BIT$STM
STMicroelectronics Company · Q2 2026 earnings
Q2 2026 earnings · · Before market open · Investor relations
Briefing
STMicroelectronics reported Q2 2026 net revenues of $3.49 billion, up 26% year-over-year, with gross margin of 34.8%.
STM reported second quarter net revenues of $3.49 billion, gross margin of 34.8%, operating income of $187 million, and net income of $222 million or $0.24 diluted EPS. Non-GAAP gross margin was 35.2%, operating income $269 million, and net income $291 million or $0.31 EPS. Demand strengthened across end markets with improved visibility and tight supply in several categories.
- Q2 net revenues $3.49B (+26% YoY), above guidance midpoint driven by CECP and Automotive.
- Gross margin 34.8% (non-GAAP 35.2%), operating margin 5.4% (non-GAAP 7.7%).
- Q3 guidance midpoint: $3.70B revenues (+6.2% seq), 37.0% gross margin; Q4 expected above $4B.
- Raising 2026 datacenter revenue ambition to above $1B, with strong 2027 outlook above $2B.
Headline financials
Revenue & EPS history
STMicroelectronics · Revenue · Quarterly
$3.49B
Revenue by segment
STMicroelectronics · $3.49B total across 5 segments · Q2 2026
- Analog products, MEMS and Sensors (AM&S)$1.43B—40.9%
- Embedded Processing (EMP)$1.15B—32.9%
- Power and discrete products (P&D)$464M—13.3%
- RF Optical Communications (RFOC)$445M—12.8%
- Others$5M—0.1%
Forward guidance
Q3 2026 midpoint guidance: net revenues $3.70 billion (+6.2% seq, +16.2% YoY), gross margin ~37.0%. Q4 revenues expected above $4 billion. Raising 2026 datacenter revenue target to above $1 billion.
Tailwinds
- Strong demand and bookings across all end markets
- Improved visibility and signs of tight supply
- Distribution inventory below target
- AI datacenter and LEO satellite programs driving acceleration
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 19 quarterly earnings reports
+1.0%
Avg return
Earnings day
+0.5%
Avg return
5 days after
+5.2%
Avg return
30 days after
58%
39 / 67 earnings
Positive
+16.5%
Q4 2018
Best reaction
-16.2%
Q2 2025
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q2 2026 | — | — | — | |
| Q1 2026 | +14.3% | -12.3% | +22.5% | |
| Q4 2025 | -5.2% | +3.4% | +51.0% | |
| Q2 2025 | -16.2% | -16.5% | -13.4% | |
| Q1 2025 | +6.9% | +5.0% | +10.8% | |
| Q4 2024 | -9.3% | -9.6% | -0.2% | |
| Q3 2024 | -3.2% | -3.1% | -7.4% | |
| Q2 2024 | -14.0% | -17.6% | -20.0% | |
| Q1 2024 | -1.9% | -3.7% | -3.1% | |
| Q4 2023 | -2.9% | -3.5% | -2.6% | |
| Q3 2023 | +1.5% | -2.6% | +17.0% | |
| Q2 2023 | +3.7% | +4.0% | -10.2% | |
| Q1 2023 | -7.3% | -6.9% | -4.8% | |
| Q4 2022 | +10.3% | +6.9% | -13.3% | |
| Q3 2022 | -7.5% | -0.8% | +30.2% | |
| Q2 2022 | +4.4% | -7.0% | +3.9% | |
| Q1 2022 | +5.0% | -10.2% | +7.4% | |
| Q4 2021 | +2.5% | +6.3% | -1.9% | |
| Q3 2021 | +5.8% | +7.5% | +5.6% | |
| Q2 2021 | +4.9% | +6.5% | +11.8% | |
| Q1 2021 | -3.4% | +2.9% | +13.3% | |
| Q4 2020 | +5.5% | +2.0% | +0.1% | |
| Q3 2020 | -0.5% | -6.9% | +6.9% | |
| Q2 2020 | -3.5% | -5.2% | -6.2% | |
| Q1 2020 | +10.5% | +20.1% | +12.9% | |
| Q4 2019 | +6.2% | +5.2% | +7.4% | |
| Q3 2019 | +9.2% | +12.6% | +16.4% | |
| Q2 2019 | -1.5% | -4.1% | -12.0% | |
| Q1 2019 | +1.4% | -1.2% | -16.2% | |
| Q4 2018 | +16.5% | +6.9% | +23.1% | |
| Q3 2018 | -11.9% | -9.1% | -11.3% | |
| Q2 2018 | -6.1% | -8.5% | -14.5% | |
| Q1 2018 | +4.0% | +2.0% | +12.9% | |
| Q4 2017 | +2.0% | +2.4% | -0.7% | |
| Q3 2017 | +11.4% | +12.8% | +17.7% | |
| Q2 2017 | -1.1% | +1.0% | +2.5% | |
| Q1 2017 | +1.1% | +4.2% | +4.3% | |
| Q4 2016 | +11.6% | +8.7% | +23.2% | |
| Q3 2016 | +15.8% | +15.7% | +23.6% | |
| Q2 2016 | +10.1% | +11.1% | +16.0% | |
| Q1 2016 | +7.0% | — | — | |
| Q4 2015 | +2.5% | — | — | |
| Q3 2015 | -4.4% | — | — | |
| Q2 2015 | +4.7% | — | — | |
| Q1 2015 | -13.5% | — | — | |
| Q4 2014 | +1.2% | — | — | |
| Q3 2014 | -1.2% | — | — | |
| Q2 2014 | +3.3% | — | — | |
| Q1 2014 | +0.9% | — | — | |
| Q4 2013 | +4.5% | — | — | |
| Q3 2013 | -2.1% | — | — | |
| Q2 2013 | +0.1% | — | — | |
| Q1 2013 | +1.9% | — | — | |
| Q4 2012 | +2.9% | — | — | |
| Q3 2012 | +3.1% | — | — | |
| Q2 2012 | +0.0% | — | — | |
| Q4 2011 | -5.0% | — | — | |
| Q1 2012 | -5.5% | — | — | |
| Q3 2011 | -11.7% | — | — | |
| Q2 2011 | -3.9% | — | — | |
| Q4 2007 | +2.7% | — | — | |
| Q4 2010 | +2.7% | — | — | |
| Q1 2011 | -1.2% | — | — | |
| Q3 2010 | +7.5% | — | — | |
| Q2 2010 | +0.8% | — | — | |
| Q1 2010 | +2.5% | — | — | |
| Q4 2009 | -0.8% | — | — | |
| Q4 2008 | -0.8% | — | — |
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