GlobalFoundries Q4 Earnings Call Highlights

1 month ago 27

MarketBeat

Wed, February 11, 2026 astatine 11:52 AM CST 8 min read

GlobalFoundries logo

GlobalFoundries reported Q4 results astatine oregon supra the precocious extremity of guidance with gross of $1.83 billion, gross borderline of ~29% (up ~360 bps YoY), Q4 EPS of $0.55, and full-year 2025 gross of $6.79 billion with EPS of $1.72 (up 10% YoY).
The institution is shifting its premix distant from smartphones — much than 60% of 2025 gross came from non-smart mobile markets and automotive positive communications/data-center made up a grounds one-third — with communications/data-center up 29% and silicon photonics gross doubling to >$200 million.
Management highlighted beardown currency procreation and superior plans, with adjusted FCF of $1.2 billion for 2025, ~$4 billion currency connected hand, a board-approved $500 million buyback, and guidance for Q1 2026 gross of $1.625 cardinal ± $25 million portion readying 2026 nett capex of 15–20% of gross and a ~10% FCF borderline arsenic investments ramp.
Interested successful GlobalFoundries Inc.? Here are 5 stocks we similar better.

3 Stocks Trump Could Back Next arsenic USA Rare Earths Revives the Federal Catalyst Trade

GlobalFoundries (NASDAQ:GFS) reported fourth-quarter and full-year 2025 results that absorption said came successful astatine oregon supra the precocious extremity of its guidance ranges for revenue, gross margin, and net per share, highlighting premix improvements, outgo discipline, and continued spot successful communications infrastructure and information halfway demand.

Chief Executive Officer Tim Breen said the institution delivered “strong results” successful the 4th quarter, pointing to double-digit year-over-year maturation for a 5th consecutive 4th successful the communications, infrastructure, and information halfway extremity market. Breen added that disciplined execution and outgo absorption helped GlobalFoundries grow gross borderline by astir 400 ground points year-over-year successful the quarter.

→ Once Upon A Farm: Buy the $1B Growth Story?

Why GlobalFoundries Just Became a Geopolitical Power Play

Chief Financial Officer Sam Franklin reported fourth-quarter gross of $1.83 billion, up 8% sequentially and level year-over-year. The institution shipped astir 619,300 300mm-equivalent wafers, up 3% sequentially and 4% year-over-year. Wafer gross accounted for astir 88% of full revenue, portion non-wafer gross (including reticles, NRE, expedite fees, and different items) made up astir 12%.

Fourth-quarter gross borderline was astir 29%, up 300 ground points sequentially and 360 ground points year-over-year. Operating nett was $335 million for an operating borderline of 18.3%. GlobalFoundries posted fourth-quarter nett income of astir $310 million and diluted EPS of $0.55 connected a afloat diluted stock number of astir 560 cardinal shares.