[{"data":1,"prerenderedAt":174},["ShallowReactive",2],{"triple-beat-005930":3,"og-beat-monitoring-005930":173},{"ticker":4,"name":5,"description":6,"epsLabel":7,"guidanceLabel":8,"stockLabel":9,"quarters":10,"tableNotes":115,"highlightQuarter":31,"highlightDescription":123,"sources":124,"latestStock":170},"005930","Samsung Electronics","韓国を代表する総合半導体・スマートフォン・家電メーカー。DRAM/NAND/HBM、ファウンドリ、Galaxy、ディスプレイを抱えるメモリサイクルの中核銘柄。12月期決算。米国企業のような数値入り四半期ガイダンスは出さないため、次Qガイダンスはn/aとし、売上・EPSのYoYと決算翌営業日の株価反応でモメンタムを読む。2025年Q2にHBM出遅れと中国向け規制関連費用で一度沈んだ後、Q3以降はHBM3E/サーバーSSD/メモリ価格上昇で急回復し、Q1 2026はAIメモリ主導で過去最高の売上・営業利益に到達した。","EPS（ウォン、普通株、K-IFRS）","次Q会社ガイダンス（Samsungは数値ガイダンス非開示のためn/a）","決算日終値（KRX 005930、ウォン）",[11,30,47,64,82,99],{"quarter":12,"reportDate":13,"event":14,"revenue":15,"eps":20,"guidance":25,"stock":26},"Q1 FY25","2025/4/30","Galaxy S25立ち上げでDXが支え、売上は当時の四半期最高。DSは前年同期比で減益となりAIメモリ本格回復前の踊り場",{"actual":16,"consensus":17,"beatPct":18,"yoyPct":19},"79.1兆ウォン","約77.1兆ウォン",2.7,10,{"actual":21,"consensus":22,"beatPct":23,"yoyPct":24},"1,192ウォン","約784ウォン",52,22.3,null,{"reportClose":27,"nextClose":28,"changePct":29},"55,500ウォン","54,300ウォン",-2.2,{"quarter":31,"reportDate":32,"event":33,"revenue":34,"eps":38,"guidance":25,"stock":43},"Q2 FY25","2025/7/31","HBM出遅れ、在庫評価調整、中国向け輸出規制関連の一過性費用でDS営業利益が0.4兆ウォンまで落ち込み、利益モメンタムが急減速",{"actual":35,"consensus":36,"beatPct":29,"yoyPct":37},"74.6兆ウォン","約76.2兆ウォン",0.8,{"actual":39,"consensus":40,"beatPct":41,"yoyPct":42},"737ウォン","約901ウォン",-18.2,-48.1,{"reportClose":44,"nextClose":45,"changePct":46},"71,400ウォン","68,900ウォン",-3.5,{"quarter":48,"reportDate":49,"event":50,"revenue":51,"eps":56,"guidance":25,"stock":60},"Q3 FY25","2025/10/30","HBM3EとサーバーSSDの伸長、メモリ市況改善、一過性費用の縮小でDS営業利益が7.0兆ウォンへ急回復",{"actual":52,"consensus":53,"beatPct":54,"yoyPct":55},"86.1兆ウォン","約84.2兆ウォン",2.2,8.9,{"actual":57,"consensus":58,"beatPct":59,"yoyPct":59},"1,802ウォン","約1,441ウォン",25.1,{"reportClose":61,"nextClose":62,"changePct":63},"104,100ウォン","107,500ウォン",3.3,{"quarter":65,"reportDate":66,"event":67,"revenue":68,"eps":73,"guidance":25,"stock":78},"Q4 FY25","2026/1/29","HBM・サーバーDDR5・eSSDなど高付加価値メモリと価格上昇で四半期売上・営業利益が過去最高。2026年はAIメモリ主導の構造成長を掲げる",{"actual":69,"consensus":70,"beatPct":71,"yoyPct":72},"93.8兆ウォン","約93.0兆ウォン",0.9,23.7,{"actual":74,"consensus":75,"beatPct":76,"yoyPct":77},"2,909ウォン","約2,431ウォン",19.7,160.7,{"reportClose":79,"nextClose":80,"changePct":81},"160,700ウォン","160,500ウォン",-0.1,{"quarter":83,"reportDate":84,"event":85,"revenue":86,"eps":91,"guidance":25,"stock":96},"Q1 FY26","2026/4/30","AIメモリ需要と価格上昇で売上133.9兆ウォン・営業利益57.2兆ウォンの過去最高。MemoryはHBM4/SOCAMM2量産とPCIe Gen6 SSDで技術リーダーシップを強調",{"actual":87,"consensus":88,"beatPct":89,"yoyPct":90},"133.9兆ウォン","約127.0兆ウォン",5.4,69.3,{"actual":92,"consensus":93,"beatPct":94,"yoyPct":95},"7,123ウォン","約4,817ウォン",47.9,497.6,{"reportClose":97,"nextClose":98,"changePct":89},"220,500ウォン","232,500ウォン",{"quarter":100,"reportDate":101,"isForecast":102,"event":103,"revenue":104,"eps":107,"guidance":109,"stock":114},"Q2 FY26","2026/7/23",true,"2026/7/23 発表予定。2026/6/22時点のアナリスト予想は当期売上 $169792.03 B / 非GAAP EPS $11061.49、次Q (3Q 2026) 売上 $193966.98 B / EPS $13483.35（Koyfin 集約コンセンサス）。",{"actual":105,"consensus":106,"beatPct":25,"yoyPct":25},"n/a","$169792.03 B",{"actual":105,"consensus":108,"beatPct":25},"$11061.49",{"revenue":110,"eps":112},{"company":105,"consensus":111,"beatPct":25},"$193966.98 B",{"company":105,"consensus":113,"beatPct":25},"$13483.35",{"reportClose":105,"nextClose":105,"changePct":25},[116,117,118,119,120,121,122],"Q2 FY26（2026/7/23 発表予定）はアナリスト予想のみ先行入力。当期 売上$169792.03 B / EPS$11061.49、次Q (3Q 2026) 売上$193966.98 B / EPS$13483.35 はいずれも 2026/6/22 時点で参照可能な Koyfin 集約コンセンサス。会社ガイダンス・実績・反応は発表後に更新する。","Samsung Electronics は四半期ごとの定量ガイダンスを通常開示しないため、guidance は null。会社コメントの方向感（AI/server memory、HBM、Foundry、MXなど）は event と description に集約した。","売上コンセンサスは x-search（Grok）で決算日近辺のX投稿・画像表を確認し、@jukan05 等のK-IFRS consolidated tableを優先した。Q1 FY25は77.079兆ウォン、Q2 FY25は76.212兆ウォン、Q3 FY25は84.180兆ウォン、Q4 FY25は約93.0兆ウォン。Q1 FY26の売上コンセンサスはS&P Global / Visible Alphaの公開記事に基づく概算。","EPSコンセンサスは、Q1 FY26のみ @alojoh のX投稿でYahoo Finance由来のWall Street consensus 4,817ウォンを直接確認。Q1〜Q3 FY25はXsearchで確認した @jukan05 等のK-IFRS consolidated tableの純利益コンセンサスを、Samsung公式EPSと同じ株式数前提でEPS換算した（Q1 5.363兆/8.152兆×1,192=約784ウォン、Q2 6.030兆/4.934兆×737=約901ウォン、Q3 9.600兆/12.006兆×1,802=約1,441ウォン）。Q4 FY25はFactSet純利益コンセンサス16.413兆ウォンと実績19.642兆ウォンからEPS換算した（約2,431ウォン）。","営業利益コンセンサスはXsearchで確認済み（Q1 FY25 4.976兆ウォン、Q2 FY25 6.183兆ウォン、Q3 FY25 10.192兆ウォン、Q4 FY25 約20兆ウォン、Q1 FY26はX投稿上では直接値を確認できず）。現行テーブルは売上・EPS・次Qガイダンス列のため、営業利益は注記に集約している。","EPSはSamsung公式決算プレゼンテーションの普通株EPS（K-IFRS）。4062と異なり1株あたりEPSで統一している。","株価はKRX普通株 005930 の決算日終値と翌営業日終値。Q1 FY26 は2026/5/1が韓国市場休場のため、翌営業日2026/5/4を nextClose とした。","転換点はQ2 FY25。売上は前年並みだったが、DS営業利益が0.4兆ウォンまで落ち込み、HBMでSK hynixに先行を許したこと、在庫評価調整、中国向け輸出規制関連の一過性費用、成熟ノードの稼働率低迷が一気に表面化した。株価も決算翌営業日に-3.5%と弱く、AIメモリ相場の主役になり切れていないことを示した。\n\nそこからQ3 FY25でDS営業利益が7.0兆ウォンへ回復し、Q4 FY25には全社営業利益20.1兆ウォン、Q1 FY26には57.2兆ウォンまで急拡大。MemoryはHBM3E、サーバーDDR5、eSSD、HBM4/SOCAMM2へ製品ミックスを寄せ、AIインフラ需要とメモリ価格上昇の両方を取り込んだ。Q2 FY25の失速からQ1 FY26の過去最高益まで、わずか3四半期で評価軸が「スマホ/汎用メモリの景気循環」から「AIメモリ供給制約の受益」に切り替わった。",[125,128,131,134,137,140,143,146,149,152,155,158,161,164,167],{"label":126,"url":127},"Samsung Electronics Q1 2025 Earnings Presentation","https://images.samsung.com/is/content/samsung/assets/global/ir/docs/2025_1Q_conference_eng.pdf",{"label":129,"url":130},"Samsung Electronics Q2 2025 Earnings Presentation","https://images.samsung.com/is/content/samsung/assets/global/ir/docs/2025_2Q_conference_eng.pdf",{"label":132,"url":133},"Samsung Electronics Q3 2025 Earnings Presentation","https://images.samsung.com/is/content/samsung/assets/global/ir/docs/2025_3Q_conference_eng.pdf",{"label":135,"url":136},"Samsung Electronics Q4 2025 Earnings Presentation","https://images.samsung.com/is/content/samsung/assets/global/ir/docs/2025_4Q_conference_eng.pdf",{"label":138,"url":139},"Samsung Electronics Q1 2026 Earnings Presentation","https://images.samsung.com/is/content/samsung/assets/global/ir/docs/2026_1Q_conference_eng.pdf",{"label":141,"url":142},"Samsung Electronics Announces First Quarter 2026 Results","https://news.samsung.com/global/samsung-electronics-announces-first-quarter-2026-results",{"label":144,"url":145},"S&P Global Samsung postQ snapshot（Visible Alpha consensus）","https://www.spglobal.com/market-intelligence/en/news-insights/research/2026/05/samsung-postq-snapshot-memory-drives-q1-beat-outlook-raised-on-ai-cycle1",{"label":147,"url":148},"X-search: @jukan05 Samsung Q1 2025 consensus table","https://x.com/jukan05/status/1917371027476341117",{"label":150,"url":151},"X-search: @jukan05 Samsung Q2 2025 consensus table","https://x.com/jukan05/status/1950705474845974710",{"label":153,"url":154},"X-search: @jukan05 Samsung Q3 2025 consensus table","https://x.com/jukan05/status/1983687579527700570",{"label":156,"url":157},"X-search: @dnystedt Samsung Q4 2025 estimate summary","https://x.com/dnystedt/status/2016720060254208445",{"label":159,"url":160},"MarketScreener / FactSet Samsung Q4 2025 net profit consensus","https://uk.marketscreener.com/news/samsung-s-fourth-quarter-net-profit-beats-consensus-ce7e5bdedb8bf521",{"label":162,"url":163},"X-search: @alojoh Samsung Q1 2026 EPS consensus","https://x.com/alojoh/status/2050190057949032488",{"label":165,"url":166},"StockAnalysis KRX:005930","https://stockanalysis.com/quote/krx/005930/",{"label":168,"url":169},"Investing.com / LDBD historical prices for 005930.KS","https://ldbd.app/asset/005930.KS",{"date":171,"close":172},"2026-06-19","$354000","https://log.eurekapu.com/og/pages/general/beat-monitoring-005930.png?title=005930%20Samsung%20Electronics%20-%20%E3%83%93%E3%83%BC%E3%83%88%E3%83%A2%E3%83%8B%E3%82%BF%E3%83%AA%E3%83%B3%E3%82%B0&sig=a4b55f20fd3b5ec6",1782528864613]