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Sep 30
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.
Tower
Tower
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