SK hynix Inc. · SKHY · Next earnings

SK hynix Inc. next earnings report

SKHY's next report date is not on the calendar yet. Here is where the last quarter left off and what remains open. Last quarter: SK hynix leans into AI memory demand and 2027 capacity

Date not yet scheduled Technology

What the street expects

Consensus for the coming report
Consensus EPS $9700.85 Analyst average (4 estimates)
Consensus revenue $109619.51B Analyst average (20 estimates)
Report date TBD Not yet on the calendar
Session — Session not yet known

Where SKHY left off: FY2026 Q3

Full report

SK hynix leans into AI memory demand and 2027 capacity

EPS surprise — Reported — vs $6.13
Revenue surprise — Reported — vs $70.57B
Stock move +1.9% Event window
Subsequent drift +10.1% Up to 20 sessions

Management sentiment was maintained. The supplied analysis points to increased 2027 capex, additional capacity, and continued development of HBM4E, custom HBM and tiered memory solutions.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • AI infrastructure investment could slow, creating a supply-demand mismatch.
  • Overproduction remains a risk if demand forecasts prove optimistic.
  • A strong Korean won could create exchange-rate headwinds.
  • Macro volatility may affect financing options and strategic transactions.

Questions analysts left open

  • The durability of AI investment momentum.
  • How long-term agreements affect incremental growth and capacity allocation.
  • The impact of shorter HBM stacks on profitability.
  • The roadmap and supply outlook for HBM4, HBM4E and custom HBM.
  • Whether future NAND demand from KV-cache tiering develops as expected.

Ask FN2 about SKHY next report

Transcript, numbers and history already loaded
What should I watch for in SKHY's next earnings report?How did SKHY guide last quarter, and is consensus above or below that?Give me the bull and bear case going into SKHY earnings.

Free account. Your question opens in FN2 with this report's transcript and numbers attached.

Get the SKHY recap when the next report posts

One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.

Recent SKHY quarters

All SKHY earnings
+1.9%FY2026 Q3

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.