经济观察网格芯(GFS.US)2025年第三季度财报显示，公司营收与盈利均超市场预期，汽车、通信等核 心业务增长强劲，现金流充裕，并对第四季度业绩给出乐观指引。 业绩经营情况 第三季度营收为16.88亿美元，虽同比下降2.9%，但超出华尔街预期约1000万美元。非GAAP每股收益 为0.41美元，高于市场预期0.03美元；净利润达2.48亿美元，同比增长40.1%。调整后毛利率提升至 26%，同比和环比均实现增长，主要得益于产品组合优化及高附加值订单占比提升。 业务进展情况 管理层预计第四季度营收为18亿美元(±2500万美元)，调整后每股收益0.47美元(±0.05美元)，毛利率预计 提升至28.5%。这一指引符合或略高于市场预期。需关注传统处理器需求不均衡、智能手机与IoT市场 疲软、行业竞争加剧及产能扩张带来的资本支出压力。 以上内容基于公开资料整理，不构成投资建议。 财务状况 期末现金、现金等价物及有价证券达42亿美元。经营活动现金流为5.95亿美元，自由现金流为4.06亿美 元，反映运营效率稳健。 公司项目推进 计划投资11亿欧元扩建德国德累斯顿工厂，目标2028年底年产能超100万片晶圆；同时在美 ...

分组1 - GlobalFoundries Inc. reported quarterly earnings of $0.55 per share, exceeding the Zacks Consensus Estimate of $0.47 per share, and showing an increase from $0.46 per share a year ago, resulting in an earnings surprise of +16.40% [1] - The company achieved revenues of $1.83 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 1.56%, with year-ago revenues also at $1.83 billion [2] - GlobalFoundries has consistently outperformed consensus EPS and revenue estimates over the last four quarters, indicating strong operational performance [2] 分组2 - The stock has gained approximately 20% since the beginning of the year, significantly outperforming the S&P 500's gain of 1.4% [3] - The company's earnings outlook is crucial for future stock performance, with current consensus EPS estimates at $0.36 for the coming quarter and $1.85 for the current fiscal year [4][7] - The Zacks Industry Rank places Electronics - Semiconductors in the top 36% of over 250 Zacks industries, suggesting a favorable industry outlook that could positively impact stock performance [8]

GLOBALFOUNDRIES (NasdaqGS:GFS) Q4 2025 Earnings call February 11, 2026 08:30 AM ET Company ParticipantsCJ Muse - Managing DirectorEric Chao - Head of Investor RelationsKrish Sankar - Managing Director and Senior Research AnalysMark Lipacis - Senior Managing DirectorNiels Anderskouv - President and COOSam Franklin - CFOTim Breen - CEOTimothy Arcuri - Managing DirectorConference Call ParticipantsMehdi Hosseini - AnalystRoss Seymore - Managing Director and Senior Equity AnalystOperatorThank you for standing by ...

GLOBALFOUNDRIES (NasdaqGS:GFS) Q4 2025 Earnings call February 11, 2026 08:30 AM ET Company ParticipantsCJ Muse - Managing DirectorEric Chow - Head of Investor RelationsKrish Sankar - Managing Director and Senior Research AnalysMark Lipacis - Senior Managing DirectorNiels Anderskouv - President and COOSam Franklin - CFOTim Breen - CEOTimothy Arcuri - Managing DirectorConference Call ParticipantsMehdi Hosseini - AnalystRoss Seymore - Managing Director and Senior Equity AnalystOperatorThank you for standing by ...

公司于2025年6月宣布在美国追加投资160亿美元，扩建纽约和佛蒙特州工厂，强化AI芯片制造与先进 封装能力；同年计划投资11亿欧元扩建德国德累斯顿工厂，目标2028年产能超100万片晶圆/年。2025年 8月与中国本土晶圆厂达成协议，推进"China for China"战略，聚焦汽车级CMOS技术供应。 财务状况 期末现金及等价物储备达42亿美元，自由现金流4.06亿美元，为技术研发和产能扩张提供支撑。资产负 债率28.33%，流动比率3.03，显示短期偿债能力良好。 未来发展 经济观察网格芯(GFS.US)发布2025年第三季度财报，营收与盈利均超市场预期，汽车与通信基础设施 业务成为核心增长驱动力。 业绩经营情况 第三季度营收达16.88亿美元，虽同比下降2.93%，但超出市场预期；非GAAP每股收益0.41美元，高于 预期。净利润同比增长40.11%至2.48亿美元，净利率提升至14.69%。调整后毛利率攀升至26%，同比和 环比均实现增长，主要受益于高附加值产品组合优化。 业务进展情况 汽车业务营收同比增长20%，通信基础设施与数据中心业务营收同比增长32%，连续第四个季度实现双 位数增长。公司预 ...

GLOBALFOUNDRIES (NasdaqGS:GFS) Q4 2025 Earnings call February 11, 2026 08:30 AM ET Speaker1Thank you for standing by, and welcome to the GlobalFoundries Inc.'s fourth quarter of fiscal year 2025 financial results. At this time, all participants are in listen-only mode. After the speaker's presentation, there will be a question-and-answer session. To ask a question during the session, you'll need to press star 11 on your telephone. If your question has been answered and you'd like to remove yourself from the ...

芯片制造商格芯(GFS.US)盘前涨近6%，报44.4美元。消息面上，格芯去年第四季度营收为18.3亿美元， 略高于分析师预期的18亿美元；调整后每股收益为0.55美元，超过分析师预期的0.47美元。展望今年首 季，公司预计营收将在16亿至16.5亿美元之间，预计调整后每股收益将在0.3至0.4美元之间，分析师预 期分别为16.1亿美元和0.35美元。此外，公司董事会批准高达5亿美元的股票回购计划。(格隆汇) ...

Fourth Quarter and Full-Year 2025 Financial Results (unaudited) February 11, 2026 1 Disclaimer - Forward-looking statements and Third-Party Data This presentation and the accompanying oral presentation also contain estimates and other statistical data made by independent parties and by us relating to market size and growth and other data about our industry and business. This data involves a number of assumptions and limitations, and you are cautioned not to give undue weight to such estimates. We have not i ...

Core Viewpoint - GlobalFoundries has forecasted first-quarter revenue that exceeds Wall Street expectations, driven by strong demand for its chips, and has announced a $500 million share buyback program, positively impacting its stock price [1] Group 1: Financial Performance - The company anticipates first-quarter revenue to surpass analyst expectations, indicating robust demand for its semiconductor products [1] - The announcement of a $500 million share buyback program is expected to enhance shareholder value and reflects confidence in the company's financial health [1] Group 2: Market Demand - Strong demand for chips is a key factor contributing to the positive revenue forecast, suggesting a favorable market environment for GlobalFoundries [1]

MALTA, N.Y., Feb. 11, 2026 (GLOBE NEWSWIRE) -- GLOBALFOUNDRIES Inc. (GF) (Nasdaq: GFS) today announced preliminary financial results for the fourth quarter and fiscal year ended December 31, 2025. Key Fourth Quarter Financial Highlights Revenue of $1.830 billionGross margin of 27.8% and Non-IFRS gross margin(1) of 29.0%Operating margin of 13.9% and Non-IFRS operating margin(1) of 18.3%Net income of $200 million and Non-IFRS net income(1) of $310 millionDiluted earnings per share of $0.36 and Non-IFRS dilute ...