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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Infineon Technologies
Infineon Technologies (IFX) investor relations material
Infineon Technologies Q4 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2026 earnings summary10 Nov, 2026
Executive summary
FY26 revenue reached €16.353bn, up 12% YoY, with Segment Result of €3.223bn and a 19.7% margin.
Key growth applications represented ~50% of FY26 revenue; operations moved to Automotive, Edge Systems and Power Systems under a new divisional structure.
Power Systems led growth on AI and data-center demand; automotive growth benefited from xEV and software-defined vehicle content.
Financial highlights
Q4 FY26 revenue was €4.706bn, up 19% YoY and 13% QoQ; Segment Result was €1.119bn, with a 23.8% margin.
FY26 operating profit rose to €2.214bn from €1.515bn; profit for the period increased to €1.512bn from €1.015bn.
Q4 operating profit was €775m versus €594m QoQ; profit for the period was €532m versus €423m.
FY26 diluted EPS was €1.14 and adjusted diluted EPS €1.73, versus €0.76 and €1.39 in FY25.
Outlook and guidance
Q1 FY27 revenue outlook is ~€4.6bn, assuming EUR/USD of 1.15; Segment Result Margin is expected at ~23%, with better-than-usual seasonality.
FY27 revenue is forecast at ~€20bn, up more than 20%; Segment Result Margin is expected in the mid-20s and adjusted gross margin in the mid-to-high 40s.
FY27 data-center power-supply revenue is projected close to €4bn; Automotive revenue is expected to grow mid-teens and Edge Systems low-teens.
FY27 adjusted FCF is expected at ~€2.2bn, FCF at ~€1.8bn and ROCE in the low-teens range.
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Latest events from Infineon Technologies
- Record FY26 results and AI power demand underpin >20% FY27 growth.IFX
Q4 2026 (Media) - AI-driven growth, new fab capacity, and power innovation fuel strong outlook and market leadership.IFXAI & Technology Virtual Investor Conference
- Record Q3 revenue and raised FY2026 outlook highlight strong AI-driven growth and acquisitions.IFXQ3 2026 (Media)
- Record Q3 revenue and upgraded outlook fueled by AI, automotive, and industrial demand.IFXQ3 2026
- AGM approved all proposals amid resilient results, AI growth, and strategic investments.IFXAGM 2026
- AI-driven revenue to reach €1.5bn by FY26, with strong growth and innovation in power solutions.IFXStatus Update
- Q3 FY24 revenue rose sequentially but fell year-over-year; guidance and investments reaffirmed.IFXQ3 2024 (Media)
- Q2 FY25 revenue up 5% sequentially, but FY25 outlook cut on tariffs and FX headwinds.IFXQ2 2025
- Q1 FY25 revenue fell but beat guidance; FY25 outlook raised on AI and currency tailwinds.IFXQ1 2025
Next Infineon Technologies earnings date
Deutsche Bank Virtual Investor Conference12 Nov, 2026
Infineon Technologies
Next Infineon Technologies earnings date
Deutsche Bank Virtual Investor Conference12 Nov, 2026
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Frequently asked questions
Infineon Technologies AG, a technology company, designs, develops, manufactures, and markets semiconductors and related system solutions worldwide. It offers power management and multimarket solutions, including power semiconductors and integrated circuits and system solutions for automotive, industrial power control, mobile devices, energy efficient homes, smart grid and infrastructure applications. The company also provides logic products; opto semiconductors; micro controllers and sensors; radio frequency identification; memories; discrete components; hard switches; and passive components. Infineon Technologies AG is headquartered in Munich, Germany.