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Infineon (IFX) investor relations material
Infineon Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary5 Aug, 2025
Executive summary
Q3 FY25 revenue rose 3% sequentially to €3.704–€3.919 billion, driven by Green Industrial Power, Power & Sensor Systems, and automotive, with segment result margin at 18%.
Inventory corrections are largely complete, with healthy customer and distributor levels, but macroeconomic and geopolitical uncertainties persist.
Strategic focus on AI, energy infrastructure, software-defined vehicles, and sustainability, with the Marvell Automotive Ethernet acquisition set to close soon.
Maintained global leadership in power semiconductors, automotive semis, and microcontrollers, with ongoing innovation in Si, SiC, and GaN technologies.
Sustainability targets validated by SBTi, aiming for CO2 neutrality by 2030 and significant emissions reductions.
Financial highlights
Q3 FY25 revenue: €3.704–€3.919 billion, up 3% sequentially; segment result margin at 18%.
Adjusted gross margin improved to 43% in Q3 FY25; reported gross margin at 40.9%.
Free cash flow in Q3 FY25 was €288–€393 million; investments €442–€731 million; D&A €463–€487 million.
Gross cash at €1.5 billion; gross debt at €5 billion; net debt at €3.4 billion.
EPS for Q3 FY25 was €0.33–€0.37; dividend payout of €0.35 per share for FY24.
Outlook and guidance
Q4 FY25 revenue expected at ~€3.9 billion, with high-teens segment result margin.
FY25 revenue guided at ~€14.6 billion, with at least 40% adjusted gross margin and high-teens segment result margin.
FY25 adjusted free cash flow projected at ~€1.7 billion; investments planned at ~€2.2 billion.
Free cash flow for FY25 expected at €1 billion organically, or minus €1.2 billion including Marvell acquisition.
Guidance assumes $1.15/€ exchange rate and includes Marvell acquisition impact.
Explain the impact of the Marvell acquisition on FY25 FCF.
Detail Q3 revenue changes by segment YoY.
How does the new accounting policy impact financials?
Quantify tariff impact on Q4 revenue.
Step Up program: Quantify cost savings.
Electrification: Is Infineon's view changing?
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Q4 202512 Nov, 2025
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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.
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