GFS
Globalfoundries·NASDAQ
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GFS fundamentals
Globalfoundries (GFS) released its earnings on Nov 12, 2025: revenue was 1.69B (YoY -2.87%), beat estimates; EPS was 0.41 (YoY 0.00%), beat estimates.
Revenue / YoY
1.69B
-2.87%
EPS / YoY
0.41
0.00%
Report date
Nov 12, 2025
GFS Earnings Call Summary for Q3,2025
- Revenue Resilience: $1.688B Q3 revenue flat Q/Q, -3% Y/Y, with automotive (+20% Y/Y) and comms infrastructure (+32% Y/Y) driving growth.
- Margin Expansion: Gross margin 26% (up 80bps Q/Q), operating margin 15.4% (up 180bps Y/Y), targeting 26.8% gross margin in Q4.
- Optical Networking Growth: $200M 2025 revenue (doubling Y/Y), targeting $1B+ run rate by end of decade with 3 new design wins ($150M lifetime value).
- Physical AI Expansion: $18B SAM by 2030, with wins in AI-enabled glasses, hearables, and vehicles.
- CapEx Focus: $16B U.S. investment for advanced packaging, $1.1B Dresden expansion for 1M+ wafer/year capacity.
- Free Cash Flow Strength: $451M Q3 adjusted free cash flow (27% margin), $4.2B cash, $1.2B debt.
- 2025 Guidance: Automotive revenue to reach $1.5B, comms infrastructure up low-20s% Y/Y.
EPS
Revenue
Revenue & Expenses
GFS has released its 2025 Q3 earnings report, with revenue of 1.69B, reflecting a YoY change of -2.93%, and net profit of 249.00M, showing a YoY change of 39.89%. The Sankey diagram below clearly presents GFS's revenue sources and cost distribution.
Key Indicators
Globalfoundries (GFS) key financial stats and ratios, covering profitability, financial health, and leverage.
Globalfoundries (GFS)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.
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Globalfoundries (GFS)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.
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Globalfoundries (GFS)'s cash flow trends over recent years, visualized with a waterfall chart to illustrate changes in its operating, investing, and financing cash flows.
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Where does Globalfoundries (GFS) generate its revenue? Explore its key revenue streams and top earning regions.
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Track Globalfoundries (GFS) Dividend Yield, Payout Ratio & Sustainability Through Its Dividend History
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You can ask Aime
What guidance did Globalfoundries's management provide for the next earnings period?What is the market's earnings forecast for Globalfoundries next quarter?What is Globalfoundries's latest dividend and current dividend yield?What is Globalfoundries's gross profit margin?Did Globalfoundries beat or miss consensus estimates last quarter?What does Globalfoundries do and what are its main business segments?What were the key takeaways from Globalfoundries's earnings call?What were the key takeaways from Globalfoundries’s earnings call?
