GLOBALFOUNDRIES Inc. (GFS) Form 6-K — Nov 4, 2026
GlobalFoundries reported Q3 2026 revenue of $1.899 billion, up 13% year-over-year, with record non-IFRS gross margin of 31.4% and non-IFRS net income of $298 million ($0.53 per share). The IFRS net loss of $(270) million was driven by a one-time non-cash $441 million charge from issuing 9.9 million shares to the U.S. government, not operations. Strategic momentum was the standout: GF was selected for two new fabs at its Malta, NY site under a U.S.-Japan initiative with up to $21 billion in funding, had $955 million of CHIPS Act incentives reallocated to Malta and Burlington, and signed a $2 billion multi-year interposer agreement with TSMC supporting AI advanced packaging.
Key figures
- Revenue
- 1899000000
- Guidance
- Q4 2026: revenue $2,000M ± $25M, non-IFRS gross margin 31.5% ± 100bps, non-IFRS diluted EPS $0.59 ± $0.05
- Revenue Yoy
- 13%
- Total Assets
- 17038000000
- Cash Position
- 3200000000
- Non IFRS eps
- 0.53
- Usg share charge
- 441000000
- Ifrs gross margin
- 30.1%
- Dividend per share
- 0.12
- Non IFRS net income
- 298000000
- Q4 revenue guidance
- 2000000000
- Cash from operations
- 341000000
- Non IFRS gross margin
- 31.4%
- Tsmc agreement value
- 2000000000
- Chips act reallocation
- 955000000
- Non IFRS adjusted EBITDA
- 647000000
- Wafer shipments thousands
- 647
- Malta fab initial investment
- approximately $10 billion
- Non IFRS adjusted free cash flow
- 136000000
- Us japan fab initiative funding
- up to $21 billion
AI analysis
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