Infineon Technologies AG (IFNNF)
OTHER OTC:IFNNF
Earnings Data
Report Date
May 06, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.44Last Year’s EPS
0.39Same Quarter Last Year
Strong Buy
Based on 15 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a cautiously optimistic strategic outlook: Infineon reported solid year-over-year revenue growth (stronger at constant FX), a growing order backlog, and clearly articulated, margin-enhancing AI growth initiatives (reaffirmed EUR 1.5bn AI target for FY2026 and EUR 2.5bn for FY2027) backed by accelerated investments. These positives are balanced against near-term cyclicality, segment-specific declines (notably in Green Industrial Power and Connected Secure Systems), deliberate inventory builds weighing on cash flow, currency headwinds, and a debt-financed acquisition. On balance, management emphasizes momentum and a path to profitable growth driven by AI, while acknowledging macro, FX and segment recovery risks.Company Guidance
Revenue and Year-over-Year Growth
Group revenue of EUR 3.662 billion in Q1; down ~7% sequentially but up 7% year-over-year. Adjusted for currency effects (weaker USD), revenue growth would have been nearly 14% YoY.
Order Backlog Improvement
Order backlog increased by about EUR 1 billion versus the prior quarter to ~EUR 21 billion, marking roughly six consecutive months of backlog growth and improved visibility.
AI Power-Supply Momentum and Targets
Strong and accelerating AI-related demand: reaffirmed FY2026 AI power-supply target of ~EUR 1.5 billion (pure AI business) and guidance for ~EUR 2.5 billion AI-related sales in FY2027 (an additional ~EUR 1 billion).
Forward-Looking Capacity Investments for AI
Bringing forward EUR 500 million of investments into AI-related manufacturing this fiscal year; total capex guidance increased to ~EUR 2.7 billion to accelerate Dresden Smart Power Fab ramp and other capabilities.
Segment Profitability and Mix Improvements in PSS
Power & Sensor Systems segment: sales EUR 1.171 billion (-3% QoQ) but segment result improved to EUR 204 million and margin rose to 17.4% (from 14.5% prior), reflecting higher-margin AI power-supply sales and product mix optimization.
Automotive Resilience and Margin Stability
Automotive sales EUR 1.821 billion (-5% QoQ, +4% YoY; +10% YoY at constant FX) with segment earnings EUR 403 million and margin essentially stable at 22.1% (22.4% prior); continued design-win momentum (AURIX, 48V, steer-by-wire).
Strategic Acquisition to Expand Sensor Portfolio
Announced acquisition of ams‑OSRAM’s non-optical analog/mixed-signal sensor portfolio for EUR 570 million: expected ~EUR 230 million revenue in calendar 2026, immediate EPS accretive, ~230 employees joining, and multiyear supply agreement; transaction targeted to close in Q2 (calendar year).
Free Cash Flow Trend Improvement (Quarter)
Reported free cash flow improved sequentially to -EUR 199 million in Q1 from -EUR 1.276 billion in the prior quarter (prior quarter impacted by Marvell Ethernet acquisition), and management highlights strong organic FCF of EUR 904 million in the Sep quarter to contextualize cash performance.
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 |
|---|---|---|---|
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% |
May 08, 2025 | $33.15 | $34.23 | +3.26% |
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 May 06, 2026, Before Open (Confirmed).
What is Infineon Technologies AG (IFNNF) earnings time?
Infineon Technologies AG (IFNNF) earnings time is at May 06, 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 (Q2) is 0.44.