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Tower Semiconductor (IL:TSEM)
:TSEM
Earnings Data
Report Date
Feb 18, 2026TBA (Confirmed)
Period Ending
2025 (Q4)Consensus EPS Forecast
220.13Last Year’s EPS
190.43Same Quarter Last Year
Strong Buy
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The earnings call highlighted strong financial and operational growth, particularly in RF infrastructure and silicon photonics. However, there are challenges related to fab utilization and increased lease costs. Despite these challenges, the overall outlook is positive with strategic investments and forecasted record revenue for Q4 2025.Company Guidance
Strong Revenue and Profit Growth
Tower Semiconductor reported Q3 2025 revenue of $396 million, a year-over-year increase of 7%, and a quarter-over-quarter increase of 6%. Net profit for the quarter was $54 million, a 15% increase from the previous quarter.
Forecasted Record Q4 Revenue
The company guides its Q4 revenue to be a record $440 million, plus/minus 5%, fulfilling its target of quarter-over-quarter growth throughout the year.
RF Infrastructure and Silicon Photonics Growth
RF infrastructure revenue increased from $67 million (18% of corporate revenue) in Q3 2024 to $107 million (27%) in Q3 2025. Silicon photonics revenue grew approximately 70% year-over-year, reaching $52 million in Q3 2025.
Increased Capacity and Strategic Investments
Tower Semiconductor announced an additional $300 million investment for silicon photonics and silicon germanium capacity expansion, building on a previous $350 million investment.
IL:TSEM 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
IL:TSEM Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Nov 10, 2025 | 27010.00 | 30690.00 | +13.62% |
Aug 04, 2025 | 15880.00 | 16550.00 | +4.22% |
May 14, 2025 | 14310.00 | 14370.00 | +0.42% |
Feb 10, 2025 | 17300.00 | 17470.00 | +0.98% |
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 Tower Semiconductor (IL:TSEM) report earnings?
Tower Semiconductor (IL:TSEM) is schdueled to report earning on Feb 18, 2026, TBA (Confirmed).
What is Tower Semiconductor (IL:TSEM) earnings time?
Tower Semiconductor (IL:TSEM) earnings time is at Feb 18, 2026, TBA (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 Tower Semiconductor stock?
The P/E ratio of Tower is N/A.
What is IL:TSEM EPS forecast?
IL:TSEM EPS forecast for the fiscal quarter 2025 (Q4) is 220.13.
