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STMicroelectronics (STM)
NYSE:STM
Earnings Data
Report Date
Apr 23, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.17Last Year’s EPS
0.07Same Quarter Last Year
Moderate Buy
Based on 7 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a mixed picture: Q4 showed tangible signs of stabilization and operational progress (revenue beat, sequential margin improvement, positive free cash flow, inventory normalization, strong RF/optical and industrial momentum, and meaningful design wins). However, the company reported a difficult full year with double-digit revenue decline, significant margin erosion versus 2024, sizeable impairment and restructuring charges, and a cautious Q1 2026 guide (revenue down ~8.7% sequential and margin pressure from unused capacity charges). Management articulated clear medium-term growth drivers (SiC recovery, NXP MEMS acquisition, MCU roadmap, data center/opto momentum) and a reshaping plan whose efficiency gains are expected later, but near-term challenges and charges keep the picture balanced.Company Guidance
Q4 Revenue Beat and Return to YoY Growth
Q4 2025 revenue of $3.33 billion came in above the midpoint of guidance and marked a return to year-over-year growth versus prior year.
Improved Q4 Profitability and Non-GAAP EPS
Q4 gross margin was 35.2% (200 bps sequential improvement) and non-U.S. GAAP diluted EPS was $0.11 (ex-impairments/restructuring).
Strong Q4 Free Cash Flow and Solid Liquidity
Generated $257 million free cash flow in Q4; full-year 2025 free cash flow was $265 million; net financial position remained solid at $2.79 billion with total liquidity of $4.92 billion.
Inventory Reduction and Normalization
Inventory stabilized at $3.14 billion with days sales of inventory at 130 days, improved from 135 days the prior quarter; distribution inventories have further decreased and are normalizing.
Segment and End-Market Strengths (RF/Optical, Industrial, Personal Electronics)
RF & Optical Communication grew 22.9% YoY and +30.5% sequentially; Industrial revenues up ~5% YoY and sequentially; Personal Electronics and Communication & Computer Peripheral end markets both showed growth YoY (each ~17% YoY by end-market reporting).
Design Wins and Market Momentum in Key Growth Areas
Notable design wins across automotive (power semiconductors, MCUs, sensors), industrial automation, AI/data center (silicon and SiC power solutions), and pluggable optics; LEO satellite shipments ramping to second-largest customer.
Sustainability and Operational Milestones
On track for 2027 sustainability commitments (Scope 1/2 carbon neutrality, 100% renewable sourcing); launched Singapore's largest industrial district cooling system; recognized on Time's most sustainable companies list for a second consecutive year.
Strategic Actions and M&A
Acquisition of NXP's MEMS sensor business expected to close in H1 2026 to strengthen sensor leadership; planned 2026 net CapEx of ~$2.2 billion to support cloud optical interconnect capacity and manufacturing reshaping.
STM Earnings History
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 |
|---|---|---|---|
Jan 29, 2026 | $30.33 | $28.62 | -5.64% |
Oct 23, 2025 | $29.04 | $25.19 | -13.26% |
Jul 24, 2025 | $31.59 | $26.58 | -15.86% |
Apr 24, 2025 | $21.60 | $23.15 | +7.18% |
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 STMicroelectronics (STM) report earnings?
STMicroelectronics (STM) is schdueled to report earning on Apr 23, 2026, Before Open (Confirmed).
What is STMicroelectronics (STM) earnings time?
STMicroelectronics (STM) earnings time is at Apr 23, 2026, 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 STM EPS forecast?
STM EPS forecast for the fiscal quarter 2026 (Q1) is 0.17.
