Compared to Estimates, GlobalFoundries (GFS) Q2 Earnings: A Look at Key Metrics

Core Insights - GlobalFoundries Inc. reported $1.69 billion in revenue for Q2 2025, a 3.4% year-over-year increase, with an EPS of $0.42 compared to $0.38 a year ago, exceeding Zacks Consensus Estimates for both revenue and EPS [1] - The company experienced a revenue surprise of +0.67% and an EPS surprise of +16.67% compared to analyst expectations [1] Revenue Breakdown - Wafer shipment volume reached 581, surpassing the average estimate of 575 [4] - Net revenue from wafer fabrication was $1.52 billion, slightly above the $1.5 billion estimate, reflecting a year-over-year increase of +2.8% [4] - Revenue from smart mobile devices was $683 million, below the estimate of $653.1 million, showing a decline of -10.4% year-over-year [4] - Non-wafer revenue amounted to $166 million, slightly below the estimate of $172.86 million, but representing a +9.9% year-over-year increase [4] - Revenue from home and industrial IoT was $300 million, compared to the estimate of $325.75 million, indicating a +1.7% year-over-year change [4] - Automotive revenue reached $368 million, exceeding the estimate of $341.3 million, with a significant year-over-year increase of +36.3% [4] - Revenue from communications infrastructure and datacenter was $171 million, below the estimate of $183.91 million, but reflecting an +11% year-over-year change [4] Stock Performance - Shares of GlobalFoundries have returned -7.1% over the past month, contrasting with the Zacks S&P 500 composite's +1% change [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]