BIT$STM
STMicroelectronics Company · Q4 2025 earnings
Q4 2025 earnings · · Before market open · Investor relations
Briefing
STMicro FY2025: revenue drops 11% to $11.8B as auto weakness persists
STMicroelectronics published its 2025 Dutch statutory annual report showing net revenues of $11.8 billion, down 11.1% from $13.3 billion in 2024, primarily driven by a 24% decline in Automotive and a 7% decline in Industrial amid ongoing inventory correction. Gross profit fell to $3.45 billion from $4.92 billion and operating profit collapsed to $320 million from $1.69 billion, reflecting impairment, restructuring and phase-out costs tied to the company's manufacturing footprint reshaping program. Net profit attributable to equity holders was $299 million, or $0.33 diluted EPS, compared with $1.99 billion and $2.19 diluted EPS in 2024. Management highlighted a return to year-on-year revenue growth in Q4 2025 and continued investment in SiC, MEMS and data-center products while targeting high triple-digit million-dollar annual cost savings exiting 2027.
- Net revenues declined 11.1% to $11.8 billion; Automotive revenue fell 24% and Industrial declined 7%.
- Operating profit was $320 million versus $1.69 billion in 2024, including impairment and restructuring charges.
- Net profit attributable to shareholders was $299 million with diluted EPS of $0.33 versus $2.19 a year ago.
- Reportable segment revenues: AM&S $5.09B, P&D $1.69B, EMP $3.58B, and RFOC $1.44B.
- The company closed the NXP MEMS acquisition in February 2026 and is reshaping its global manufacturing footprint.
Headline financials
Revenue & EPS history
STMicroelectronics · Revenue · Quarterly
$11.8B
Revenue by segment
STMicroelectronics · $11.8B total across 4 segments · Q4 2025
- Analog, MEMS & Sensors (AM&S)$5.09B—43.1%
- Embedded Processing (EMP)$3.58B—30.4%
- Power & Discrete (P&D)$1.69B—14.3%
- RF & Optical Communications (RFOC)$1.44B—12.2%
Forward guidance
Management expects capital investments to focus on 300mm silicon, 200mm silicon carbide and technology R&D while the footprint-resizing program targets high triple-digit million-dollar annual cost savings exiting 2027.
Tailwinds
- Q4 2025 showed a return to year-on-year revenue growth as inventory correction eased.
- Company-specific growth drivers include SiC in auto, data-center optical interconnect, and robotics exposure.
Headwinds
- Automotive and Industrial end markets remained weak through much of 2025.
- Operating profit was heavily impacted by impairment and restructuring charges.
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 20 quarterly earnings reports · overlaid with Q4 2025
+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 |
|---|---|---|---|---|
| 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 2008 | -0.8% | — | — | |
| Q4 2009 | -0.8% | — | — |
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