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United Microelectronics Corp. (UMC)
NYSE:UMC
Earnings Data
Report Date
Apr 29, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.13Last Year’s EPS
0.1Same Quarter Last Year
Strong Sell
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a generally constructive operational picture driven by shipment growth (+12.3% YoY), Q4 revenue and improved gross margin (~30.7%), strong 22/28nm momentum (22nm +31% QoQ) and disciplined CapEx guidance (USD 1.5B). Management flagged near-term margin headwinds from higher depreciation and inflationary costs, modest utilization guidance (mid-70s in Q1), some one-time pricing concessions for strategic customers, and multi-year timelines for advanced packaging and silicon photonics ramp. On balance, the positives around volume growth, product-mix improvement and strategic investments slightly outweigh the margin and timing risks noted.Company Guidance
Q4 Revenue and QoQ Growth
Consolidated revenue in Q4 2025 was TWD 61.81 billion, up 4.5% quarter-over-quarter.
Strong Q4 Gross Margin and Profitability
Gross margin improved to ~30.7% in Q4 2025 (gross profit TWD 18.95 billion); net income attributable to shareholders for Q4 was ~TWD 10.05–10.06 billion with EPS of TWD 0.81.
Full-Year Shipment and USD Revenue Growth
For 2025 shipments increased 12.3% year-over-year and revenue in U.S. dollars grew 5.3% year-over-year, demonstrating operational volume growth and USD revenue improvement.
Full-Year Revenue, Net Income and Cash Position
Full-year 2025 revenue was TWD 237.5 billion (up 2.3% YoY), net income attributable to owners was ~TWD 41.7 billion (net income rate ~17.6%), EPS for 2025 was TWD 3.34, and cash on hand remained above TWD 110 billion with total equity of TWD 379.8 billion.
22-nanometer Momentum and Product-Mix Improvement
22-nanometer revenue rose 31% quarter-on-quarter (Q4) to a record high and accounted for >13% of Q4 revenue; 22nm + 28nm combined represented 36% of Q4 revenue and grew ~3 percentage points year-over-year, supporting better mix and ASP outlook.
Specialty Technologies and Diversified Revenue Base
Specialty technologies represent ~50% of overall revenue; embedded high-voltage comprises ~30% of specialty revenue, underscoring diversified, higher-value product exposure.
Geographic and IDM Mix Shifts
IDM account increased to 19% for the full year (up 3 percentage points); geographic mix saw North America decline from 25% in 2024 to 22% in 2025 while Asia and Europe increased, reflecting a diversified customer footprint.
CapEx Discipline and Completed Singapore Expansion Phase
2026 cash-based CapEx planned at USD 1.5 billion (slightly below USD 1.6 billion in 2025). Phase III of Singapore Fab 12i was completed in 2025 and will begin capacity expansion in H2 2026, supporting supply-chain diversification.
Progress on Strategic Technology Partnerships
12-nanometer collaboration with Intel is on track (PDK/IP delivery in 2026, tape-outs expected 2027). Silicon photonics (12-inch PIC pluggable products) and advanced packaging initiatives have tape-out/activity momentum (over 20 new tape-outs for advanced packaging in 2026) with expected ramping in 2026–2027.
Improved EBITDA Margin and Operational Initiatives
Management noted an improvement in 2025 EBITDA margin vs 2024 and ongoing cost reduction, productivity and efficiency programs to mitigate inflationary pressures.
UMC 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
UMC Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jan 28, 2026 | $12.48 | $11.38 | -8.81% |
Oct 29, 2025 | $7.63 | $7.39 | -3.15% |
Jul 30, 2025 | $7.12 | $7.10 | -0.28% |
Apr 23, 2025 | $6.49 | $6.70 | +3.23% |
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 United Microelectronics Corp. (UMC) report earnings?
United Microelectronics Corp. (UMC) is schdueled to report earning on Apr 29, 2026, Before Open (Confirmed).
What is United Microelectronics Corp. (UMC) earnings time?
United Microelectronics Corp. (UMC) earnings time is at Apr 29, 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 UMC EPS forecast?
UMC EPS forecast for the fiscal quarter 2026 (Q1) is 0.13.