SK Hynix reports record Q3 earnings and announces KRW 100 trillion shareholder‑return plan

SK Hynix posted a third‑quarter 2026 revenue of about KRW 104.6 trillion, a rise of roughly 328 % from a year earlier, and operating profit of about KRW 83.3 trillion, up about 632 % YoY. The company said it will return roughly KRW 100 trillion to shareholders in fiscal 2026 through dividends and share repurchases. It also highlighted the start of mass production of HBM4 memory and long‑term supply contracts covering more than half of its 2027‑2028 capacity.

The massive profit surge and the announced shareholder‑return programme suggest higher cash generation and could support the stock’s recent rally, according to the analysts quoted in the materials. The launch of HBM4 production may improve the company’s competitive position in AI‑related memory markets.

  • 1Revenue for the quarter ended 30 Sept 2026 was KRW 104.615 trillion, a 328 % increase year over year.
  • 2Operating profit for the same period was KRW 83.33 trillion, a 632 % increase year over year.
  • 3Net income rose 216 % YoY to KRW 39.78 trillion.
  • 4The firm plans to return about KRW 100 trillion to shareholders in fiscal 2026, including at least KRW 30 trillion in cash dividends and at least KRW 60 trillion in share repurchases and cancellations.
  • 5SK Hynix began full‑scale mass production and shipments of HBM4 memory during the quarter.
  • 6Long‑term supply agreements with 14 major customers cover more than 50 % of the company’s planned production capacity for 2027‑2028.

Sources