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STMicroelectronics NV Earnings Calls
| Release date | Apr 23, 2026 |
| EPS estimate | $0.190 |
| EPS actual | $0.130 |
| EPS Surprise | -31.58% |
| Revenue estimate | 3.058B |
| Revenue actual | 3.095B |
| Revenue Surprise | 1.22% |
| Release date | Jan 29, 2026 |
| EPS estimate | $0.270 |
| EPS actual | $0.110 |
| EPS Surprise | -59.26% |
| Revenue estimate | 3.283B |
| Revenue actual | 3.329B |
| Revenue Surprise | 1.41% |
| Release date | Oct 23, 2025 |
| EPS estimate | $0.220 |
| EPS actual | $0.290 |
| EPS Surprise | 31.82% |
| Revenue estimate | 3.292B |
| Revenue actual | 3.173B |
| Revenue Surprise | -3.60% |
| Release date | Jul 24, 2025 |
| EPS estimate | $0.100 |
| EPS actual | $0.0600 |
| EPS Surprise | -40.00% |
| Revenue estimate | 3.182B |
| Revenue actual | 2.802B |
| Revenue Surprise | -11.94% |
Last 4 Quarters for STMicroelectronics NV
Below you can see how STM performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jul 24, 2025 |
| Price on release | $26.73 |
| EPS estimate | $0.100 |
| EPS actual | $0.0600 |
| EPS surprise | -40.00% |
| Date | Price |
|---|---|
| Jul 18, 2025 | $32.55 |
| Jul 21, 2025 | $32.81 |
| Jul 22, 2025 | $33.41 |
| Jul 23, 2025 | $31.77 |
| Jul 24, 2025 | $26.73 |
| Jul 25, 2025 | $26.32 |
| Jul 28, 2025 | $26.69 |
| Jul 29, 2025 | $26.54 |
| Jul 30, 2025 | $26.03 |
| 4 days before | -17.88% |
| 4 days after | -2.62% |
| On release day | -1.53% |
| Change in period | -20.03% |
| Release date | Oct 23, 2025 |
| Price on release | $25.26 |
| EPS estimate | $0.220 |
| EPS actual | $0.290 |
| EPS surprise | 31.82% |
| Date | Price |
|---|---|
| Oct 17, 2025 | $29.25 |
| Oct 20, 2025 | $30.21 |
| Oct 21, 2025 | $30.54 |
| Oct 22, 2025 | $29.12 |
| Oct 23, 2025 | $25.26 |
| Oct 24, 2025 | $24.86 |
| Oct 27, 2025 | $25.47 |
| Oct 28, 2025 | $25.21 |
| Oct 29, 2025 | $24.68 |
| 4 days before | -13.64% |
| 4 days after | -2.30% |
| On release day | -1.58% |
| Change in period | -15.62% |
| Release date | Jan 29, 2026 |
| Price on release | $28.62 |
| EPS estimate | $0.270 |
| EPS actual | $0.110 |
| EPS surprise | -59.26% |
| Date | Price |
|---|---|
| Jan 23, 2026 | $29.05 |
| Jan 26, 2026 | $28.60 |
| Jan 27, 2026 | $29.36 |
| Jan 28, 2026 | $30.33 |
| Jan 29, 2026 | $28.62 |
| Jan 30, 2026 | $27.89 |
| Feb 02, 2026 | $28.77 |
| Feb 03, 2026 | $27.86 |
| Feb 04, 2026 | $29.33 |
| 4 days before | -1.48% |
| 4 days after | 2.48% |
| On release day | -2.55% |
| Change in period | 0.96% |
| Release date | Apr 23, 2026 |
| Price on release | $49.71 |
| EPS estimate | $0.190 |
| EPS actual | $0.130 |
| EPS surprise | -31.58% |
| Date | Price |
|---|---|
| Apr 17, 2026 | $44.22 |
| Apr 20, 2026 | $44.46 |
| Apr 21, 2026 | $44.30 |
| Apr 22, 2026 | $44.86 |
| Apr 23, 2026 | $49.71 |
| Apr 24, 2026 | $50.47 |
| Apr 27, 2026 | $50.56 |
| Apr 28, 2026 | $49.81 |
| Apr 29, 2026 | $52.67 |
| 4 days before | 12.42% |
| 4 days after | 5.95% |
| On release day | 1.53% |
| Change in period | 19.11% |
STMicroelectronics NV Earnings Call Transcript Summary of Q1 2026
STMicroelectronics reported Q1 2026 revenue of $3.1 billion (including ~$40M from the recently closed NXP MEMS sensor acquisition). Book-to-bill was well above 1 across all end markets. GAAP gross margin was 33.8% (34.1% ex-PPA from the NXP purchase). The company reported several nonrecurring charges related to its manufacturing reshaping program; on an adjusted (non-U.S. GAAP) basis management highlighted operating income and EPS improvement versus the reported results. Inventories in distribution are now normalized, while company inventory on the balance sheet increased slightly. Free cash flow was negative (~$720–$723M), driven primarily by the ~$895M cash payment for the NXP MEMS business. Q2 2026 guidance: revenue $3.45 billion ±3.5% and gross margin ~34.8% (non-U.S. GAAP ~35.2%).
Key business dynamics: automotive declined sequentially but is +15% YoY with design wins across EV/HEV and traditional vehicles; industrial grew 26% YoY with normalized distribution inventories; personal electronics declined seasonally but is +21% YoY; communication equipment & computer peripherals grew strongly (41% YoY) driven by data center opportunities. Management reiterated data center revenue targets of "nicely above $500M" for 2026 and "well above $1B" for 2027 and announced a multiyear, multibillion-dollar commercial engagement with AWS. ST is ramping silicon photonics (PIC100), silicon carbide and other power solutions for AI/data center infrastructure and expanding its sensor business via the NXP MEMS acquisition.
Capital allocation / costs and outlook: 2026 net OpEx is being increased to accelerate investments (management expects like-for-like net OpEx up mid- to high-single-digit YoY; including the NXP acquisition and FX effects net OpEx expected to be up low-double-digit YoY). Management expects sequential gross-margin improvement through H2 2026 as utilization, product mix and reductions in unused capacity charges kick in, although some temporary manufacturing inefficiencies tied to the reshaping program will persist into the year. Sustainability targets remain: carbon neutral (Scopes 1 & 2 plus specified Scope 3 categories) by 2027 and 100% renewable electricity sourcing target by 2027 (86% achieved in 2025).
