SK Hynix Misses Q2 Revenue and Operating Profit Estimates, Expects Stronger Results as HBM Shipments Ramp
SK Hynix reported second-quarter revenue of $54.6 billion and operating profit of $41.6 billion, missing analyst estimates. Sales fell below the $57.7 billion forecast, while operating profit came in short of the $44.2 billion expectation. Operating margin reached 76.3%, and net profit rose to $64.6 billion.
The company attributed the revenue and profit miss to a product mix shift that deferred certain high-value HBM shipments to the second half, noting that pricing remained strong with DRAM average selling prices up approximately 30% quarter over quarter. Management expects second-half results to improve as HBM4 production ramps and overall shipment volumes increase, pointing to long-term supply agreements with roughly 10 major customers and sustained infrastructure spending.
From the sources (25 posts)
@jukan05South Korea’s Meritz Securities estimates that, as part of Bain Capital’s sale of its stake in Kioxia, SK hynix’s stake in SPC1—through which it had invested alongside Bain—was also disposed of. As a result, Meritz projects SK hynix’s 2Q26
@photoncap"SK Hynix Becomes De Facto Second-Largest Kioxia Shareholder"
@tradfi*SK HYNIX 2Q SALES 79.32T WON, EST. 83.85T WON *SK HYNIX 2Q NET 93.82T WON, EST. 54.32T WON *SK HYNIX 2Q OPERATING PROFIT MISSES ESTIMATES *SK HYNIX 2Q OPER PROFIT 60.54T WON, EST. 64.22T WON $SKHY
@zerohedge*SK HYNIX 2Q SALES 79.32T WON, EST. 83.85T WON *SK HYNIX 2Q OPER PROFIT 60.54T WON, EST. 64.22T WON it appears there was a reason why they rushed that "7x oversubscribed ADR offering"
@negligible_cap*SK HYNIX 2Q OPER PROFIT 60.54T WON, EST. 64.22T WON Oh my
@jukan05SK hynix (Market Cap: KRW 1,132.2632 trillion) 2Q26 Earnings Results ▶️ Results: Revenue: KRW 79 trillion (+257% YoY) (Consensus: KRW 84 trillion; 5.5% below consensus) Operating profit: KRW 61 trillion (+557% YoY) (Consensus OP: KRW 64 t
@jukan05SK hynix: Long-term contracts with approximately 10 major customers
@stocksavvyshay$SKHY Q2 EARNINGS • Revenue: $54.5B vs. $57.7B est. • Operating profit: $41.6B vs. $44.2B est. • DRAM ASP: +30% QoQ • NAND ASP: +55% QoQ Q3 Guidance • DRAM shipments: +10% QoQ • NAND shipments: +3% QoQ FY26 Guidance • DRAM demand: +25% Y
@wallstengineSK HYNIX $SKHY Q2’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $54.6B (Est. $57.7B) 🔴; -5.4% 🔹 Operating Profit: $41.6B (Est. $44.2B) 🔴; 76.3% operating margin 🔹 DRAM ASP: +~30% QoQ 🔹 NAND ASP: +mid-50% QoQ 2026 Market Outlook: 🔹 DRAM Demand Growth:
@jukan05Net Profit 93.92T!($64.59B)
@wallstengineSK HYNIX $SKHY Q2’26 DETAILED EARNINGS HIGHLIGHTS 🔹 Revenue: $54.6B (Est. $57.7B) 🔴; +257% YoY, +51% QoQ 🔹 Operating Profit: $41.6B (Est. $44.2B) 🔴; +557% YoY 🔹 Operating Margin: 76%; +3,500 bps YoY — record high quarterly OPM Q3 Guide: 🔹
@stockmktnewzSK HYNIX $SKHY JUST REPORTED EARNINGS Revenue of $54.6B missing expectations of $57.7B🔴
@trendspiderSK HYNIX $SKHY JUST REPORTED Q2 EARNINGS ❌ Q2 REV: 79.32T won vs 83.85T won est ❌ Q2 Op. Profit: 60.54T won vs 64.22T won est ✅ Q2 Net Profit: 93.82T won vs 54.32T won est Gross Margin: 83% Operating Margin: 76% EBITDA Margin: 81% Net Pro
@trendspiderMemory stocks are continuing their decline into after-hours following SK Hynix's Q2 earnings report 🩸 🔴 $SKHY -6% 🔴 $MU -4% 🔴 $SNDK -4%
@frankdegodsholy shit skhynix missed
@cnbcSK Hynix second-quarter profit surges 557% to a new high — but misses estimates
@melvininvestsGet ready for another brutal semi selloff tomorrow because SK Hynix just missed on both revenue and operating profit for Q2 and Korean chip sentiment is already fragile after this week's KOSPI crash (Save this). The headline numbers aren't
@milkroadaiRT @MelvinInvests: Get ready for another brutal semi selloff tomorrow because SK Hynix just missed on both revenue and operating profit for…
@julientechinvst
@frankdegodsoh damn
@dnystedtRT @wallstengine: SK HYNIX $SKHY Q2’26 DETAILED EARNINGS HIGHLIGHTS 🔹 Revenue: $54.6B (Est. $57.7B) 🔴; +257% YoY, +51% QoQ 🔹 Operating Pro…
@stockmktnewzSK Hynix $SKHY stock is down by almost 5% in after-hours following its earnings 🔴
@thestalwartShares of SK Hynix missed expectations, with profits only rising by 577%. The stock is down over 4% pre-market in Seoul
@businessSK Hynix Inc.’s quarterly profit rose a smaller-than expected 557%, adding to heightened fears that an AI boom that has propelled the semiconductor industry may be decelerating.
@frankdegodsmaybe SKHYNIX miss is the bottom pat on the back, go get em next time