GlobalFoundries Reports Third Quarter 2026 Financial Results
GlobalFoundries reported Q3 2026 revenue of $1.899 billion, up 13% year-over-year, with a record non-IFRS gross margin of 31.4% (+540bps YoY) and non-IFRS diluted EPS of $0.53, up 29% YoY. The IFRS net loss of $(270) million was driven by a $441 million non-cash charge from issuing 9.9 million shares to the U.S. government; cash generation remained solid with $341 million in operating cash flow and $136 million adjusted free cash flow. Growth was led by record YoY revenue in communications infrastructure and data center, alongside strength in automotive and IoT.
Key figures
- Revenue
- 1899000000
- Guidance
- Q4 2026: IFRS revenue $2,000M ± $25M; IFRS gross margin 30.7% ±100bps (non-IFRS 31.5%); IFRS diluted EPS $0.47 ±$0.05 (non-IFRS $0.59 ±$0.05)
- Revenue Yoy
- 13%
- Adjusted fcf
- 136000000
- Gross margin
- 30.1%
- Non ifrs eps
- 0.53
- Non ifrs ebitda
- 647000000
- Dividend per share
- 0.12
- Non ifrs net income
- 298000000
- Operating cash flow
- 341000000
- Non ifrs gross margin
- 31.4%
- Usg share issuance charge
- 441000000
- Cash and marketable securities
- 3200000000
- Wafer shipments 300mm thousands
- 647
AI analysis
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