Feb. 12 at 7:45 PM
$GFS reports 4Q25:
EPS:
$0.55 [up +19.6% y/y] vs est of
$0.47 [beat by +17%]
Revs:
$1.83B [flat y/y] vs est of
$1.8B [beat by +1.7%]
4Q25 Wafers Shipped: 619K [up +4% y/y & +3% q/q]
FY25 Wafers Shipped: 2.345M [up +10% y/y]
FY25 EPS:
$1.72 [up +10 y/y]
FY25 Revs:
$6.79B [up +1% y/y]
4Q25 Gross Margin: 29% [up +360bps y/y]
FY25 Gross Margin: 26.1% [up +80bps y/y]
FY25 CFFO:
$1.731B [up +1% y/y]
FY25 FCF:
$1.157B (new record & above target)
Total Cash:
$4B
Approves Buyback:
$500M over 12 months
Guides 1Q26:
EPS:
$0.30-
$0.40 vs est of
$0.35
Revs:
$1.605B-
$1.655B vs est of
$1.61B
Gross Margin: 27.0% ± 100bps
