$TSM (Bloomberg) -- TSMC forecast sales for the fourth quarter; the guidance beat the average analyst estimate.
FOURTH QUARTER FORECAST
•Sees sales $52.3 billion to $54.3 billion, estimate $50.35 billion (Bloomberg Consensus)
•Sees gross margin 65% to 67%, estimate 66.1%
•Sees operating margin 56.5% to 58.5%, estimate 58%
THIRD QUARTER RESULTS
•Net income NT$763.1 billion, estimate NT$739.49 billion
•Gross margin 66.4%, estimate 66.5%
•Operating profit NT$876.45 billion, estimate NT$854.35 billion
•Operating margin 58.7%, estimate 58.1%
•Sales NT$1.49 trillion, estimate NT$1.46 trillion
COMMENTARY AND CONTEXT
•Forecasts Based on NT$31.8 Per US Dollar
•Still Sees 2026 Capex Between $60B-64B
NOTE
•For Bloomberg Consensus estimates used in this story see: 2330 TT Equity MODL
•39 buys, 2 holds, 0 sells
显示更多