Taiwan Semiconductor Manufacturing Company Limited (TSM)

Taiwan Semiconductor’s adjusted EPS of TWD 4.60 topped the TWD 4.45 estimate (+3.4%) as revenue rose 50.9% to roughly TWD 1,493.4 billion in the third fiscal quarter of 2026, based on preliminary results reported October 15, 2026. The top line was up from TWD 989.918 billion a year ago, alongside net income that increased 68.6% to about TWD 762.6 billion (from TWD 452.302 billion), while adjusted EPS climbed 57.5% from TWD 2.92. Profitability remained elevated with gross margin at roughly 66% and operating margin near 59%, supported by gross profit of about TWD 991.8 billion and operating income of roughly TWD 875.5 billion. The quarter generated operating cash flow of around TWD 951.8 billion, and the company paid about TWD 155.1 billion in dividends. For the next period, consensus calls for EPS of TWD 4.69.