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Dec 31, 2025
GlobalFoundries Q4 2025 Earnings Report
GlobalFoundries reported strong fourth quarter 2025 results with solid margins and improved profitability.
Key Takeaways
GlobalFoundries delivered Q4 2025 revenue of 1830000000 with net income of 200000000, driven by margin expansion and strong adjusted EBITDA performance.
Revenue was 1830000000 in Q4 2025.
Gross margin expanded to 27.8% and operating margin reached 13.9%.
Net income totaled 200000000 with diluted EPS of 0.36.
Non-GAAP adjusted EBITDA was 641000000 with a 35.0% margin.
Forward Guidance
For Q1 2026, GlobalFoundries expects revenue of approximately 1625000000 ± 25000000, IFRS diluted EPS of 0.23 ± 0.05 and Non-IFRS diluted EPS of 0.35 ± 0.05.
Positive Outlook
- Q1 2026 revenue guidance of approximately 1625000000.
- Non-IFRS gross margin guidance of 27.0% ± 100bps.
- Non-IFRS operating margin guidance of 13.2% ± 180bps.
- Non-IFRS diluted EPS guidance of 0.35 ± 0.05.
- Board approved 500000000 share repurchase authorization.
Challenges Ahead
- Sequential revenue expected to decline from Q4 levels.
- IFRS gross margin guidance of 26.0% ± 100bps.
- IFRS operating margin guidance of 9.3% ± 190bps.
- IFRS diluted EPS guidance of 0.23 ± 0.05.
- Continued macroeconomic and geopolitical uncertainties.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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