)
Edge6 Feb 2026
SharkNinja: Viral by Design
How SharkNinja built a repeatable growth engine, turning overlooked appliance categories into global brands through consumer insight and iteration.
Semiconductor Manufacturing International
Semiconductor Manufacturing International (981) investor relations material
Semiconductor Manufacturing International 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 $2,489 million, up 4.5% sequentially and 12.8% year-over-year, with gross margin at 19.2%, down from 22.0% in 3Q25 due to higher depreciation.
Full-year 2025 revenue was $9,327 million, up 16.2% year-over-year, with gross margin at 21% and profit attributable to owners rising 39.1% to $685 million.
Capacity utilization remained high, with annualized rate at 93.5% and 8-inch lines over 100%, though 4Q25 utilization declined to 85.5%.
Capital expenditure for 2025 was $8.1 billion, exceeding projections to address robust demand and longer equipment lead times.
China accounted for 87.6% of 4Q25 revenue, with strong growth in smartphone and consumer electronics applications.
Financial highlights
Q4 2025 operating profit was $299 million; EBITDA was $1,405 million with a 56.5% margin; profit attributable to shareholders was $173 million.
Full-year 2025 operating profit was $1,110 million; EBITDA was $5,256 million with a 56.4% margin; profit attributable to owners was $685 million.
4Q25 gross profit was $478 million, down 8.5% sequentially and 4.2% year-over-year.
Cash and cash equivalents at year-end 2025 were $5,872 million, with total cash on hand at $11,936 million.
End-2025 balance sheet: total assets $52.3 billion, total liabilities $17.3 billion, debt $12.6 billion, equity $35 billion.
Outlook and guidance
Q1 2026 revenue expected to be flat sequentially, with gross margin guidance between 18% and 20%.
2026 revenue growth projected to outpace industry peers, with capital expenditure roughly flat year-over-year.
2026 depreciation expected to rise by about 30% due to new fab ramp-ups; focus on maintaining high utilization and cost efficiency.
What caused 4Q25 gross margin decline?
How 2026 capex supports above-average growth?
Explain 4Q25 financing cash flow surge
What strategies counter 2026 depreciation pressure?
What causes the 2026 capacity ramp slowdown?
How does SMIC adapt to changing foundry order mix?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Semiconductor Manufacturing International earnings date
Q1 20268 May, 2026
Semiconductor Manufacturing International
Next Semiconductor Manufacturing International earnings date
Q1 20268 May, 2026
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.
)
Leroy DaleyApp Store
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.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
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.
Leroy DaleyApp Store
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.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
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.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
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.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
Semiconductor Manufacturing International Corporation (SMIC) is a leading semiconductor foundry that specializes in the manufacture of integrated circuits (ICs). Founded in 2000 and headquartered in Shanghai, China, SMIC offers comprehensive semiconductor foundry solutions, including IC foundry and technology services, across a wide range of process technologies from mature to leading-edge nodes. As the largest contract chipmaker in mainland China, SMIC plays a crucial role in the global semiconductor supply chain, providing services to customers in diverse sectors such as electronics, telecommunications, and automotive. The company is committed to advancing semiconductor manufacturing capabilities, and supporting the development of the semiconductor industry in China and globally. SMIC is incorporated in the Cayman Islands and its shares are listed on the Shanghai Stock Exchange under the and on the Hong Kong Stock Exchange.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage