NASDAQ$GFS

GlobalFoundries Inc · Q2 2025 earnings

Q2 2025 earnings · · Before market open · Investor relations

Briefing

GlobalFoundries posts $1.69B Q2 revenue and $228M net income as wafer demand holds amid mixed end-market trends

GlobalFoundries reported second quarter 2025 revenue of $1.69 billion, up from $1.63 billion in the prior-year quarter, with gross profit of $408 million and operating income of $196 million. Net income was $228 million, or $0.41 per basic share, compared with $155 million and $0.28 per share in Q2 2024. The company filed unaudited interim condensed consolidated financial statements and management's discussion for the three and six months ended June 30, 2025, reflecting continued demand across its wafer fabrication platform serving mobile, datacenter, IoT, and automotive end markets. Profit before tax was $221 million in the quarter.

  • Q2 revenue was $1.69 billion versus $1.63 billion a year ago, with gross profit of $408 million
  • Net income rose to $228 million from $155 million; basic EPS increased to $0.41 from $0.28
  • Operating income was $196 million, up from $155 million in Q2 2024
  • Profit before tax was $221 million compared with $167 million in the prior-year quarter

Headline financials

Total Revenue

$1.69B

No prior period
EPS (adj)

$0.41

No prior period
Gross profit

$408M

No prior period
Profit before tax

$221M

No prior period
Net Income

$228M

No prior period
Operating Income

$196M

No prior period

Revenue & EPS history

GlobalFoundries · Revenue · Quarterly

$1.69B

Q2 2025
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

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 Q2 2025

Historical avgQ2 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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