TSM

2025Q4BMO

Taiwan Semiconductor Manufacturing primary · TECHNOLOGY · SEMICONDUCTORS

Report 2026-01-15 · Fiscal end 2025-12-31 · Features as of 2026-01-14

← Earnings history

Pre-Earnings Data

Expectations & setup

Street

Consensus EPS2.98
Consensus rev—
EPS high—
EPS low—
Dispersion—
Analysts—
EPS rev net 7d—
EPS rev net 30d—
Consensus Δ 7d—
Consensus Δ 30d—

Options

Implied move3.7%
IV front—
P/C full—
P/C front—
Features as of2026-01-14

Run-up

Close—
Ret 5d+2.6%
Ret 10d+9.2%
Ret 20d+13.7%
Ret 30d+13.7%

Post-Earnings Data

Results & reaction

Print

Actual EPS
3.14Beat
Estimated EPS2.98
Actual revenue
1.1T
Surprise %+5.4%
Beat / missBeat
Beat streak 44
Beat streak 88

Reaction

1-day stock reaction-0.3%
Implied vs actual

Implied 3.7%Actual 4.8%

Gap reaction+4.8%
Day result+4.4%
Next-day upNo
Realized / IV1.31×

Post tape

Post 5d-2.0%
Post 10d-3.2%
Post volume42.2M
Vol ×10d3.24×
Vol ×20d3.92×
Post range3.9%