On November 10, Infineon reported FY2026 and Q4 results. FY2026 revenue was €16.353 billion, up 12% year-over-year; gross profit was €6.609 billion, up 14.88%; gross margin was 40.4%, up about 1.2 points; operating profit was €2.214 billion, up 46.14%; net profit attributable to shareholders was €1.512 billion, up 48.97%; operating cash flow was €4.160 billion, up 29.31%; free cash flow was €993 million, turning positive from a €1.051 billion outflow last fiscal year; adjusted free cash flow was €1.925 billion, up 6.77%; basic EPS was €1.15, diluted EPS €1.14, adjusted diluted EPS €1.73.
Q4 revenue was €4.706 billion, up 19% YoY and 13% QoQ; gross profit was €1.967 billion, up 30.78%; gross margin was 41.8%, up 3.7 points; operating profit was €775 million, up 70.70%; segment profit was €1.119 billion, up 56% YoY and 40% QoQ; segment margin was 23.8%, up 5.6 points; net profit was €532 million, up 130.30%; free cash flow was €656 million, versus a €1.276 billion outflow a year earlier; basic EPS was €0.41, diluted €0.40, adjusted diluted €0.60.
CEO Jochen Hanebeck said Infineon closed FY2026 with record quarterly results and starts the new fiscal year with strong momentum. Thanks to the industry's continued cyclical recovery and strong demand in long-term growth areas, the company expects significantly higher revenue and profitability in FY2027. Data center power supply, energy infrastructure expansion and upgrades, e-mobility, and software-defined vehicles will be the main growth drivers; with its broad product portfolio, innovation, and capacity advantages, Infineon can keep capturing profitable growth in these areas and emerging markets like robotics and edge AI.
ICgoodFind Summary: Infineon's Q4 revenue of €4.706 billion with net profit up 130% and gross margin at 41.8% saw free cash flow turn positive to €656 million from a year-earlier outflow. Data center power, energy infrastructure, and e-mobility are listed as FY2027 growth drivers—overlapping power semiconductor demand across AI infrastructure and energy transition underpins the profit structure improvement.
