STMicroelectronics Reports Q2 2026 Financial Results
STMicroelectronics delivered a strong turnaround in Q2, reporting net revenue of $3.49 billion, up 26.0% year-over-year, and swinging to a net profit of $222 million versus a loss in the prior year. The company provided upbeat guidance for Q3, targeting $3.70 billion in revenue and 37.0% gross margin, driven by strong bookings and tight supply in several categories. Notably, management raised its revenue ambition for AI datacenters to over $1 billion in 2026 and over $2 billion in 2027.
Key figures
- Eps
- 0.24
- Revenue
- $3.49 billion
- Guidance
- Q3 revenue $3.70B (+/- 350bps), gross margin 37.0% (+/- 200bps)
- Revenue Yoy
- 26.0%
- Fcf
- 75000000
- Gross margin
- 34.8%
- Operating income
- 187000000
AI analysis
Red flags1 · Pro
The rest of the AI analysis, red flags and sentiment are part of Signal8 Pro.
AI-generated analysis of a public disclosure. Not investment advice; verify against the original document.