Taiwan Semiconductor Manufacturing (TSM) — the earnings record
As of the 2026-07-16 card — updated after each print. An investment research diary, not advice.
The record at a glance
Reactions across the covered prints span -4.5% to +4.0% — the beat column and the reaction column frequently disagree, which is the whole reason the record scores them separately. The street carries est revenue ~$39.8B into the next print.
Print by print
| Date | EPS | Revenue | |
|---|---|---|---|
| Apr 26 | 2026-04-16 | ✓ beat | ✓ beat |
| Jan 26 | 2026-01-15 | ✓ beat | ✓ beat |
| Oct 25 | 2025-10-16 | ✓ beat | ✓ beat |
| Jul 25 | 2025-07-17 | ✓ beat | ✓ beat |
| Apr 25 | 2025-04-17 | ✓ beat | ✓ beat |
| Jan 25 | 2025-01-16 | ✗ miss | ✓ beat |
| Oct 24 | 2024-10-17 | ✓ beat | ✓ beat |
| Jul 24 | 2024-07-18 | ✓ beat | ✓ beat |
| Apr 24 | 2024-04-18 | ✓ beat | ✓ beat |
| Jan 24 | 2024-01-18 | ✓ beat | ✓ beat |
The per-print reaction chart, the load-bearing metric and the behavior read live on the full TSM print-record card — free registration.
FAQ · from the current data · as of 2026-07-16
Quick answers
How often does Taiwan Semiconductor Manufacturing beat earnings estimates?
Across the last 10 covered prints (as of the 2026-07-16 card), Taiwan Semiconductor Manufacturing beat EPS estimates 9 of 10 times and revenue estimates 10 of 10 times, with 9 double beats.
How does TSM stock react to earnings?
Measured close-of-print-day to the close three sessions later: 2 of the last 10 prints resolved up (beyond +3%), 5 flat, 3 down — reactions spanning -4.5% to +4.0%. Beat-or-miss and reaction are scored separately because they frequently disagree.
What was TSM's biggest earnings reaction?
-4.5% over the three sessions after the Jul 25 print (2025-07-17).
When does Taiwan Semiconductor Manufacturing report earnings next?
2026-10-15 (est EPS $3.87 · est revenue ~$39.8B). The full print-record card — reaction chart, the load-bearing metric and the behavior read — updates after each print; registration is free. An investment research diary, not advice.
Mentioned on Closelooknet
Where TSM appears in the diary — 30 pieces, newest first. Every link is our own writing.
Go deeper
Long reads
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How we hold it TSM is a constituent of the Rubin Build-Out 100 ; the print record carries its reaction history, and the stock page the live structure.
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101 and glossary
- NVIDIA Investor's Timeline: Hopper to Blackwell to Rubin and Beyond
The investment question is not "is NVIDIA a good company?" — it's "is NVIDIA's stock a good risk-adjusted investment at this price?" Key Companies NVDA NVIDIA Architecture owner — Hopper/Blackwell/Rubin TSM TSMC Fabrication + CoWoS…
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Dailies
- AI Build-Out — Spotting the 2027 Slowdown
- Nasdaq — record close at 27,477 while the chip funds sit 5–15% below their June peaks
- S&P 500 — record high as Marvell jumps 7.6% on its investor day; chip-machine makers slide
- AI Trade — The Suppliers' Suppliers Move First
- Asia — Nikkei back near 70,000, Taiwan +2.4%; euro at a 17-month low, US futures slightly lower
- Brazil — stocks jump 13% after Bolsonaro leads round one; US 10-year hits 5.35%, stocks rise anyway
- Expiry Friday — the equipment names join at last: Applied +4.4%, Lam +5.2%, memory ETF over $58, 10-year back at 5%
- Yen — the Bank of Japan hikes and the dollar holds 157: the carry trade pays, the lines held, chips +3.4% over $505
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