GLOBALFOUNDRIES Inc. · GFS · Next earnings

GLOBALFOUNDRIES Inc. reports Wednesday, Nov 4, 2026

GFS reports before market open with consensus EPS at $0.51 and revenue at $1.89B. Last quarter: GlobalFoundries shifts further toward photonics and advanced packaging

Reports Before market open0 days awayDate estimated Technology

What the street expects

Consensus for the coming report
Consensus EPS $0.51 Calendar consensus
Consensus revenue $1.89B Calendar consensus
Report date Nov 4, 2026 Wednesday, date estimated
Session Before market open 0 days away

Where GFS left off: FY2026 Q3

Full report

GlobalFoundries shifts further toward photonics and advanced packaging

EPS surprise — Reported — vs $0.51
Revenue surprise — Reported — vs $1.89B
Stock move -7.3% Event window
Subsequent drift 0.0% Up to 20 sessions

Maintained, according to the supplied call analysis. Management reiterated margin targets and described planned capacity and capital investment; no revised guidance figures are provided in the supplied scorecard.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Capacity expansion could run ahead of demand or face ramp constraints, weighing on utilization and returns.
  • Declining smart-mobile demand and seasonality may offset growth elsewhere.
  • The planned CapEx program and margin targets depend on execution, customer prepayments and continued progress in photonics and advanced packaging.

Questions analysts left open

  • Whether the company can reach its FY2028 gross-margin target and what mix and timing would be required.
  • Quarter-to-quarter utilization trends and the effect of smart-mobile declines on revenue momentum.
  • Potential photonics capacity or pricing pressure, and the contribution and flexibility of the TSMC interposer arrangement.

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Recent GFS quarters

All GFS earnings
-7.3%FY2026 Q3

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.