STMicroelectronics stock kpis
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Operating Income Breakdown
Details sources of operating income, offering a view of core business profitability and areas contributing most to earnings.
Profitability is bifurcating: Embedded Processing and RF & Optical have become the growth and margin engines—momentum and design wins (notably data‑center and optical) point to continued upside—while Analog is volatile from ramp/underloading and capacity charges. Power & Discrete has swung to persistent, material losses and is now the clearest near‑term drag on corporate margins. Management’s raised bookings and backlog support further embedded/optical improvement, but full margin recovery hinges on completing manufacturing reshaping and capacity transitions through 2027.
STM Operating Income Breakdown
| Date | Analog Products | Power and Discrete Products | Embedded Processing | RF and Optical Communications |
|---|---|---|---|---|
| Sep 30, 2026 | $219.00M | -$81.00M | $280.00M | $132.00M |
| Jun 30, 2026 | $144.00M | -$99.00M | $226.00M | $94.00M |
| Mar 31, 2026 | $161.00M | -$84.00M | $164.00M | $61.00M |
| Dec 31, 2025 | $235.00M | -$124.00M | $195.00M | $105.00M |
| Sep 30, 2025 | $221.00M | -$67.00M | $161.00M | $57.00M |
| Jun 30, 2025 | $85.00M | -$56.00M | $114.00M | $60.00M |
| Mar 31, 2025 | $82.00M | -$28.00M | $66.00M | $43.00M |
| Dec 31, 2024 | $220.00M | $45.00M | $181.00M | $95.00M |
| Sep 30, 2024 | $216.00M | $80.00M | $146.00M | $84.00M |
| Jun 30, 2024 | $193.00M | $61.00M | $126.00M | $96.00M |
| Mar 31, 2024 | $246.00M | $77.00M | $232.00M | $103.00M |

