Samsung Electronics (DE:SSU)
FRANKFURT:SSU
Earnings Data
Report Date
Apr 30, 2026TBA (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
75.46Last Year’s EPS
17.94Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a predominantly positive operational and financial picture with record revenue and operating profit, strong Memory/DS performance (notably HBM ramp and elevated DRAM/NAND ASPs), substantial R&D and targeted CapEx to support advanced-node and HBM capacity, and meaningful shareholder returns. These strengths are tempered by notable near-term challenges: DX weakness (impacted by tariffs and product cycle timing), rising SG&A and component costs, memory-driven supply constraints affecting mobile/PC, and competitive pressure in displays. Management presented concrete plans to expand capacity, prioritize high value-added products, and monetize advanced technologies, suggesting confidence in sustaining momentum despite macro and industry headwinds.Company Guidance
All-time high revenue and operating profit
Company delivered record quarterly revenue of KRW 93.8 trillion (up 9% Q/Q) and record operating profit of KRW 20.1 trillion (up KRW 7.9 trillion Q/Q). Operating margin rose to 21.4%, up 7.3 percentage points sequentially.
DS division / Memory outperformance
DS division sales increased 33% Q/Q driven by strong Memory results. Memory achieved a new all-time high quarterly revenue and expanded HBM and high value-added server product sales.
Strong DRAM and NAND ASP improvements
DRAM ASP rose ~40% Q/Q; NAND net ASP increased by mid-20% Q/Q. Server SSD mix increased by ~10 percentage points Q/Q as company shifted toward higher-margin server products.
HBM ramp and sizable 2026 outlook
HBM4 entered stable full-scale production with shipments beginning in February; HBM4E sampling planned midyear. Company expects HBM sales to increase more than threefold year-on-year in 2026 and reports production-ready HBM capacity is fully booked.
Record R&D investment and proactive CapEx for growth
R&D reached KRW 10.9 trillion in Q4 (up KRW 2 trillion Q/Q) and a full-year record KRW 37.7 trillion. Q4 CapEx rose to KRW 20.4 trillion (up KRW 11.2 trillion Q/Q); full-year CapEx KRW 52.7 trillion, with KRW 47.5 trillion allocated to DS to support advanced process and HBM capacity.
Foundry technology progress and 'one-stop' positioning
2 nm first-generation mass production ramp underway, 2 nm second-gen on schedule for H2 2026, 1.4 nm development progressing (PDK v1 targeted H2 2026). Foundry emphasizes integrated offering (logic, memory, packaging) and targets double-digit YoY revenue growth for advanced nodes in 2026.
Strong shareholder returns and balance sheet cash flow
Board approved year-end dividend KRW 566 per common share (KRW 567 preferred). Company cites free cash flow ~KRW 36.5 trillion for 2025 with regular dividend plan KRW 9.8 trillion plus an additional KRW 1.3 trillion dividend; KRW 6.6 trillion of buybacks to be canceled.
Sustainability and energy-saving initiatives
Deployed helium reuse system reducing annual helium consumption by ~4.7 tons with ~19% reuse rate. SmartThings AI Energy saving mode measured ~5.02 GWh saved across ~187,000 washing machines (reported ~30% energy savings for that cohort), equivalent to electricity for ~14,000 Seoul households in summer.
DE:SSU 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
DE:SSU Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jan 29, 2026 | €2370.00 | €2330.00 | -1.69% |
Oct 30, 2025 | €1540.00 | €1550.00 | +0.65% |
Jul 30, 2025 | €1125.83 | €1076.01 | -4.42% |
Apr 30, 2025 | €846.91 | €858.81 | +1.41% |
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 (DE:SSU) report earnings?
Samsung Electronics (DE:SSU) is schdueled to report earning on Apr 30, 2026, TBA (Confirmed).
What is Samsung Electronics (DE:SSU) earnings time?
Samsung Electronics (DE:SSU) earnings time is at Apr 30, 2026, TBA (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 the P/E ratio of Samsung Electronics stock?
The P/E ratio of Samsung Electronics is N/A.
What is DE:SSU EPS forecast?
DE:SSU EPS forecast for the fiscal quarter 2026 (Q1) is 75.46.
