Samsung Electronics (GB:SMSN)
LSE:SMSN
Earnings Data
Report Date
Jul 23, 2026TBA (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
172.67Last Year’s EPS
13.29Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a strongly positive operational and financial quarter driven by AI-related demand and technology leadership—record revenue, record operating profit and major memory/foundry milestones (HBM4 mass production, HBM4E sampling, 2nm progress). At the same time, several near-term headwinds were highlighted: rising component and logistics costs, margin pressure in DX/MX, persistent memory supply constraints, geopolitical/energy risks, and labor uncertainty. Management provided mitigating actions (product mix, premium focus, supply diversification, CapEx and R&D investments) and maintained an optimistic outlook for semiconductor demand, leading to a net positive tone despite notable risks.Company Guidance
Record Quarterly Revenue
Total revenue reached a record KRW 134 trillion, up 43% quarter-on-quarter.
Record Operating Profit and Margin Expansion
Operating profit hit an all-time high of KRW 57 trillion, up 185% QoQ; 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 Leadership and HBM4 Ramp
Memory posted its second straight quarterly earnings record. HBM4 mass production and shipments began (industry first); company expects HBM sales to grow >3x YoY in 2026 with HBM4 accounting for >50% of HBM sales from Q3 and ~half for the full year. DRAM bit growth was low-teens QoQ and NAND bit growth was ~low-20s QoQ in Q1; blended ASP rose substantially (DRAM up ~low-90% QoQ, NAND up ~high-80% QoQ). HBM4E samples planned in Q2.
Foundry and Advanced Process Progress
Foundry achieved double-digit year-on-year revenue growth, expanded customer base including HPC/AI accounts, secured a strategic silicon photonics project, progressed 1.4nm development and engaged customers for 2nm with 2nd-gen 2nm mass production planned in H2.
Shareholder Returns and Capital Actions
Board approved a quarterly dividend of KRW 372 per share; committed to minimum annual regular dividends of KRW 9.8 trillion (2024-2026). Completed cancellation of treasury shares totaling ~73.4M common and 13.6M preferred (approx. KRW 14.6 trillion valuation), retaining KRW 1.6 trillion for employee compensation.
GB:SMSN 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
GB:SMSN Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 30, 2026 | $3756.00 | $3744.00 | -0.32% |
Jan 29, 2026 | $2800.00 | $2710.00 | -3.21% |
Oct 30, 2025 | $1815.00 | $1799.00 | -0.88% |
Jul 30, 2025 | $1293.00 | $1257.00 | -2.78% |
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 (GB:SMSN) report earnings?
Samsung Electronics (GB:SMSN) is schdueled to report earning on Jul 23, 2026, TBA (Confirmed).
What is Samsung Electronics (GB:SMSN) earnings time?
Samsung Electronics (GB:SMSN) 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 stock?
The P/E ratio of Samsung Electronics is N/A.
What is GB:SMSN EPS forecast?
GB:SMSN EPS forecast for the fiscal quarter 2026 (Q2) is 172.67.
