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Tower Semiconductor Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary10 Nov, 2025
Executive summary
Q3 2025 revenue reached $396 million, up 7% year-over-year and 6% sequentially, with net profit of $54 million and basic EPS of $0.48, diluted EPS of $0.47.
Q4 2025 revenue guidance is set at $440 million (+/-5%), representing a 14% year-over-year increase and a record high.
Strong expansion in Silicon Photonics and RF infrastructure, with core technologies—power management, CMOS image sensors, and 65nm RF mobile—showing year-over-year growth.
Cash flow from operating activities in Q3 2025 was $139 million, with net investments in property and equipment at $103 million.
Announced an additional $300 million investment for SiPho and SiGe capacity and next-generation capabilities.
Financial highlights
Gross profit for Q3 2025 was $93 million (24% margin), up 16% sequentially; operating profit was $51 million, up 27% sequentially.
Adjusted net profit for Q3 2025 was $62.8 million, with adjusted diluted EPS of $0.55.
Nine-month 2025 revenue totaled $1.13 billion, with net profit at $140.3 million and adjusted net profit at $170.4 million.
Free cash flow for Q3 2025 was $36 million.
Shareholders' equity reached $2.83 billion; current assets ratio at 7x.
Outlook and guidance
Q4 2025 revenue expected to reach $440 million, a new record, up 14% year-over-year and 11% quarter-over-quarter.
Targeting $2.7 billion annual revenue at full fab loading, $560 million operating profit, and $500 million net profit under the strategic model.
Silicon Photonics revenue projected above $220 million for 2025, with Q4 annualized run rate exceeding $320 million.
Growth expected across Power Management, Image Sensors, and 65nm RF Mobile.
Record revenue anticipated due to ramping SiGe and SiPho capacity and strong data center demand.
SiPho/SiGe investment's expected margin uplift?
Total cost of Newport Beach Fab 3 lease extension?
Contribution of new fabs to Q4 revenue guidance?
How does SiPho's rapid ROI impact profit acceleration?
How to sustain SiPho leadership amid market demand?
Elaborate on organic 300mm fab expansion strategy
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Next Tower Semiconductor earnings date
Q4 202513 Feb, 2026
Next Tower Semiconductor earnings date
Q4 202513 Feb, 2026
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Frequently asked questions
Tower Semiconductor Ltd. is a pure-play independent specialty foundry offering advanced technology, dedicated design and development, manufacturing, customized test and thin film packaging services using its process technologies from 1.0 to 0.13 micron and mixed-signal capabilities. These process technologies include advanced CMOS technologies that enable the integration of mixed-signal and RF functions in one silicon wafer; enhanced high voltage process technology targeting power management products; GaAs for wireless applications; SiGe for high frequency wireless applications; MEMS for sensors for consumer, medical and aerospace applications; image sensors for consumer applications; BiCMOS for special high-performance applications such as intercarrier sound processor chips used in CATV receivers and optical chips used in FTTH applications; and copper Damascene via a copper filling process.
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