Earnings Data
Report Date
Jul 30, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
7.15Last Year’s EPS
0.48Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call highlights exceptionally strong, record-setting quarterly financial results driven by AI-related demand and outsized margin expansion, led by Memory and supported by progress across foundry, HBM4 leadership, and shareholder-friendly actions. Several near-term challenges were also emphasized: rising component and logistics costs, seasonality in consumer segments, potential labor disruption, and geopolitical risks. Management is pursuing aggressive CapEx for AI capacity, advanced-node foundry ramps, premium product strategies in display and mobile, and balanced memory product-mix and long-term contracts to stabilize supply. Overall, the upside from robust semiconductor demand, technology leadership (HBM4, Gen6 NAND, 2nm progress), and strong capital allocation actions outweigh the near-term pressures and risks discussed.Company Guidance
Record Quarterly Revenue
Total revenue reached a record KRW 134 trillion, up 43% quarter-on-quarter.
Record Quarterly Operating Profit and Margin Expansion
Operating profit hit an all-time high of KRW 57 trillion, up 185% Q-o-Q; operating margin expanded to 43% from 21% in the prior quarter.
Strong Net Profit and EPS
Net profit was KRW 47 trillion (2.4x the previous quarter); earnings per share were KRW 7,123 (common) and KRW 7,124 (preferred).
Memory Business Momentum and Pricing Strength
Memory posted its second straight quarterly earnings record driven by AI server demand; reported DRAM blended ASP rose in the low-90% range Q-o-Q and NAND blended ASP rose in the high-80% range Q-o-Q. DRAM bit shipments were described as growing in the low-teens % Q-o-Q, while NAND shipments also rose materially.
HBM4 Leadership and Ramp Plan
Industry-first mass production and shipments of HBM4; company expects HBM sales to increase >3x YoY in 2026, with HBM4 to exceed 50% of total HBM sales from Q3 and to account for roughly half of HBM on a full-year basis; HBM4E samples planned in Q2.
Foundry Growth and Advanced-node Progress
Foundry achieved double-digit year-on-year revenue growth; advanced nodes expected to reach full utilization in Q2; 1.4nm development on track and second-generation 2nm mass production targeted in H2; Taylor Fab equipment move-in complete with operations starting 2026 and mass production in 2027.
System LSI and Imaging Strength
System LSI improved earnings Q-o-Q driven by flagship SoC and imaging sensor sales; plans to push flagship SoC design wins and 200MP sensor adoption to expand high-value product sales.
DX / MX Solid Q1 Results and Flagship Focus
MX (mobile) reported Q1 revenue KRW 37.5 trillion and combined operating profit of KRW 2.8 trillion (MX + networks); delivered QoQ growth in both revenue and operating profit and plans to lean on S26 and premium/foldable models to drive value despite cost pressures.
Capital Allocation and Shareholder Returns
Q1 CapEx was KRW 11.2 trillion (down KRW 9.2 trillion Q-o-Q); Board approved a quarterly dividend of KRW 372 per share and reaffirmed a 3-year shareholder return commitment (minimum annual payout KRW 9.8 trillion). The company completed cancellation of the remaining repurchased shares (73.4M common, 13.6M preferred), valued at ~KRW 14.6 trillion based on the Board resolution date.
NAND Gen6 and High-performance Storage Readiness
PCIe Gen6 SSDs developed and undergoing customer qualification; completed 2Tb QLC development and plan to expand high-capacity server SSD lineup (including 256TB) to capture AI-driven storage demand.
SSNLF Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
SSNLF Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 30, 2026 | $140.00 | $140.00 | 0.00% |
Jan 29, 2026 | $65.21 | $65.21 | 0.00% |
Oct 30, 2025 | $42.33 | $42.33 | 0.00% |
Jul 30, 2025 | $42.33 | $42.33 | 0.00% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Samsung Electronics Co. Ltd. (SSNLF) report earnings?
Samsung Electronics Co. Ltd. (SSNLF) is schdueled to report earning on Jul 30, 2026, Before Open (Confirmed).
What is Samsung Electronics Co. Ltd. (SSNLF) earnings time?
Samsung Electronics Co. Ltd. (SSNLF) earnings time is at Jul 30, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is SSNLF EPS forecast?
SSNLF EPS forecast for the fiscal quarter 2026 (Q2) is 7.15.
