GlobalFoundries Reports Fourth Quarter 2025 and Fiscal Year 2025 Financial Results

Core Insights - GLOBALFOUNDRIES Inc. (GF) reported strong preliminary financial results for Q4 and FY2025, with revenue, gross margin, operating margin, and earnings per share exceeding guidance expectations [4][6][15] Key Fourth Quarter Financial Highlights - Q4 2025 revenue reached $1.830 billion, with a gross margin of 27.8% and a Non-IFRS gross margin of 29.0% - Operating margin was 13.9%, while Non-IFRS operating margin stood at 18.3% - Net income for Q4 was $200 million, with Non-IFRS net income at $310 million - Diluted earnings per share (EPS) was $0.36, and Non-IFRS diluted EPS was $0.55 [6][11][12] Key Full Year 2025 Financial Highlights - Total revenue for FY2025 was $6.791 billion, reflecting a 1% increase from FY2024 - Gross profit for the year was $1.690 billion, with a gross margin of 24.9% and a Non-IFRS gross margin of 26.1% - Operating profit was $797 million, a significant improvement from a loss in FY2024, resulting in an operating margin of 11.7% - Net income for the year was $888 million, compared to a loss in the previous year, with a diluted EPS of $1.59 [15][16] Recent Business Highlights - GF announced a share repurchase authorization of up to $500 million, allowing for discretionary stock buybacks over the next 12 months [4] - The company entered into an agreement to acquire Synopsys' ARC Processor IP Solutions business, enhancing its capabilities in physical AI applications [7] - GF also acquired Advanced Micro Foundry and Infinilink, strengthening its position in silicon photonics and high-speed connectivity chips [12][8]