)
Visual
test
Infineon Technologies
Infineon Technologies (IFX) investor relations material
Infineon Technologies Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary4 Feb, 2026
Executive summary
Q1 FY26 revenue reached €3.662 billion, up 7% year-over-year and down 7% sequentially, with a segment result margin of 17.9%.
AI-related business is driving significant growth, with €1.5 billion in AI power solution revenues targeted for FY26 and €2.5 billion for FY27.
Major acquisition of ams OSRAM's non-optical analog/mixed-signal sensor portfolio for €570 million, expected to be EPS accretive and close by Q2 2026.
Automotive and Power & Sensor Systems segments showed strong performance, while Green Industrial Power and Connected Secure Systems faced sequential declines.
Investments accelerated to expand manufacturing, especially for AI-related products.
Financial highlights
Segment result for Q1 was €655 million, with a margin of 17.9%, stable versus the prior quarter.
Adjusted gross margin expanded to 43.0%; reported gross margin rose to 39.9%.
Free cash flow for Q1 was -€199 million, a significant improvement from the previous quarter.
Gross cash position at quarter-end was €1.8 billion; net debt at €5 billion.
EPS for Q1 FY26 was €0.18 (basic and adjusted); profit for the period was €256 million.
Outlook and guidance
FY26 revenue expected to be moderately up year-over-year, with low-40s % adjusted gross margin and high-teens % segment result margin.
Q2 revenue forecasted at around €3.8 billion; PSS segment to grow significantly, GIP to see moderate increase, ATV and CSS stable.
FY26 free cash flow now expected at €1 billion, adjusted free cash flow at €1.4 billion.
€500 million in AI-related investments pulled forward to accelerate capacity expansion.
FY26 guidance excludes the planned ams OSRAM sensor portfolio acquisition.
Impact of increased AI investments on FCF?
AI data center revenue growth FY26 to FY27?
How is AI demand offsetting market weakness?
How will AI capacity investments fuel FY27 growth?
How is Infineon shifting its automotive portfolio?
What are the integration plans for ams OSRAM sensors?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Latest summaries
- TimeTickerHeadlineOpen
- 6 FebHTOO
Resale registration for 71,429 shares via warrant, with proceeds only on exercise; financial risks persist. - 6 FebVSAT
Q3 revenue up 3% to $1.16B, net income $25M, strong cash flow, Ligado boost, satellite focus. - 6 FebWEC
Targets 7–8% EPS growth, $37.5B capex, and coal exit by 2032 amid surging data center demand. - 6 FebBR
Q2 FY26 recurring revenue grew 8% and adjusted EPS guidance was raised to 9-12%. - 6 FebFFWM
Merger vote includes new non-voting stock class with limited conversion and no voting rights. - 6 FebKKR
Charter amendments seek to modernize governance and establish one share, one vote by 2026. - 6 FebARI
Proposed $9B real estate loan portfolio acquisition highlights disciplined, long-term strategy. - 6 FebSMCI
Q2 revenue jumped 123% to $12.7B, with FY26 guidance raised to at least $40B. - 6 FebRJF
Record revenues and assets, higher dividend, and acquisitions despite lower net income. - 6 FebFFIE
Raising capital for global EV and AI expansion, with regulatory and dilution risks highlighted.
Next Infineon Technologies earnings date
Q2 20266 May, 2026
Infineon Technologies
Next Infineon Technologies earnings date
Q2 20266 May, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
Infineon Technologies AG, a technology company, designs, develops, manufactures, and markets semiconductors and related system solutions worldwide. It offers power management and multimarket solutions, including power semiconductors and integrated circuits and system solutions for automotive, industrial power control, mobile devices, energy efficient homes, smart grid and infrastructure applications. The company also provides logic products; opto semiconductors; micro controllers and sensors; radio frequency identification; memories; discrete components; hard switches; and passive components. Infineon Technologies AG is headquartered in Munich, Germany.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage