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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.
X-FAB Silicon Foundries
X-FAB Silicon Foundries (XFAB) investor relations material
X-FAB Silicon Foundries Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary29 Oct, 2026
Executive summary
Q3 revenue was $194.4M, down 15% YoY and 3% QoQ; excluding IFRS 15 timing effects, revenue was $200.7M, down 12% YoY and up 2% QoQ.
Bookings rose 38% YoY and 30% QoQ to $224.7M, the highest in two years; backlog reached $313.6M and book-to-bill was 1.12.
Higher bookings and improving utilization support a gradual recovery across core markets.
Financial highlights
Q3 gross profit was $31.6M; operating profit was $4.3M, versus $23.8M a year earlier.
Net loss was $2.8M versus net profit of $16.6M in Q3 2025; EPS was -$0.02 versus $0.13.
9M revenue was $589.8M versus $648.0M; EBITDA was $105.3M versus $154.5M, and net loss was $16.7M versus net profit of $28.4M.
EBITDA was $37.5M, down 30% YoY and up 12% QoQ; margin was 19.3% reported and 18.6% excluding IFRS 15 effects.
Revenue recognized over time under IFRS 15 reduced Q3 reported revenue by $6.3M.
Outlook and guidance
Q4 revenue guidance is $205M–$215M and EBITDA margin guidance is 19%–22%, excluding IFRS 15 timing effects and assuming an average exchange rate of $1.14/€.
Q4 guidance is almost fully covered by backlog; typical order-to-revenue lag is three to five months, averaging four months.
Backlog visibility into 2027 extends to Q4 and partly Q1; fuller guidance is expected after Q4 results.
Site B end-of-life is expected around end-Q1/early-Q2 2027; last-time-buy orders are expected to reduce 2027 revenue by $50M against an $80M annual run rate.
FY 2026 net CapEx is projected at ~$100M; from 2026 onward, CapEx is targeted at 10%–15% of revenue.
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Latest events from X-FAB Silicon Foundries
- Q2 2026 revenue fell up to 10% YoY, but bookings and medical growth signal recovery.XFAB
Q2 2026 - Q1 2026 revenue was $195.6M, with strong growth in industrial, medical, and microsystems.XFABQ1 2026
- Q4 revenue up 18% YoY to $222.3M; industrial and medical growth offset automotive softness.XFABQ4 2025
- Q3 2025 revenue up 12% YoY to $229M, led by industrial and medical growth; order intake fell.XFABQ3 2025
- Q2 revenue up 5–8% year-over-year, guidance raised, and capacity expansion completed.XFABQ2 2025
- Double-digit growth, major expansions, and $1.5B revenue and 35% margin targeted by 2030.XFABInvestor Day 2024
- Q3 revenue up sequentially, automotive strong, industrial/medical weak, guidance lowered.XFABQ3 2024
- Q2 revenue fell 9% year-on-year; SiC weakness led to lower guidance, but Q4 rebound expected.XFABQ2 2024
- Q4 2024 revenue and profit fell amid auto destocking; CapEx to drop and recovery expected in 2025.XFABQ4 2024
Next X-FAB Silicon Foundries earnings date
Q4 202611 Feb, 2027
X-FAB Silicon Foundries
Next X-FAB Silicon Foundries earnings date
Q4 202611 Feb, 2027
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Frequently asked questions
X-FAB Silicon Foundries SE is a specialty foundry group that manufactures analog and mixed-signal integrated circuits. The company's expertise includes micro-electro-mechanical systems (MEMS) and high-voltage applications, catering primarily to the automotive, industrial, and medical sectors. X-FAB operates multiple wafer plants worldwide, including locations in Germany, France, Malaysia, and the United States, where it produces semiconductors ranging from CMOS to BiCMOS technologies. It is headquartered in Erfurt, Germany, and its shares are listed on the Paris Stock Exchange.