GLOBALFOUNDRIES Inc.
NASDAQ•GFS
CEO: Dr. Thomas H. Caulfield DES, Ph.D.
Sector: Technology
Industry: Semiconductors
Listing Date: 2021-10-28
GlobalFoundries Inc., a semiconductor foundry, provides range of mainstream wafer fabrication services and technologies worldwide. It manufactures various semiconductor devices, including microprocessors, mobile application processors, baseband processors, network processors, radio frequency modems, microcontrollers, and power management units. GlobalFoundries Inc. has a strategic partnership with Efficient Computer to develop high-performance computer processors. The company was incorporated in 2008 and is headquartered in Malta, New York.
Contact Information
Market Cap
$23.11B
P/E (TTM)
26.1
46.4
Dividend Yield
--
52W High
$50.98
52W Low
$29.77
52W Range
Rank51Top 71.3%
3.0
F-Score
Modified Piotroski Analysis
Based on 7-year fundamentals
Weak • 3 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2019-2025
Financial Dashboard
Q4 2025 Data
Revenue
$1.83B+0.00%
4-Quarter Trend
EPS
$0.36+0.00%
4-Quarter Trend
FCF
$166.00M+0.00%
4-Quarter Trend
2025 Annual Earnings Highlights
Key Highlights
Net Income Rebounds Strongly Net income reached $888M in 2025, reversing the $262M net loss reported in the prior year period.
Revenue Edges Higher Total net revenue grew 0.6% to $6,791M, driven by higher wafer volumes, offsetting 10.4% average selling price declines.
Operating Expenses Reduced SG&A expenses decreased 12.2% to $375M, aided by $59M higher tool sales gains and lower consulting spend.
Debt Balances Decreased Total debt outstanding reduced to $1,151M by year-end 2025, reflecting a $757M repayment of term loan facilities.
Risk Factors
Global Trade Tensions Persist Geopolitical conditions, trade disputes, and tariffs could materially affect operations, financial condition, and business prospects globally.
Semiconductor Industry Cyclicality Cyclical nature and seasonality make the industry vulnerable to prolonged economic downturns, potentially eroding ASPs and margins.
Internal Control Deficiencies Noted Management concluded ICFR was not effective as of December 31, 2025, due to material weaknesses in personnel expertise and control design.
Reliance on Key Suppliers Dependence on a small number of suppliers for critical inputs like SOI wafers presents risks to production continuity and costs.
Outlook
Major Capital Investment Planned GF plans to invest over $16B across Fab 8 and Fab 9 facilities over the next decade, supported by government funding.
Strategic Acquisitions Expand IP Completed MIPS and AMF acquisitions to enhance AI/processor IP portfolio, accelerating differentiated technology offerings for growth.
Government Funding Secured Secured funding agreements, including $1.5B from U.S. CHIPS Act, supporting capacity expansion in New York and Vermont.
Focus on Differentiated Technology Strategy centers on building core strengths in AI, expanding RISC-V expertise, and securing single-sourced revenue mix targets.
Peer Comparison
Revenue (TTM)
$22.42B
$20.61B
$12.39B
Gross Margin (Latest Quarter)
87.4%
81.5%
72.0%
Key Metrics
Symbol | Market Cap | P/E (TTM) | ROE (TTM) | Debt to Assets |
|---|---|---|---|---|
| ASX | $45.77B | 35.9 | 12.8% | 29.7% |
| TER | $44.87B | 80.9 | 19.9% | 8.3% |
| COHR | $38.26B | 127.9 | 3.6% | 23.5% |
Long-Term Trends
Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
4.9%
Moderate Growth
4Q Net Income CAGR
-1.8%
Stable Profitability
Cash Flow Stability
100%
Strong Cash Flow
Deep Research
Next earnings:May 5, 2026
EPS:$0.35
|Revenue:$1.63B
Financials
Earnings Calls
Reports
News
Income Statement
Balance Sheet
Cash Flow Statement
Ratios
% Chg.
Income Statement | LTM |
|---|
No Data