Education
About Us
Working with TipRanks
Follow Us
Infineon Technologies Ag (IFNNY)
OTHER OTC:IFNNY
Earnings Data
Report Date
May 06, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.46Last Year’s EPS
0.38Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a generally positive strategic outlook driven by strong AI-related demand, a material acquisition to expand sensor capabilities, improving order backlog and targeted investments to accelerate AI capacity. These positives are tempered by expected seasonality (QoQ revenue declines), weaker end-markets (GIP and IoT), margin pressure in some divisions, currency headwinds and a modest lowering of free cash flow guidance due to accelerated investments. On balance the company is positioning for profitable growth in AI and reaffirmed FY guidance, with short-term softness in certain segments and manageable financial trade-offs for growth.Company Guidance
Strategic Acquisition of ams-OSRAM Sensor Portfolio
Announced acquisition of non-optical analog/mixed-signal sensor portfolio for EUR 570 million; expected to generate ~EUR 230 million revenue in calendar 2026, immediate EPS accretive, adds ~230 employees, includes multiyear supply agreement and future synergies; completion expected in Q2 (calendar).
Revenue Growth Year-over-Year and Q1 Results
Q1 fiscal 2026 revenue EUR 3.662 billion, down ~7% sequentially (seasonal) but up 7% YoY; adjusted for currency effects, YoY growth would be ~14% due to significant USD weakness.
Order Backlog and Improving Demand Signals
Order backlog increased by ~EUR 1 billion vs prior quarter to ~EUR 21 billion, marking ~6 months of continuous increases and improving short-term indicators (order intake and lead times).
Power & Sensor Systems — Strong AI Power Supply Momentum
PSS sales EUR 1.171 billion (-3% QoQ) with segment result EUR 204 million and margin rising to 17.4% (from 14.5% QoQ); reaffirmed AI-related sales target ~EUR 1.5 billion for FY26 (purely AI-related) and target ~EUR 2.5 billion for FY27, citing demand higher than supply.
Capital Investment Acceleration for AI Capacity
Bringing forward EUR 500 million of investment to FY26 to expand AI-related manufacturing capacity (total FY26 planned investments ~EUR 2.7 billion); converting existing IGBT module capacity to AI products and accelerating Dresden Smart Power Fab ramp (opening summer).
Automotive Business Resilient and Design Wins
Automotive sales EUR 1.821 billion (-5% QoQ due to seasonality) but up 4% YoY (constant FX +10%); segment earnings EUR 403 million with margin ~22.1% (stable); noted AURIX microcontroller sales growing faster than market and multiple design wins (e.g., Lenovo safety host, 48V systems, steer-by-wire).
Improved Free Cash Flow Dynamics vs Prior Quarter
Reported free cash flow in Q1 improved to minus EUR 199 million from minus EUR 1.276 billion in the prior quarter (prior quarter impacted by Marvell Ethernet acquisition); prior quarter organic free cash flow had been EUR 904 million in September quarter.
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 May 06, 2026, Before Open (Confirmed).
What is Infineon Technologies Ag (IFNNY) earnings time?
Infineon Technologies Ag (IFNNY) 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 IFNNY EPS forecast?
IFNNY EPS forecast for the fiscal quarter 2026 (Q2) is 0.46.