STM earnings: EPS beat by 19.2%, revenue beat by 0.7%
STMicroelectronics reported results (Jul 23, 2026). EPS came in at $0.31 against a $0.26 consensus, beat by 19.2%. Revenue was $3.5B versus $3.5B expected, beat by 0.7%.
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Sees Q3 revenue $3.7 billion plus or minus 350 basis points.
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“So we are expecting Q3 revenues of $3.7 billion plus/minus 350 basis points at the midpoint of our Q3 '26 net revenues will increase 6.2% sequentially and by 16.2% year-over-year.”
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Sees Q3 2026 net revenues will increase 6.2% sequentially and by 16.2% year-over-year.
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“So we are expecting Q3 revenues of $3.7 billion plus/minus 350 basis points at the midpoint of our Q3 '26 net revenues will increase 6.2% sequentially and by 16.2% year-over-year.”
Guidance “In Q4, we anticipate a revenue growth acceleration, mainly driven by our engaged customer programs in AI data centers and Low Earth Orbit satellite communication.”
Guidance “On your data center revenue guidance hike, was that increase driven by increased demand outlook or by a faster expansion of your capacity and supply?”
4 more flagged statementsand 3 tone events from this call are in the Pro read.
Subscribe — $49.99/mo →| Metric | Actual | Consensus | Surprise |
|---|---|---|---|
| EPS | $0.31 | $0.26 | beat by 19.2% |
| Revenue | $3.5B | $3.5B | beat by 0.7% |
Revenue is up 22.8% from the same quarter last year. Gross margin sits at 33.8%, 630 bps off its 8-quarter high.
This section is part of the Pro report for STM.
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