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Hua Hong Semiconductor Ltd. (HK:1347)
:1347
Earnings Data
Report Date
May 07, 2026TBA (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.18Last Year’s EPS
0.02Same Quarter Last Year
Moderate Buy
Based on 12 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call highlights strong top-line momentum (record quarterly revenue, ~20% annual revenue growth), meaningful year‑over‑year gross margin improvement, robust demand across multiple specialty platforms (notably analog/power and embedded NVM), high capacity utilization, and progressing capacity expansion (Fab9, Fab5 acquisition). However, material challenges persist: full‑year loss and modest annual net profit decline, rising operating expenses (labor and depreciation), a significant drop in operating cash flows versus prior year, increased leverage and a materially higher debt ratio, and very large ongoing capex obligations that concentrate execution and financing risk. Management provided constructive near-term guidance but flagged market uncertainties (memory cycle, ASP limitations in 8-inch). Overall, positives in revenue, margins, and expansion are balanced by profitability, cash flow and leverage concerns.Company Guidance
Record Quarterly and Annual Revenue Growth
Q4 2025 revenue reached a record USD 659.9M, up 22.4% year-over-year and 3.9% quarter-over-quarter. Full-year 2025 revenue was USD 2.4021B, up 19.9% year-over-year.
Improved Gross Margin Year‑over‑Year
Q4 2025 gross margin was 13.0%, a 1.6 percentage-point improvement versus Q4 2024. Full-year gross margin improved to 11.8%, also up 1.6 percentage points versus 2024.
Strong Demand Across Key Product Platforms
Notable segment growth: analog & power management IC revenue USD 173.8M (+40.7% YoY); embedded NVM USD 180.2M (+31.3% YoY); stand-alone NVM USD 56.6M (+22.9% YoY); logic & RF USD 80.4M (+19.2% YoY). Power discrete remained stable at USD 168.9M (+2.4% YoY).
High Capacity Utilization and Capacity Expansion Progress
Average capacity utilization was 106% for the year, among leading foundry levels. Fab9 (second 12-inch line) exceeded expectations for Phase A completion; Fab5 (Shanghai 12-inch) acquisition progressed as planned. Fab9A total project capex noted at ~USD 6.7B with >USD 5B spent by year-end and ~USD 1.2–1.3B remaining.
Improved Net Result Momentum in Quarter
Q4 net loss narrowed to USD 18.7M, an 80.6% improvement versus Q4 2024; Q4 net profit attributable to shareholders was USD 17.5M compared to a loss of USD 25.2M in Q4 2024.
Strong Liquidity Position
Cash and cash equivalents increased to USD 4.961B as of Dec 31, 2025 (up from USD 3.9047B on Sep 30, 2025). Operating cash flow generated in Q4 was USD 246M and financing activity raised USD 1.3611B in the quarter (including USD 919M bank borrowings).
Positive Other Income Swing
Other income (net) for Q4 was USD 34.1M compared to other loss (net) of USD 40.5M in Q4 2024, driven by FX gains, decreased finance costs, and increased government subsidies.
Clear Q1 2026 Guidance
Management guided Q1 2026 revenue to USD 650M–660M with a projected gross margin of 13%–15%, indicating expected near-term stability in top-line momentum and margins.
HK:1347 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
HK:1347 Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 12, 2026 | HK$99.60 | HK$99.55 | -0.05% |
Nov 06, 2025 | HK$73.45 | HK$80.10 | +9.05% |
Aug 28, 2025 | HK$52.75 | HK$57.20 | +8.44% |
May 08, 2025 | HK$35.20 | HK$35.25 | +0.14% |
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 Hua Hong Semiconductor Ltd. (HK:1347) report earnings?
Hua Hong Semiconductor Ltd. (HK:1347) is schdueled to report earning on May 07, 2026, TBA (Confirmed).
What is Hua Hong Semiconductor Ltd. (HK:1347) earnings time?
Hua Hong Semiconductor Ltd. (HK:1347) earnings time is at May 07, 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 Hua Hong Semiconductor Ltd. stock?
The P/E ratio of Hua Hong Semiconductor Ltd. is N/A.
What is HK:1347 EPS forecast?
HK:1347 EPS forecast for the fiscal quarter 2026 (Q1) is 0.18.