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GlobalFoundries (GFS) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates

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For the quarter ended September 2025, GlobalFoundries Inc. (GFS - Free Report) reported revenue of $1.69 billion, down 2.9% over the same period last year. EPS came in at $0.41, compared to $0.41 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $1.68 billion, representing a surprise of +0.75%. The company delivered an EPS surprise of +7.89%, with the consensus EPS estimate being $0.38.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how GlobalFoundries performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Wafer shipment volume: 602 versus 577 estimated by three analysts on average.
  • Net revenue- End Market- Smart Mobile Devices: $752 million versus $669.73 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a -13.4% change.
  • Net revenue- End Market- Communications Infrastructure & Datacenter: $175 million compared to the $181.79 million average estimate based on four analysts. The reported number represents a change of +31.6% year over year.
  • Net revenue- End Market- Non wafer revenue: $197 million versus $199.97 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +13.2% change.
  • Net revenue- End Market- Automotive: $306 million compared to the $367.06 million average estimate based on four analysts. The reported number represents a change of +19.5% year over year.
  • Net revenue- End Market- Home and Industrial IoT: $258 million versus $274 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a -16.2% change.

View all Key Company Metrics for GlobalFoundries here>>>

Shares of GlobalFoundries have returned -0.9% over the past month versus the Zacks S&P 500 composite's +4.6% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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