SK hynix (SKHY) earnings date & stock reaction
Limited dataSKHY · SK hynix · Semiconductors
SK hynix earnings date & time
Next earningsMon, October 26 around 7:00 PM ETscheduled
Schedule
- Korea time (KST)
- Tue, October 27
- Typical move
- ±2.6% · 1-report avg
What the market expects
Consensus EPS
$6.26Coming in above this counts as a beat
Full earnings calendarFrom an earnings calendar · Schedule last checked October 14
Latest report· July 29, 2026 reported
EPS consensus $4.87 → $9.06 ▲ +86.1% beat
Post-earnings price move
Next-day move
-2.6%
After 5 days
+18.6%
Price around earnings
Around this report
Overlapped an FOMC holdThis report landed on a US Federal Reserve rate-decision day. Rate decisions move the whole market, so the move may reflect the decision, not just earnings. A cut is not always good or a hike always bad. Crisis cuts fell, and hikes in a strong economy often rose.Sector peer Intel Corporation (7/23): beat, yet stock -7.9%A same-industry peer, Intel Corporation, reported within the 10 days before this one (5d earlier). How the market took it (next-day move -7.9%) is the best read on the sector mood. A beat that still fell means the bar was high, so this stock may face similar pressure.Down 23% into earningsIn the 3 trading days before this report, the stock moved more than usual. A pre-earnings run-up can mean expectations were already priced in, a drop can mean bad news was priced in early. Read the post-earnings reaction with that in mind.
Earnings callRecord-high earnings driven by AI demand and massive capacity expansion
“Second quarter revenue increased by 51% quarter-on-quarter and 257% year-on-year, reaching KRW 79.3 trillion, marking a record high revenue following the previous quarter.”
“Due to the schedule acceleration and investment expansion, our 2026 CapEx is expected to reach the high KRW 40 trillion range.”
Positives
- ▲Record earnings and margin expansion
- Q2 revenue surged 257% vs last year to KRW 79.3 trillion.
- Operating profit rose 557% vs last year to KRW 60.5 trillion, with margins improving 5%p from the previous quarter to 76%.
- ▲Growth in AI-focused product sales
- Enterprise SSD revenue doubled vs last quarter, with 30TB+ high-capacity product sales increasing more than threefold.
- DRAM bit shipments grew by high single digits, meeting guidance due to strong HBM3E and AI server DRAM sales.
- ▲Strengthened financial position
- Net cash expanded to KRW 69.4 trillion, and the debt-to-equity ratio improved by 5%p to 7%.
- Cash and cash equivalents increased by KRW 33.6 trillion from the previous quarter to reach KRW 88 trillion.
Concerns
- ▼Slower-than-expected DRAM ASP growth
- DRAM ASP growth in Q2 fell below market expectations as shipments of some high-value products were delayed to the second half.
- ▼Rising cost burden from aggressive CapEx
- 2026 annual CapEx is projected to reach the high KRW 40 trillion range, reflecting significant investment in infrastructure.
- ▼Temporary weakness in PC and mobile segments
- Temporary sales adjustments are occurring in PC and mobile applications due to difficulties in securing memory supply.
Based on the Jul 29, 2026 earnings-call transcript. Quotes are verbatim.
SK hynix (SKHY) rose the day after earnings in 0 of its last 1 reports (0%), moving ±2.6% on average. It has fallen despite beating the consensus estimate 1 times.
Up next day
0/1
0%
Fell despite growth
0/1
Good earnings ignored
Price when beating
-2.6%
avg over 1 beats
Price when missing
—
never missed
Avg earnings move
±2.6%
typical swing on earnings
Biggest single move
-2.6%
'26.7 · largest reaction
🔑What actually moves this stock?
What really matters here
HBM share and memory prices
In finance terms: HBM · memory price
What to watch next report
When results drop, check the metric above vs last quarter and whether guidance beats expectations.
How this stock reacts to earnings
Traits seen across its recent earnings reactions
vs Semiconductors sector avg (6 peers)
This
-2.6%
Sector
-0.2%
Avg next-day reaction
Earnings timeline · bars = next-day move, ▲▼ = beat/miss
Apr–Jun 2026 results
Reported 2026-07-28
Next-day move
-2.6%
After 5 days +18.6%
EPS consensus $4.87 → $9.06 ▲ +86.1% beat
Beat by +86.1% but stock -2.6%
Price around earnings
Around this report
Overlapped an FOMC holdThis report landed on a US Federal Reserve rate-decision day. Rate decisions move the whole market, so the move may reflect the decision, not just earnings. A cut is not always good or a hike always bad. Crisis cuts fell, and hikes in a strong economy often rose.Sector peer Intel Corporation (7/23): beat, yet stock -7.9%A same-industry peer, Intel Corporation, reported within the 10 days before this one (5d earlier). How the market took it (next-day move -7.9%) is the best read on the sector mood. A beat that still fell means the bar was high, so this stock may face similar pressure.Down 23% into earningsIn the 3 trading days before this report, the stock moved more than usual. A pre-earnings run-up can mean expectations were already priced in, a drop can mean bad news was priced in early. Read the post-earnings reaction with that in mind.
Earnings trend · last 12 quarters
EPS$9.06
'26.7'26.7
Revenue—
'26.7'26.7
Frequently asked questions
When is the next SK hynix earnings date?
The next SK hynix (SKHY) earnings report is expected Mon, October 26 around 7:00 PM ET. It comes from an earnings calendar and may not be a company-confirmed date; it updates automatically if it changes.
What is the consensus EPS forecast for SK hynix's next earnings?
Analysts expect EPS of about $6.26 for SK hynix (SKHY). Coming in above that counts as a beat, below it a miss — though a beat does not guarantee the stock rises.
Does SK hynix (SKHY) stock usually go up after earnings?
Over the last 1 earnings reports, the stock rose on 0 of them (0%). The average move on earnings day was ±2.6%.
Does SK hynix react more to the earnings numbers or to guidance?
In 1 of the last 1 reports (100%), the stock moved the opposite way from whether it beat or missed the forecast. A high share means guidance and expectations drive the move more than the reported numbers.