)
CXMT (688825) investor relations material
CXMT H1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Achieved revenue of RMB 150.31 billion in H1 2026, up 873.64% year-over-year, driven by global DRAM supply shortages and price surges.
Net profit attributable to shareholders reached RMB 77.61 billion, reversing a loss in the prior year.
Operating cash flow was RMB 131.16 billion, reflecting strong sales and cash collection.
Company is now the largest DRAM manufacturer in China and fourth globally by shipment and sales.
Financial highlights
Revenue: RMB 150.31 billion, up 873.64% year-over-year.
Net profit: RMB 77.61 billion, compared to a loss of RMB 2.33 billion last year.
Gross margin: 84.84% at period end.
Basic and diluted EPS: RMB 1.2893, up from -0.0412.
Operating cash flow: RMB 131.16 billion, up from RMB 4.25 billion.
R&D investment: RMB 6.86 billion, up 87.38% year-over-year.
Outlook and guidance
DRAM supply shortage and price uptrend expected to persist in H2 2026.
Company targets further revenue growth, new application expansion, and deeper industry-academia integration.
Focus on operational efficiency, product upgrades, and strengthening market influence.
Next CXMT earnings date
Next CXMT earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
)
)
)
Frequently asked questions
Explore our global coverage