GlobalFoundries Q4 Revenue Hits $1.83B, Board Authorizes $500M Buyback
GlobalFoundries posted fourth-quarter revenue of $1.83 billion, net income of $200 million (non-IFRS $310 million) and free cash flow of $264 million, while full-year 2025 revenue totaled $6.79 billion with net income of $888 million (non-IFRS $965 million). The board approved a $500 million share repurchase program and the company expects to close its ARC Processor IP acquisition in H2 2026.
1. Fourth-Quarter Financial Results
GlobalFoundries reported Q4 revenue of $1.83 billion, gross margin of 27.8% (29.0% non-IFRS) and operating margin of 13.9% (18.3% non-IFRS). Net income was $200 million (non-IFRS $310 million) with diluted EPS of $0.36 (non-IFRS $0.55), and adjusted free cash flow reached $264 million.
2. Full-Year 2025 Performance
For fiscal 2025, revenue amounted to $6.79 billion with gross margin at 24.9% (26.1% non-IFRS) and operating margin of 11.7% (15.7% non-IFRS). Full-year net income reached $888 million (non-IFRS $965 million) and adjusted EBITDA totaled $2.36 billion, while operating cash flow was $1.73 billion.
3. Share Repurchase Authorization and Strategic Acquisitions
The board approved a $500 million share repurchase program valid for 12 months, with timing based on market conditions. GF also expects to close its ARC Processor IP acquisition in H2 2026 and is integrating recent purchases of AMF and Infinilink to expand AI and photonics capabilities.