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Did TSMC Beat Earnings?
TSMC (TSM) reported Q1 '26 revenue of $1,134B, up 35.1% year-over-year, with reported EPS of $3.49. That topped the $3.22 analyst estimate by 8.4% — an earnings beat.
AltIndex tracks earnings alongside 25+ alternative data signals that can move ahead of the report — TSMC’s job postings, web traffic, and employee business outlook. See the full TSM stock analysis or the earnings calendar for upcoming reports.
TSM Earnings Surprise History (EPS vs. Estimate)
| Quarter | Estimated EPS | Reported EPS | Surprise |
|---|---|---|---|
| Q1 '26 | $3.22 | $3.49 | Beat +8.4% |
| Q4 '25 | $2.98 | $3.14 | Beat +5.4% |
| Q3 '25 | $2.63 | $2.92 | Beat +11.0% |
| Q2 '25 | $2.31 | $2.47 | Beat +6.9% |
| Q1 '25 | $2.05 | $2.12 | Beat +3.4% |
| Q4 '24 | $2.22 | $2.24 | Beat +0.9% |
TSMC Quarterly Financial Trends
| Metric | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 674B | 760B | 868B | 839B | 934B | 990B | 1,056B | 1,134B |
| Gross margin | 53.2% | 57.8% | 59.0% | 58.8% | 58.6% | 59.5% | 62.3% | 66.2% |
| Operating margin | 42.5% | 47.5% | 49.0% | 48.5% | 49.6% | 50.6% | 53.9% | 58.0% |
| Net income | 248B | 325B | 375B | 362B | 398B | 452B | 511B | 572B |
| Net margin | 36.8% | 42.8% | 43.1% | 43.1% | 42.7% | 45.7% | 48.3% | 50.5% |
| EPS | $1.48 | $1.94 | $2.24 | $2.12 | $2.47 | $2.92 | $3.14 | $3.49 |
TSMC Earnings Trend Analysis
Over the eight quarters from Q2 '24 to Q1 '26, TSMC’s quarterly revenue moved from $674B to $1,134B. Net margin expanded from 36.8% to 50.5%, against a 66.2% gross margin in the most recent quarter — a read on whether revenue growth is translating into profit. TSMC has beaten Wall Street EPS estimates in 8 of its last 8 reported quarters.
When Is TSMC’s Next Earnings Date?
TSMC reports earnings on a quarterly schedule. Its most recent report covered Q1 '26. For the confirmed upcoming date — and every other company reporting soon — see the TSM earnings calendar.
Frequently Asked Questions: TSMC Earnings
TSMC's next earnings date has not been confirmed yet. See the earnings calendar for all upcoming reports.
TSMC reported Q1 '26 EPS of $3.49 on revenue of $1,134B (+35.1% YoY). TSMC beat estimates, reporting $3.49 vs. the $3.22 estimate.
TSMC reported Q1 '26 revenue of $1,134B, up 35.1% from the same quarter a year earlier.
Signals like job postings, web traffic, and employee sentiment reflect business activity in real time and can move before quarterly results are reported. AltIndex combines them with 25+ others in the TSM AI Score.
