Infineon Technologies (IFX) Q4 2026 earnings summary

Executive summary

• FY26 revenue reached €16.353bn, up 12% YoY, with Segment Result of €3.223bn and a 19.7% margin.

• Key growth applications represented ~50% of FY26 revenue; operations moved to Automotive, Edge Systems and Power Systems under a new divisional structure.

• Power Systems led growth on AI and data-center demand; automotive growth benefited from xEV and software-defined vehicle content.

Financial highlights

• Q4 FY26 revenue was €4.706bn, up 19% YoY and 13% QoQ; Segment Result was €1.119bn, with a 23.8% margin.

• FY26 operating profit rose to €2.214bn from €1.515bn; profit for the period increased to €1.512bn from €1.015bn.

• Q4 operating profit was €775m versus €594m QoQ; profit for the period was €532m versus €423m.

• FY26 diluted EPS was €1.14 and adjusted diluted EPS €1.73, versus €0.76 and €1.39 in FY25.

Outlook and guidance

• Q1 FY27 revenue outlook is ~€4.6bn, assuming EUR/USD of 1.15; Segment Result Margin is expected at ~23%, with better-than-usual seasonality.

• FY27 revenue is forecast at ~€20bn, up more than 20%; Segment Result Margin is expected in the mid-20s and adjusted gross margin in the mid-to-high 40s.

• FY27 data-center power-supply revenue is projected close to €4bn; Automotive revenue is expected to grow mid-teens and Edge Systems low-teens.

• FY27 adjusted FCF is expected at ~€2.2bn, FCF at ~€1.8bn and ROCE in the low-teens range.