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Samsung Q2 Guidance Points to Sharp Increase in Sales and Profit

Samsung Electronics issued second-quarter 2026 earnings guidance projecting consolidated sales of approximately KRW 171 trillion (US$125.7 billion) and operating profit of KRW 89.4 trillion (US$65.7 billion). The preliminary figures, reported under Korean International Financial Reporting Standards (K-IFRS), represent the median values of estimate ranges disclosed by the company.

Samsung expects quarterly sales between KRW 170 trillion (US$125.0 billion) and KRW 172 trillion (US$126.5 billion), while operating profit is projected between KRW 89.3 trillion (US$65.7 billion) and KRW 89.5 trillion (US$65.8 billion). Korean disclosure regulations do not permit companies to provide earnings estimates as ranges, so Samsung reported the midpoint of each range as its official guidance figure.

The guidance indicates a sharp increase from both the previous quarter and the year-earlier period. Samsung reported KRW 133.87 trillion (US$98.4 billion) in sales and KRW 57.23 trillion (US$42.1 billion) in operating profit for Q1 2026, compared with KRW 74.57 trillion (US$54.8 billion) in sales and KRW 4.68 trillion (US$3.4 billion) in operating profit during Q2 2025. Based on the guidance, Q2 2026 sales would increase approximately 28% sequentially and 129% year over year, while operating profit would rise approximately 56% sequentially and more than nineteen-fold from Q2 2025.

• Consolidated sales guidance: approximately KRW 171 trillion (US$125.7 billion)

• Consolidated operating profit guidance: approximately KRW 89.4 trillion (US$65.7 billion)

• Sales estimate range: KRW 170 trillion to KRW 172 trillion (US$125.0 billion to US$126.5 billion)

• Operating profit estimate range: KRW 89.3 trillion to KRW 89.5 trillion (US$65.7 billion to US$65.8 billion)

• Q1 2026 sales: KRW 133.87 trillion (US$98.4 billion)

• Q1 2026 operating profit: KRW 57.23 trillion (US$42.1 billion)

• Q2 2025 sales: KRW 74.57 trillion (US$54.8 billion)

• Q2 2025 operating profit: KRW 4.68 trillion (US$3.4 billion)

• Implied Q2 2026 operating margin: approximately 52.3%

• Samsung will provide detailed business-unit results when it releases its full second-quarter earnings report.

“Samsung Electronics today announced its earnings guidance for the second quarter of 2026.”

🌐 Analysis: The preliminary figures, if confirmed, would mark an exceptional change in Samsung Electronics’ earnings profile, particularly given the scale of the implied operating margin. The full earnings release will provide the critical segment-level detail needed to determine how much of the improvement came from memory semiconductors, high-bandwidth memory, foundry operations, mobile devices, displays, and other businesses.

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Profile: Samsung Electronics
UpdatedJuly 2026
HeadquartersSuwon, South Korea
LeadershipYoung Hyun Jun, Vice Chairman and CEO; TM Roh, President and CEO
Q2 2026 GuidanceKRW 171T Sales (US$125.7B) KRW 89.4T Operating Profit (US$65.7B)
Sales RangeKRW 170T–172T (US$125.0B–US$126.5B)
Operating Profit RangeKRW 89.3T–89.5T (US$65.7B–US$65.8B)
Q1 2026 ResultsSales: KRW 133.87T (US$98.4B)
Operating profit: KRW 57.23T (US$42.1B)
Q2 2025 ResultsSales: KRW 74.57T (US$54.8B)
Operating profit: KRW 4.68T (US$3.4B)
Implied Q2 2026 MarginApproximately 52.3%
Core TechnologyDRAM, NAND flash, HBM, foundry processes, logic semiconductors, OLED displays, mobile computing, and consumer electronics
Semiconductor ProductsHBM DDR5 GDDR Enterprise SSDs Exynos
Major BusinessesDevice Solutions Mobile Experience Networks Visual Display Digital Appliances
Strategic FocusExpanding advanced memory and semiconductor manufacturing capabilities while competing across AI infrastructure, mobile computing, displays, telecommunications equipment, and consumer electronics.
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