NASDAQ$GFS
GlobalFoundries Inc · Q3 2025 earnings
Q3 2025 earnings · · Investor relations
Briefing
GlobalFoundries reported its Q3 2025 financial results, achieving strong profitability and operational performance.
GlobalFoundries delivered solid Q3 results with net income of $249M, stable revenue of $1.688B, and gross margin improvement. Continued strength in Automotive and Data Center markets supported performance.
- Revenue held steady at $1.688B, matching Q2 but slightly down from last year.
- Net income rose to $249M, up from $178M in Q3 2024.
- Non-GAAP operating margin increased to 15.4%.
- Strong momentum in silicon photonics and FDX platforms.
Headline financials
Revenue & EPS history
GlobalFoundries · Revenue · Quarterly
$1.69B
Revenue by segment
GlobalFoundries · $3.06B total across 6 segments · Q1 2026
- Manufacturing Services$1.43B—46.6%
- Smart Mobile Devices$558M—18.2%
- Automotive$382M—12.5%
- Home and Industrial IoT$255M—8.3%
- Communications Infrastructure & Datacenter$230M—7.5%
- Technology Services$209M—6.8%
Forward guidance
For Q4 2025, GlobalFoundries expects revenue of approximately $1.8B and non-GAAP EPS of $0.47, with gross and operating margins improving due to favorable product mix and cost control.
Tailwinds
- Q4 revenue guidance set at $1.8B ± $25M.
- Non-GAAP gross margin expected at 28.5%.
- Non-GAAP operating margin guided at 16.8%.
- Non-GAAP EPS forecasted at $0.47.
- Production ramp in Dresden supported by EU Chips Act funding.
Headwinds
- Share-based compensation expected to impact margins (~90 bps for gross, ~350 bps for operating).
- Adjusted EBITDA projected to decline year-over-year.
- Capital expenditures remain elevated.
- Ongoing geopolitical and macroeconomic risks noted.
- Possible delays in incentive-related funding may affect planned expansions.
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 Q3 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
| Quarter | Report date | Reaction (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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