Upcoming
FY2026 Q2
Earnings Preview005930
Samsung Electronics
Samsung Electronics · Semiconductors/Memory
Thu, July 30, 2026·Before Market Open
Samsung ElectronicsMemoryHBMSemiconductorsQ2 EarningsEarnings
01Wall Street Consensus
EPS—
Revenue—
Key Checkpoints
- 01Finalized results by division (DS, DX, SDC, Harman)
- 02Memory (DRAM/NAND) pricing, shipments, and HBM revenue
- 03Foundry utilization and yield
- 04Semiconductor (DS) share of operating profit
- 05Q3 industry outlook and capex direction
Upside Catalysts
- Memory supercycle — DRAM and HBM price strength
- HBM4 volume production and customer expansion
- AI-demand-driven server DRAM mix improvement
Risk Factors
- Memory price volatility
- Intensifying HBM competition (SK hynix, Micron)
- Delayed foundry profitability recovery
- FX and tariff variables
Detail
EEPS History (Last 2 Quarters)
Actual EPS vs Consensus — Green Beat · Red Miss
Beat1
Miss0
Beat rate100%
1Preview Note
Samsung Electronics' finalized Q2 2026 earnings conference call is confirmed for July 30 (Thu) 10:00am KST. Preliminary results on July 7 already showed consolidated revenue of KRW 171T and operating profit of KRW 89.4T (among the highest quarters on record) — the finalized release keys on the DS (semiconductor) divisional operating profit breakdown, the HBM revenue contribution, and the second-half capex direction. Pre-submitted questions are accepted July 7-30. Finalized divisional figures to be updated at the print.