SK HYNIX Q3 OPERATING PROFIT BEATS AT 83.3 TRILLION WON, NET PROFIT MISSES
• Operating profit: 83.3 trillion won vs 76. | Hanami
SK HYNIX Q3 OPERATING PROFIT BEATS AT 83.3 TRILLION WON, NET PROFIT MISSES
• Operating profit: 83.3 trillion won vs 76.7 trillion est, beat
• Revenue: 104.6 trillion won vs 98.3 trillion est, beat
• Net profit: 39.5 trillion won vs 55.4 trillion est, miss
Shareholder returns:
• About 100 trillion won planned for 2026, including a cash dividend of more than 30 trillion won and buybacks and cancellations of more than 60 trillion won
• Q3 dividend of 20,000 won per share, including a special dividend of 10,000 won per share from its Kioxia investment
• Decided on a buyback worth 20 trillion won
Q3 pricing vs Q2: DRAM average selling price up high 20%, NAND up mid 20%.
SK Hynix expects 2027 DRAM market demand to grow mid 20% and NAND to grow high teen. It expects PC and smartphone shipments to decrease on higher memory costs and supply shortages, and says growing AI infrastructure demand should more than offset that.(Historical earnings: For fiscal 2026FY (period ended 2026-09-03), Micron Technology reported basic EPS of 75.38, diluted EPS of 74.33, net income of USD 84.969 billion, and revenue of USD 133.188 billion.
Consensus expectations: For the upcoming 2027Q1 event, consensus expects EPS of 37.93 and revenue of USD 63.793 billion.)