Infineon's earnings call highlighted strong sequential revenue growth, strategic acquisitions, and significant progress in AI-related revenues, contributing to a positive outlook. However, currency headwinds, challenges in the automotive market, and pricing pressures in China present notable concerns. The overall sentiment is balanced by successful cost management and margin improvements.

Company Guidance -

Q4 2025

During Infineon's fiscal third quarter 2025 earnings call, the company provided guidance and updates on various key financial metrics and market trends. Jochen Hanebeck, the CEO, highlighted a 3% sequential revenue increase to EUR 3.704 billion, despite adverse currency effects. The segment result was EUR 668 million, with an 18% margin. Orders were at EUR 18 billion, affected by a weaker U.S. dollar. Hanebeck noted a 9% sequential growth in Green Industrial Power to EUR 431 million and an 8% increase in Power & Sensor Systems to EUR 1.053 billion. The company anticipates a modest upturn in the September quarter with expected revenues of EUR 3.9 billion, reflecting a 5% sequential growth. Full-year revenues are projected at EUR 14.6 billion, with a segment result margin in the high teens and a gross margin of at least 40%, bolstered by the Step Up program's early benefits. The outlook remains cautious due to geopolitical and macroeconomic uncertainties, notably potential tariff impacts.

Sequential Revenue Growth

Infineon reported a sequential revenue increase of around 3% in the third quarter, with expectations for further growth in the fourth quarter, marking the first year-over-year growth in two years. This was achieved despite a significant negative currency effect.

Automotive Ethernet Acquisition

Infineon has gained regulatory approvals for the acquisition of Marvell's Automotive Ethernet business, which will enhance its portfolio for software-defined vehicles.

Strong AI Data Center Growth

Infineon projects AI-related revenue to reach around EUR 600 million this fiscal year and approximately EUR 1 billion next year, driven by collaborations with companies like NVIDIA.

Improved Gross Margin

The adjusted gross margin rose to 43% in the third quarter, up from 40.9% in the previous quarter, aided by lower idle costs and benefits from the Step Up program.

Successful Cost Management

The Step Up program is yielding cost reductions sooner than expected, contributing positively to margins.

Infineon Technologies AG (DE:IFX) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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DE:IFX Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 13, 2025	2025 (Q4)	0.42 / -	0.49	―	―	―
Aug 05, 2025	2025 (Q3)	0.34 / 0.37	0.43	-13.95% (-0.06)
May 08, 2025	2025 (Q2)	0.33 / 0.34	0.42	-19.05% (-0.08)
Feb 04, 2025	2025 (Q1)	0.27 / 0.33	0.53	-37.74% (-0.20)
Nov 12, 2024	2024 (Q4)	0.47 / 0.49	0.65	-24.62% (-0.16)
Aug 05, 2024	2024 (Q3)	0.42 / 0.43	0.68	-36.76% (-0.25)
May 07, 2024	2024 (Q2)	0.38 / 0.42	0.69	-39.13% (-0.27)
Feb 06, 2024	2024 (Q1)	0.49 / 0.53	0.64	-17.19% (-0.11)
Nov 15, 2023	2023 (Q4)	0.59 / 0.65	0.63	3.17% (+0.02)	―
Aug 03, 2023	2023 (Q3)	0.62 / 0.68	0.49	38.78% (+0.19)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

DE:IFX Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 05, 2025	€33.76	€35.30	+4.58%
May 08, 2025	€30.25	€30.99	+2.45%
Feb 04, 2025	€30.97	€34.18	+10.36%
Nov 12, 2024	€29.49	€30.57	+3.66%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Infineon Technologies AG (DE:IFX) report earnings?

Infineon Technologies AG (DE:IFX) is schdueled to report earning on Nov 13, 2025, Before Open (Confirmed).

What is Infineon Technologies AG (DE:IFX) earnings time?

Infineon Technologies AG (DE:IFX) earnings time is at Nov 13, 2025, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is the P/E ratio of Infineon Technologies AG stock?

The P/E ratio of Infineon Technologies AG is N/A.

What is DE:IFX EPS forecast?

DE:IFX EPS forecast for the fiscal quarter 2025 (Q4) is 0.42.

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