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GLOBALFOUNDRIES
GLOBALFOUNDRIES (GFS) investor relations material
GLOBALFOUNDRIES Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary11 Feb, 2026
Executive summary
Q4 2025 revenue reached $1.83B, with gross margin and EPS at or above the high end of guidance, driven by double-digit growth in communications, infrastructure, and data center end markets.
Full-year 2025 revenue was $6.791B, up 1% year-over-year, with non-IFRS EPS up 10% and gross margin up nearly 400bps year-over-year.
Achieved record 500+ design wins in 2025, 95% sole-sourced, and expanded partnerships with key industry players.
Advanced strategic pillars through technology differentiation, major acquisitions, and expanded manufacturing investments.
Positioned to capitalize on megatrends: AI data center scaling, proliferation of physical AI, and resilient global semiconductor supply.
Financial highlights
Q4 2025 revenue: $1.83B, up 8% sequentially, flat year-over-year; full-year revenue: $6.791B, up 1% year-over-year.
Q4 gross profit: $530M (29% margin, up 360bps YoY); full-year gross profit: $1.773B (26.1% margin, up 80bps YoY).
Q4 net income: $310M; full-year net income: $965M, diluted EPS $1.72, up 10% YoY.
Q4 operating profit: $335M (18.3% margin); full-year operating profit: $1.066B (15.7% margin, up 210bps YoY).
Q4 cash flow from operations: $374M; full-year: $1.731B. Q4 CapEx: $110M; full-year CapEx: $574M (8% of revenue).
Adjusted free cash flow for 2025: $1.2B (17% margin, a new record).
Outlook and guidance
Q1 2026 revenue expected at $1.625B ± $25M; gross margin ~27% ± 100bps; operating margin ~13.2% ± 180bps.
Q1 2026 diluted EPS expected at $0.35 ± $0.05; effective tax rate in high teens % for 2026.
Full-year 2026 net CapEx projected at 15%-20% of revenue, driven by strong demand in silicon photonics, FDX, SiGe, and advanced packaging.
Free cash flow margin for 2026 expected at ~10% of revenue.
Targeting 30% gross margin by end of 2026, with long-term goal of 40%.
How do recent acquisitions support AI megatrends?
What drove Q4 Non-IFRS gross margin improvement?
What is the strategic role of silicon photonics?
SiPho: Drivers for accelerated $1B run rate by 2028?
MIPS/ARC: How do they move GF up value chain?
2026 CapEx: Impact on long-term gross margin target?
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Next GLOBALFOUNDRIES earnings date
Q1 20265 May, 2026
GLOBALFOUNDRIES
Next GLOBALFOUNDRIES earnings date
Q1 20265 May, 2026
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Frequently asked questions
GLOBALFOUNDRIES Inc manufactures semiconductors, offering foundry services for industries including automotive, communications, and computing. It produces advanced technology nodes, specialty semiconductor devices, and custom solutions. The company is headquartered in Malta, New York, and its shares are listed on the NASDAQ.
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