Infineon Technologies AG (IFNNF)
OTHER OTC:IFNNF
Want to see IFNNF full AI Analyst Report?
Earnings Data
Report Date
Aug 11, 2026Before Open (Confirmed)
Period Ending
2026 (Q3)Consensus EPS Forecast
0.52Last Year’s EPS
0.43Same Quarter Last Year
Strong Buy
Based on 15 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
Overall the call conveys a positive momentum driven by strong AI data-center demand, a growing order backlog, upgraded full‑year revenue and margin guidance, and improving segment performance (notably PSS and GIP). These positives outweigh the challenges, which are concentrated in a relatively small portion of the automotive high‑voltage business, rising input costs, and some segment-specific weakness (CSS). Management has clear mitigation plans (realignment, capex for AI capacity, portfolio streamlining) and a constructive outlook.Company Guidance
Q2 Revenue Growth
Revenue of EUR 3.812 billion in Q2 FY2026, up 4% quarter-on-quarter and 6% year-on-year (≈+14% currency-adjusted vs prior year).
Significant Order Backlog Expansion
Order backlog increased by around EUR 4 billion quarter-on-quarter to approximately EUR 25 billion (≈+25% year-on-year), with continued growth into the current quarter.
Power & Sensor Systems (PSS) Momentum
PSS revenue EUR 1.260 billion (+8% QoQ); segment earnings EUR 257 million and margin 20.4% (up from 17.4% QoQ). Strong leadership in AI data-center power solutions; confirmed targets of EUR 1.5 billion for this fiscal year and EUR 2.5 billion for FY2027. Gallium nitride ramp and silicon carbide demand driving low double-digit growth for SiC.
Green Industrial Power (GIP) Recovery
GIP revenue EUR 403 million, up 15% quarter-on-quarter from a weak seasonal prior quarter; segment earnings EUR 47 million with margin improving to 11.7% (from 8.9% QoQ).
Automotive Market Leadership & MCU Share Gains
Defended global leadership in automotive semiconductors for the sixth consecutive year; increased microcontroller market share from 32% to 36% year-on-year (+4 percentage points).
Upgraded Full-Year Guidance and Margin Outlook
Raised FY2026 revenue guidance to more than EUR 16 billion (vs ~EUR 14.7 billion in 2025) and now expect a segment profit margin of around 20% (up from prior high single-digit expectation). Q3 revenue guidance ~EUR 4.1 billion (+8% QoQ).
CapEx and Free Cash Flow Improvements
Planned capex ~EUR 7.2 billion in FY2026 (including ~EUR 500 million accelerated AI-related investments). Free cash flow improved to -EUR 63 million in Q2 (vs -EUR 199 million prior quarter). FY reported free cash flow raised to ~EUR 1.25 billion and adjusted FCF to ~EUR 1.65 billion.
AI & Data Center Opportunity and Capacity Actions
Sustained high demand and allocation for AI power solutions, strong semiconductor value per kW (~USD 175 average). High utilization in 300-mm fabs and accelerated capacity ramp plans (including Dresden smart power fab opening July 2) to capitalize on AI data center tailwinds.
IFNNF 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
IFNNF Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 06, 2026 | $69.46 | $69.81 | +0.51% |
Feb 04, 2026 | $47.85 | $47.48 | -0.78% |
Nov 12, 2025 | $38.90 | $40.83 | +4.97% |
Aug 05, 2025 | $39.17 | $40.86 | +4.31% |
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 (IFNNF) report earnings?
Infineon Technologies AG (IFNNF) is schdueled to report earning on Aug 11, 2026, Before Open (Confirmed).
What is Infineon Technologies AG (IFNNF) earnings time?
Infineon Technologies AG (IFNNF) earnings time is at Aug 11, 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 IFNNF EPS forecast?
IFNNF EPS forecast for the fiscal quarter 2026 (Q3) is 0.52.