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X-FAB Silicon Foundries
X-FAB Silicon Foundries (XFAB) investor relations material
X-FAB Silicon Foundries Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary30 Apr, 2026
Executive summary
Q1 2026 revenue was $195.6M, down 4% year-on-year and 12% quarter-on-quarter; excluding IFRS 15 impact, revenue was $205.8M, above guidance and up 2% year-on-year.
Core markets (automotive, industrial, medical) contributed $192.9M, representing 94% of revenue, with industrial and medical segments up 32% and 39% year-on-year, respectively.
Order intake rose 3% sequentially to $169.4M; backlog at $308.4M, reflecting cautious automotive ordering.
Microsystems and Photonics delivered a record $33.7M, up 42% year-on-year; wide-bandgap revenue reached $15.1M, up 152% year-on-year.
Strategic reorganization completed, creating three business units focused on core technology families.
Financial highlights
EBITDA was $34.2M, margin 17.5% (18.4% excluding IFRS 15 impact); EBIT was $2.3M, down 89% year-on-year.
Gross profit margin was 15.7%, down from 21.9% in Q1 2025; net profit was $0.9M.
CapEx for Q1 was $26M, in line with expectations; FY 2026 projected at $100M.
Cash and cash equivalents at quarter-end were $144.7M; net debt at $291.4M, up $6.6M sequentially.
IFRS 15 revenue recognition reduced Q1 sales by $10.3M due to expiration of most LTAs at end of 2025.
Outlook and guidance
Q2 2026 revenue expected between $190M-$200M; EBITDA margin guided at 17%-20%.
Automotive recovery anticipated in H2 2026; medium-term outlook remains confident due to operating leverage and diversified portfolio.
Guidance based on USD/EUR exchange rate of 1.15 and excludes IFRS 15 impact.
Impact of LTA expirations on IFRS 15 revenue
Drivers of revenue growth in customers 2-20
Expected timing for ERP-related G&A cost decline
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Latest events from X-FAB Silicon Foundries
- Q4 revenue up 18% YoY to $222.3M; industrial and medical growth offset automotive softness.XFAB
Q4 20259 Feb 2026 - Q2 revenue fell 9% year-on-year to $205.1M; SiC weakness led to lower guidance, but Q4 rebound expected.XFABQ2 20242 Feb 2026
- Q3 revenue up sequentially, China automotive strong, CapEx high, full-year guidance lowered.XFABQ3 202418 Jan 2026
- Double-digit growth, major expansions, and $1.5B revenue and 35% margin targeted by 2030.XFABInvestor Day 202411 Jan 2026
- Three-pillar strategy and $1.1B expansion drive growth in specialty semiconductors.XFABCMD 202531 Dec 2025
- Q1 revenue up 8% sequentially, EBITDA margin 24%, guidance and expansion plans reaffirmed.XFABQ1 202523 Dec 2025
- 2024 saw revenue and profit declines amid destocking, but recovery and margin gains are expected.XFABQ4 202423 Dec 2025
- Q2 revenue up to 8% year-over-year, guidance raised, and capacity expansion completed.XFABQ2 202516 Nov 2025
- Q3 revenue up 11% YoY to $229M, with strong medical and industrial growth; order intake fell.XFABQ3 20253 Nov 2025
Next X-FAB Silicon Foundries earnings date
Q2 202630 Jul, 2026
X-FAB Silicon Foundries
Next X-FAB Silicon Foundries earnings date
Q2 202630 Jul, 2026
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