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Sep 30, 2025
Tower Q3 2025 Earnings Report
Tower Semiconductor reported solid financial performance in Q3 2025, with growth in revenue, profitability, and strong operational metrics.
Key Takeaways
Tower Semiconductor posted a net income of $53.6M and revenue of $395.7M in Q3 2025, supported by robust demand in its core technologies and expanding SiGe and SiPho capacity.
Revenue grew to $395.7M, a 6% increase from the previous quarter.
Net income reached $53.6M, with adjusted EPS at $0.55.
Operating income rose to $50.6M as gross profit expanded.
Q4 2025 guidance anticipates record revenue of $440M driven by strong SiGe and SiPho demand.
Forward Guidance
Tower guided Q4 2025 revenue to a record $440M, citing increased demand across core technologies and expansion in high-growth segments.
Positive Outlook
- Q4 revenue guidance set at a record $440M
- Strong demand in SiGe and SiPho platforms
- Year-over-year growth across Power Management, Image Sensors, and RF Mobile
- Investing $300M in capacity and next-gen tech
- Full utilization of Fab3 with lease extension for 3.5 years
Challenges Ahead
- Revenue guidance subject to 5% variation
- High CapEx may pressure short-term margins
- Macroeconomic uncertainty and geopolitical risks in Israel
- Potential fluctuation in customer orders
- Debt and lease obligations may increase future liabilities
Historical Earnings Impact
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Avg. Return Before/After Earnings
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