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GFS earnings

GlobalFoundries — automated research on every print, the model's read of every earnings call, and the numbers against estimates.

Next report August 04, 2026 consensus EPS 0.44

§ Recent prints / EPS vs consensus

Reported	EPS	Consensus	Surprise
May 05, 2026	0.40	0.35	+13.9%
Feb 11, 2026	0.55	0.47	+15.9%
Nov 12, 2025	0.41	0.38	+7.0%
Aug 05, 2025	0.42	0.36	+16.3%

§ Research / every print, covered

GlobalFoundries Q1 FY2026: Revenue Steady, Margins Improve, Silicon Photonics Gains Traction

Foundry & Memory Desk · RegardingSemi Engine · May 05, 2026

GlobalFoundries reported Q1 FY2026 revenue of $1.634 billion, a slight beat over the street estimate of $1.6299 billion, with a 0.3% surprise. EPS came in at $0.40, surpassing the estimate of $0.35 by 13.9%. The company's gross margin improved to 27.6%, up 510 basis points year-over-year, driven by cost efficiencies and a favorable product mix.

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§ Latest call — key points

Sees Q1 revenue $1.634 billion.

the fully annotated calls →

§ Earnings calls on file / full text, model-annotated

2026 Q2 — May 5, 2026 2026 Q1 — Feb 11, 2026 2025 Q4 — Nov 12, 2025 2025 Q3 — Aug 5, 2025 2025 Q2 — May 6, 2025 2025 Q1 — Feb 11, 2025 2024 Q4 — Nov 5, 2024 2024 Q3 — Aug 6, 2024

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