Q3 is expected to show 37% sequential and 336% annual revenue growth, with analysts projecting $6.25 adjusted EPS on $74.6B revenue.
Outlook:
Q3 should deliver around $6.25 EPS, on around $75B in revenue, annual growth of 336%, up from around $17.1B. .
1. Upcoming Earnings Date
- Next Earnings Release: October 28, 2026 (9:00 AM KST) / October 27, 2026 (US ET).
- Period: FY2026 Third Quarter (Q3).
2. Expected Revenue & Growth
- Consensus Q3 Revenue Forecast:
- ~₩99.7 Trillion – ₩100.6 Trillion KRW (equivalent to approximately $74.6 Billion USD).
- Expected Revenue Growth:
- Year-over-Year (YoY): ~+300% to +330% (up from ₩24.45 Trillion KRW in Q3 2025).
- Quarter-over-Quarter (QoQ): ~+26% to +27% sequential expansion over Q2 2026 (₩79.32T KRW).
3. Expected Profit / Earnings Growth
- Consensus Q3 EPS Estimate:
- ~$6.12 – $6.25 USD per ADR (analyst consensus ranges).
- Expected Profit Growth:
- Year-over-Year (YoY): ~+370% to +390% YoY (compared to $1.25 EPS reported in Q3 2025).
- Profitability continues to be propelled by strong demand and pricing power across high-bandwidth memory (HBM3E / HBM4) and enterprise server DRAM/NAND.
