Kilambi News
Thursday, October 29, 2026

Samsung third quarter results confirm record guidance, add net profit

Technology Wednesday, October 28, 2026 - Updated Oct 28, 2026 22:15

Samsung Electronics' full third quarter report puts Device Solutions operating profit at 106.5 trillion won of the group's 107.4 trillion won, and sets a 30 trillion won third quarter dividend, with 55 trillion to 75 trillion won of 2026 shareholder returns still to come, mainly through share buybacks and cancellations.

Why it matters: The division split confirms memory is effectively the whole profit engine, with the device businesses in operating loss, and the remaining return programme, up to 75 trillion won on top of 35 trillion won already planned or completed, is one of the largest capital return decisions still open in global markets this year.

Data as of Update 2026-10-28T22:15:06-04:00: division, capital expenditure, dividend and shareholder return figures are Samsung Electronics' own, from its third quarter 2026 results release published October 29, 2026 at 10:10 Seoul time, read in full in this run. Yonhap News Agency's report of the earnings call, in Korean, dispatched October 29, 2026 at 10:31 Seoul time and read in full in this run, corroborates the remaining return resources of 55 trillion to 75 trillion won and the board resolution confirming the 30 trillion won dividend. Earlier: Yonhap flash report, in Korean, published October 29, 2026 at 09:52 Seoul time, reporting the provisional consolidated disclosure. Single company as source of record for its own results and board decisions, hence grade B. Developing item.

Latest, October 28: The full report fills in the split the provisional flash did not carry. The Device Solutions division, which houses memory, system chips and foundry, posted revenue of 147.1 trillion won and operating profit of 106.5 trillion won, with the Memory Business setting all time highs for quarterly revenue and operating profit as it scaled up HBM4 sales and managed its mix toward AI products amid capacity constraints. The rest of the group was in loss at the operating line: Samsung Display earned 1.1 trillion won on revenue of 8.0 trillion won, but the mobile and networks businesses lost 0.6 trillion won on revenue of 37.7 trillion won and the television and appliance businesses lost 0.2 trillion won on revenue of 13.9 trillion won, leaving the Device eXperience division with an operating loss of 0.8 trillion won overall.

Samsung also set the cash side of the quarter. The board confirmed a third quarter cash dividend of 4,601 won per common share and per preferred share, totalling 30 trillion won. Of the estimated 90 trillion to 110 trillion won of total shareholder returns for 2026, 35 trillion won is already planned or completed, leaving remaining resources of 55 trillion to 75 trillion won, which the company said will include a substantial share repurchase and cancellation programme alongside cash dividends. It said it is aware of market interest in the price gap between its common and preferred shares and will actively consider adjusting the preferred share proportion in the buybacks, and that the next return policy, the final 2026 amount and the execution plans will be finalised at a board meeting in late January 2027. Capital expenditure reached 29 trillion won in the quarter and is expected at about 84.4 trillion won for the full year.

Samsung Electronics disclosed provisional third quarter results on October 29 with operating profit of 107.4405 trillion won, up 783.1 percent from a year earlier, on revenue of 195.2532 trillion won, up 126.9 percent, Yonhap reported. Net profit was 75.1361 trillion won, up 514.6 percent, a figure the October guidance did not carry.

The operating profit came in 1.7 percent above the 105.6764 trillion won market forecast compiled by Yonhap Infomax, and it matches the guidance Samsung issued on October 8, which put operating profit at about 107.4 trillion won on sales of about 195 trillion won. The flash carried no division breakdown; the detailed report, covered above, has since supplied it.

Sources

  1. Samsung Electronics Announces Third Quarter 2026 Results - Samsung Electronics - 2026-10-29
  2. Samsung Electronics third quarter operating profit 107.4 trillion won, up 783 percent from a year earlier (first report) - Yonhap News Agency - 2026-10-29
  3. Samsung Electronics, up to 75 trillion won in additional shareholder returns this year, treasury share buyback and cancellation (in Korean) - Yonhap News Agency - 2026-10-29