GlobalFoundries (NASDAQ:GFS) stock gained after it reported fiscal fourth-quarter 2025 results on Wednesday.
The company reported a revenue of $1.830 billion, flat year-over-year, topping the analyst consensus estimate of $1.803 billion.
The contract chipmaker’s adjusted EPS of 55 cents beat the analyst consensus estimate of 47 cents.
Segment Highlights
Smart mobile device revenue declined 11% from a year ago to $657 million. Communications infrastructure & data center revenue grew 32% Y/Y to $225 million. Home and industrial IOT revenue decreased 15% Y/Y to $303 million.
Automotive revenue rose 3% Y/Y to $427 million. Non-wafer revenue grew 42% Y/Y to $218 million.
Margins and Buyback
The adjusted gross margin rose 360 bps Y/Y to 29.0%. The adjusted operating margin increased by 270 bps to 18.3%.
The adjusted EBITDA margin declined by 110 bps Y/Y to 35.0%.
As of December 31, 2025, GlobalFoundries generated $374 million in operating cash flow and held $4 billion in cash and equivalents.
GlobalFoundries’ board of …