwan's flagship aerospace company, specializing in military and commercial aircraft manufacturing, system integration, and MRO services. The company's competitive moat is its unique position as the primary contractor for Taiwan's national defense aerospace programs and a Tier-1 supplier to global giants like Boeing and Airbus. It is the undisputed leader of Taiwan's aerospace industry.
FINANCIAL SUMMARY (USD)
| Year | 2021 | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|---|
| Revenue | — | 949.7M | 1.2B | 1.2B | 1.1B | 5.4% |
| EPS | 0.02 | 0.05 | 0.07 | 0.07 | — | 57.4% |
| Shares | — | 941.9M | 941.9M | 941.9M | 941.9M | 0.0% |
| Debt | — | 558.3M | 500.7M | 652.9M | 839.6M | 14.6% |
| Equity | — | 497.2M | 537.0M | 573.0M | 560.3M | 4.1% |
| Op CF | — | 75.7M | 121.6M | -98.5M | -121.7M | 60.6% |
| Inv CF | — | -21.7M | -30.6M | -29.2M | -32.6M | — |
| Fin CF | — | -54.1M | -89.0M | 108.5M | 143.7M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of 2634.TW are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 2634.TW | Aerospace Industrial Development Corporation(you) | $1.5B | 13 | STRONG SELL |
| 2208.TW | CSBC Corporation | $688M | 0 | STRONG SELL |
| 2630.TW | Air Asia Co., Ltd. | $275M | 22 | SELL |
| 6753.TW | Lungteh Shipbuilding Co., Ltd. | $447M | 34 | SELL |
| 8222.TW | Aero Win Technology Corporation | $74M | 14 | STRONG SELL |
| 4572.TW | Drewloong Precision, Inc. | $180M | 33 | SELL |
| 2645.TW | Evergreen Aviation Technologies Corporation | $2.0B | 72 | BUY |
| 4546.TWO | Chaheng Precision Co., Ltd. | $107M | 40 | HOLD |
| 4541.TWO | Magnate Technology Co., Ltd. | $101M | 59 | HOLD |
| 3376.TW | Shin Zu Shing Co., Ltd. | $1.2B | 13 | STRONG SELL |
Peer medians: ROE 8.6% · P/E 21.1x · Gross margin 23.3%