NASDAQ$GFS

GlobalFoundries Inc · Q1 2025 earnings

Q1 2025 earnings · · Investor relations

Briefing

GlobalFoundries reported Q1 2025, revenue of $1.58B, net income of $210M, diluted EPS of $0.38.

For Q1 2025, GlobalFoundries reported revenue of $1.58B, net income of $210M, diluted EPS was $0.38. The filing highlights segment performance, liquidity, and management commentary on the period.

  • Revenue $1.58B.
  • Net income $210M.
  • Diluted EPS $0.38.

Headline financials

Total Revenue

$1.59B

Previous: $1.55B+2.3%
EPS (adj)

$0.38

Previous: $0.31+22.6%
Non-GAAP Operating Margin

13.4%

No prior period
Gross Margin

22.4%

No prior period
Operating Margin

9.5%

No prior period
Net Income Margin

13.3%

No prior period
Non-GAAP Net Income Margin

11.9%

No prior period
Non-GAAP Adjusted EBITDA

$558M

No prior period
Wafer Shipments (300mm eq.)

543.0K

No prior period
Net Income

$210M

Previous: $133M+57.9%
Operating Income

$151M

Previous: $147M+2.7%
Gross Profit

$355M

Previous: $393M-9.7%

Revenue & EPS history

GlobalFoundries · Revenue · Quarterly

$1.59B

Q1 2025+2.3%vs Q1 2024
Beat estimate in 9 of 12 quarters(75%)
ActualEstimate

Revenue by segment

GlobalFoundries · $3.06B total across 6 segments · Q1 2026

  • Manufacturing Services
    $1.43B
  • Smart Mobile Devices
    $558M
  • Automotive
    $382M
  • Home and Industrial IoT
    $255M
  • Communications Infrastructure & Datacenter
    $230M
  • Technology Services
    $209M

Forward guidance

Management discusses operating priorities, capital allocation, and sector risks in the quarterly filing.

Tailwinds

  • Headline results and segment trends anchor the quarter.
  • Liquidity and balance-sheet capacity support operations.
  • Strategic initiatives outlined in MD&A.

Headwinds

  • Macro, rates, or input costs may pressure margins.
  • One-time items affect year-over-year comparability.
  • Execution risk on growth or restructuring plans.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 16 quarterly earnings reports · overlaid with Q1 2025

Historical avgQ1 2025

+1.6%

Avg return

Earnings day

+2.3%

Avg return

5 days after

+3.3%

Avg return

30 days after

53%

9 / 17 earnings

Positive

+29.9%

Q3 2024

Best reaction

-8.9%

Q1 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+2.5%+9.5%+24.0%
Q3 2025-1.8%-5.3%+11.3%
Q2 2025-8.7%-10.8%-7.9%
Q1 2025-2.6%+1.4%+4.5%
Q4 2024+6.3%+14.4%-3.2%
Q3 2024+29.9%+22.1%+23.0%
Q1 2024+5.3%+2.7%-1.3%
Q4 2023-1.5%-4.4%-5.8%
Q3 2023+2.6%+0.6%+2.1%
Q2 2023+0.1%-3.8%-4.4%
Q1 2023-8.9%-10.2%-0.7%
Q4 2022+5.7%+1.5%+0.9%
Q3 2022+8.4%+15.1%+10.9%
Q2 2022-2.5%+9.7%+1.7%
Q1 2022-6.2%+0.9%+1.7%
Q4 2021+4.6%-1.9%+8.1%
Q3 2021-6.1%-2.1%-8.6%
Q2 2021
Q4 2020
Q3 2020
Q2 2020

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