The earnings call presented a mixed picture with strong revenue performance in Q3 and notable achievements in Automotive and Industrial segments. However, significant challenges remain in the Power & Discrete segment and overall gross margin, with a cautious revenue outlook for Q4.
Company Guidance
During the third quarter 2025 earnings call, STMicroelectronics provided guidance for Q4 2025, projecting revenues at $3.28 billion, a sequential increase of 2.9%, with a gross margin expected to be around 35%. The company noted a 10% sequential growth in automotive revenues, despite challenges in the Americas, and highlighted strong design activity in industrial applications, contributing to an 8% sequential revenue increase in that segment. The company also managed to reduce inventories, generating $130 million in positive free cash flow. For the full year 2025, STMicroelectronics anticipates revenues of approximately $11.75 billion, translating to a 22.4% growth in the second half compared to the first half, with a gross margin expected to be about 33.8%. The guidance reflects a strategic focus on innovation, reshaping manufacturing capabilities, and optimizing investments.
Revenue Performance
Q3 revenues at $3.19 billion, $17 million above the midpoint of business outlook, with Personal Electronics performing better than expected.
Automotive Growth
Automotive revenues grew about 10% sequentially, with a book-to-bill ratio above 1. Expected mid-single digit growth in Q4.
Industrial Revenue Growth
Industrial revenues increased 8% sequentially and 13% year-over-year, marking a return to year-on-year growth for the first time since Q3 2023.
Free Cash Flow
Generated a positive $130 million free cash flow in Q3.
NXP MEMS Acquisition
Entered into a definitive agreement to acquire NXP's MEMS sensor business for up to $950 million in cash.
STMicroelectronics (GB:0L9Y) 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
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
GB:0L9Y Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Oct 23, 2025
$29.17
$25.25
-13.42%
Jul 24, 2025
$31.38
$26.00
-17.17%
Apr 24, 2025
$21.55
$21.35
-0.92%
Jan 30, 2025
$24.38
$21.81
-10.53%
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 STMicroelectronics (GB:0L9Y) report earnings?
STMicroelectronics (GB:0L9Y) is schdueled to report earning on Jan 22, 2026, Before Open (Confirmed).
What is STMicroelectronics (GB:0L9Y) earnings time?
STMicroelectronics (GB:0L9Y) earnings time is at Jan 22, 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.