The earnings call presented a mixed picture with some strong revenue performances in certain segments and sustainability achievements, but also highlighted significant challenges in the automotive market and declining gross margins. The company's efforts to address these issues and expected sequential growth in Q3 provide some optimism.

Company Guidance -

Q3 2025

During the STMicroelectronics' second quarter 2025 earnings call, the company provided several key financial metrics and forward-looking guidance. The revenue for Q2 2025 was reported at $2.77 billion, which exceeded the midpoint of their business outlook by $56 million, with specific strength in Personal Electronics and Industrial sectors. However, the Automotive segment underperformed due to customer-specific issues. The gross margin stood at 33.5%, aligning with the midpoint of expectations. Looking forward, STMicroelectronics projected Q3 2025 revenues at $3.17 billion, marking a sequential increase of 14.6% but a year-over-year decrease of 2.5%. The company also anticipated maintaining a gross margin of around 33.5% for the third quarter. For the full year, capital expenditures are expected to range between $2 billion and $2.3 billion as part of a strategy to reshape their manufacturing footprint. The company aims to achieve annual cost savings in the high triple million dollar range by exiting 2027.

Revenue and Growth Exceed Expectations

Q2 2025 revenues were $2.77 billion, $56 million above the midpoint of the business outlook range, driven by higher-than-expected revenues in Personal Electronics and Industrial segments.

Positive Momentum in Automotive Sector

Automotive revenues grew about 14% sequentially, driven by Asia Pacific, excluding China, and the Americas. The company secured significant wins with silicon carbide and silicon devices for new DC-DC converters and onboard chargers.

Strong Performance in Personal Electronics and Industrial

Personal Electronics revenues were above expectations, and Industrial revenues showed strong sequential growth with continued year-over-year improvement.

Sustainability Achievements

STMicroelectronics was recognized in the Time World's Most Sustainable Companies List for the second consecutive year and received leadership recognition from CDP for climate and water security.

Expected Revenue Growth in Q3

The company expects Q3 2025 revenues to be $3.17 billion, representing a 14.6% sequential increase, with all end markets except Automotive back to year-on-year growth.

STMicroelectronics (STM) Earnings, Revenues Date & History

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STM Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 23, 2025	2025 (Q3)	0.24 / -	0.37	―	―	―
Jul 24, 2025	2025 (Q2)	0.09 / -0.11	0.38	-128.95% (-0.49)
Apr 24, 2025	2025 (Q1)	0.04 / 0.07	0.54	-87.04% (-0.47)
Jan 30, 2025	2024 (Q4)	0.35 / 0.37	1.14	-67.54% (-0.77)
Oct 31, 2024	2024 (Q3)	0.32 / 0.37	1.16	-68.10% (-0.79)
Jul 25, 2024	2024 (Q2)	0.35 / 0.38	1.06	-64.15% (-0.68)
Apr 25, 2024	2024 (Q1)	0.62 / 0.54	1.1	-50.91% (-0.56)
Jan 25, 2024	2023 (Q4)	0.95 / 1.14	1.32	-13.64% (-0.18)
Oct 26, 2023	2023 (Q3)	1.09 / 1.16	1.16	0.00% (0.00)
Jul 27, 2023	2023 (Q2)	1.09 / 1.06	0.92	15.22% (+0.14)

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

STM Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 24, 2025	$31.77	$26.73	-15.86%
Apr 24, 2025	$21.72	$23.28	+7.18%
Jan 30, 2025	$24.60	$22.39	-8.98%
Oct 31, 2024	$27.31	$26.90	-1.50%

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.