GlobalFoundries Inc. (GFS)
Compared to Estimates, GlobalFoundries (GFS) Q2 Earnings: A Look at Key Metrics
Although the revenue and EPS for GlobalFoundries (GFS) give a sense of how its business performed in the quarter ended June 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
GlobalFoundries Inc. (GFS) Q2 Earnings and Revenues Surpass Estimates
GlobalFoundries Inc. (GFS) came out with quarterly earnings of $0.42 per share, beating the Zacks Consensus Estimate of $0.36 per share. This compares to earnings of $0.38 per share a year ago.
GlobalFoundries: 'Made In U.S.' Momentum Won't Do Anything For Near-Term Financials
GlobalFoundries Inc. is becoming the face of chip-making in the U.S., but we think it has high exposure to weakening smart mobile device business line. Onshoring momentum and U.S. foundry status offer long-term potential, but financial benefits will take time to materialize. We think GlobalFoundries has its work cut out for it and don't see a convincing enough near-term catalyst to upgrade GFS stock to a Buy ahead of Q2 earnings results.
GlobalFoundries Is Ahead Of The Market's Attention Span
GlobalFoundries is overlooked due to market fixation on headlines, despite strong fundamentals and alignment with long-term industrial policy. Operationally, GFS is delivering: margin expansion, robust cash flow, and critical design wins in AI, automotive, and communications sectors. Short-term headwinds include weak mobile demand, falling ASPs, and margin pressure, but the company maintains a strong balance sheet and strategic investments.
GlobalFoundries Stock Hits Bottom: Is a Rebound Coming?
GlobalFoundries NASDAQ: GFS stock hit bottom in early Q2 2025, and a rebound is coming. The protracted downtrend and move to long-term lows were driven by a sustained contraction in business that is now over.
GlobalFoundries Inc. (GFS) Q1 2025 Earnings Call Transcript
GlobalFoundries Inc. (NASDAQ:GFS ) Q1 2025 Earnings Conference Call May 6, 2025 8:30 AM ET Company Participants Sam Franklin - VP, Business Finance & IR Thomas Caulfield - CEO John Hollister - CFO Niels Anderskouv - Chief Business Officer Timothy Breen - COO Conference Call Participants Mark Lipacis - Evercore ISI Christopher Muse - Cantor Fitzgerald Vivek Arya - Bank of America Securities Ross Seymore - Deutsche Bank Christopher Caso - Wolfe Research Quinn Bolton - Needham & Company Krish Sankar - TD Cowen Operator Hello, and welcome to the conference call to review GlobalFoundries First Quarter of Fiscal 2025 Financial Results. At this time all participants are in a listen-only mode.
GlobalFoundries (GFS) Reports Q1 Earnings: What Key Metrics Have to Say
While the top- and bottom-line numbers for GlobalFoundries (GFS) give a sense of how the business performed in the quarter ended March 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
GlobalFoundries Inc. (GFS) Q1 Earnings and Revenues Beat Estimates
GlobalFoundries Inc. (GFS) came out with quarterly earnings of $0.34 per share, beating the Zacks Consensus Estimate of $0.28 per share. This compares to earnings of $0.31 per share a year ago.
GlobalFoundries sees Q2 revenue, profit above estimates on stable chip demand
GlobalFoundries forecast second-quarter revenue and profit slightly above Wall Street estimates on Tuesday, in a sign that the contract chipmaker was seeing stable demand despite choppy auto production and a soft smartphone market.
United Microelectronics shares pop more than 10% on report of potential GlobalFoundries deal
U.S. shares of Taiwan-based United Microelectronics popped more than 10% on news that it is looking to potentially merge with GlobalFoundries. Nikkei reported the news, citing sources familiar with the deal.
GlobalFoundries chief says tariffs could benefit US chipmakers
GlobalFoundries Chief Executive Officer Thomas Caulfield said on Tuesday that U.S. tariffs on foreign-made chips could help U.S. chip manufacturers by boosting demand for domestically made chips.
GlobalFoundries CEO on policy changes under Trump
GlobalFoundries Thomas Caulfield discusses the CHIPS Act and whether there could be changes to the program under the new administration.
