STMicroelectronics N.V. Earnings Recaps
Q1 2026
Apr 23, 2026
STMicroelectronics delivered a solid Q1 2026, exceeding revenue expectations amid strong secular growth in key end markets, despite a slight decline in automotive revenue.
Key takeaways
- Revenues reached $3.1 billion, surpassing midpoint guidance, with contributions from NXP's MEMS sensor acquisition and broad-based solid performance across segments.
- Automotive revenues declined 10% sequentially but grew 15% YoY, supported by design wins in electric and hybrid vehicles; integration of NXP MEMS is progressing as planned.
- Industrial segment rose 26% YoY with a focus on industrial automation, collaboration with NVIDIA on physical AI, and maintenance of the #1 rank in general-purpose microcontrollers.
- Personal Electronics revenues decreased 14% sequentially due to seasonality but increased 21% YoY, with strengthened positions in mobile and connected consumer devices.
- Communications and Data Center segment outperformed expectations with a 41% YoY increase, reinforced by multi-year engagements with AWS and expansion into high-power solutions for AI infrastructure.
Q3 2025
Oct 23, 2025
STMicroelectronics reported Q3 2025 revenues of $3.19 billion, surpassing guidance, driven by strong performance in Personal Electronics and steady growth in Automotive and Industrial sectors, despite a slight dip in gross margin.
Key takeaways
- Revenues increased 40% sequentially in Personal Electronics, exceeding expectations and reflecting strong seasonal demand.
- Automotive revenues grew 10% sequentially, with a positive book-to-bill ratio, indicating robust order trends and sustained demand for car electrification solutions.
- Industrial segment revenues rose 8% sequentially and 13% year-over-year, marking a significant return to growth, alongside increasing design activity across various applications.
- Free cash flow generated was $130 million, underscoring effective inventory management and operational efficiency.
- STMicroelectronics announced the planned acquisition of NXP's MEMS sensor business for up to $950 million, aimed at enhancing its leading position in MEMS technology ahead of H1 2026 closure.
Q2 2025
Jul 25, 2025
STMicroelectronics reported Q2 2025 revenue of $2.77 billion, exceeding guidance, driven by strong performances in Personal Electronics and Industrial, while Automotive revenue showed signs of recovery.
Key takeaways
- Revenue increased sequentially by 14% in Automotive, bolstered by growth in Asia Pacific, despite temporary customer-specific challenges.
- Gross margin held steady at 33.5%, aligned with business outlook expectations.
- Strong design-in momentum across multiple applications, including automotive microcontrollers and industrial systems, supports positive growth outlook for Q3.
- STM32 microcontrollers demonstrated significant year-over-year growth, reflecting robust product demand and a thriving developer community.
- Continued recognition for sustainability, ranking 25th in the World’s Most Sustainable Companies List, underscores ST's commitment to responsible corporate practices.