EarningsQ2 2026 Earnings Report
MX:SMSNN Q2 2026 EPS Results
Actual EPS$3451.67
Consensus EPS$3370.17
Beat/MissBeat by +$81.50
One Year Ago EPS$243.06
MX:SMSNN Q2 2026 Revenue Results
Actual Revenue$2.09T
Expected Revenue$2.06T
Beat/MissBeat by +$32.39B
YoY Revenue Growth+114.48%
Earnings Announcement Details
QuarterQ2 2026
Date07/30/2026
TimeBefore Open
Conference CallThursday, July 30, 2026
MX:SMSNN Upcoming Earnings
Samsung Electronics's next earnings date is estimated for October 29, 2026, based on past reporting schedules.
Q2 2026 Earnings Call Audio
No earnings call audio is available for this earnings event.
Q2 2026 Earnings Slide Deck
No slide deck is available for this earnings event.
Q2 2026 Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a strongly positive financial quarter driven by record revenue, outsized operating profit growth, robust memory and foundry momentum, accelerated R&D and CapEx, expanded multiyear customer agreements and progressive sustainability metrics. Offsetting risks include margin pressure in DX and mobile businesses due to rising component costs, a MX operating loss, ongoing memory supply constraints expected through 2028, and short-term cost impacts from new display ramp-ups. On balance, the company’s exceptional semiconductor-driven results, strong order visibility and strategic investments outweigh near-term consumer-facing margin pressures.Company Guidance
Record Quarterly Revenue and Profit
Total revenue KRW 171.5 trillion (Q2 2026), up 28% QoQ; operating profit KRW 89.5 trillion, up 56% QoQ; operating margin improved to 52% from 43% QoQ; net profit KRW 71.6 trillion, up 52% QoQ; EPS KRW 10,849, up 52% QoQ.
Memory Division: All-Time High Shipments and Strong ASP Recovery
DRAM and NAND achieved record-high bit shipments (DRAM bit shipment: up low-teens QoQ; NAND bit shipment: up low single-digits QoQ). ASP rose sharply QoQ: DRAM mid-40% increase; NAND high-60% increase. HBM4 ramp accelerating with HBM4 sales expected to increase >3 full Q-on-Q in Q3 and HBM4 expected to account for >60% of HBM revenue in H2.
Foundry Momentum and Advanced Node Penetration
Revenue increased sequentially; robust order pipeline for 2-nano from major HPC/cloud customers. Advanced nodes expected to contribute >50% of revenue and AI/HPC share projected to expand from high-teens (2025) to >30% (2026). Company expects double-digit+ YoY revenue growth for Foundry.
Capital Expenditure and R&D Investment Acceleration
Q2 CapEx KRW 16.8 trillion, up KRW 5.5 trillion QoQ (KRW 15.4 trillion to DS, KRW 0.7 trillion to display). R&D expenses reached a new quarterly high KRW 16 trillion (up from KRW 11 trillion prior quarter).
NAND Transition to High-Value Server SSDs
Server SSD expected to exceed 60% of NAND sales mix in 2026 (up >20 percentage points YoY). PCIe Gen6 SSD and high-capacity QLC (V9 2Tb, 256TB server SSD) shipments expanding; QLC bit shipments expected to more than double H2 vs H1.
Shareholder Returns and Dividend Commitment
Board approved Q2 dividend of KRW 374 per share; company remains committed to 2024–2026 shareholder return framework (annual regular dividend KRW 9.8 trillion delivered quarterly). Management actively discussing implementation and potential special dividend.
Commercial Agreements and Demand Visibility via Multiyear Contracts
Signed multiyear supply agreements with top 5 global data center customers; management expects long-term contracts to account for ~60%–70% of planned capacity. Significant advanced payments received (about 1/4 of expected advanced payments).
Sustainability and Safety Progress
Renewable energy transition rate reached 32.5% in 2025 (up 1.1 percentage points YoY). Recycled plastics in products 33.7% (up 2.7 percentage points YoY). Four consecutive years without serious workplace accidents.
MX:SMSNN 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