GlobalFoundries
Manufactures feature-differentiated chips through foundries across the United States, Europe and Asia.
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Profile
Manufactures feature-differentiated chips through foundries in the United States, Germany and Singapore, serving smart mobile, automotive, communications, data-center and aerospace markets. The business concentrates on specialty platforms and supply assurance rather than each successive leading-edge node.
Manufactures feature-differentiated semiconductors for customers in smart mobile devices, automotive, communications infrastructure, data centers, aerospace and defense. Platforms include FDX, radio-frequency, silicon photonics, power-efficient connectivity and gallium-nitride technologies.
Production spans the United States, Germany and Singapore, combining specialty process capabilities with manufacturing close to customers in several regions. The operating model emphasizes improving established processes and scaling differentiated features rather than pursuing each successive leading-edge node.
Execution centers on platform development, reliable high-volume fabrication and expansion of advanced packaging, photonics and power capabilities. The business depends on capital-intensive fabs, long customer programs, government-supported capacity projects and a controlling shareholder. Its current direction follows the 2018 decision to pause seven-nanometer development and concentrate resources on differentiated technologies and supply assurance.
Company facts
Key statistics
Year to date +21.2% · Average volume (30d) 4.3M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Rating | Prior target | Target |
|---|---|---|---|---|---|
| Aug 10, 2026 | Deutsche Bank | Target | $60 | $75 | |
| Aug 6, 2026 | Morgan Stanley | Reiterate | Negative | $57 | $60 |
| Aug 6, 2026 | Robert W. Baird | Target | $100 | $140 | |
| Aug 6, 2026 | UBS | Reiterate | Neutral | $77 | $55 |
| Aug 5, 2026 | Jefferies | Target | $65 | $60 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 5, 2026Q2 FY26 | $0.43 | $0.46 | +6.3% | $1.77B | $1.79B | +1.2% | −4.92% |
| May 5, 2026Q1 FY26 | $0.35 | $0.40 | +13.9% | $1.63B | $1.63B | +0.3% | −2.35% |
| Feb 11, 2026Q4 FY25 | $0.47 | $0.55 | +15.9% | $1.80B | $1.83B | +1.5% | −0.08% |
| Nov 12, 2025Q3 FY25 | $0.38 | $0.41 | +7.0% | $1.68B | $1.69B | +0.7% | −4.24% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $1.59B | $1.69B | $1.69B | $1.83B | $1.63B | $1.79B | |
| Gross profit | $355.0M | $408.0M | $419.0M | $528.0M | $451.0M | $505.0M | |
| Operating income | $151.0M | $196.0M | $195.0M | $255.0M | $180.0M | $174.0M | |
| Net income | $210.0M | $228.0M | $248.0M | $199.0M | $103.0M | $166.0M | |
| Diluted EPS | $0.38 | $0.41 | $0.44 | $0.36 | $0.18 | $0.30 | |
| Gross margin | 22.4% | 24.2% | 24.8% | 28.9% | 27.6% | 28.3% | |
| Operating margin | 9.5% | 11.6% | 11.6% | 13.9% | 11.0% | 9.7% |
Fiscal years (4-quarter sums)FY21 $6.59B · FY22 $8.11B · FY23 $7.39B · FY24 $6.75B · FY25 $6.79B
Revenue by product · FY25
Revenue by geography · FY25
Balance sheet, Jun 30, 2026Cash & short-term investments $2.36B · Total debt $1.68B · Total assets $16.89B · Shareholders' equity $11.82B
Dividends
To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Jun 24, 2026 | Jun 24 | Jul 14 | $0.12 |
Ownership
Shares outstanding 548.70M · Float 103.93M · 18.9% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Mubadala Investment Co PJSC | 399.57M | 72.82% | 13F | Aug 14, 2026 |
| FMR LLC | 69.85M | 12.73% | 13F | Aug 13, 2026 |
| JPMorgan Chase & Co | 6.76M | 1.23% | 13F | Aug 12, 2026 |
| Marshall Wace, LLP | 4.58M | 0.84% | 13F | Aug 13, 2026 |
| Price T Rowe Associates Inc /MD/ | 3.99M | 0.73% | 13F | Aug 14, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 27, 2026 | Samak L. Azar | officer: Chief Legal Officer | −335 | $46.75 |
| Aug 20, 2026 | Samak L. Azar | officer: Chief Legal Officer | −335 | $48.38 |
| Aug 18, 2026 | Pradheepa Raman | officer: Chief People Officer | −6,760 | $51.12 |
| Aug 13, 2026 | Samak L. Azar | officer: Chief Legal Officer | −335 | $52.62 |
| Aug 6, 2026 | Samak L. Azar | officer: Chief Legal Officer | −335 | $48.29 |
Peers
- TSMC (ADR)
Largest pure-play foundry spanning specialty and advanced processes
- United Microelectronics (ADR)
Direct scaled rival in mature-node logic and specialty foundry services
- Tower Semiconductor
Specialty analog foundry rival in RF, photonics, imaging, and power
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| GlobalFoundries | $44.90 | +0.49% | $24.56B | 35.0 | 20.9 | 3.5 | +5.8% |
| TSMC (ADR) | $418.89 | +0.30% | $2.17T | 30.4 | 27.4 | 14.1 | +24.0% |
| United Microelectronics (ADR) | $19.83 | +0.15% | $49.36B | 18.8 | 26.0 | 6.5 | +4.5% |
| Tower Semiconductor | $209.97 | +0.89% | $23.47B | 82.2 | 40.8 | 14.5 | +23.7% |
| Median | 30.4 | 27.4 | 14.1 | +23.7% |