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STMicroelectronics (STM) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Jul 23, 2026

Before Open (Confirmed)

Period Ending

2026 (Q2)

Consensus EPS Forecast

0.25

Last Year’s EPS

0.06

Same Quarter Last Year

Analyst Consensus

Moderate Buy

Based on 8 Analysts Ratings

Earnings Call Summary

Q1 2026

Earnings Call Date:Apr 23, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call presents a largely positive commercial momentum with strong year‑over‑year growth across multiple segments, robust bookings, strategic wins (AWS engagement, photonics PIC100, NXP MEMS acquisition) and an upgraded 2026 top‑line outlook. However, near‑term profitability and cash generation are affected by restructuring charges, acquisition cash outflow, temporary manufacturing inefficiencies and higher OpEx to accelerate new opportunities. Management expects margins and operational benefits to improve sequentially through 2026 with more substantial benefits materializing in late 2027 and 2028.

Company Guidance

ST guided Q2 revenues of $3.45 billion (±350 basis points), which at the midpoint implies +11.6% sequential and +24.9% year‑over‑year growth, and said revenues should be well above average seasonality; Q2 gross margin is expected to be about 34.8% (±200 bps) including roughly 100 bps of unused‑capacity charges (non‑U.S. GAAP gross margin ~35.2%), while Q2 non‑U.S. GAAP net OpEx is guided to $950–$960 million (higher sequentially due to calendar effects, start‑up costs and one extra month of NXP MEMS OpEx). For full‑year 2026, like‑for‑like net OpEx is expected up mid‑to‑high single digits y/y (low‑double‑digit up including the NXP acquisition and FX, with ~ $50M of added NXP OpEx and an FX assumption around $/€1.15–1.16); the company reiterated data‑center revenues “nicely above” $500M in 2026 and well above $1B in 2027, reaffirmed a path to sequential gross‑margin improvement (despite ~50 bps of nonrecurring reshaping costs persisting this year) and the longer‑term target of >40% gross margin when quarterly revenues exceed ~$4B.

Quarterly Revenue and Guidance

Q1 net revenues $3.1B (includes ~$40M from NXP MEMS). Q2 guidance $3.45B ±350bps (midpoint +11.6% sequential, +24.9% YoY). Company expects full-year 2026 revenues to show double-digit growth.

Strong Year‑over‑Year Segment Growth

Year-over-year growth by reportable segment: Analog/MEMS & Sensors +23.2%, Embedded Processing +31.3%, RF & Optical Communication +33.9%; Power & Discrete slightly down -1.8%. By end market: Communication Equipment & Computer Peripherals +41%, Industrial +26%, Personal Electronics +21%, Automotive +15%.

Data Center & AI Opportunity

Confirmed data center revenue targets: 'nicely above' $500M for 2026 and 'well above' $1B for 2027. Multiple design wins (silicon and SiC power, photonics) and expanded multiyear multi‑billion USD engagement with AWS to enable cloud/AI infrastructure.

Profitability Trends and Q2 Margin Outlook

Q1 gross margin 33.8% (34.1% ex-PPA); YoY gross margin +40bps. Q2 gross margin guidance ~34.8% (non-GAAP ~35.2%). Management expects sequential gross margin improvement through H2 2026.

Operational Wins & Production Milestones

Start of high-volume production for silicon photonics PIC100 platform; first batch of STM32 wafers fully produced in China delivered to customers; secured multiple design wins in 800V DC AI data center power conversion and expanded 800V portfolio with NVIDIA.

Bookings, Design Momentum and Market Position

Booking momentum strong with book-to-bill well above 1 across end markets. Design wins across automotive (EV/Hybrid/onboard chargers, ADAS sensors), industrial (robotics, automation), LEO satellites and personal electronics. Ranked #1 worldwide for general purpose microcontrollers for the 5th consecutive year (Omdia).

Strategic Acquisition Completed

Completed acquisition of NXP's MEMS sensor business in February; adds complementary accelerometer/6-axis capabilities, strengthens automotive sensor portfolio and contributed ~$40M revenue in Q1.

Sustainability Progress

Issued annual integrated sustainability report; on track for carbon neutrality (Scopes 1 & 2 + certain Scope 3 categories) by 2027 and sourcing 86% renewable electricity in 2025 with a 2027 target of 100%.

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

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STM Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Jul 23, 2026	2026 (Q2)	0.25 / -	0.06	―	―	―
Apr 23, 2026	2026 (Q1)	0.17 / 0.13	0.07	85.71% (+0.06)
Jan 29, 2026	2025 (Q4)	0.28 / 0.11	0.37	-70.27% (-0.26)
Oct 23, 2025	2025 (Q3)	0.22 / 0.29	0.37	-21.62% (-0.08)
Jul 24, 2025	2025 (Q2)	0.09 / 0.06	0.38	-84.21% (-0.32)
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)

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
Apr 23, 2026	$44.82	$49.66	+10.81%
Jan 29, 2026	$30.23	$28.52	-5.64%
Oct 23, 2025	$28.94	$25.10	-13.25%
Jul 24, 2025	$31.49	$26.49	-15.86%

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.