Infineon Technologies AG(DE:IFX)
€52.11-0.01 (-0.02%)
DE:IFX
Infineon Technologies AG earnings date
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Infineon Technologies AG (IFX) Q4 2026 Earnings Report
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DE:IFX Q4 2026 EPS Results
- Actual EPS
- EUR 0.60
- Consensus EPS
- EUR 0.63
- Beat/Miss
- Missed by -EUR 0.03
- One Year Ago EPS
- EUR 0.34
DE:IFX Q4 2026 Revenue Results
- Actual Revenue
- EUR 4.71B
- Expected Revenue
- EUR 4.71B
- Beat/Miss
- Missed by -EUR 2.37M
- YoY Revenue Growth
- +19.35%
Earnings Announcement Details
- Quarter
- Q4 2026
- Date
- 11/10/2026
- Time
- Before Open
- Conference Call
- Tuesday, November 10, 2026
DE:IFX Upcoming Earnings
Infineon Technologies AG's next earnings date is estimated for February 3, 2027, based on past reporting schedules.
Q4 2026 Earnings Call Audio
DE:IFX Q4 2026 Earnings Call
0:00 / 0:00
Q4 2026 Earnings Slide Deck
Q4 2026 Earnings Call Summary
Earnings Call Sentiment|Positive
The call was strongly positive, with record fiscal 2026 revenue, improved profitability and free cash flow, a forecast of more than 20% revenue growth and a 5-percentage-point increase in the segment result margin for fiscal 2027. Infineon also reported substantial demand for AI data center power solutions, a higher backlog, major manufacturing investments and technology milestones in gallium nitride, silicon carbide, automotive microcontrollers and robotics. The main challenges were capacity constraints, semiconductor scarcity, AI and capital-market volatility, rising token costs, robotics scaling requirements, the share price decline from its June peak and bureaucracy and cost structures in Germany. Highlights significantly outweighed lowlights.
Company Guidance
For the 2027 fiscal year, Infineon forecasts revenue of around EUR 20 billion, an increase of more than 20% year-on-year, and expects the segment result margin to be in the mid-20s percentage range, corresponding to an increase in profitability of 5 percentage points; investments in its fabs are expected to be between EUR 3 billion and EUR 3.5 billion, with around EUR 2.8 billion planned for research and development. Revenue from power supply solutions for AI and classical data centers is expected to grow from EUR 2.2 billion to reach close to EUR 4 billion, while automotive is growing in mid-10 percentage territory ranges, and in 2027 Infineon will see a positive price environment.
- Record Revenue and Strong Fiscal 2026 GrowthInfineon closed fiscal 2026 with record quarterly revenue and annual revenue of EUR 16.353 billion, an increase of around 12% year-on-year. Growth was 15% at constant exchange rates, supported by a broader cyclical semiconductor recovery and increased demand in structural growth markets.
- Improved Profitability and Free Cash FlowThe segment result margin improved to 19.7% from 17.5% in the prior year. Adjusted free cash flow was EUR 1.9 billion, representing 11.8% of group revenue and excluding acquisitions and investments in large front-end buildings.
- Strong Fiscal 2027 OutlookInfineon expects fiscal 2027 revenue of around EUR 20 billion, representing an increase of more than 20% year-on-year. The company expects the segment result margin to be in the mid-20s percentage range, corresponding to an increase in profitability of 5 percentage points.
- Continued Investment in Manufacturing and R&DFor fiscal 2027, Infineon expects investments in its fabs between EUR 3 billion and EUR 3.5 billion and plans to spend around EUR 2.8 billion on research and development.
- Structural Growth Drivers Across Multiple MarketsInfineon identified data centers, power infrastructure, software-defined vehicles, electromobility, edge AI and robotics as structural growth areas. The company also said automotive order intake is currently solid, while the cyclical recovery is providing additional support.
- New Three-Division OrganizationSince July 1, Infineon has organized its business into Automotive, Edge Systems and Power Systems. The company said the structure aligns more closely with customers, combines expertise, accelerates decisions and is intended to bring innovations to market faster.
- Expansion of Dresden Smart Power FabInfineon opened its smart power fab in Dresden during the summer. Once fully built out, the site will double its production capacity and provide additional capacity for power supplies for AI data centers, software-defined vehicles and renewable energy applications.
- Villach Power Semiconductor and Wide-Bandgap MilestonesInfineon is investing approximately EUR 1.1 billion in Villach as a global center of excellence for power semiconductors. The site will host the world's first high-volume production of gallium nitride power semiconductors on 300-millimeter wafers. Infineon also successfully processed 300-millimeter silicon carbide wafers into functional power semiconductors, describing this as the world's first such milestone in a full-scale semiconductor fab using existing manufacturing equipment.
- Greater Back-End Manufacturing ResilienceInfineon's new back-end hub near Bangkok is intended to strengthen the resilience and regional flexibility of its power production network through assembly and testing operations.
- Rapid AI Data Center Power GrowthRevenue from power supply solutions for AI data centers rose to EUR 1.7 billion in fiscal 2026, more than doubling again and representing slightly more than 10% of group revenue. Classical data center power supply revenue was around EUR 500 million.
- AI and Classical Data Center Revenue Expected to Nearly DoubleInfineon expects revenue from power supply solutions for AI and classical data centers to grow from EUR 2.2 billion in fiscal 2026 to close to EUR 4 billion in fiscal 2027. The combined revenue volume of signed and currently negotiated multiyear supply arrangements and capacity reservations has exceeded EUR 10 billion.
- Broad-Based Growth Beyond AIManagement said Infineon's growth is not dependent only on AI. Automotive is also growing in mid-10 percentage territory ranges, and power infrastructure, industrial applications and other markets are contributing to the company's broader growth portfolio.
- Leadership in Automotive MicrocontrollersInfineon stated that it was the global number one in automotive microcontrollers, with a 36% market share in 2025. The company is building on this position with its AURIX RC1 platform and a new microcontroller platform based on the open RISC-V standard.
- Technology for Software-Defined VehiclesInfineon demonstrated semiconductor technology in the all-electric Mercedes-AMG GT 63, which accelerates from 0 to 100 kilometers per hour in 2.4 seconds. Its technologies support vehicle dynamics control, driver assistance, Ethernet connectivity and reliable power supply for software-defined vehicle systems.
- Expansion Into Robotics and Physical AIInfineon is working with Agile Robots on industrial applications using physical AI. Its sensing, computing, power supply, connectivity and security portfolio supports robotic perception, decision-making and execution, while the companies are evaluating precision, repeatability and reusability in semiconductor manufacturing.
- Improved Pricing EnvironmentInfineon implemented two price increases in 2026, in April and July, primarily for power semiconductors. Management expects a positive price environment in 2027 and is conducting volume and price negotiations with major OEMs.
- Higher Backlog and Long-Term Customer DemandAlthough Infineon said it will no longer report backlog as a regular KPI, management confirmed that the backlog was higher than in the previous quarter. The company also said leading customers are entering into multiyear supply arrangements and capacity reservations.
- Global Positioning and Supply-Chain PreparationInfineon said its AI business is global, with a good portion involving U.S. customers and additional momentum outside the United States. The company stated that it is well positioned in Chinese data centers and uses manufacturing partners in the U.S. It has also communicated requirements to key suppliers, hedged needed supply and uses strategic multi-sourcing.
- Intellectual Property Protection MeasuresInfineon said intellectual property is extremely important and that it trains employees, performs certain developments on site at locations around the world and takes measures to protect its IP from leakage.
DE:IFX Earnings History
| Report Date | Fiscal Quarter | Forecast / EPS | Last Year's EPS | EPS YoY Change | Press Release |
|---|---|---|---|---|---|
| Feb 03, 2027 | 2027 (Q1) | 0.60- | 0.35 | ― | ― |
| Nov 10, 2026 | 2026 (Q4) | 0.630.60 | 0.34 | 76.47% (+0.26) | |
| Aug 05, 2026 | 2026 (Q3) | 0.450.44 | 0.37 | 18.92% (+0.07) | |
| May 06, 2026 | 2026 (Q2) | 0.380.34 | 0.34 | 0.00% (+0.00) | |
| Feb 04, 2026 | 2026 (Q1) | 0.330.35 | 0.33 | 6.06% (+0.02) | |
| Nov 12, 2025 | 2025 (Q4) | 0.430.34 | 0.49 | -30.61% (-0.15) | |
| Aug 05, 2025 | 2025 (Q3) | 0.340.37 | 0.43 | -13.95% (-0.06) | |
| May 08, 2025 | 2025 (Q2) | 0.330.34 | 0.42 | -19.05% (-0.08) | |
| Feb 04, 2025 | 2025 (Q1) | 0.270.33 | 0.53 | -37.74% (-0.20) | |
| Nov 12, 2024 | 2024 (Q4) | 0.470.49 | 0.65 | -24.62% (-0.16) |
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
