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Sep 30, 2025
GlobalFoundries Q3 2025 Earnings Report
GlobalFoundries reported its Q3 2025 financial results, achieving strong profitability and operational performance.
Key Takeaways
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.
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.
Positive Outlook
- 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.
Challenges Ahead
- 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.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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