TSM earnings
Analysis, not adviceThis print
16 Jul 2026reported — not yet graded
cons 3.81 EPS / 39.83B rev
Next scheduled print 21 Jan 2027. Nothing on this page is about that print yet.
What the desk tested
Explicit conditions that would change the desk’s view — grading follows the transcript.
Bull condition triggered: Q2 revenue beats $39.91B consensus AND Q3 guide implies ≥10% sequential growth AND HPC/AI platform mix expands YoY — together these confirm the 2030+ demand-duration assumpti…
Bull condition triggered: Gross margin prints ≥54% despite Arizona ramp costs — this would demonstrate pricing power sufficient to sustain the 52%→60% expansion path and would validate the "category l…
＋3 more criteria on the desksign up freeFrom the desk's pre-read · 16 Jul 2026
TSM is scheduled to report Q2 2026 earnings on 2026-07-16; consensus sits at EPS $3.80 · Revenue $39.91B (FMP).
＋1 more — the full pre-read is on the desksign up freeThe desk's graded verdict
The 16 Jul 2026 print is not graded yet. It lands here once the desk has published against the transcript.
Educational analysis, not a personalised recommendation. See all covered names on the earnings calendar · part of our public track record.