TSMC reports record third-quarter profit for TSMC stock

Published on 10/26/2026 at 09:09 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Third-quarter revenue reached USD 46.72 billion on October 15, 2026. TSMC stock costs EUR 371.50 on October 26, 2026 versus Xetra close.

Profit and guidance shape the view

Third-quarter net income reached NT$763.06 billion on October 15, 2026.
Fourth-quarter revenue guidance stands at USD 52.3 billion to USD 54.3 billion.
TSMC stock trades at EUR 371.50 at 9:04 a.m. CEST at Lang & Schwarz on October 26, 2026.

TSM, US8740391003, Illustration mit AI erstellt.

TSMC (ISIN US8740391003) reported third-quarter revenue of USD 46.72 billion and net income of NT$763.06 billion on October 15, 2026. According to StockTitan, revenue increased 50.9 percent year over year in Taiwan dollars, while net income rose 68.7 percent. The result gives the company a record sixth consecutive quarter of net income.

Revenue sets a higher bar

TSMC's US dollar revenue increased 41.2 percent from the third quarter of 2025 and 16.2 percent from the second quarter of 2026. The result exceeded the company's third-quarter guidance range of USD 44.6 billion to USD 45.8 billion, according to Global Brands Magazine.

The growth mix is important because high-performance computing accounted for 68 percent of third-quarter revenue. That category includes demand for artificial intelligence accelerators, tying the results directly to the strongest part of TSMC's current business.

What does guidance mean for margins?

Management guided fourth-quarter revenue to USD 52.3 billion to USD 54.3 billion, with gross margin of 65 percent to 67 percent and operating margin of 56.5 percent to 58.5 percent. The midpoint implies 14 percent sequential revenue growth, while the margin range points to continued investment costs.

Gross margin was 66.4 percent in the third quarter, down 1.3 percentage points from the second quarter. In the earnings-call transcript, Benzinga reported that management attributed the sequential pressure mainly to the initial ramp of 2-nanometer production and overseas fabs. The contrast is clear: revenue growth is accelerating, while the next quarter's margin range remains below the latest result.

Stock price after the results

TSMC is listed on the New York Stock Exchange under ticker TSM, and the ISIN US8740391003 identifies the American depositary share, according to st0x. The latest company figures leave investors weighing exceptional demand against the cost of expanding advanced manufacturing capacity.

Price and investor perspective

The next trading signal is the balance between the fourth-quarter revenue range and the 65 percent to 67 percent gross-margin guidance. TSMC's September-quarter revenue rose 41.2 percent in US dollar terms, but the 66.4 percent gross margin was 1.3 percentage points below the preceding quarter.

TSMC was trading at EUR 371.50 at Lang & Schwarz on October 26, 2026 at 9:04 a.m. CEST.

The further course of trading is shown by the continuously updated real-time quote of TSMC stock.