GFS's gross margin expanded from roughly 22% to about 30% across the sampled quarters, suggesting that utilization and mix gains rather than pricing are driving profitability, though revenue growth of 0.6% year over year indicates the automotive recovery has not yet produced durable top-line acceleration.
Price trend, volume and key moving averages
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Gross margin improved from 22.4% to 30.1% over the sampled period, yet net margin of -14.3% in 2026Q3 and swings such as a -$730M net loss in 2024Q4 show that reported earnings remain highly volatile relative to operating performance.
GlobalFoundries is a key player in producing essential semiconductors that power global technology and connectivity.
Formed as a collaboration between Mubadala and AMD, GlobalFoundries is positioned to meet rising global semiconductor demand.
Partnerships with Sivers Semiconductors and the U.S. Department of Energy highlight GlobalFoundries' role in AI-driven chip design and silicon photonics.
Trailing total returns as of 11/7/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Nov 4, 2026 | $0.53+3.5% vs $0.51 | $1.9B+0.5% vs $1.9B |
Q3 2026 Aug 5, 2026 | $0.46+6.3% vs $0.43 | $1.8B+1.2% vs $1.8B |
Q2 2026 May 5, 2026 | $0.40+13.9% vs $0.35 | $1.6B+0.3% vs $1.6B |
Q1 2026 Feb 11, 2026 | $0.55+15.9% vs $0.47 | $1.8B+1.5% vs $1.8B |
Investors looking for stocks in the Electronics - Semiconductors sector might want to consider either GlobalFoundries Inc. (GFS) or Marvell Technology (MRVL). But which of these two companies is the best option for those looking for undervalued stocks?
GLOBALFOUNDRIES remains a buy, with improving margins and strong deal flow despite recent share price weakness. GFS issued 9.9 million shares to the US government, leading to dilution but facilitating major deals, including a $21 billion Japan expansion. Adjusted Q3 EPS beat estimates; guidance implies a full-year adjusted P/E of 20.4, with robust demand in AI and data center segments.
GLOBALFOUNDRIES Inc. ( GFS ) Q3 2026 Earnings Call November 4, 2026 8:30 AM EST Company Participants Eric Chow - Director of Investor Relations Timothy Breen - CEO & Director Sam Franklin - Chief Financial Officer Conference Call Participants Christopher Muse - Cantor Fitzgerald & Co., Research Division Sahej Singh - Stifel, Nicolaus & Company, Incorporated, Research Division James Schneider - Goldman Sachs Group, Inc., Research Division Mehdi Hosseini - Susquehanna Financial Group, LLLP, Research Division Harlan Sur - JPMorgan Chase & Co, Research Division Joseph Moore - Morgan Stanley, Research Division Sreekrishnan Sankarnarayanan - TD Cowen, Research Division Atif Malik - Citigroup Inc., Research Division Christopher Caso - Wolfe Research, LLC Presentation Operator Thank you for standing by, and welcome to the GlobalFoundries Third Quarter Fiscal Year 2026 Financial Results Conference Call. [Operator Instructions] As a reminder, today's program is being recorded.
GlobalFoundries NASDAQ: GFS reported third-quarter fiscal 2026 revenue of $1.899 billion, up 6% sequentially and 13% from a year earlier, as stronger demand in communications infrastructure, data center, automotive and industrial markets continued to reshape the company's revenue mix.
Benchmark GFS against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for GLOBALFOUNDRIES Inc. (GFS)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $38.62 | $21.19B | 24.29 | 0.61% | 13.03% | 7.76% | — | |
| $13.85 | $34.55B | 27.17 | 2.26% | 31.93% | 19.95% | 3.18% | |
| $43.78 | $1.53B | 102.45 | 6.03% | 8.3% | 9.31% | 1.73% | |
| $56.28 | $283.88B | -955.52 | -0.47% | -20.09% | -9.9% | — | |
| $277.36 | $253.3B | 50.89 | 13.05% | 34.25% | 40.51% | 1.97% | |
| $63.31 | $24.64B | 218.31 | -15.35% | 10.82% | 9.24% | — |
GLOBALFOUNDRIES Inc. (GFS) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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GLOBALFOUNDRIES Inc. (GFS) stock FAQ — growth, dividends, profitability & financials explained
GLOBALFOUNDRIES Inc. (GFS) reported $6.94B in revenue over the trailing twelve months. Revenue was $6.79B in fiscal year 2025. That is 17% more than the $5.81B of fiscal year 2019.
GLOBALFOUNDRIES Inc. (GFS) grew revenue by 0.6% in fiscal year 2025, compared with the prior fiscal year.
Yes. GLOBALFOUNDRIES Inc. (GFS) earned $716.0M in net income over the trailing twelve months (a 10.3% net margin).
GLOBALFOUNDRIES Inc. (GFS) had a return on equity (ROE) of 7.8% in fiscal year 2025. That is below the market's typical 10-15%.
GLOBALFOUNDRIES Inc. (GFS) generated $796.0M in free cash flow over the trailing twelve months.
