GLOBALFOUNDRIES Inc. (GFS) Form 6-K — Nov 4, 2026
GlobalFoundries reported Q3 2026 revenue of $1,899 million, up 12.5% year over year, with gross margin expanding 530 basis points to 30.1% on favorable mix, better fixed-cost absorption, and cost savings. Despite operational strength, the company posted a net loss of $270 million (EPS of -$0.49) versus $249 million net income a year ago, driven almost entirely by a one-time, non-cash $441 million charge from issuing 9.9 million shares to the US government at $44.53 per share under a September 2026 Securities Issuance Agreement.
Key figures
- Revenue
- 1899
- Total Debt
- 1136
- Revenue Yoy
- 12.5% (Q3 2026 vs Q3 2025); 7.2% for nine months
- Total Assets
- 17038
- Cash Position
- 997
- Shares Outstanding
- 557448741
- Gross margin q3
- 30.1% (vs 24.8% prior year, +530bps)
- Q3 2025 net income
- 249
- Effective tax rate q3
- -35.0%
- Nine month net income
- 1
- Chips act reallocation
- 955
- Usg share issuance charge
- 441
- Share repurchases nine months
- 500
- Smart mobile revenue change q3
- -18.8%
- Us japan initiative investment
- ~$10 billion per facility, Japan up to $21 billion funding
- Operating cash flow nine months
- 1288
- Comms infra datacenter revenue change q3
- +80.6%
AI analysis
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