Samsung Electronics Co (DE:SSUN)
FRANKFURT:SSUN
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Earnings Data
Report Date
Jul 23, 2026TBA (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
―Last Year’s EPS
11.63Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call highlighted strong, widespread semiconductor strength—record revenue, operating profit and margin expansion—driven by Memory and Foundry leadership (HBM4 mass production, robust DRAM/NAND ASPs and foundry order momentum). Management signaled continued investment and shareholder returns (dividend plus share cancellations). Offsetting risks include rising component costs pressuring DX/MX and Display profitability, labor uncertainty with a potential strike, and geopolitical/logistics cost risks. Overall, positive operational momentum in core semiconductor businesses and clear strategic actions outweigh the near‑term device and macro headwinds.Company Guidance
Record Quarterly Revenue
Total revenue reached a record KRW 134 trillion in Q1 2026, up 43% quarter‑on‑quarter.
All‑time High Operating Profit and Margin Expansion
Operating profit hit a record KRW 57 trillion (up 185% Q‑o‑Q) and 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 prior quarter). Earnings per share were KRW 7,123 (common) and KRW 7,124 (preferred).
Memory Business Leadership and Product Milestones
Memory posted a second consecutive quarterly earnings record, started industry's first mass production and shipments of HBM4, and plans HBM4E samples in Q2. HBM sales expected to increase >3x YoY in 2026, with HBM4 >50% of HBM sales from Q3 onward.
Strong DRAM and NAND Quarterly Performance
Server‑oriented sales drove DRAM bit shipments up in the low‑teens % Q‑o‑Q and NAND bit shipments rose ~low‑20s % Q‑o‑Q. Blended ASPs increased markedly (management cited ~low‑90% Q‑o‑Q for DRAM and ~high‑80% Q‑o‑Q for NAND).
Foundry Growth and Advanced Node Progress
Foundry achieved double‑digit year‑on‑year revenue growth, secured strategic silicon photonics project, expects advanced nodes to reach full utilization in Q2, and plans to mass produce second‑generation 2nm in H2 2026.
CapEx Discipline with Flexible Full‑Year Increase
Q1 CapEx was KRW 11.2 trillion (down KRW 9.2 trillion Q‑o‑Q) while guidance signals a substantial year‑on‑year CapEx increase for 2026 to support AI‑related demand and next‑gen process R&D.
Shareholder Returns and Share Cancellation
Board approved a quarterly dividend of KRW 372 per share; the 2024–2026 policy targets a minimum annual regular dividend of KRW 9.8 trillion. Company completed cancellation of remaining repurchased shares (73.4M common, 13.6M preferred — ~1.2% and 1.7% of each class), valued at ~KRW 14.6 trillion based on the Board resolution date.
DX / MX Q1 Revenue and Profit Details
MX (mobile) reported Q1 revenue of KRW 37.5 trillion and combined MX & network operating profit of KRW 2.8 trillion, with management noting Q‑o‑Q growth in both revenue and operating profit for the division.
Currency Tailwind
Appreciation of major currencies (including USD) positively impacted operating profit by roughly KRW 1.8 trillion Q‑o‑Q, mainly for component businesses.
DE:SSUN 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:SSUN Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 30, 2026 | €2320.00 | €2350.00 | +1.29% |
Jan 29, 2026 | €1734.00 | €1642.00 | -5.31% |
Oct 30, 2025 | €1196.24 | €1234.06 | +3.16% |
Jul 30, 2025 | €893.77 | €872.96 | -2.33% |
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 (DE:SSUN) report earnings?
Samsung Electronics Co (DE:SSUN) is schdueled to report earning on Jul 23, 2026, TBA (Confirmed).
What is Samsung Electronics Co (DE:SSUN) earnings time?
Samsung Electronics Co (DE:SSUN) earnings time is at Jul 23, 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 Co stock?
The P/E ratio of Samsung Electronics Co is N/A.
What is DE:SSUN EPS forecast?
Currently, no data Available