Earnings history

last 4 reports each · paired by recencyMethod

TSM

0 of 1at or beyond implied

Reportimpliedrealized× implied

Oct 15 '26±3.2%−1.80%×0.56

Jul 16 '26—−2.32%—

Apr 16 '26—−3.13%—

Jan 15 '26—+4.44%—

TXN

2 of 4at or beyond implied

Reportimpliedrealized× implied

Q3 FY26±6.4%−1.81%×0.28

Q2 FY26±7.9%−3.13%×0.39

Q1 FY26±7.4%+19.43%×2.62

Jan 28 '26±6.5%+9.94%×1.52

= impliedTSM realized, solidTXN realized, hatchedOne scale, both sides: full bar = 20%× = |realized| ÷ impliedSource: market data

TSM compared with TXN: revenue, margins and what each company keeps, and the suppliers and customers both name