STMicroelectronics N.V. Q1 2026 Earnings Recap

STMPA.PA Q1 2026 April 23, 2026

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STMicroelectronics delivered solid Q1 2026 revenues of $3.1 billion, bolstered by strategic acquisitions and broad-based demand across key markets, with margins and free cash flow impacted by acquisition-related costs.

Earnings Per Share Miss

$0.11 vs $0.15 est.

-24.6% surprise

Revenue Beat

2608330000 vs 2600879000 est.

+0.3% surprise

Market Reaction

1-Day +1.17%

5-Day -1.57%

30-Day +28.48%

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Key Takeaways

Revenues exceeded mid-range outlook at $3.1 billion, with contributions from recent NXP MEMS sensor acquisition; ex-PPA, non-GAAP EPS was $0.30.
Book-to-bill ratio remained strong above 1 across all regions and end markets, signaling healthy demand momentum.
Automotive segment saw a 10% sequential decline but 15% YoY growth, driven by sensor and power semiconductor demand; integration of NXP’s MEMS business progressing as planned.
Industrial revenues grew 26% YoY, with positive design wins in automation, robotics, and strategic collaborations, including NVIDIA, supporting industry transformation.
Consumer Electronics declined 14% sequentially due to seasonality but grew 21% YoY; growth in mobile platforms and secure sensing solutions remains robust.

This summary was generated by AI from the official earnings call transcript and is provided for informational purposes only. It does not constitute financial advice. For the complete transcript and financial data, visit STMPA.PA on AllInvestView.

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