STMicroelectronics N.V. (STM) Earnings
STMicroelectronics N.V. is expected to report next earnings on July 23, 2026 (in NaN days), with a consensus EPS estimate of $0.26. STM has beaten EPS estimates in 7 of its last 12 reported quarters (average surprise -24.8% over the last four).
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| Apr 23, 2026 | $0.19 | $0.13 | -31.6% | $3.1B | +1.2% |
| Jan 29, 2026 | $0.27 | $0.11 | -59.3% | $3.3B | +9.3% |
| Oct 23, 2025 | $0.22 | $0.29 | +31.8% | $3.2B | -3.6% |
| Jul 24, 2025 | $0.10 | $0.06 | -40.0% | $2.8B | -11.9% |
| Apr 24, 2025 | $0.05 | $0.07 | +40.0% | $2.5B | -4.9% |
| Jan 30, 2025 | $0.35 | $0.37 | +5.7% | $3.3B | +16.7% |
| Oct 31, 2024 | $0.33 | $0.37 | +12.1% | $3.3B | +0.1% |
| Jul 25, 2024 | $0.36 | $0.38 | +5.6% | $3.2B | +0.9% |
| Apr 25, 2024 | $0.59 | $0.54 | -8.5% | $3.5B | -4.0% |
| Jan 25, 2024 | $0.95 | $1.14 | +20.0% | $4.3B | -0.6% |
| Oct 26, 2023 | $1.09 | $1.16 | +6.4% | $4.4B | +1.3% |
| Jul 27, 2023 | $1.08 | $1.06 | -1.9% | $4.3B | +0.9% |
Source: company filings + earnings calendar. For informational purposes only — not investment advice.
Earnings call summary
Q1 FY2026 · April 23, 2026
AI summary of management’s prepared remarks and analyst Q&A. For informational purposes only — not investment advice.
Management highlights
Jean-Marc started with an overview of Q1, including net revenues of $3.1 billion, gross margin details. Discussed business dynamics like strong booking momentum, automotive revenue trends, acquisition of NXP's MEMS sensor business, industrial performance, personal electronics revenue, communications equipment and computer peripherals revenue, sustainability efforts. Lorenzo then presented detailed financial figures, including revenues by segment, profitability, OPEX details, and outlook for Q2 and 2026.
Guidance
Expect Q2 2026 revenues at $3.45 billion plus minus 350 basis points. Midpoint net revenues increase 11.6% sequentially and 24.9% year over year. Gross margin expected about 34.8% plus minus 200 basis points. 2026 revenues expected double digit growth driven by new AI programs.
Segment performance
By reportable segment, analog products, MEMS and Sensor, grew 23.2%. Power and discrete product decreased 1.8%. Embedded processing revenues were up 31.3%. RF and optical communication grew 33.9%.