Infineon Exceeds Q3 Expectations, Anticipates Continued Growth

Infineon Technologies AG reported strong results for the third quarter of fiscal year 2025. Revenue reached €3.704 billion, aligning with guidance, while the Segment Result surpassed forecasts at €668 million, translating to an 18% margin. The company anticipates further growth in Q4, despite challenges like tariff uncertainties and a weakening US dollar.

Q3 saw a 3% revenue increase from Q2, largely attributed to advancements in the Green Industrial Power and Power & Sensor Systems segments. The gross margin did see improvement, rising from 38.7% to 40.9%. The report also highlighted Infineon's strategic focus areas, including the acquisition of Marvell's Automotive Ethernet business, highlighting opportunities in AI data centers and energy infrastructure.

Outlook for Q4 2025 suggests estimated revenue of approximately €3.9 billion, with an expected Segment Result Margin in the high-teens range. For FY 2025, the forecasted revenue is around €14.6 billion, slightly decreasing from the previous year.