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Taiwan Semiconductor Earnings Calls
| Release date | Apr 15, 2026 |
| EPS estimate | $3.31 |
| EPS actual | $3.49 |
| EPS Surprise | 5.44% |
| Revenue estimate | 35.351B |
| Revenue actual | 35.979B |
| Revenue Surprise | 1.78% |
| Release date | Jan 15, 2026 |
| EPS estimate | $2.90 |
| EPS actual | $3.09 |
| EPS Surprise | 6.55% |
| Revenue estimate | 33.008B |
| Revenue actual | 33.138B |
| Revenue Surprise | 0.395% |
| Release date | Nov 14, 2025 |
| EPS estimate | $2.63 |
| EPS actual | $2.85 |
| EPS Surprise | 8.37% |
| Revenue estimate | 32.072B |
| Revenue actual | 32.359B |
| Revenue Surprise | 0.89% |
| Release date | Aug 14, 2025 |
| EPS estimate | $2.38 |
| EPS actual | $2.61 |
| EPS Surprise | 9.66% |
| Revenue estimate | 30.212B |
| Revenue actual | 31.753B |
| Revenue Surprise | 5.10% |
Last 4 Quarters for Taiwan Semiconductor
Below you can see how TSM 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 | Aug 14, 2025 |
| Price on release | $241.00 |
| EPS estimate | $2.38 |
| EPS actual | $2.61 |
| EPS surprise | 9.66% |
| Date | Price |
|---|---|
| Aug 08, 2025 | $241.83 |
| Aug 11, 2025 | $242.09 |
| Aug 12, 2025 | $244.29 |
| Aug 13, 2025 | $241.44 |
| Aug 14, 2025 | $241.00 |
| Aug 15, 2025 | $238.88 |
| Aug 18, 2025 | $241.41 |
| Aug 19, 2025 | $232.70 |
| Aug 20, 2025 | $228.60 |
| 4 days before | -0.343% |
| 4 days after | -5.15% |
| On release day | -0.88% |
| Change in period | -5.47% |
| Release date | Nov 14, 2025 |
| Price on release | $284.82 |
| EPS estimate | $2.63 |
| EPS actual | $2.85 |
| EPS surprise | 8.37% |
| Date | Price |
|---|---|
| Nov 10, 2025 | $295.29 |
| Nov 11, 2025 | $291.17 |
| Nov 12, 2025 | $290.62 |
| Nov 13, 2025 | $282.20 |
| Nov 14, 2025 | $284.82 |
| Nov 17, 2025 | $282.01 |
| Nov 18, 2025 | $277.91 |
| Nov 19, 2025 | $282.37 |
| Nov 20, 2025 | $277.50 |
| 4 days before | -3.55% |
| 4 days after | -2.57% |
| On release day | -0.99% |
| Change in period | -6.02% |
| Release date | Jan 15, 2026 |
| Price on release | $341.64 |
| EPS estimate | $2.90 |
| EPS actual | $3.09 |
| EPS surprise | 6.55% |
| Date | Price |
|---|---|
| Jan 09, 2026 | $323.63 |
| Jan 12, 2026 | $331.77 |
| Jan 13, 2026 | $331.21 |
| Jan 14, 2026 | $327.11 |
| Jan 15, 2026 | $341.64 |
| Jan 16, 2026 | $342.40 |
| Jan 20, 2026 | $327.16 |
| Jan 21, 2026 | $326.12 |
| Jan 22, 2026 | $327.37 |
| 4 days before | 5.56% |
| 4 days after | -4.18% |
| On release day | 0.222% |
| Change in period | 1.16% |
| Release date | Apr 15, 2026 |
| Price on release | $375.10 |
| EPS estimate | $3.31 |
| EPS actual | $3.49 |
| EPS surprise | 5.44% |
| Date | Price |
|---|---|
| Apr 09, 2026 | $365.49 |
| Apr 10, 2026 | $370.60 |
| Apr 13, 2026 | $369.57 |
| Apr 14, 2026 | $379.89 |
| Apr 15, 2026 | $375.10 |
| Apr 16, 2026 | $363.35 |
| Apr 17, 2026 | $370.50 |
| Apr 20, 2026 | $366.24 |
| Apr 21, 2026 | $368.08 |
| 4 days before | 2.63% |
| 4 days after | -1.87% |
| On release day | -3.13% |
| Change in period | 0.709% |
Taiwan Semiconductor Earnings Call Transcript Summary of Q1 2026
TSMC reported a strong Q1 2026: revenue of USD 35.9B (up 6.4% QoQ) and gross margin of 66.2% (up 390 bps QoQ). Advanced nodes (≤7nm) made up 74% of wafer revenue, with N3 contributing 25%. HPC/AI drove demand (61% of revenue), while smartphone revenue softened. Cash and marketable securities were TWD 3.4 trillion (USD ~106B); operating cash generation remained strong and Q1 CapEx was USD 11.1B. For Q2 2026, TSMC guided revenue of USD 39.0–40.2B and gross margin of 65.5–67.5%; quarterly tax rate will be ~20% due to accrual of tax on undistributed retained earnings. Management reiterated multi-year confidence in AI-driven demand and expects full-year 2026 revenue growth above 30% (USD terms). TSMC raised its 2026 CapEx guidance to the high end of USD 52–56B to expand N3 capacity globally and ramp N2, while noting N2 and overseas fab ramp will modestly dilute gross margin (2–3% for N2 in 2026; overseas ramp 2–4% over stages). The company emphasized supply-chain risk mitigation (multi-sourcing, safety stock) and secured energy supply plans. Advanced packaging and large-reticle solutions are being expanded (CoWoS, CoPoS pilot) to serve larger AI dies. Long-term targets reiterated: gross margins through the cycle of ~56%+ and high-20%s ROE, with continued commitment to growing dividends.
