FSE$IFNNY

Infineon Technologies AG · Q3 2026 earnings

Q3 2026 earnings · · Investor relations

Briefing

Infineon Technologies AG reported record revenue of €4.172 billion for Q3 FY 2026 ended June 30, 2026.

The company achieved an all-time high quarterly revenue of €4.172 billion, up 9.4% sequentially and nearly 13% year-over-year, driven by strong AI demand. Segment result reached €797 million with a margin of 19.1%. Net profit for the period was €423 million, with basic EPS of €0.32 and adjusted EPS of €0.44.

  • Record revenue of €4.172 billion in Q3 FY 2026, fueled by AI power supply solutions.
  • Segment result margin improved to 19.1%, up 200 basis points quarter-over-quarter.
  • Net profit rose to €423 million; adjusted EPS €0.44.
  • Raised FY 2026 guidance with Q4 revenue expected around €4.7 billion and segment margin ~23%.

Headline financials

Total Revenue

€4.82B

No prior period
EPS (adj)

€0.44

No prior period
Net Income

€489M

No prior period
Operating Income

€921M

No prior period

Revenue & EPS history

Infineon · Revenue · Quarterly

€4.82B

Q3 2026

Forward guidance

Q4 FY 2026 revenue expected to rise ~13% to around €4.7 billion with segment result margin around 23%; FY 2026 revenue now around €16.3 billion with adjusted gross margin in low-to-mid-forties and segment margin ~20%.

Tailwinds

  • Strong AI demand and multi-year capacity agreements with AI customers.
  • Improved automotive order intake.
  • Raised full-year guidance on revenue and free cash flow.

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