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Infineon Technologies AG announced its results for the fourth quarter and fiscal year 2026, both of which ended on 30 September 2026.
Highlights:
- Q4 FY 2026: Revenue of €4.706 billion, Segment Result of €1.119 billion, Segment Result Margin of 23.8 percent
- FY 2026: Revenue of €16.353 billion, up 12 percent year on year; Segment Result of €3.223 billion, Segment Result Margin of 19.7 percent, adjusted earnings per share of €1.73, Free Cash Flow of €993 million, and Adjusted Free Cash Flow of €1.925 billion
- Outlook for Q1 FY 2027: At an assumed EUR/USD exchange rate of 1.15, revenue of approximately €4.6 billion is expected. The Segment Result Margin is expected to be approximately 23 percent
- Outlook for FY 2027: At an assumed EUR/USD exchange rate of 1.15, revenue of approximately €20 billion is forecast. Revenue from power supplies for data centers is projected to reach close to €4 billion. The adjusted gross margin should be in the mid-to-high fourties percentage range, and the Segment Result Margin in the mid twenties percentage range. Investments of €3.0 billion to €3.5 billion are planned. Adjusted Free Cash Flow should be approximately €2.2 billion, while Free Cash Flow should reach approximately €1.8 billion
- The Management Board intends to propose an increase in the dividend of €0.03 to €0.38 per share at the Annual General Meeting in February 2027
“Infineon closed the fiscal year 2026 with another record quarter and enters the new fiscal year with continued strong momentum,” said Jochen Hanebeck, CEO of Infineon. “Supported by an ongoing cyclical recovery and strong demand in our structural growth areas, we expect a significant increase in revenue and profitability in fiscal year 2027. Our semiconductor solutions for data center power supplies, the expansion and modernization of energy infrastructure, electromobility, and software-defined vehicles will be key contributors. With our product portfolio, innovative strength, and manufacturing capacity, we are well positioned to capitalize on profitable growth opportunities over the long term in these areas and in emerging applications such as robotics and edge AI.”
