Infineon Technologies Ag (IFNNY)
OTHER OTC:IFNNY
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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
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a broadly positive picture: revenue, backlog and AI-related businesses are strengthening, PSS and GIP margins improved, full-year revenue and margin guidance were raised, and investments (capex and a new fab) position the company to capture AI and power-market growth. Offsetting these positives are notable challenges in the automotive high-voltage business that materially hurt automotive margins, margin pressure at the company level, some segment weakness (CSS), near-term negative free cash flow for the quarter, and macro/supply-cost headwinds. On balance, the operational momentum and upgraded guidance outweigh the specific challenges.Company Guidance
Quarterly Revenue Growth
Q2 revenue of EUR 3.812 billion, up 4% quarter-on-quarter and up 6% year-on-year (over 14% year-on-year on a currency-adjusted basis).
Strong Order Backlog Expansion
Order backlog increased by approximately EUR 4 billion quarter-on-quarter to around EUR 25 billion, representing ~25% year-on-year growth and continuing to grow into the current quarter.
Improving Free Cash Flow and Raised Full-Year FCF Outlook
Q2 free cash flow improved to minus EUR 63 million (from minus EUR 199 million prior quarter). Full-year reported free cash flow forecast raised to ~EUR 1.25 billion (from EUR 1.0 billion) and adjusted free cash flow to ~EUR 1.65 billion (from EUR 1.4 billion).
Power & Sensor Systems (PSS) Momentum
PSS revenue EUR 1.260 billion, up 8% quarter-on-quarter; segment earnings EUR 257 million; margin improved to 20.4% (from 17.4%). AI data center power solutions remain in allocation; company confirms FY revenue targets for AI power solutions of EUR 1.5 billion (fiscal year) and EUR 2.5 billion (fiscal 2027).
Green Industrial Power (GIP) Recovery
GIP revenue EUR 403 million, up 15% quarter-on-quarter (after seasonal weakness); segment earnings EUR 47 million; margin increased to 11.7% from 8.9%, driven by higher sales and lower factory vacancy costs.
Automotive Market Leadership and MCU Share Gains
Infineon defended global leadership in automotive semiconductors for the sixth consecutive year (2025) and grew microcontroller market share from 32% to 36% year-on-year.
Upgraded Full-Year Guidance
Group now expects fiscal 2026 revenue of more than EUR 16 billion (vs EUR 14.7 billion in 2025) and a segment profit margin of around 20% (up from a prior high single-digit margin expectation). Q3 revenue guidance approx. EUR 4.1 billion (~8% growth quarter-on-quarter).
Capacity Investments and Fab Opening
Capital expenditure plan of ~EUR 7.2 billion for the year (including ~EUR 500 million accelerated AI-related investments). Official opening of the Dresden smart power fab confirmed for July 2 to support analog/mixed-signal and power growth.
Technology Traction in AI and Advanced Materials
Ramp-up of gallium nitride (GaN) solutions for AI data centers with increasing customer adoption; silicon carbide (SiC) business showing low double-digit growth in current fiscal year. Semiconductor value per kW metric averaged ~USD 175, reflecting expanding addressable market.
Design Wins and Customer Momentum
Notable design wins include BMW Neue Klasse adoption of Infineon AURIX/TRAVEO MCUs, BRIGHTLANE connectivity and power management ICs; multiple design wins with Geely for MCUs and analog semiconductors, supporting continued automotive content growth.
IFNNY 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
IFNNY Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 04, 2026 | $48.27 | $47.30 | -2.02% |
Nov 12, 2025 | $39.08 | $41.78 | +6.92% |
Aug 05, 2025 | $38.83 | $40.62 | +4.59% |
May 08, 2025 | $34.21 | $34.77 | +1.64% |
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 (IFNNY) report earnings?
Infineon Technologies Ag (IFNNY) is schdueled to report earning on Aug 11, 2026, Before Open (Confirmed).
What is Infineon Technologies Ag (IFNNY) earnings time?
Infineon Technologies Ag (IFNNY) earnings time is at Aug 11, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is IFNNY EPS forecast?
IFNNY EPS forecast for the fiscal quarter 2026 (Q3) is 0.52.