The earnings call highlighted sequential revenue growth and significant accomplishments in the Step Up program and AI data center collaboration. However, challenges such as currency impacts, automotive market uncertainties, and idle charges remain. Despite these challenges, the company maintains a positive outlook for future growth.

Company Guidance

During the Infineon Technologies fiscal third-quarter conference call for 2025, several key metrics were discussed, highlighting both performance and outlook. The company reported revenues of EUR 3.704 billion, marking a sequential growth of approximately 3% despite adverse currency effects. The segment result was EUR 668 million, with a margin of 18%. Notably, the order backlog stood at around EUR 18 billion. The automotive division achieved revenues of EUR 1.870 billion, with a segment result margin of 19.8%. Meanwhile, revenues for Green Industrial Power grew by 9% to EUR 431 million, and Power & Sensor Systems saw an 8% increase to EUR 1.053 billion, driven by AI server power solutions. Infineon maintained its guidance for AI-related revenues, expecting EUR 600 million for the fiscal year, rising to EUR 1 billion next year. Looking ahead, fourth-quarter revenues are forecasted to be around EUR 3.9 billion, with a high teens percentage segment result margin. The full-year outlook expects revenues of approximately EUR 14.6 billion, with an adjusted gross margin of at least 40% and a high teens segment result margin.

Sequential Revenue Growth

Infineon reported revenues of EUR 3.704 billion for the third quarter, marking a sequential increase of around 3% despite substantial negative currency effects.

Improved Segment Results

Segment result amounted to EUR 668 million with a segment result margin of 18%, indicating improvement from volume growth and lower idle costs.

Strong Performance in Green Industrial Power

Green Industrial Power saw a 9% increase in revenues quarter-over-quarter to EUR 431 million, with key applications contributing to the sequential improvement.

Power & Sensor Systems Growth

The division recorded revenues of EUR 1.053 billion, growing 8% quarter-over-quarter, driven by power solutions for AI servers and a high segment result margin of 18.8%.

AI Data Center Collaboration

Infineon announced a collaboration with NVIDIA to develop an 800-volt high-voltage direct current power delivery architecture for AI data centers.

Progress in Step Up Program

The Step Up program is contributing positively to cost of goods sold earlier than anticipated, with a notable positive impact from the second half of this fiscal year onwards.

Acquisition of Marvell's Ethernet Business

Infineon obtained all necessary regulatory approvals for acquiring the Automotive Ethernet business from Marvell, which will complement its automotive semiconductor portfolio.

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

Daily Earnings Calendar >

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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