Samsung SDI swings to profit in Q3 on ESS battery demand

Samsung SDI reported an operating profit of 407.8 billion won in the third quarter of 2026, returning to profitability as strong ESS and small-battery sales supported results. Revenue rose 52.6 percent year-on-year to 4.69 trillion won, and operating profit nearly doubled from the previous quarter. The company secured more than 60 gigawatt-hours of ESS battery orders this year and began mass production of high-capacity prismatic LFP cells at its U.S. plant this month. Samsung SDI expects ESS demand to keep growing in the fourth quarter and anticipates maintaining profitability.

The third-quarter operating profit compared with an operating loss of 591.3 billion won in the same period a year earlier and was the company’s highest quarterly operating profit since the third quarter of 2023.

The battery business recorded revenue of 4.41 trillion won and operating profit of 361.9 billion won, while the electronic materials business posted revenue of 275.7 billion won and operating profit of 45.9 billion won.

Samsung SDI attributed stronger battery results to ESS and battery backup unit sales for AI data centers, as well as increased cylindrical battery sales for power tools and electric vehicles.

The company said it shipped all-solid-state battery samples for humanoid robots and is conducting customer evaluations while preparing for commercialization.

Samsung SDI expects weak U.S. EV demand to persist in the near term, while EV battery demand in Europe is projected to increase.

Published Oct 29, 2026 10:39 am KST

Updated Oct 29, 2026 10:47 am KST

Operating profit hits 12-quarter high of $285 mil. as revenue jumps 52.6 percent

Samsung SDI headquarters / Courtesy of Samsung SDI

Samsung SDI returned to operating profitability in the third quarter of 2026, driven by strong demand for energy storage system (ESS) batteries and growing sales of small batteries for artificial intelligence (AI) data centers.

The battery maker reported Thursday an operating profit of 407.8 billion won ($285 million) for the July-September period, compared with an operating loss of 591.3 billion won a year earlier. The figure nearly doubled from 203.8 billion won in the previous quarter, marking its highest quarterly operating profit since the third quarter of 2023, when it recorded 496 billion won.

Revenue rose 52.6 percent year-on-year to 4.69 trillion won, up from 3.07 trillion won a year earlier and 20.9 percent from the previous quarter.

The battery business generated 4.41 trillion won in revenue, up 55.3 percent from a year earlier, while operating profit reached 361.9 billion won. Strong ESS and battery backup unit (BBU) sales amid the expansion of the global AI data center market, along with increased sales of cylindrical batteries for power tools and electric vehicles (EVs), drove the improvement.

The electronic materials business also delivered solid results, with revenue rising 18.9 percent year-on-year to 275.7 billion won and operating profit increasing 18.3 percent to 45.9 billion won, supported by higher sales of semiconductor patterning materials and display films for foldable smartphones.

Samsung SDI secured more than 60 gigawatt-hours of ESS battery orders this year and plans to use its Synergy Cells plant in Indiana as a production hub to meet growing U.S. demand. It is also expanding its lithium iron phosphate (LFP) battery business, having begun mass production of high-capacity prismatic LFP cells at its StarPlus Energy plant in the United States this month.

In Europe, the company secured an LFP battery project for EVs and is pursuing additional orders. It recently unveiled cylindrical LFP cells for BBU applications to expand its product portfolio for AI data centers.

Samsung SDI is also exploring emerging markets. It has shipped all-solid-state battery samples for humanoid robots and is conducting customer evaluations while preparing for commercialization. The company has also secured new cylindrical battery customers in the aerospace and humanoid robot sectors.

Looking ahead, Samsung SDI expects ESS demand to maintain its growth momentum in the fourth quarter, while EV battery demand in Europe is projected to increase. Weak EV demand in the United States is likely to persist in the near term.

The company plans to convert additional U.S. production lines to LFP batteries and finalize long-term supply agreements for utility-scale ESS and uninterruptible power supply applications within the year. It will also pursue new EV battery orders and expand supplies to existing global cloud service provider customers.

“We will continue to pursue medium- to long-term growth based on profitability,” a Samsung SDI official said. “We expect to maintain profitability in the fourth quarter, supported by continued solid growth in the ESS and small battery businesses.”

三星SDI公布2026年第三季度营业利润为4078亿韩元，扭亏为盈，这主要得益于储能系统（ESS）和小型电池销售的强劲增长。营收同比增长52.6%至4.69万亿韩元，营业利润较上一季度几乎翻番。该公司今年已获得超过60吉瓦时的储能系统电池订单，并于本月在其美国工厂开始量产高容量棱柱形磷酸铁锂电池。三星SDI预计储能系统需求将在第四季度继续增长，并有望保持盈利。

第三季度营业利润较上年同期营业亏损 5913 亿韩元大幅增长，这是该公司自 2023 年第三季度以来最高的季度营业利润。

电池业务营收达 4.41 万亿韩元，营业利润达 3619 亿韩元；电子材料业务营收达 2757 亿韩元，营业利润达 459 亿韩元。

三星SDI将电池业务的强劲增长归功于人工智能数据中心的储能系统和备用电池单元的销售，以及电动工具和电动汽车圆柱形电池销量的增长。

该公司表示，已向人形机器人交付了全固态电池样品，目前正在进行客户评估，同时为商业化做准备。

三星SDI预计美国电动汽车需求疲软的局面将在短期内持续，而欧洲电动汽车电池需求预计将会增长。

发布于2026年10月29日上午10:39（韩国标准时间）

更新于2026年10月29日上午10:47（韩国标准时间）

营业利润创12个季度新高，达到2.85亿美元，营收增长52.6%。

三星SDI总部 / 图片由三星SDI提供

受储能系统 (ESS) 电池强劲需求和人工智能 (AI) 数据中心小型电池销量增长的推动，三星 SDI 于 2026 年第三季度恢复了运营盈利。

这家电池制造商周四公布，7月至9月期间的营业利润为4078亿韩元（约合2.85亿美元），而去年同期则亏损5913亿韩元。这一数字较上一季度的2038亿韩元几乎翻了一番，创下自2023年第三季度以来的最高季度营业利润纪录，当时该公司录得4960亿韩元。

营收同比增长 52.6% 至 4.69 万亿韩元，高于去年同期的 3.07 万亿韩元，比上一季度增长 20.9%。

电池业务实现营收4.41万亿韩元，同比增长55.3%，营业利润达3619亿韩元。全球人工智能数据中心市场扩张带动储能系统（ESS）和电池备用单元（BBU）销售强劲，同时电动工具和电动汽车用圆柱形电池销量增长，推动了业绩提升。

电子材料业务也取得了稳健的业绩，收入同比增长 18.9% 至 2757 亿韩元，营业利润增长 18.3% 至 459 亿韩元，这主要得益于半导体图案化材料和可折叠智能手机显示薄膜的销售额增长。

三星SDI今年已获得超过60吉瓦时的储能系统（ESS）电池订单，并计划将其位于印第安纳州的Synergy Cells工厂作为生产中心，以满足美国日益增长的需求。该公司还在扩大其磷酸铁锂（LFP）电池业务，本月已在其位于美国的StarPlus Energy工厂开始批量生产高容量棱柱形LFP电池。

在欧洲，该公司已获得一个电动汽车用磷酸铁锂电池项目，并正在积极争取更多订单。近期，该公司还推出了用于电池组化单元（BBU）的圆柱形磷酸铁锂电池，以拓展其面向人工智能数据中心的产品组合。

三星SDI也在积极开拓新兴市场。该公司已向人形机器人交付了全固态电池样品，并在进行客户评估的同时，为商业化做好准备。此外，该公司还在航空航天和人形机器人领域获得了新的圆柱形电池客户。

展望未来，三星SDI预计储能系统（ESS）需求将在第四季度保持增长势头，同时欧洲电动汽车电池需求预计将有所增长。美国电动汽车需求疲软的局面可能在短期内持续。

该公司计划将更多美国生产线改造为生产磷酸铁锂电池，并在年内敲定公用事业规模储能系统和不间断电源应用领域的长期供应协议。此外，该公司还将积极争取新的电动汽车电池订单，并扩大对现有全球云服务提供商客户的供应。

三星SDI一位官员表示：“我们将继续追求以盈利为基础的中长期增长。我们预计在储能系统和小电池业务持续稳健增长的支撑下，第四季度将保持盈利。”