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STMicroelectronics N.V Earnings Calls
| Release date | Oct 23, 2025 |
| EPS estimate | $0.225 |
| EPS actual | $0.263 |
| EPS Surprise | 16.75% |
| Revenue estimate | 3.174B |
| Revenue actual | 3.221B |
| Revenue Surprise | 1.48% |
| Release date | Jul 24, 2025 |
| EPS estimate | $0.0946 |
| EPS actual | -$0.109 |
| EPS Surprise | -214.73% |
| Revenue estimate | 3.182B |
| Revenue actual | 2.766B |
| Revenue Surprise | -13.09% |
| Release date | Apr 24, 2025 |
| EPS estimate | $0.0411 |
| EPS actual | $0.0600 |
| EPS Surprise | 45.83% |
| Revenue estimate | 2.66B |
| Revenue actual | 2.517B |
| Revenue Surprise | -5.38% |
| Release date | Jan 30, 2025 |
| EPS estimate | $0.343 |
| EPS actual | $0.364 |
| EPS Surprise | 6.24% |
| Revenue estimate | 2.634B |
| Revenue actual | 3.322B |
| Revenue Surprise | 26.11% |
Last 4 Quarters for STMicroelectronics N.V
Below you can see how STMEF 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 | Jan 30, 2025 |
| Price on release | $24.59 |
| EPS estimate | $0.343 |
| EPS actual | $0.364 |
| EPS surprise | 6.24% |
| Date | Price |
|---|---|
| Jan 24, 2025 | $25.70 |
| Jan 27, 2025 | $24.59 |
| Jan 28, 2025 | $24.59 |
| Jan 29, 2025 | $24.59 |
| Jan 30, 2025 | $24.59 |
| Jan 31, 2025 | $21.96 |
| Feb 03, 2025 | $22.00 |
| Feb 04, 2025 | $22.00 |
| Feb 05, 2025 | $22.00 |
| 4 days before | -4.32% |
| 4 days after | -10.53% |
| On release day | 3.21% |
| Change in period | -14.40% |
| Release date | Apr 24, 2025 |
| Price on release | $19.93 |
| EPS estimate | $0.0411 |
| EPS actual | $0.0600 |
| EPS surprise | 45.83% |
| Date | Price |
|---|---|
| Apr 17, 2025 | $20.22 |
| Apr 21, 2025 | $19.93 |
| Apr 22, 2025 | $19.93 |
| Apr 23, 2025 | $19.93 |
| Apr 24, 2025 | $19.93 |
| Apr 25, 2025 | $19.93 |
| Apr 28, 2025 | $19.93 |
| Apr 29, 2025 | $19.93 |
| Apr 30, 2025 | $19.93 |
| 4 days before | -1.43% |
| 4 days after | 0% |
| On release day | 0% |
| Change in period | -1.43% |
| Release date | Jul 24, 2025 |
| Price on release | $26.50 |
| EPS estimate | $0.0946 |
| EPS actual | -$0.109 |
| EPS surprise | -214.73% |
| Date | Price |
|---|---|
| Jul 18, 2025 | $32.41 |
| Jul 21, 2025 | $33.17 |
| Jul 22, 2025 | $33.17 |
| Jul 23, 2025 | $32.30 |
| Jul 24, 2025 | $26.50 |
| Jul 25, 2025 | $26.69 |
| Jul 28, 2025 | $26.30 |
| Jul 29, 2025 | $26.30 |
| Jul 30, 2025 | $26.30 |
| 4 days before | -18.24% |
| 4 days after | -0.749% |
| On release day | 0% |
| Change in period | -18.85% |
| Release date | Oct 23, 2025 |
| Price on release | $26.00 |
| EPS estimate | $0.225 |
| EPS actual | $0.263 |
| EPS surprise | 16.75% |
| Date | Price |
|---|---|
| Oct 17, 2025 | $28.90 |
| Oct 20, 2025 | $30.00 |
| Oct 21, 2025 | $30.63 |
| Oct 22, 2025 | $30.10 |
| Oct 23, 2025 | $26.00 |
| Oct 24, 2025 | $24.79 |
| Oct 27, 2025 | $25.42 |
| Oct 28, 2025 | $25.42 |
| Oct 29, 2025 | $25.42 |
| 4 days before | -10.03% |
| 4 days after | -2.24% |
| On release day | -4.65% |
| Change in period | -12.04% |
STMicroelectronics N.V Earnings Call Transcript Summary of Q3 2025
STMicroelectronics reported Q3 2025 revenue of $3.19B, slightly above guidance, with sequential recovery driven by Personal Electronics and Automotive (up ~10% sequentially). All end markets except Automotive returned to year‑over‑year growth. Gross margin was 33.2% (slightly below midpoint) and non‑GAAP EPS excluding one‑time items was $0.29. The company generated $130M of free cash flow, reduced inventories (135 days) and repaid $750M of a convertible bond tranche. ST is acquiring NXP's MEMS sensor business (up to $950M), expecting close in H1 2026. Q4 guidance: revenue $3.28B (+2.9% q/q) and gross margin ~35% (including ~290bp of unused capacity charges). Full‑year 2025 revenues implied ~ $11.75B; full‑year gross margin ~33.8%. Net CapEx guidance was reduced to just under $2.0B for 2025 to better align investment with demand. Key near‑term themes: inventory normalization (targeting further reductions in distribution), manufacturing reshaping (fab consolidations and 200mm→300mm transitions), continued silicon carbide transition (2025 a transition year; silicon carbide volume recovery expected in 2026), and focus on margin improvement via higher utilization and mix improvement. Financial posture remains strong with $4.78B liquidity and $2.61B net cash position.
