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Jun 30, 2025
GlobalFoundries Q2 2025 Earnings Report
GlobalFoundries reported its second quarter 2025 financial results, exceeding guidance for revenue, gross margin, and earnings per share.
Key Takeaways
GlobalFoundries delivered strong financial results in the second quarter of 2025, with revenue of $1.688 billion, net income of $228 million, and diluted EPS of $0.41. The company saw continued momentum in its Automotive and Communications Infrastructure and Datacenter end markets, driving double-digit year-over-year revenue growth in these segments.
Revenue reached $1.688 billion, surpassing the midpoint of Non-IFRS guidance.
Diluted earnings per share (EPS) was $0.41, exceeding the high end of the guidance range.
Non-IFRS adjusted EBITDA stood at $585 million, demonstrating strong operational performance.
The company announced strategic initiatives including the planned acquisition of MIPS and a China-for-China foundry partnership to broaden its long-term value proposition.
Forward Guidance
For the third quarter of 2025, GlobalFoundries expects net revenue to be approximately $1.675 billion, with a Non-IFRS gross margin of around 25.5% and Non-IFRS diluted EPS of approximately $0.38.
Positive Outlook
- Expected net revenue of $1.675 billion (± $25 million) for Q3 2025.
- Anticipated Non-IFRS gross margin of 25.5% (± 100bps) for Q3 2025.
- Projected Non-IFRS operating margin of 14.2% (± 180bps) for Q3 2025.
- Forecasted Non-IFRS diluted EPS of $0.38 (± $0.05) for Q3 2025.
- Fully diluted share count expected to be around 560 million.
Challenges Ahead
- No specific negative forward guidance points were explicitly stated in the provided text.
- The guidance includes forward-looking statements subject to risks and uncertainties.
- Business could be impacted by geopolitical conditions and trade tensions.
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