GlobalFoundries Reports Fourth Quarter 2025 and Fiscal Year 2025 Financial Results

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Feb. 11, 2026 –

MALTA, N.Y.  -- GLOBALFOUNDRIES Inc. (GF) (Nasdaq: GFS) today announced preliminary financial results for the fourth quarter and fiscal year ended December 31, 2025.

Key Fourth Quarter Financial Highlights

• Revenue of $1.830 billion
• Gross margin of 27.8% and Non-IFRS gross margin(1) of 29.0%
• Operating margin of 13.9% and Non-IFRS operating margin(1) of 18.3%
• Net income of $200 million and Non-IFRS net income(1) of $310 million
• Diluted earnings per share of $0.36 and Non-IFRS diluted earnings per share(1) of $0.55
• Non-IFRS adjusted EBITDA(1) of $641 million
• Ending cash, cash equivalents and marketable securities of $4.0 billion
• Net cash provided by operating activities of $374 million and Non-IFRS adjusted free cash flow(1) of $264 million
  
  

Key Full Year 2025 Financial Highlights

• Revenue of $6.791 billion
• Gross margin of 24.9% and Non-IFRS gross margin(1) of 26.1%
• Operating margin of 11.7% and Non-IFRS operating margin(1) of 15.7%
• Net income of $888 million and Non-IFRS net income(1) $965 million
• Diluted earnings per share of $1.59 and Non-IFRS diluted earnings per share(1) of $1.72
• Non-IFRS adjusted EBITDA(1) of $2.357 billion
• Year to date net cash provided by operating activities of $1.731 billion and Non-IFRS adjusted free cash flow(1) of $1.157 billion
  
  

“GF delivered a strong fourth quarter, with revenue, gross margin, operating margin and earnings per share at or above the high end of the guidance ranges,” said Tim Breen, CEO of GF. “As a result of the team’s strong execution, disciplined cost management, and relentless focus on profitability, we grew Non-IFRS gross margin by nearly 400 basis points year-over-year in the fourth quarter. In addition, our recent acquisitions are expanding GF’s capabilities into a diversified, holistic technology solutions provider, and our differentiated technology and footprint are proving an excellent fit serving the AI Data Center, Physical AI, and on-shoring megatrends defining our industry.”

GF also announced today that its Board of Directors has approved a share repurchase authorization of up to $500 million of its common stock. Under the repurchase authorization, GF may purchase shares of its common stock on a discretionary basis from time to time through open market repurchases, in privately negotiated transactions, through purchases made in compliance with Rule 10b-18 and/or Rule 10b5-1 under the Exchange Act, or other means. The actual timing and amount of any share repurchases remains subject to a variety of factors, including stock price, trading volume, market conditions, compliance with applicable legal requirements, and other general business considerations. The authorization does not require GF to repurchase any specific number of shares of common stock. The authorization is valid for an initial period of 12 months and may be modified, suspended or terminated at any time.

Recent Business Highlights

• In January 2026, GF announced it had entered into a definitive agreement to acquire Synopsys’ ARC Processor IP Solutions business. The proposed acquisition includes the ARC-V, ARC-Classic, ARC VPX-DSP and ARC NPX NPU product lines as well as the applications-specific instruction set (ASIP) processor tools including ASIP Designer and ASIP Programmer. Upon closing, these assets and expert teams will be integrated with MIPS, a GlobalFoundries company, to deliver a comprehensive processor IP suite, especially tailored for physical AI applications. The expanded offering will enhance engagement through IP licensing and software, enabling faster time-to-market for GF’s customers. The acquisition is expected to close in the second half of 2026.

• In November 2025, GF announced a long-term strategic partnership with Navitas to strengthen and accelerate U.S.-based gallium nitride (GaN) technology, design and manufacturing. Together, the companies will collaborate, develop and deliver advanced solutions for critical applications in high power markets that demand the highest efficiency and power density, including AI datacenters, performance computing, energy and grid infrastructure and industrial electrification.

• In November 2025, GF acquired Advanced Micro Foundry (AMF), a dedicated silicon photonics company based in Singapore, with strong manufacturing expertise and proprietary technical innovation that serve growth areas such as AI data centers and advanced telecom networks. The acquisition is expected to accelerate GF’s silicon photonics roadmap, broaden its customer base, and drive opportunities for scale and geographic synergies in Singapore.

• In November 2025, GF acquired Infinilink, a design-focused company with deep expertise in high-speed connectivity chips, including SerDes, optical transceiver chipsets and monolithic silicon photonics. Based in Egypt, Infinilink’s engineering talent and IP enhance GF’s in‑house design capabilities and will help a broad range of customers strengthen their optical roadmaps and design into GF.

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