GlobalFoundries
Latest quarter: Q3 2026, ended September 2026
GFS · NasdaqIDM & foundry
Compare in FinancialsAbout the company
GlobalFoundries is a contract chipmaker focused on specialty and mature process technologies rather than the leading edge. Its platforms include FD-SOI, FinFET, radio-frequency, silicon photonics, power and embedded memory technologies, used in chips for smartphones, cars, IoT devices, communications and data centers. It operates fabs in New York and Vermont in the United States, in Dresden in Germany and in Singapore. Mubadala, the Abu Dhabi investment fund, is its largest shareholder.
Silicon Analytica summary based on the company's latest annual report
Key figures
Q3 2026 · 30 Sept 2026
- Revenue
- Operating income
- Gross marginCalc.
- Operating marginCalc.
- Net income
- Free cash flowCalc.
Figures from company filings. Calculated values marked Calc. · Methodology →
How the company earns its revenue
Technology Services was reported as "Non-Wafer Revenue" in the FY2025 20-F; the company renamed it from 1 January 2026 without changing its scope.
Total of categories: US$6.8B, reconciles to reported revenue. Different classifications are never added together.
View sources
- GlobalFoundries Form 20-F (fiscal year 2025) · Item 4, Revenue by End Markets; Note 31 Operating Segments Information · FY2025 · published 27 Feb 2026
Quarterly trend
- Reported results only. Guidance appears separately below and is never mixed into this chart.
View sources
- GlobalFoundries Reports Third Quarter 2026 Financial Results | GlobalFoundries Inc. · Consolidated statements of operations; row 122; value column index 0; read 2026-11-05 · Q3 2026 · published 4 Nov 2026
Financial statements
Full page →As filed with the SEC (20-F/6-K), from XBRL data. US$ millions, except per-share amounts; shares in millions.
| Line item | Q4 2025To 31 Dec 202520-F ↗ | Q3 2025To 30 Sept 20256-K ↗ | Q2 2025To 30 Jun 20256-K ↗ | Q1 2025To 31 Mar 20256-K ↗ | Q4 2024To 31 Dec 202420-F ↗ |
|---|---|---|---|---|---|
| Revenue | 1,830c | 1,688 | 1,688 | 1,585 | 1,830c |
| Cost of revenue | 1,322c | 1,269 | 1,280 | 1,230 | 1,381c |
| Gross profit | 508c | 419 | 408 | 355 | 449c |
| Gross margin | 27.8% | 24.8% | 24.2% | 22.4% | 24.5% |
| Research & development | 133c | 124 | 134 | 127 | 121c |
| Selling, general & administrative | 120c | 100 | 78 | 77 | 93c |
| Operating income | 255c | 195 | 196 | 151 | −701c |
| Operating margin | 13.9% | 11.6% | 11.6% | 9.5% | −38.3% |
| Interest & other, net | 19c | 26c | 25c | 44c | 14c |
| Pre-tax income | 274c | 221 | 221 | 195 | −687c |
| Income tax | 74c | −28 | −7 | −16 | 42c |
| Net income | 199c | 248 | 228 | 210 | −730c |
| Net margin | 10.9% | 14.7% | 13.5% | 13.2% | −39.9% |
| Diluted EPS | — | 0.44 | 0.41 | 0.38 | — |
| Diluted shares | — | 559 | 557 | 557 | — |
Columns link to the filing. c Calculated by Silicon Analytica from filed figures (hover for the formula); fourth-quarter flows are fiscal year minus nine months. Margins are calculated. Fourth-quarter per-share figures are not filed separately and are left blank.
View sources (5)
- GlobalFoundries 20-F filed 27 Feb 2026 · accession 0001709048-26-000022
- GlobalFoundries 6-K filed 12 Nov 2025 · accession 0001709048-25-000071
- GlobalFoundries 6-K filed 5 Aug 2025 · accession 0001709048-25-000057
- GlobalFoundries 6-K filed 6 May 2025 · accession 0001709048-25-000042
- GlobalFoundries 20-F filed 20 Mar 2025 · accession 0001709048-25-000024
Values: SEC XBRL company facts (data.sec.gov), refreshed 8 Nov 2026. A period's original filing is used unless a later filing restated it.
Earnings history
GlobalFoundries's results by period: revenue, margins and segments from stored filings.
Quarters
Fiscal years
Five-year financial history
Latest 2 completed fiscal years, IFRS as issued by the IASB, USD, as reported in annual filings (restated comparatives used where later filings revised them). Ratios and growth are Silicon Analytica calculations from the same records.
Only 2 fiscal years are available in machine-readable filings for this company.
Revenue
USD · fiscal years · IFRS as issued by the IASB · reported
Net income attributable to shareholders
USD · fiscal years · IFRS as issued by the IASB · reported
| USD | FY2024ended 31 Dec 2024 | FY2025ended 31 Dec 2025 |
|---|---|---|
| Revenue | ||
| Gross profit | ||
| Gross margin | ||
| Operating income | ||
| Operating margin | ||
| Net income (attributable) | ||
| R&D expense | ||
| R&D as % of revenue |
- Revenue CAGR over 1 annual intervals (FY2024–FY2025): 0.6%.
- R&D CAGR over 1 annual intervals: 4.4%.
- Net income CAGR not shown: the start or end value is not positive.
- Select any figure for its source filing, period dates, accounting basis and calculation.
Business model and industry role
Feature-Rich CMOS
This technology is used in applications across the automotive, smart mobile device, IoT, and communications infrastructure markets [1].
Ultra-Low Power CMOS
Includes FinFET and FDX technologies that provide power-efficient performance for applications in all key end markets [1].
Silicon Photonics
This technology enables high-speed data processing for optical networking and data centres [1].
Radio Frequency (RF)
Includes RF-SOI, SiGe, and RF GaN technologies that deliver connectivity solutions for wireless and mobile communications [1].
Power
Consists of BCD and Power GaN technologies used for power management in a wide range of electronic systems [1].
Who buys it
The company sells to global semiconductor designers serving the automotive, smart mobile devices, home and industrial IoT, and communications infrastructure and data centre markets 1.
How it earns revenue
The principal source of revenue is the sale of finished semiconductor wafers, which accounted for approximately 89% of net revenue in 2025 1.
What it depends on
Business performance depends on global semiconductor demand, customer need for diverse supply chains, long-term customer agreements, and government policy and grants 1.
What drives profitabilityIncludes Silicon Analytica view
Profitability is driven by shipment utilisation, technology solution mix, and wafer pricing, as the company has significant fixed costs 1.
Competitive position, drivers and risks
Competitive position
The company competes with major pure-play foundries and integrated device manufacturers (IDMs); the excerpt does not name specific competitors 1.
Evidence
The foundry segment of the semiconductor industry is described as highly competitive globally 1.
Growth drivers and conditions
Company view: Its global manufacturing footprint is a key advantage, as it provides customers with a geographically diversified and reliable supply 1.
Cyclicality and downside risks
Reported: The company competes on technology differentiation, manufacturing yields, pricing, speed to production, and customer service 1.
What to watch next
- Execution of US and European fab expansion plans
- Impact of geopolitical tensions on supply chain
- Customer demand and inventory levels in key end markets
- Development of AI and advanced packaging capabilities
- Dependence on government funding for capital projects
Peer comparison
Compare with another companyPeers not yet selected by the editor. Financials compares latest reported periods and labels mismatched period ends.
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More data on GlobalFoundries
Sources & methodology
- GlobalFoundries Form 20-F for latest fiscal year ↗ · 27 Feb 2026 · Item 1 Business / Item 4 Information on the Company; risk factors
Annual and quarterly figures come from the company's SEC filings (XBRL financial data and, where needed, the filed statements). Each value keeps its filing, period dates and accounting basis. Ratios, growth rates, free cash flow, split-adjusted EPS and derived quarters are Silicon Analytica calculations, shown with their inputs. Percentage growth is not shown when the prior value is zero or negative. Guidance is shown only as company guidance; no analyst consensus is used.
Data checks: ✓ 15 passed · ⚠ Required fields FY2024: Missing: eps_diluted, operating_cash_flow · ⚠ Required fields FY2025: Missing: eps_diluted, operating_cash_flow
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