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Jun 28, 2025
STMicroelectronics Q2 2025 Earnings Report
STMicroelectronics reported Q2 2025 results with revenues slightly above guidance but posted a net loss due to restructuring and impairment charges.
Key Takeaways
STMicroelectronics delivered $2.77B in revenue, beating the mid-point of its guidance, but recorded a net loss of $97M mainly due to $190M in restructuring and impairment charges. Gross margin held steady at 33.5%, and sequential growth was supported by Personal Electronics and Industrial demand.
Net revenues of $2.77B exceeded the mid-point of guidance.
Posted a net loss of $97M due to $190M in impairment and restructuring charges.
Gross margin remained stable at 33.5%.
Book-to-bill ratio remained above one in Industrial but below parity in Automotive.
Revenue by Segment
Forward Guidance
STMicroelectronics expects Q3 2025 revenues of $3.17B, up 14.6% sequentially, with gross margin steady at 33.5%, but currency effects and manufacturing reshaping costs will pressure margins.
Positive Outlook
- Sequential revenue growth of 14.6% expected.
- Gross margin expected to remain at 33.5%.
- Continued year-over-year revenue improvement anticipated.
- Bookings increasing sequentially.
- Focus on accelerating new product introductions.
Challenges Ahead
- Uncertain macroeconomic environment.
- Automotive segment below parity in book-to-bill ratio.
- 140 basis points negative impact on gross margin from currency and reshaping program.
- Unused capacity charges included in gross margin outlook.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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