Samsung Q3 2026 earnings date: October 8, with 108 trillion won expected
Samsung Electronics will publish preliminary third-quarter 2026 results on October 8. Analyst consensus is about 201.7 trillion won (roughly $145 billion) of revenue and 108.1 trillion won of operating profit, up 134% and 789% from 86.1 trillion and 12.2 trillion won a year earlier. If it holds, Samsung would be the first Korean company to earn more than 100 trillion won of operating profit in a quarter. In the second quarter it reported 171.5 trillion won of revenue and 89.5 trillion won of operating profit. High-bandwidth memory, including HBM4 in mass production, and rising memory prices are the drivers. The preliminary release gives only total revenue and operating profit; division figures come with final results in late October
The three lines
- Schedule — preliminary results October 8 (two numbers only); division detail in late October
- Expectations — revenue ~201.7tn won, operating profit ~108.1tn won; about 9x a year ago
- Watch — the gap to consensus, the 100tn line, and won strength; some brokers trimmed forecasts to ~105tn
Key questions
- When does Samsung report Q3 2026 earnings
- **Preliminary results come out on October 8, 2026.** | Release | Date | Contents | |---|---|---| | Preliminary | **Oct 8** | Total revenue, operating profit | | Final + call | Late Oct | Division results, Q&A |
- Samsung Q3 2026 operating profit forecast
- **Consensus is about 108.1 trillion won.** | Quarter | Revenue | Operating profit | |---|---|---| | Q3 2025 (actual) | 86.1tn | 12.2tn | | Q2 2026 (actual) | 171.5tn | 89.5tn | | **Q3 2026 (consensus)** | **201.7tn** | **108.1tn** | | Year on year | +134% | +789% | Some tallies put consensus at 204.6tn and 110.6tn won.
- Will Samsung make 100 trillion won profit in a quarter
- **Consensus says yes — it would be a first for a Korean company.** | Quarter | Operating profit | |---|---| | Q1 2026 | ~57.2tn | | Q2 2026 | 89.5tn | | Q3 2026 (forecast) | ~108tn | Some brokers lowered estimates toward 105tn on short-term won strength.
On October 8 Samsung Electronics will show whether a Korean company can earn 100 trillion won in a single quarter. Consensus for the third quarter of 2026 is about 201.7 trillion won of revenue and 108.1 trillion won of operating profit — nearly nine times the 12.2 trillion won it made a year earlier. Here is the schedule, how to read the release and what to watch.
1. The schedule: preliminary is not final
| Release | Date | What you get |
|---|---|---|
| Preliminary | Thursday, October 8, morning KST | Two numbers: revenue and operating profit |
| Final results | Late October | Division results (chips, devices), net income |
| Earnings call | Same day as final | HBM shipments, pricing, capex Q&A |
The preliminary release is only two numbers. How much the chip division earned, and how much came from HBM, arrives at the end of the month. On the 8th, expect a flood of broker estimates splitting the total — estimates, not reported figures.
2. A year of change in one table
| Quarter | Revenue | Operating profit | Margin |
|---|---|---|---|
| Q3 2025 (actual) | 86.1tn | 12.2tn | ~14% |
| Q1 2026 (actual) | ~133.9tn | ~57.2tn | ~43% |
| Q2 2026 (actual) | 171.5tn | 89.5tn | ~52% |
| Q3 2026 (consensus) | 201.7tn | 108.1tn | ~54% |
(Q1 figures back-calculated from the Q2 release.)
A margin above 50% means one won of every two in sales is profit — rare for a manufacturer. The engine is memory pricing. AI data centers are absorbing high-bandwidth memory and server DRAM, tightening supply of ordinary DRAM and lifting prices across the board. Samsung Securities expects HBM sales to rise 60% quarter on quarter. Korea's September chip exports, which topped $60 billion for the first time, tell the same story.
3. Three things to watch on October 8
- The gap to consensus. A record that falls short of expectations can still send the stock lower. Some brokers have trimmed operating-profit estimates toward 105 trillion won, citing short-term won strength.
- The 100-trillion line. Symbolic, but it will write the headlines.
- Peers. Micron beat expectations on September 30; SK hynix reports in late October.
4. What remains unclear
- Consensus ranges from 201.7tn to 204.6tn won of revenue and 108.1tn to 110.6tn won of operating profit depending on source.
- The final-results date has not yet been filed. We will follow up with the reported numbers on October 8.