GFS Earnings

GFS reported its FY2025Q4 earnings on 2026-02-11, showcasing a revenue of against an estimate of 1.80B, resulting in a 0% surprise. The EPS was 0, surpassing the expected 0.39 by 0% . The stock experienced a 0% price change on the earnings day and a 0% change over the next five days, reflecting market reactions to the results.

Following GFS's FY2025Q4 earnings announcement on 2026-02-11, the stock price moved by % on the day of the release. Over the subsequent five days, it saw a % change. Historically, GFS's stock price tends to shift by an average of +2.99% in the 10 days leading up to earnings and +3.24% in the 10 days following, providing insight into potential market.

For 2025/Q4, analysts estimate GFS’s annual revenue to reach 1.80B, while the EPS is projected at 0.47. These estimates reflect recent revisions, with revenue estimates revised Revenue Revise Upward by 0.19% and EPS estimates Revise Downward by -0.02% over the past three months, indicating analyst expectation in the company’s performance.

The correlation between GFS's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock’s fundamentals. Over the past three months, revenue estimates for FY2025 were Revise Upward by 0.19%, while EPS estimates moved Revise Downward by -0.02% . This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, GFS's stock price typically moves by +2.99% in the 10 days before its earnings and +3.24% in the 10 days after. For the upcoming 2025/Q4 earnings, analysts expect an EPS of 0.47 and revenue of 1.80B.

The earnings call highlights strong growth in communications infrastructure and data center revenue, with a 32% YoY increase. The company also reported a healthy adjusted free cash flow margin of 27%. Positive sentiment was reinforced by strategic partnerships, U.S. onshoring initiatives, and innovations in silicon photonics. Despite some concerns about the smart mobile device market, the overall outlook is optimistic, with anticipated margin improvements and growth in non-wafer revenues. The absence of specific guidance beyond 2026 is a minor concern, but the overall sentiment remains positive.