- Infineon forecasts 1Q 2026 revenue of approximately €3.6 billion, below the estimated €3.75 billion.
- Free cash flow for 2026 is projected to be around €1.1 billion, with total investments anticipated at €2.2 billion.
- Fourth-quarter revenue reached €3.94 billion, a 0.6% year-over-year increase, slightly higher than the estimated €3.9 billion.
- The automotive segment generated €1.92 billion in revenue, a decline of 2.4% year-over-year, meeting the estimated figure.
- GIP (Green Industrial Power) revenue was €463 million, down 8% year-over-year, below the estimated €469 million.
- PSS (Power & Sensor Systems) revenue rose 14% year-over-year to €1.19 billion, surpassing the estimated €1.15 billion.
- CSS (Chip Card & Security) revenue fell 9.1% year-over-year to €369 million, narrowly exceeding the estimate of €365.6 million.
- Total segment profit was recorded at €717 million, representing a 14% year-over-year decrease, lower than the estimate of €725.3 million.
- The company’s segment result margin was 18.2%, down from 21.2% year-over-year, and slightly below the estimate of 18.5%.
- Automotive segment result margin reached 22.4%, compared to 25.9% year-over-year, exceeding the estimated 19.4%.
- GIP segment result margin dropped to 14.9%, down from 22.1% year-over-year, below the estimated 16.8%.
- PSS segment result margin improved to 15.1%, from 14% year-over-year, but under the estimate of 19.7%.
- CSS segment result margin declined to 12.2% from 15.3% year-over-year, outperforming the estimate of 11.4%.
- Adjusted EPS was €0.34, down from €0.37 quarter-over-quarter, falling short of the estimated €0.42.
- The company experienced negative free cash flow of €1.28 billion, compared to a positive €288 million in the previous quarter.
- Annual dividend per share remained stable at €0.35, matching the previous year, but just below the estimate of €0.36.
- For 1Q 2026, segment result margin is predicted to be in the mid-to-high teens.
- Revenue growth in 2026 is expected to be moderate compared to the 2025 fiscal year, with segment result margin in the high-teens percentage range.
- Depreciation and amortization in 2026 should reach around €2 billion, with €400 million attributed to amortization from previous acquisitions.
A look at Infineon Technologies Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 3 | |
| Dividend | 2 | |
| Growth | 3 | |
| Resilience | 3 | |
| Momentum | 3 | |
| OVERALL SMART SCORE | 2.8 |
Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma
Infineon Technologies AG, a company that designs and manufactures semiconductors for various industries, has received solid scores across multiple factors according to Smartkarma Smart Scores. With steady scores of 3 in Value, Growth, Resilience, Momentum, and 2 in Dividend, Infineon Technologies appears to have a promising long-term outlook. This indicates that the company is perceived to possess qualities that bode well for its future performance, encompassing aspects of value, growth potential, resilience to market fluctuations, momentum in the market, and potential dividend payouts.
Infineon Technologies’ diverse product portfolio, including power semiconductors, microcontrollers, security controllers, radio frequency products, and sensors, caters to a wide range of industries such as automotive, industrial, communications, and consumer electronics. These products contribute to the company’s overall performance and could potentially position Infineon Technologies favorably for sustained growth and stability in the ever-evolving semiconductor industry.
Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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