TSEM
Tower Semiconductor·NASDAQ
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TSEM fundamentals
Tower Semiconductor (TSEM) released its earnings on Nov 10, 2025: revenue was 395.70M (YoY +6.80%), beat estimates; EPS was 0.55 (YoY -3.51%), beat estimates.
Revenue / YoY
395.70M
+6.80%
EPS / YoY
0.55
-3.51%
Report date
Nov 10, 2025
TSEM Earnings Call Summary for Q3,2025
- Record Q4 Guidance: $440 million ±5%, up 11% from Q3, driven by SiPho and SiGe demand.
- SiPho Growth: Q3 revenue up 70% YoY to $52 million, targeting $320 million+ annualized run rate by Q4.
- $650M CapEx: Accelerated investment for 3x+ capacity expansion, with first shipments from new fabs in Q4 2025.
- Margin Dynamics: 50% incremental margin on SiPho, offset by $10M quarterly depreciation.
- Strategic Wins: New handset customer for SiGe, CPO R&D partnerships, and 3.2T modulator advancements.
- Utilization Outlook: Fab 7 (300mm) at 100%, Fab 9 (8-inch) ramping to 85% by mid-2026.
EPS
Revenue
Revenue & Expenses
TSEM has released its 2025 Q3 earnings report, with revenue of 395.67M, reflecting a YoY change of 6.79%, and net profit of 53.45M, showing a YoY change of -2.54%. The Sankey diagram below clearly presents TSEM's revenue sources and cost distribution.
Key Indicators
Tower Semiconductor (TSEM) key financial stats and ratios, covering profitability, financial health, and leverage.
Tower Semiconductor (TSEM)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.
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Breakdown
Tower Semiconductor (TSEM)'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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Tower Semiconductor (TSEM)'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 Tower Semiconductor (TSEM) generate its revenue? Explore its key revenue streams and top earning regions.
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Track Tower Semiconductor (TSEM) Dividend Yield, Payout Ratio & Sustainability Through Its Dividend History
Payout Ratio
Dividend Yield
You can ask Aime
What is Tower Semiconductor's latest dividend and current dividend yield?What factors drove the changes in Tower Semiconductor's revenue and profit?What is the revenue and EPS growth rate for Tower Semiconductor year over year?What were the key takeaways from Tower Semiconductor's earnings call?What were the key takeaways from Tower Semiconductor’s earnings call?What does Tower Semiconductor do and what are its main business segments?What is Tower Semiconductor's gross profit margin?What guidance did Tower Semiconductor's management provide for the next earnings period?
