The earnings call presented a mix of positive and negative aspects. There was strong sequential growth in certain segments and notable sustainability achievements. However, significant year-over-year declines in revenue, gross margin, and net income, along with an operating loss, indicate challenges. The sentiment is balanced between the highlights and lowlights.

Company Guidance -

Q3 2025

In the STMicroelectronics second quarter 2025 earnings call, the company provided several key financial metrics and business insights. Revenues reached $2.77 billion, surpassing the midpoint of their business outlook by $56 million, although gross margins stood at 33.5%, aligning with expectations. Automotive revenues grew 14% sequentially, with a book-to-bill ratio below parity due to specific customer dynamics. Industrial revenues exceeded expectations, showcasing sequential and year-over-year growth, supported by a book-to-bill ratio above 1. STMicroelectronics anticipates third-quarter revenues of $3.17 billion, with an expected sequential growth of 14.6% but a year-over-year decline of 2.5%. The company plans to maintain annual capital expenditures between $2 billion and $2.3 billion to reshape its manufacturing footprint, aiming for annual cost savings in the high triple million-dollar range by 2027. Despite facing challenges in the automotive sector, the company remains optimistic about sequential growth in subsequent quarters.

Q2 Revenue Exceeds Midpoint

STMicroelectronics delivered Q2 revenues of $2.77 billion, which was $56 million above the midpoint of their business outlook range.

Strong Sequential Growth in Automotive and Industrial

Automotive revenues grew about 14% sequentially, driven by Asia Pacific (excluding China) and the Americas. Industrial revenues were above expectations with strong sequential growth and continued year-over-year improvement.

Sustainability Recognitions

ST was recognized in the Time World's Most Sustainable Companies List for the second consecutive year and was ranked 25th most sustainable company globally. It also received an A list from CDP for climate change and A- for water security.

STM32 Microcontrollers Growth

STMicroelectronics reported year-over-year growth in general purpose microcontrollers with both sequential and year-over-year growth in the high teens.

STMicroelectronics (STM) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

STM Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 23, 2025	2025 (Q3)	0.24 / -	0.37	―	―	―
Jul 24, 2025	2025 (Q2)	0.09 / -0.11	0.38	-128.95% (-0.49)
Apr 24, 2025	2025 (Q1)	0.04 / 0.07	0.54	-87.04% (-0.47)
Jan 30, 2025	2024 (Q4)	0.35 / 0.37	1.14	-67.54% (-0.77)
Oct 31, 2024	2024 (Q3)	0.32 / 0.37	1.16	-68.10% (-0.79)
Jul 25, 2024	2024 (Q2)	0.35 / 0.38	1.06	-64.15% (-0.68)
Apr 25, 2024	2024 (Q1)	0.62 / 0.54	1.1	-50.91% (-0.56)
Jan 25, 2024	2023 (Q4)	0.95 / 1.14	1.32	-13.64% (-0.18)
Oct 26, 2023	2023 (Q3)	1.09 / 1.16	1.16	0.00% (0.00)
Jul 27, 2023	2023 (Q2)	1.09 / 1.06	0.92	15.22% (+0.14)

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

STM Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 24, 2025	$31.77	$26.73	-15.86%
Apr 24, 2025	$21.72	$23.28	+7.18%
Jan 30, 2025	$24.60	$22.39	-8.98%
Oct 31, 2024	$27.31	$26.90	-1.50%

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.