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Hua Hong Semiconductor Earnings Calls
| Release date | Nov 06, 2025 |
| EPS estimate | HK$0.174 |
| EPS actual | HK$0.117 |
| EPS Surprise | -32.87% |
| Revenue estimate | 5.153B |
| Revenue actual | 4.945B |
| Revenue Surprise | -4.03% |
| Release date | Jun 30, 2025 |
| EPS estimate | HK$0.0807 |
| EPS actual | HK$0.0261 |
| EPS Surprise | -67.68% |
| Revenue estimate | 4.413B |
| Revenue actual | 4.539B |
| Revenue Surprise | 2.85% |
| Release date | Mar 31, 2025 |
| EPS estimate | HK$0.0863 |
| EPS actual | HK$0.0169 |
| EPS Surprise | -80.46% |
| Revenue estimate | 4.263B |
| Revenue actual | 4.204B |
| Revenue Surprise | -1.37% |
| Release date | Dec 31, 2024 |
| EPS estimate | HK$0.151 |
| EPS actual | -HK$0.114 |
| EPS Surprise | -175.34% |
| Revenue estimate | 4.161B |
| Revenue actual | 4.188B |
| Revenue Surprise | 0.646% |
Last 4 Quarters for Hua Hong Semiconductor
Below you can see how 1347.HK performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Dec 31, 2024 |
| Price on release | HK$21.65 |
| EPS estimate | HK$0.151 |
| EPS actual | -HK$0.114 |
| EPS surprise | -175.34% |
| Date | Price |
|---|---|
| Dec 23, 2024 | HK$21.40 |
| Dec 24, 2024 | HK$21.15 |
| Dec 27, 2024 | HK$22.30 |
| Dec 30, 2024 | HK$22.65 |
| Dec 31, 2024 | HK$21.65 |
| Jan 02, 2025 | HK$20.20 |
| Jan 03, 2025 | HK$19.98 |
| Jan 06, 2025 | HK$20.15 |
| Jan 07, 2025 | HK$20.75 |
| 4 days before | 1.17% |
| 4 days after | -4.16% |
| On release day | -6.70% |
| Change in period | -3.04% |
| Release date | Mar 31, 2025 |
| Price on release | HK$31.05 |
| EPS estimate | HK$0.0863 |
| EPS actual | HK$0.0169 |
| EPS surprise | -80.46% |
| Date | Price |
|---|---|
| Mar 25, 2025 | HK$32.65 |
| Mar 26, 2025 | HK$32.65 |
| Mar 27, 2025 | HK$33.35 |
| Mar 28, 2025 | HK$32.50 |
| Mar 31, 2025 | HK$31.05 |
| Apr 01, 2025 | HK$30.45 |
| Apr 02, 2025 | HK$31.45 |
| Apr 03, 2025 | HK$30.80 |
| Apr 07, 2025 | HK$25.75 |
| 4 days before | -4.90% |
| 4 days after | -17.07% |
| On release day | -1.93% |
| Change in period | -21.13% |
| Release date | Jun 30, 2025 |
| Price on release | HK$34.70 |
| EPS estimate | HK$0.0807 |
| EPS actual | HK$0.0261 |
| EPS surprise | -67.68% |
| Date | Price |
|---|---|
| Jun 24, 2025 | HK$34.05 |
| Jun 25, 2025 | HK$35.55 |
| Jun 26, 2025 | HK$35.30 |
| Jun 27, 2025 | HK$34.95 |
| Jun 30, 2025 | HK$34.70 |
| Jul 02, 2025 | HK$33.65 |
| Jul 03, 2025 | HK$34.05 |
| Jul 04, 2025 | HK$35.65 |
| Jul 07, 2025 | HK$35.15 |
| 4 days before | 1.91% |
| 4 days after | 1.30% |
| On release day | -3.03% |
| Change in period | 3.23% |
| Release date | Nov 06, 2025 |
| Price on release | HK$80.10 |
| EPS estimate | HK$0.174 |
| EPS actual | HK$0.117 |
| EPS surprise | -32.87% |
| Date | Price |
|---|---|
| Oct 31, 2025 | HK$79.75 |
| Nov 03, 2025 | HK$76.95 |
| Nov 04, 2025 | HK$75.80 |
| Nov 05, 2025 | HK$73.45 |
| Nov 06, 2025 | HK$80.10 |
| Nov 07, 2025 | HK$79.45 |
| Nov 10, 2025 | HK$78.10 |
| Nov 11, 2025 | HK$75.25 |
| Nov 12, 2025 | HK$74.45 |
| 4 days before | 0.439% |
| 4 days after | -7.05% |
| On release day | -0.81% |
| Change in period | -6.65% |
Hua Hong Semiconductor Earnings Call Transcript Summary of Q3 2025
Hua Hong Semiconductor reported a record Q3 2025 with revenue of $635.2M (up 20.7% YoY, 12.2% QoQ) and gross margin of 13.5% (above guidance). Strong drivers were higher wafer shipments, improved ASPs (management attributes ~80% of the ASP/margin beat to price increases versus 20% to mix), very high fab utilization (8" fabs >110%, initial 12" fab >100k wafers loading, Fab 9A ramping), and contributions from NOR flash (stand‑alone and MCU) and power/analog product lines. Cash from operations turned positive at $184.2M; cash & equivalents ~$3.9B. CapEx remains significant as Fab 9A builds out (management expects ~$1.3–1.5B remaining next year for Fab 9A after ~ $2B this year); 8" capex ~ $120M this year. Management reiterated an active pricing posture and ongoing cost reduction efforts. They are progressing an acquisition (Fab 5 consolidation) expected to close next year, which management says will add revenue and synergies with their 12" Wuxi line. Guidance for Q4 2025: revenue $650–660M and gross margin 12–14%. Key risks/notes: power discrete faces competitive pricing pressure and structural shifts toward SiC/GaN; management is investing in GaN and BCD platforms and sees continued demand tailwinds from AI (supporting power management, MCU, and related chips), automotive and industrial markets. Overall tone: cautiously optimistic for 2026, with both organic ramp (process nodes 55nm → 40nm for NOR/MCU) and inorganic expansion expected to drive growth and improve profitability over time.
