TSM

2026Q2BMO

Taiwan Semiconductor Manufacturing primary · TECHNOLOGY · SEMICONDUCTORS

Report 2026-07-16 · Fiscal end 2026-06-30 · Features as of 2026-07-15

← Earnings history

Pre-Earnings Data

Expectations & setup

Street

Consensus EPS3.87
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 of2026-07-15

Run-up

Close—
Ret 5d-4.0%
Ret 10d-12.2%
Ret 20d-5.0%
Ret 30d-3.7%

Post-Earnings Data

Results & reaction

Print

Actual EPS
4.31Beat
Estimated EPS3.87
Actual revenue
1.3T
Surprise %+11.4%
Beat / missBeat
Beat streak 44
Beat streak 88

Reaction

1-day stock reaction+1.1%
Implied vs actual

Implied 3.7%Actual 3.4%

Gap reaction-3.4%
Day result-2.3%
Next-day upYes
Realized / IV0.92×

Post tape

Post 5d+1.4%
Post 10d-1.6%
Post volume24.9M
Vol ×10d1.74×
Vol ×20d1.68×
Post range3.1%