NASDAQ$TSEM

Tower Semiconductor Ltd · Q2 2025 earnings

Q2 2025 earnings · · Investor relations

Briefing

Tower Semiconductor reported Q2 2025, revenue of $372M, net income of $47M, diluted EPS of $0.41.

For Q2 2025, Tower Semiconductor reported revenue of $372M, net income of $47M, diluted EPS was $0.41. Management discusses operating trends, capital, and sector risks in the quarterly filing.

  • Revenue $372M.
  • Net income $47M.
  • Diluted EPS $0.41.
  • Tower Semiconductor MD&A highlights liquidity, capital, and core trends.
  • Segment and macro factors shape year-over-year comparisons.

Headline financials

Total Revenue

$372M

No prior period
EPS (adj)

$0.41

No prior period
Gross Margin

21.5%

No prior period
Operating Margin

10.7%

No prior period
Net Income

$47M

No prior period
Operating Income

$39.9M

No prior period
Gross Profit

$80M

No prior period

Revenue & EPS history

Tower · Revenue · Quarterly

$372M

Q2 2025
Beat estimate in 9 of 13 quarters(69%)
ActualEstimate

Forward guidance

Technology suppliers emphasize AI/cloud demand, product mix, and capex for advanced capacity.

Tailwinds

  • AI and data-center demand drivers.
  • Product mix and pricing on leading nodes.
  • Operating leverage as utilization rises.

Headwinds

  • Memory/pricing cycle reversals.
  • Export controls and supply constraints.
  • Capex intensity and depreciation.

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 Q2 2025

Historical avgQ2 2025

+0.6%

Avg return

Earnings day

+1.3%

Avg return

5 days after

-0.1%

Avg return

30 days after

51%

29 / 57 earnings

Positive

+15.5%

Q1 2017

Best reaction

-15.8%

Q3 2018

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2025-1.6%-5.7%-8.7%
Q2 2025+14.2%+7.2%+3.6%
Q4 2024-3.5%-2.1%-21.1%
Q3 2024+7.4%+1.8%+6.1%
Q1 2024+7.2%+7.9%+8.9%
Q4 2023+14.8%+17.8%+8.2%
Q3 2023+8.8%+11.1%+22.3%
Q2 2023+3.8%+8.5%-17.6%
Q1 2023-0.2%+2.6%+1.7%
Q4 2022+0.6%+0.4%-1.5%
Q3 2022+5.3%+5.2%+12.5%
Q2 2022+0.4%+1.0%-2.5%
Q1 2022-0.2%-3.1%-0.6%
Q4 2021-0.7%-1.4%+2.3%
Q3 2021+4.3%+4.0%+9.4%
Q2 2021+5.9%+5.2%+4.5%
Q1 2021-6.5%-5.6%+0.0%
Q4 2020-4.5%-6.1%-12.4%
Q3 2020-0.3%+2.4%+10.5%
Q2 2020-7.7%-4.7%-14.2%
Q1 2020-0.3%-0.7%-1.2%
Q4 2019-7.7%-11.2%-41.7%
Q3 2019-1.9%-3.2%+3.7%
Q2 2019+6.8%+8.0%+0.9%
Q1 2019-0.4%-6.6%-12.2%
Q4 2018+13.8%+15.8%+4.9%
Q3 2018-15.8%-7.7%-11.6%
Q2 2018-12.8%-11.0%-9.8%
Q1 2018-12.4%-8.7%-5.4%
Q4 2017-10.8%-12.2%-15.7%
Q3 2017+2.2%+1.1%+0.8%
Q2 2017-4.6%-0.7%+16.7%
Q1 2017+15.5%+15.3%+18.2%
Q4 2016+0.4%+2.5%+4.6%
Q3 2016+5.6%+8.6%+14.8%
Q2 2016+11.0%+11.0%+16.7%
Q1 2016+1.0%
Q4 2015+2.7%
Q3 2015+4.6%
Q2 2015+9.3%
Q1 2015-2.4%
Q4 2014+14.7%
Q2 2014+3.1%
Q1 2014-0.2%
Q4 2013+7.4%
Q2 2013-5.8%
Q3 2013-5.8%
Q1 2013-4.1%
Q4 2012-9.8%
Q2 2012-5.9%
Q2 2011-5.9%
Q4 2010+3.1%
Q4 2009+3.1%
Q4 2011+3.1%
Q1 2012+0.0%
Q3 2010-9.4%
Q2 2010-4.3%

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