Wall Street analysts forecast that GlobalFoundries Inc. (GFS) will report quarterly earnings of $0.38 per share in its upcoming release, pointing to a year-over-year decline of 7.3%. It is anticipated that revenues will amount to $1.68 billion, exhibiting a decrease of 3.7% compared to the year-ago quarter.Over the last 30 days, there has been no revision in the consensus EPS estimate for the quarter. This signifies the covering analysts' collective reconsideration of their initial forecasts over the course ...

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]

Core Insights - GlobalFoundries Inc. reported revenue of $1.59 billion for the quarter ended March 2025, reflecting a 2.3% increase year-over-year, with EPS at $0.34 compared to $0.31 in the same quarter last year [1] - The revenue exceeded the Zacks Consensus Estimate of $1.58 billion, resulting in a surprise of +0.46%, while the EPS surpassed the consensus estimate of $0.28 by +21.43% [1] Financial Performance Metrics - Wafer shipment volume reached 543, surpassing the average estimate of 523 based on four analysts [4] - Net revenue from wafer fabrication was $1.40 billion, slightly below the average estimate of $1.42 billion from five analysts [4] - Revenue from smart mobile devices was $586 million, lower than the estimated $632.51 million [4] - Non-wafer revenue and other generated $188 million, exceeding the average estimate of $161.26 million [4] - Revenue from home and industrial IoT was $328 million, above the estimated $295.75 million [4] - Automotive revenue was $309 million, below the average estimate of $339.69 million [4] - Revenue from communications infrastructure and datacenter was $174 million, exceeding the average estimate of $149.40 million [4] Stock Performance - Shares of GlobalFoundries have returned +11.4% over the past month, closely aligning with the Zacks S&P 500 composite's +11.5% change [3] - The stock currently holds a Zacks Rank 5 (Strong Sell), indicating potential underperformance relative to the broader market in the near term [3]