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Tower Semiconductor (TSEM) investor relations material
Tower Semiconductor Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Executive summary
Q2 2025 revenue reached $372M, up 6% year-over-year and 4% sequentially, with net profit of $47M and strong operational progress in RF infrastructure and silicon photonics.
Q3 2025 revenue guidance is $395M (+/-5%), with Q4 expected to increase by at least $40M over Q3, supporting sequential growth throughout 2025.
Strategic focus on expanding RF infrastructure, silicon germanium, and silicon photonics capacity, with significant customer adoption and new product ramps.
Financial highlights
Q2 2025 gross profit was $80M, operating profit $40M, and net profit $47M; EPS was $0.42 basic and $0.41 diluted.
Adjusted net profit for Q2 2025 was $57.1M, with adjusted diluted EPS at $0.45.
H1 2025 revenue totaled $730.2M, up from $678.4M in H1 2024.
Cash and cash equivalents at June 30, 2025, stood at $265M.
Free cash flow for Q2 2025 was $12M, calculated as $123M operating cash flow minus $111M capex.
Outlook and guidance
Q3 2025 revenue guided at $395M (+/-5%), with Q4 expected to exceed Q3 by at least $40M, targeting best-ever quarterly revenue above $435M.
Sequential quarter-over-quarter growth expected throughout 2025, with acceleration in the second half and continued capacity expansion into 2026.
Long-term model targets $2.7B annual revenue, $560M operating profit, and $500M net profit at full fab loading by 2028–2029.
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