SK hynix (000660) stock is closely watched. The company will release its Q2 results on July 29. According to Yonhap Infomax’s summary of reports from 14 brokerages over the past month, market consensus expects Q2 revenue of 84.0597 trillion won, Q2 operating profit of 64.0899 trillion won, and an expected profit margin of 75%~77%, up from 72% in the previous quarter.
Market consensus before the July 29 results: Q2 profit to exceed 64 trillion won
According to Yonhap Infomax’s summary of 14 brokerage reports, SK hynix’s key financial forecasts for Q2 2026 are as follows:
Q2 expected revenue: 84.0597 trillion won
Q2 expected operating profit: 64.0899 trillion won (exceeds 47.2 trillion won for full-year 2025)
Q2 expected profit margin: 75%~77% (up from 72% in Q1)
Profit already recorded in 2026 Q1: 37.6103 trillion won
Total for 2026 first half: more than 100 trillion won (Q1 + Q2 expected)
Samsung Electronics’ preliminary Q2 results: 89.4 trillion won (to be released July 30 with detailed results)
Q2 combined for both companies: if it meets expectations, more than 150 trillion won
KB Securities’ Kim Dong-won: B2B sales share to reach 70% in 2027
Based on analysis by KB Securities research head Kim Dong-won, the structural characteristics of the memory market in 2026-2027 will differ from the 2017-2018 cycle. The B2B sales share for large tech companies and AI data centers is expected to rise from 30% in 2017 to 70% in 2027, and growth in long-term agreement (LTA) share is also expected to increase the proportion of sales to large tech companies.
Kim Dong-won said, “With an increase in HBM capacity share, the supply capacity for general-purpose memory is expected to remain effectively constrained, which should ease volatility in profitability. As earnings become more predictable, valuations are likely to improve.”
Net cash of 35 trillion won; productivity bonus expected to be paid on July 30 at the highest level
According to the original text, SK hynix turned into a net cash position for the first time since 2019 in last year’s Q3 and increased its net cash to 35 trillion won by the end of this year’s Q1. If Q2 results meet expectations, financial robustness is expected to further strengthen.
The productivity bonus (PI) is expected to be paid on July 30. Under payment criteria linked to operating profit margins, the productivity bonus for the first half of this year is expected to be set at 150% of the monthly base wage, reaching the top level.
FAQ
SK hynix (000660) Q2 results announcement date: July 29, 2026
According to the original text, SK hynix will release its Q2 results on July 29, 2026, while Samsung Electronics (005930) will publish detailed results by business segment on July 30.
How much is the Q2 profit consensus for SK hynix among 14 brokerages?
According to Yonhap Infomax’s summary of reports from 14 brokerages, SK hynix’s Q2 expected operating profit is 64.0899 trillion won, and the expected operating profit margin is 75%~77%.
What is the expected total profit for SK hynix in the first half of 2026?
Based on 37.6103 trillion won already recorded in Q1 and the Q2 market consensus expectation of 64.0899 trillion won, SK hynix’s total operating profit for the first half of 2026 is expected to exceed 100 trillion won.
