Arizon RFID posts record Q2 revenue, wins major US retailer for meat tags

Arizon RFID Technology (Cayman) reported second-quarter 2026 consolidated revenue of USD 48.1m (NT$1.525bn), up 31.8% quarter on quarter, with gross margin recovering to 24.6% from 19.3% in the first quarter. First-half gross margin of 22.3% remained 6.7 percentage points lower year on year on tariff costs. The company said it has secured entry into America's largest retail chain after lifting fresh-meat RFID tag read rates above 90%, and gave no revenue or gross margin guidance for the second half.

Why this mattersA read-rate breakthrough in fresh-meat tagging opens a new application for RFID in food traceability, widening the technology's addressable market beyond apparel and logistics.

• Q2 2026 consolidated revenue was USD 48.1m (NT$1.525bn), up 31.8% quarter on quarter, with EPS of NT$1.32 against NT$0.61 in Q1.
• First-half 2026 revenue was USD 84.6m (NT$2.682bn), up 29.7% year on year.
• First-half gross margin fell 6.7 percentage points to 22.3%; the Q2 margin recovered to 24.6% from 19.3% in Q1.
• Fresh-meat RFID read rates were lifted above 90% from below 60% for traditional tags, securing entry to America's largest retail chain.
• Americas revenue share fell to 59.76% from 65.28% in 2024, while Asia-Pacific climbed to 32.79%.
• Apparel fell to 37% of application revenue from 56%, while logistics rose to 27%.

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